Yes! Over 10 million businesses have used Facebook advertising, many of which are small to medium-sized financial advisory firms. We know Facebook Ads work. However, in order for them to work well, you need:

• The right strategy and goals
• A system for optimizing what works and eliminating what doesn’t
• Ad creation and copy that speaks to your target audience and converts
• Landing pages and a smooth customer experience
• Regular monitoring of ad spend

When you have these in place, you’re good to go!

Facebook Ads and Google Ads are different in how they target people. Google targets based on what a person types in the search bar, while Facebook targets based on their interests and engagement. Facebook Ads have a cheaper cost per click, while Google Ads have the advantage of reaching people who have an intent to take action.

Facebook does a lot of this work for you through interest-based targeting. This means that your ads will show up on the feed of people who are actually interested in anything related to your product or service. They base it on a user’s likes, interests, and engagement. However, it’s up to you to tell Facebook what your ideal customer is interested in. Since we know how advisors think, as well as how their prospects think, we are able to help you narrow down these interests to create more effective ads.

Your investment has two parts: a $2,000 monthly management fee that covers strategy, ad creation, campaign management, and reporting, plus the advertising costs that go directly to Facebook. The right ad spend depends on your goals and your market, so there’s no single number that fits every firm. On a strategy call we’ll help you land on an ad budget that gives your campaigns enough room to perform.

Facebook Ads can start reaching your audience as soon as your campaigns go live, but the first few weeks are about gathering data and learning what resonates. From there, we optimize based on real performance, so results typically strengthen as the campaign matures. Lead generation is a process of testing and refining, not flipping a switch, and our ongoing management is what keeps it improving.

Almost nothing, which is the point. We craft your campaigns, monitor performance, and make adjustments from start to finish so you can stay focused on serving your clients. You’ll receive weekly reports and metrics so you’re always in the loop, but the hands-on work is fully handled by our team.

It depends on your goals. Google Ads tend to capture people actively searching for an advisor right now, while Facebook Ads are powerful for building awareness and reaching people based on their interests before they start searching. Many advisors run both to cover the full picture. On a strategy call we can help you decide where your budget will work hardest based on your market and objectives.

You’ll receive weekly reports and metrics on how your campaigns are performing. Using Facebook’s Ad Manager, we track the data that matters and use those insights to spot opportunities and adjust your campaigns. You’ll always know how your ads are doing and where your budget is going, with no guesswork.

In most cases, yes. Facebook’s interest-based targeting lets us reach the specific kinds of people your firm serves, whether that’s retirees, business owners, or a particular profession. Because we work exclusively with financial advisors, we know how to translate your ideal client into the targeting that puts your ads in front of the right feeds.

We do. From the strategy and audience targeting to the ad copy and creative, our team builds your campaigns end to end. You get ads designed to highlight your value and convert, created by people who understand both financial advisors and the prospects they’re trying to reach, without having to learn Facebook’s Ad Manager yourself.