Google Ads For Financial Advisors

We specialize in generating meetings for financial advisors and wealth management firms through Google ads.

Google ads for financial advisors and wealth management firms

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Start Getting Leads Quickly With Google Ads

Financial Advisor Leads is a lead generation agency that specializes in generating leads and meetings for financial advisors, financial planners, portfolio managers and wealth managers firms. We are experts at generating leads that are high net income individuals (500k+). 

What We Do Best

Google Ads For Financial Firms

Google Advertising

Capture leads when they are in the decisions making phase of choosing a financial advisor. Show up in Google searches when prospects are searching for your services, example: Financial Advisor (your city)

Our Process

How Does It Work?

1

Analyze Your Website

We analyze your website to make sure it has a good flow and everything is working properly. If you don't have a website we can build one for you.

2

Google Ads

Next we will setup and start running your Google ads. Your business will start showing up at the top of Google searches.

3

SEO

While the ads are running, we work on your SEO in the background. SEO is best for long term growth but it takes time to start ranking in search engines.

4

Leads Delivered

Once everything is up and running, leads will start coming in and people will start asking for meetings. We can also connect your website so the leads go directly into your CRM.

5

Follow Up / Meeting

You or your sales team will then follow up on the leads and book a meeting with the prospect.

6

Close

This is where you work your magic with your client and get them to sign up for your services.

Proven System

Why Do We Use Search Engine Marketing?

Financial Advisor Leads
Click to enlarge

In the image above, it shows you why we use search engine marketing.

Google ads are fast acting and will get you leads right away.

SEO is slower but once your website reaches the top of Google in the organic listings, you will start getting high quality leads.

This is because you dominate the SERP (search engine ranking page) and the lead is more likely to click on your website and meet with you. This is why we use them together.

Most importantly, this system generates the right type of leads because the lead is already searching for you.

Read more in the next section about why search engine leads are the best type of leads.

Proven System

Why Is Search So Effective?

To understand why our strategy is so effective, you need to first understand the buyers journey.

Financial Advisor Lead Generation Services
Click to enlarge

In the image above, there are 3 stages to the buyers journey.

First stage is where the prospect realizes that they have a problem and that they need a financial advisor.

Second stage is where the lead starts to look for a financial advisor.

Where does most research start? GOOGLE! This is where we capture them as a lead.

Third stage is where the prospect will make a decision. Typically if they found you first and they like what you have to offer, you will most likely get their business.

Financial Advisor Lead Generation
Results

Case Study

Click on the button below to view our case study of how we took a firm from 0 leads to 200 leads per month.

Testimonials

Have Questions?

We're a Good Fit If...

You want to Automate your Lead-Gen

You are tired of the daily lead-gen hustle and you are ready for a more automated system. We got this!

You don't have marketing experience

You are a financial advisor, your expertise is in finance, not marketing. Leave it to the pros, just like your clients leave the money management with you.

You want to Focus on clients not marketing

You’re growing fast and you simply don’t have the time to continually optimize your online lead-gen. We won’t just take it over – we will make it better.

Pricing

Google Ads

Local Google Ads

1 campaign
$ 1000 / Month + $300 (1 time setup fee)
  • 1 Campaign
  • Minimum Adspend 2k / month
  • Keyword Research
  • Ad creation (images, headlines and descriptions)
  • Ad management (testing audiences, headlines, images ect. to get the lowest cost per results)
  • Ad optimizations
  • Custom conversions creation and edits (ad tracking to make sure we capture each result)
  • Monthly Reporting
  • No Contracts, Cancel Anytime

Regional Google Ads

up to 3 Campaigns
$ 1500 / Month + $400 (1 time setup fee)
  • Up To 3 Campaigns
  • Minimum Adspend 3-5k / month
  • Keyword Research
  • Ad creation (images, headlines and descriptions)
  • Ad management (testing audiences, headlines, images ect. to get the lowest cost per results)
  • Ad optimizations
  • Custom conversions creation and edits (ad tracking to make sure we capture each result)
  • Monthly Reporting
  • No Contracts, Cancel Anytime

National Google Ads

5+ Campaigns
$ 2000 / Month + $600 (1 time setup fee)
  • 5+ Campaigns
  • Minimum Adspend 5k+ / month
  • Keyword Research
  • Ad creation (images, headlines and descriptions)
  • Ad management (testing audiences, headlines, images ect. to get the lowest cost per results)
  • Ad optimizations
  • Custom conversions creation and edits (ad tracking to make sure we capture each result)
  • Monthly Reporting
  • No Contracts, Cancel Anytime

Book A Free Consultation

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