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Wrong clicks.
Broad "financial advisor" keywords attract job seekers, students, free calculator users and people with no assets to manage.
Paying for the wrong peopleCampaigns for the clients you serve best, like retirement planning and business owners, written for your compliance review, with consultation landing pages and tracking on every request. Flat monthly fee, never a percentage of spend.
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Broad "financial advisor" keywords attract job seekers, students, free calculator users and people with no assets to manage.
Paying for the wrong peopleAds and pages written without compliance in mind bounce back and forth for weeks, so campaigns never launch.
Campaigns that never startGoogle sees clicks, not qualified consultations, so it keeps buying the cheapest traffic.
Smart bidding needs real dataCampaigns for retirement planning, business owners, physicians or whoever you serve best.
We block jobs, certification courses, calculators and stock-tip searches from day one.
Ads and landing pages drafted for your compliance review, with the required disclosures, before launch.
Pages that explain your process and fees clearly and make booking a consultation easy.
Calls and consultation requests tracked to the keyword, with qualified ones sent back to Google.
Consultations, cost per qualified lead and pipeline by campaign, in plain English.
A review of your current account, or a launch plan with real keyword costs if you are new to Google Ads.
FreeTracking, campaigns, ads and a landing page per service, built and checked before a dollar is spent.
Weeks 1–2Search-term reviews, negatives and bid changes while Google learns which clicks become qualified consultations.
Weeks 3–6Budget moves to the campaigns that produce qualified consultations; everything else is cut.
Every monthYour ad shows up for the planning search, the investor books, and the consultation lands in your report with the keyword that produced it.
Illustrative demo. Real results depend on your market, budget and offer.
Choose a 30-minute slot. Before the call we review your current ads, or price out a launch if you have none, so the call is about what to fix first.
Built for advisors and RIAs managing $100M+ · $2,450/mo standalone · $1,850/mo with SEO
$2,450 a month standalone, or $1,850 a month added to any SEO plan. Ad spend is paid directly to Google on your card; high-intent advisor searches can cost $15 to $45 a click, so we recommend at least $3,000 a month. You choose a 3- or 6-month first term, then it renews in 6-month terms.
Every ad and landing page is drafted for your compliance team to approve before launch, with your required disclosures and no performance claims. We keep records of what ran for your files.
Google applies financial services policies and may require advertiser verification. We handle the setup and keep your account in good standing.
Ads can bring requests within days. The first four to six weeks are a learning period while we cut wasted searches and Google learns which clicks become qualified consultations.
You do: the account, the billing and all the data. If we ever part ways, everything stays with you.
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