🇺🇸 United States · Financial Advisors
PPC for financial advisors in the US
Financial-services ads face extra platform checks in several markets, and conversion cycles are long. Accounts need verification, tight targeting and patient measurement. Because the Marketing Rule now permits testimonials with conditions, compliant review programs are a real advantage for US advisors.
What PPC for financial advisors involves
- Advertiser verification and certification support where platforms require it
- Campaigns built around high-intent life events and niches
- Lead forms that qualify on assets, location and need
- Offline conversion imports from your CRM to optimize for meetings, not form fills
- LinkedIn campaigns for business-owner and executive audiences
Built for the rules in the US
Relevant bodies: SEC (Investment Advisers Act Marketing Rule 206(4)-1), FINRA Rule 2210 (broker-dealers), State securities regulators.
- The SEC Marketing Rule allows testimonials and endorsements for registered advisers, with required disclosures and oversight.
- Performance advertising has specific presentation requirements.
How we work
01
Account audit
Search terms, match types, negatives, tracking and wasted spend. We show you exactly where budget is going on searches that never become clients.
02
Tracking first
GA4, offline conversion imports and call tracking so bidding optimizes for leads that become clients.
03
Campaign build
Tightly themed campaigns by service and location, with ad copy that meets advertising rules in your profession and market.
04
Landing pages
Fast, focused pages for each campaign theme, A/B tested.
05
Weekly optimization
Bids, budgets, negatives and creative reviewed weekly; monthly reporting on cost per lead and lead quality.
Related pages
- Marketing for financial advisors in the USBecause the Marketing Rule now permits testimonials with conditions, compliant review programs are a real advantage for US advisors.
- SEO for financial advisors in the US
- PPC servicesGoogle Ads, Microsoft Ads and paid social management built around cost per qualified lead, for law firms, accountants, financial advisors and B2B companies.
- 🇬🇧 PPC for financial advisers in the UK
- 🇨🇦 PPC for financial advisors in Canada
- 🇦🇺 PPC for financial advisers in Australia
- 🇦🇪 PPC for financial advisers in the UAE
Frequently asked questions
Why was our financial ad disapproved?
Common causes are missing advertiser verification, restricted claims or landing pages without required disclosures. We audit all three before relaunching.
What budget do I need?
It depends on your market’s click costs. Legal and financial clicks are among the most expensive on Google, so we model a starting budget from your target cost per lead before launch.
Can you take over an existing account?
Yes. We audit it first and keep the history intact. Rebuilding from scratch throws away useful conversion data.
PPC for financial advisors: get a proposal
Tell us about your firm, your markets and your goals, and we’ll come back with a clear plan and next steps.
Get a proposal