Meta Ads vs Google Ads for Broker Dealers
The better channel is the one whose operating rhythm your supervisory process can actually keep up with.
Reviewed by Alex Khassa, Founder & CEO
How we check every guide
This guide was written by people who run advisor ad campaigns every week. Alex Khassa reviewed it before it went live. We check every number against its source, cut any claim we cannot back up, and check the wording against SEC and FINRA ad rules. We update it when Meta or the rules change.
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Answers based on what we've seen drive top performance across years of data.
First appointments typically hit the calendar within the first 1–2 weeks after launch. Month one is optimization. Month two is when things stabilize and become predictable.
2–3 hours of video recording every 3–6 months. That’s it. We handle everything else.
We’ve worked with over 250 financial firms and their compliance teams. We know what gets approved under Special Ad Category restrictions. We build compliant from the start and coordinate directly with your team.
Total marketing budget starts at $17,500 per month and ranges up to $120,000 depending on your goals, ad spend included. Engagements run on a 12 month minimum.
No. And you should be skeptical of any agency that does. Guarantees in this space are a red flag. They sell you a feeling, not a strategy. What we offer is a proven methodology, a team that has managed over $12 million in Meta ad spend for financial firms, and a track record of $60B+ in AUM pipeline generated across 250+ firms. The firms that follow our methodology and commit to the process see results. That's why we're selective about who we work with.
Most agencies try to do everything — Google, email, social, websites — and they’re mediocre at all of it. We only do Meta Ads for financial firms. We’ve spent over $12 million in this exact channel under Special Ad Category restrictions. We know what works because it’s all we do.
Good. Most of our clients do. We’re not replacing your marketing person or your agency. We’re adding the one capability they probably don’t have: Meta Ads at scale with branded video for financial services under Special Ad Category. We plug in alongside whatever else you’re running.
No. We do Meta Ads. That’s our entire focus. If you need those other services, we’re happy to recommend partners, but that’s not what we do.
Click the button below to apply. If it’s a fit, we’ll schedule a strategy session to walkthrough timelines, pricing, and how AUM OS would work for your firm.