Meta Ads Marketing Agency for Financial Services

They aren't searching for an advisor. They're scrolling, like everyone else. Meta knows who has disposable income, who buys, who books. So we don't wait for them to look. We call them out by name: "$1M+ in your 401(k) and retiring in 5 years?" The ones it fits stop. The ones it doesn't scroll past. That's the targeting.

With the creative and the pixel. The ad says exactly who it's for, so the wrong people don't respond. Meta watches who stops, who watches, who books, and shows the ad to more people like them. Then we only send qualified bookings back to the pixel, so it learns what your client looks like. Every month it gets sharper.

Yes. You can't pick zip codes, but you can pick counties and cities. Inside that area, Meta puts more of your ads where people respond. If your ad speaks to $1M+ households, it drifts toward $1M+ neighborhoods. Local appointments usually cost more and close higher. Nationwide brings more volume. Many firms run both.

Many lead services sell the same lead to several advisors. Ours are yours. They watched your advisor on video, chose your firm, and booked on your calendar. Before they book, they answer qualifying questions you set: assets, timing, who decides. Below your minimum, they're told not to book. And those people never get sent back to Meta as a win.

Custom. We start from what already works for you: your seminars, your book, your webinars, your best client stories. Then we write scripts in your words for each pocket of people you serve. If every advisor runs the same ad, nobody stands out. That's the opposite of what Meta rewards now.

We write every script. A remote videographer sets you up over Zoom: phone, tripod, light, mic and teleprompter. You read, we edit and launch. You can test two advisors side by side and let the results pick. If filming isn't possible, motion graphics with a voiceover can work too, but real faces usually win.

We send scripts to compliance before filming, make their edits, then send the final video for approval before anything goes live. We've been through LPL review more than once. Compliance is usually the longest step, so we start it in week one.

Onboarding is about four weeks: kickoff, scripts in week one, filming, compliance, funnel and tracking. Once live, a test gets its fair shot: we judge it after it spends 2 to 3x your target cost per appointment. Winners get duplicated, and budgets rise about 20% a week. Never big jumps.

No. Boosting optimizes for likes and views. We optimize for qualified booked appointments. That means dozens of ad sets, each built for one type of client, a landing page with a short video, a qualifying form, and a calendar. Then tracking from the click all the way to the closed client.

You see everything. Spend, appointments, cost per appointment, show rate and status by campaign, updated daily. When your team marks who closed, we see which ads bring clients, not just calls. Then budget moves there.