Facebook Ads For Financial Advisors

Facebook and Instagram campaigns that turn pre-retirees, business owners and high-income households into booked meetings for independent advisors, RIAs and wealth managers. Built by a team with 20+ years of Meta media buying, designed for the financial-services ad category, and paired with AI follow-up.

Insurance agent or brokerage? See Facebook ads for insurance agents →

Insurance agent or brokerage? See Facebook ads for insurance agents →

Financial Advisors

Wealth Managers

RIAs

Insurance Agents

Annuity Planners

Legacy Planning

Paid Social

Lead Generation

Seminar Marketing

SEO

Financial Advisors ✳

Wealth Managers ✳

RIAs ✳

Insurance Agents ✳

Annuity Planners ✳

Legacy Planning ✳

Paid Social ✳

Lead Generation ✳

Seminar Marketing ✳

SEO ✳

Digital Advertising

Website Design

Digital Marketing

Strategy Consulting

Analytics & Reporting

Marketing Automation

CTV Advertising

Email Marketing

AI Marketing

SEO

THE PROBLEM

Why most advisor Facebook ads fail

Boosted Posts And Guesswork

Boosting posts or running generic campaigns reaches people with no assets to manage and no intent to hire an advisor.

Leads Without Assets

Easy lead forms bring in volume, but many prospects do not have the investable assets or timeline your practice needs.

Ad Rejections And Restrictions

Meta limits targeting for financial services and rejects ads that break its rules, which stalls campaigns built by generalists.

Compliance Bottlenecks

Ads that are not built with the SEC Marketing Rule and FINRA in mind get stuck in review before they ever run.

WHAT WE RUN

Facebook ad campaigns built for advisory firms

Each campaign gets its own offer, creative and qualifying questions, matched to the clients you want to attract.

Retirement Planning Campaigns

Reach pre-retirees and new retirees with questions about income, Social Security and protecting what they have built.

Seminar & Webinar Promotion

Fill dinner seminars and webinars with qualified attendees, then follow up automatically to book one-on-one meetings.

Business Owner & HNW Campaigns

Reach business owners and high-income households planning for taxes, exits and legacy.

Every lead is exclusive to your firm and followed up within minutes.

Facebook ads that pay for themselves

Return on ad spend for a financial advisory firm: $2,209 in ad spend turned into $48,983 in revenue.

22 x

Return on ad spend for an insurance & annuity brokerage: 742 leads at $18 each, $78,668 in revenue.

6 x

WHY CONVERTSOURCE

Meta expertise built for advisors

Financial services on Facebook has its own rules. We know them, and we build every campaign around them.

20+ Years Buying Meta Media

Your campaigns are run by a strategist who has managed nine figures in ad spend, not a junior account manager.

Built For Meta Ad Rules

Campaigns are set up for the financial-services special ad category from day one, so they launch and stay live.

Lead Forms That Filter

Qualifying questions on investable assets, age and timeline, plus conversion data sent back to Meta so it finds more real prospects.

JOIN THE CONVERSATION

Connect with our agency

Join our creative community to collaborate, innovate, and thrive together. We welcome passionate individuals eager to make an upgrade to their business.

HOW IT WORKS

How we work together

A simple, selective process designed to make sure we are the right fit before we build anything.

Apply & Strategy Call

Tell us about your firm and goals. We review your market and current acquisition, and decide together if we are a fit.

Launch

We build and deploy your campaigns, follow-up and tracking, typically within 2 to 3 weeks.

Scale

We optimize toward booked meetings and revenue, then scale what is working.

COMMON QUESTIONS

What advisors ask about Facebook ads

Straight answers about running Facebook and Instagram ads for an advisory practice.

01

What Ad Budget Do I Need?

It depends on your product and market. We will recommend a starting budget on your strategy call based on your goals.

02

Lead Forms Or Landing Pages?

We test both. Meta lead forms often produce lower cost per lead, and smart qualifying questions keep quality high.

03

Is This Compliant?

We build within Meta financial-services policies and with the SEC Marketing Rule and FINRA in mind, and we work with your compliance team for approval.

04

How Fast Will We See Meetings?

Most campaigns produce leads within the first week after launch, and booked meetings follow as AI follow-up kicks in.

INSIGHTS

Facebook ads insights for financial advisors

Strategies for financial advisors, RIAs and wealth managers who want a predictable flow of qualified meetings.

    
 
 
       Posted on Google  
   
   Chris Domin 
 
 
 
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      Posted on Google  
   
   John LaPerch 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently used ConvertSource for my digital marketing needs and was thoroughly impressed. Their innovative approach truly stands out in the crowded digital marketing space. The team's expertise in leveraging the latest trends, like TikTok ads and Instagram scheduling, has significantly boosted our online presence. They are not just a service provider but a partner in strategizing and executing effective marketing solutions. Their articles on ChatGPT and SEO optimization were insightful and added value. Highly recommend ConvertSource for anyone looking for results-driven digital marketing strategies
  
 
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   Andrew Burkey 
 
 
 
 Trustindex verifies that the original source of the review is Google. Exceptional service! ConvertSource exceeded my expectations with their professionalism and expertise. They not only understood my project but delivered it ahead of schedule with outstanding quality. I highly recommend them for anyone seeking top-notch services.
  
 
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   Vicki K. 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have worked with ConvertSource for several years, and I would highly recommend them. They are professional, respectful of your time, and very effective in what they do. I saw results and will continue to work with this incredible company! You should check them out!
  
 
      Posted on Google  
   
   Max Schonberger 
 
 
 
 Trustindex verifies that the original source of the review is Google. Love working with ConvertSource, they really are experts at what they do. 100% recommend.

Facebook Ads For Financial Advisors

THE PROBLEM

Why most advisor Facebook ads fail

Boosted Posts And Guesswork

Leads Without Assets

Ad Rejections And Restrictions

Compliance Bottlenecks

WHAT WE RUN

Facebook ad campaigns built for advisory firms

Retirement Planning Campaigns

Seminar & Webinar Promotion

Business Owner & HNW Campaigns

Facebook ads that pay for themselves

WHY CONVERTSOURCE

Meta expertise built for advisors

20+ Years Buying Meta Media

Built For Meta Ad Rules

Lead Forms That Filter

JOIN THE CONVERSATION

Connect with our agency

Follow On Twitter

Follow On Facebook

Follow On Instagram

HOW IT WORKS

How we work together

Apply & Strategy Call

STEP

Launch

STEP

Scale

STEP

COMMON QUESTIONS

What advisors ask about Facebook ads

01

What Ad Budget Do I Need?

02

Lead Forms Or Landing Pages?

03

Is This Compliant?

04

How Fast Will We See Meetings?

INSIGHTS

Facebook ads insights for financial advisors

Content Marketing Essentials for Growing Your Brand

How to Choose the Right Social Media Platforms for Your Brand

Navigating the Digital Landscape Tips for Small Businesses

LET'S COLLABORATE

LET'S WORK TOGETHER

(877) 873-1402

support@convertsource.com

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