Paid search
Search campaigns for US RIAs and wealth managers that bring in enquiries from the clients you want while your SEO builds. Set up, managed and tracked to cost per qualified lead.
SEO takes months to compound. Google Ads can put you at the top of the page for searches like “fee-only financial advisor near me” as soon as a campaign goes live.
Used well, ads fill your calendar now and show which searches turn into clients, so your SEO can focus on those terms. Used badly, they spend your budget on job seekers and DIY investors. The difference is in the targeting, the landing page and the tracking.
What's included
Search campaigns structured around your services, locations and ideal client, with negative keywords that filter out job seekers and DIY investors.
Ads and landing pages set up to meet Google’s financial services advertising policies, including any verification your account needs.
Ad text written to avoid performance claims and guarantees, ready for your CCO to review.
A focused page for each campaign with one clear next step: book a call or request a review.
Calls, forms and bookings tracked in GA4 and Google Ads, so you see cost per enquiry, not just clicks.
Bids, keywords and ads refined every month, with a short report tied to enquiries and spend.
It depends on your market and the searches we target. Most advisor campaigns start with a modest test budget, then scale what produces qualified enquiries. We set a starting budget together on the strategy call.
Yes. Ads show within weeks which searches bring clients, and SEO then targets those same searches so you pay less for them over time.
You do. The Google Ads account sits under your firm, and I manage it with access you can remove at any time.
Book a 30-minute call and we’ll look at the searches worth paying for in your market.