The biggest waste in finance advertising is paying for clicks from people who can't afford you. But the second biggest waste is running only Google when your HNW audience also searches on Microsoft Bing (older, wealthier demographic) and can be reached precisely on LinkedIn by job title and seniority.
The Bing demographic skews older and wealthier — perfect for wealth management, IFAs, and probate services. We typically see 30% lower CPAs on Microsoft Ads for finance clients versus Google. Running Google-only ignores this.
Google's Financial Services Verification is gruelling across all channels. We guide you through Google's G2 verification and Meta's financial services category processes to prevent disapprovals and account suspensions.
Bidding broadly on Google, Meta, and LinkedIn attracts everyone. We layer rigorous demographic targeting, household income filters, and LinkedIn professional targeting to reach people with the assets you actually want to manage.
Ads delayed by compliance teams cost you market time. We write pre-compliant copy for Google, LinkedIn, and Meta — knowing each platform's financial services policies — and work directly with your compliance officers.
We run parallel campaigns on Google and Microsoft Ads targeting high-intent financial queries. Microsoft often delivers lower CPAs for wealth and advisory services due to its older, more affluent user base.
LinkedIn lets us target by job title (C-Suite, Directors, Partners), company size, and industry to reach business owners and senior professionals — the most valuable HNW prospect segment. This is impossible on Google alone.
Wealthy clients don't 'Sign Up'. They research. We build funnels offering high-value content (Retirement Tax Guide, Inheritance Planning Checklist) on Google and LinkedIn to capture leads early and nurture into appointments.
We track the Funded Account, not just the Lead. CRM data (or FreshDay.io) feeds 'Qualified Lead' signals back into Google, Microsoft, and LinkedIn so all platforms optimise for real clients with real assets.
Bing's user base is older and wealthier — exactly the demographic for wealth management and advisory services. We consistently see 20-40% lower CPAs on Microsoft Ads for finance clients compared to Google.
If you're targeting business owners, company directors, or senior executives, LinkedIn's job-title and seniority targeting is more precise than any Google audience overlay. Missing it leaves your best prospects unreached.
A compliance violation that gets accounts banned across every platform. We write compelling copy that highlights Strategy, Security, and Growth without triggering guaranteed-return policies on Google, Meta, or LinkedIn.
Easy forms = bad leads across all channels. We add qualifying friction (Estimated Portfolio Size dropdowns, Minimum Investment thresholds) to filter out unqualified prospects before you pay for the lead.
From wealth management to fintech lead generation, we build specialized funnels for the financial sector.
We'll handle the verification, compliance, and HNW targeting so you can focus on advising.
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