The biggest waste in finance PPC is paying for clicks from people who can't afford you. We layer rigorous demographic targeting and income-based exclusions to reach High Net Worth (HNW) individuals, not tyre kickers.
Google's Financial Services Verification is gruelling. We guide you through the G2 rapid verification process to prevent ad disapprovals and account suspensions.
If you need clients with £500k+ investable assets, bidding broadly is suicide. We use detailed demographic targeting and household income layers (where available) to filter the audience.
Ads delayed by compliance teams? We know the FCA/SEC triggers. We write pre-compliant copy and work directly with your compliance officers to speed up approval loops.
Money = Trust. If your landing page looks cheap, you lose. We ensure your ads and pages scream 'Stability' with proper accreditation logos, secure forms, and professional design.
We don't just target keywords; we target people. We overlay 'Luxury Shopper', 'Business Class Traveller', and 'Investor' in-market audiences to increase the probability of reaching HNW individuals.
Wealthy clients don't just 'Sign Up'. They research. We build funnels offering high-value content (e.g. 'Retirement Tax Guide') to capture leads early and nurture them into appointments.
Unhappy clients search for new advisors. We bid on competitor brand names with sensitive, professional copy to offer a 'Second Opinion' without being aggressive or tacky.
We track the 'Funded Account', not just the 'Lead'. By importing CRM data (or using our partner FreshDay.io for robust lead management), we teach Google's algorithm to ignore cheap leads and hunt for big accounts.
A rookie mistake that gets accounts banned. We know how to write compelling ad copy that highlights 'Strategy', 'Security', and 'Growth' without triggering guaranteeing-return policies.
The demographic on Bing is older and wealthier (perfect for wealth management/probate). We often see 30% lower CPAs for finance clients on Microsoft Ads.
Easy forms = bad leads. We intentionally add friction (e.g. 'Estimated Portfolio Size' dropdowns) to filter out unqualified prospects before you pay for the lead.
Ad traffic needs a dedicated landing page that matches the specific intent (e.g. 'Inheritance Tax Planning') rather than a generic firm homepage.
We'll handle the verification, compliance, and HNW targeting so you can focus on advising.
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