Paid advertising
Services / Advertising
Paid advertising & seminar marketing for financial advisors
Search brings you people who are already looking. Advertising creates demand: it puts your practice in front of business owners, professionals and pre-retirees in your market and gives them a reason to act now. Paid ads and seminars work best as a cycle: two months of ads, then a seminar, then repeat. We also offer each on its own.
See pricing
→ From $500 / month
30+
leads from a Meta campaign in under three months for an Oshawa advisor.
3
new clients worth roughly $1.5M in combined assets under management from a $15,000 paid ad campaign.
19
seminar registrations in under a week in Peterborough. The room overfilled, a second date was added, and the advisor said it was the only campaign he'd ever run that attracted real people, not bots.
Why paid ads and seminars work well together.
Few people book a meeting with an advisor from a single ad. Most need a second, stronger reason to engage. A seminar is that reason.
1
Paid ads create interest.
Targeted ads offer a guide, a checklist or a consultation. People raise their hand and enter your pipeline.
2
Nurture builds trust.
Helpful follow-up content and relevant offers keep you in front of leads who weren't ready on day one.
3
The seminar converts.
Warm leads plus new local registrants sit in a room with you for an hour. That's where meetings get booked.
01
Paid advertising
Meta, LinkedIn and Google Ads campaigns built around a specific audience and a specific offer.
What's included
- ✓Audience research: niche, location, life stage
- ✓Offer and lead magnet (guide, checklist, consultation)
- ✓Ad copy and creative, compliance approved
- ✓Landing page and lead capture
- ✓Email nurture sequence
- ✓Daily campaign management and optimization
Audiences we target
- ◉Business owners approaching a sale or succession
- ◉Incorporated professionals: physicians, dentists, lawyers, engineers
- ◉Pre-retirees within 5–10 years of retirement
- ◉Executives with equity compensation
- ◉High-net-worth families with estate needs
02
Seminar & webinar promotion
We get qualified people in the room, in person or online. You do what you do best. Read: real people, not bots.
What's included
- ✓Topic and positioning guidance
- ✓Registration page and confirmation flow
- ✓Targeted Meta and Google campaigns in your market
- ✓Reminder sequence to reduce no-shows
- ✓Post-event follow-up to book meetings
- ✓Registration and attendance reporting
Topics that fill rooms
- ◉Retirement income planning and CPP/OAS timing
- ◉Tax planning for incorporated professionals
- ◉Selling your business: succession and exit planning
- ◉Estate planning and passing on wealth
- ◉Women and retirement
Better together: ads every month, a seminar every quarter.
Each works on its own. Combined, prospects get more than one opportunity to say yes. Read: the two-month, one-seminar cycle explained.
Every month
Paid advertising
Ads run to your target audience with a guide or consultation offer. Leads enter a nurture sequence. Warm leads book meetings; the rest are invited to your next seminar.
Every quarter
Seminar
Event promotion to nurtured leads and a fresh local audience. Attendees book meetings after the session.
Immediate reach
Qualified local audiences from week one, without waiting for search visibility to build.
A clear next step
A guide, a meeting or an event registration. People always know what to do next.
Built for conversion
Two touchpoints instead of one. The seminar catches everyone the ads warmed up.
Advertising pricing.
Prices are our management fees. Ad budgets are paid directly to Meta, LinkedIn or Google and set with you based on your market and goals. Most advisors choose the ads + seminars cycle.
Paid advertising
Meta & LinkedIn
$1,200 / month
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Targeted campaigns that reach business owners, professionals, pre-retirees and high-net-worth families in your market and give them a clear next step.
- ✓Audience research and targeting
- ✓Ad copy, creative and landing page
- ✓Lead magnet and follow-up sequence
- ✓Daily management and reporting
Google Ads
High-intent search
$500 / month
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Capture people already searching for an advisor, planner or specific planning help in your city.
- ✓Keyword and competitor research
- ✓Search ads and landing page
- ✓Call and form tracking
- ✓Monthly optimization
Seminars & webinars
Per event
$2,000 / seminar
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Get qualified people in the room, in person or online, and turn an engaged audience into booked meetings.
- ✓Registration page and confirmation flow
- ✓Targeted local campaigns
- ✓Reminder sequence to reduce no-shows
- ✓Registration and attendance reporting
Most popular
Ads + seminars
Two months of ads, then a seminar. Repeat.
$1,467 / month average
Management fee, averaged across two months of lead generation and a seminar month
+ Ad budget
Paid directly to the platforms. Set with you based on your market and goals.
Paid directly to the platforms. Set with you based on your market and goals.
Two months of lead generation, then a seminar. Then repeat, for as long as you want a full pipeline. Two months of paid ads fill your pipeline and warm people up; the seminar in month three gives them a room to meet you in. Then it starts again.
- ✓Months 1–2: paid advertising ($1,200/mo)
- ✓Month 3: seminar or webinar ($2,000)
- ✓Nurture between the two, so no lead goes cold
- ✓Every prospect gets more than one chance to say yes
Advertising questions from advisors
What does the price include?+
Our management fee: strategy, creative, landing pages, campaign management and reporting. The ad budget itself is paid directly to Meta, LinkedIn or Google from your own ad account, so you always see exactly what is spent on media. We recommend a budget based on your market and goals.
How many leads should a financial advisor expect from paid ads?+
One Oshawa advisor generated 30+ leads from a Meta campaign in under three months and brought on three clients worth roughly $1.5M in combined assets under management. Your numbers depend on market size, niche and how fast you follow up.
Are the leads real people?+
Yes. We target by location, life stage and interest, and qualify leads through the offer and the form. A Peterborough advisor told us ours was the only campaign he'd run that attracted real people, not bots.
In-person or virtual seminars?+
Both work. In-person events convert better per attendee; webinars reach a wider area and cost less to host. We'll recommend based on your market and your comfort presenting.
Can I run seminars without paid ads?+
Yes, at $2,000 per event plus ad budget. It works well if you already have a pipeline to invite. If you're starting cold, running paid ads first fills the room with warmer people and converts better.
How fast can we start?+
Campaigns are typically live within two to three weeks of kickoff, allowing time for offer development, creative and compliance review.
Marketing insights
Who do you want in the room?
Tell us the clients you want more of and your market. We'll map out the plan: the offer, the audience, the seminar topic and what to expect.
Book a meeting
Live in 2–3 weeks. ↩