★★★★★Multi-Platform PPC
"We'd been ignoring Bing entirely. PPC Gems convinced us to test it - the CPC was significantly lower and conversion rates were comparable to Google. We've since scaled it considerably."
PPC for Financial Advisors
Financial Advisor PPC Built on Trust.
We run Google Search, Microsoft Advertising and Meta for financial advisors, planners and wealth managers, reaching people preparing for retirement, selling a business or managing significant assets.
Google PartnerMonth-to-MonthNo Setup Fees
20 minutes with a PPC specialist · Free · No obligation3 quick questions · Free 30-day plan · No obligation
Certified & Partnered
- Google Partner
- Meta Business Partner
- Microsoft Advertising Partner
- Amazon Ads Verified
- Shopify Partner
- Google Analytics Certified
Our Approach
Nobody Hires an Advisor From One Ad.
Choosing a financial advisor is one of the most trust-heavy decisions people make. Prospects read reviews, check credentials, compare fee structures and often take weeks or months before booking a first meeting. Ads that push for an instant call tend to attract the wrong people and put off the right ones.
We structure campaigns by planning need: retirement planning, wealth management, pensions and rollovers, business owner planning, estate and tax-aware planning, and specialist niches you serve. Landing pages explain who you work best with, how you are paid and what the first conversation covers. Ad copy is reviewed against the advertising rules that apply to your firm, and we work with your compliance team on approvals.
Our published Microsoft Advertising case study for a financial advisory firm shows why we test beyond Google. Older, higher-net-worth searchers are well represented there, and the leads often cost less. We track booked meetings, not just form fills.
20 minutes with a PPC specialist · Free · No obligation3 quick questions · Free 30-day plan · No obligation
Campaigns by planning needRetirement, wealth, business owner and specialist niches handled separately.
Compliance-friendly workflowAd copy and pages prepared for your compliance review before launch.
Measured on booked meetingsCalls and consultations tracked so budget follows real prospects.
PPC Channels
Where Prospects Research Advisors.
The channels we typically use for financial advisory firms.
Results From Our Case Studies
What PPC Delivered for a Financial Advisory Firm.
These figures come from our published case study of a financial advisory firm that added Microsoft Advertising alongside Google.
38%
Lower CPA than Google
Financial advisory firm, Microsoft Ads
$41
Average cost per lead
Financial advisory firm, Microsoft Ads
2.7×
More leads
Financial advisory firm, Microsoft Ads
Why PPC Gems
Why Advisory Firms Work With Us.
i.
Patience built in
Campaigns and remarketing designed for long decisions.
ii.
Compliance respected
We work inside your approval process, not around it.
iii.
Better channels tested
Microsoft Advertising given a fair test, not ignored.
iv.
Clear reporting
Cost per booked meeting, explained plainly each month.
v.
Terms your compliance team will like
Month-to-month with no setup fee and nothing long-term to review.
vi.
21+ years of PPC
Long experience with professional and financial services.
Financial Advisory FAQ
Financial Advisor PPC Questions.
Anything else, ask us directly. We reply within one business day.
Can our compliance team approve ads before they run?
Yes. We prepare ad copy and landing page text in advance, share it for approval and keep a record of what was approved. Nothing goes live without your sign-off if that is how your firm works.
Is Microsoft Advertising worth it for advisors?
In our published case study it produced leads at a 38% lower cost per acquisition than Google for a financial advisory firm. Results vary, so we test it with a modest budget first.
Can you target people near retirement?
We target by search intent, such as retirement planning and pension rollover searches, and use the audience options each platform allows within its financial services policies.
Can you promote retirement seminars?
Yes. Seminar and webinar campaigns work well for advisors, with registration tracking and reminders, all within financial advertising rules.
Client Feedback
Rated 4.75★ Across 71 Reviews.
★★★★★Microsoft Ads
"PPC Gems set up and managed our Bing campaigns. Results were consistently strong - especially the B2B campaigns where Bing's professional audience is a natural fit."
★★★★★Campaign Management
"Provided exceptional work over a long period. Insightful, responsive, understood our requirements, and assisted our company to grow significantly. Highly recommended."
Related Sectors
Related Financial Services.
Insurance Brokers
Quote and policy campaigns for brokers and agents.
View serviceEstate Planning & Probate
Wills, trusts and probate campaigns for law firms.
View serviceTax Services
Seasonal campaigns for tax preparers and advisors.
View serviceCities where we run financial services campaigns include Scottsdale, Boston, Charlotte, Edinburgh and Toronto.
Ready for More Qualified Prospect Meetings? Let's Talk.
Compliance-friendly campaigns tracked to booked meetings. Month-to-month.
Let's Grow Your Advisory Practice.
Pick a time for a free 20-minute strategy call on Google Meet. A specialist looks at your ads or your plans with you, and you leave with your three priority fixes.Answer three quick questions to get a 30-day plan for your business, then pick a time to go through it with a specialist on a free 20-minute call.
- Financial advisory campaign experience
- Compliance review built into the workflow
- Google and Microsoft Ads managed together
- No setup fees and no lock-in contract
- Replies within one business day
Pick a time for your free strategy callBuild your free 30-day plan
Loading available times…
Prefer to send a message? WhatsApp us or use the contact form.
Question 1 of 3
What should paid advertising do for your business?
Question 2 of 3
Roughly what do you spend on PPC each month?
Question 3 of 3
What's getting in the way right now?
Now pick a time to go through it with a specialist
Loading available times…
Prefer to send a message? WhatsApp us or use the contact form.