Financial advisers are some of the biggest benefactors of a well-managed google ads campaign. Financial advisers help clients manage their financial assets by suggesting asset allocation, tax strategy, and more. We find that these prospective clients are typically sophisticated investors with a high net worth, and are looking for a Financial Adviser to help them manage their wealth. With our strategic partnerships and breadth of experience in the google ads arena as it relates to Financial Advisers, we feel we can greatly help your financial adviser business. Here’s are a few examples of the clients we can help you acquire using our proven Google Ads management principles.

• Client is a Silicon Valley SWE (Software Engineer) working at a FANG. The sophisticated engineer has realized substantial gains during the ascent of the tech company in the form of equity / stock options. The client is looking for loss-mitigation strategies as they are comfortable with the value of their current net worth, but don’t want to lose out on their current gains. They are also bound by the 180 day IPO lockout period. They start searching the internet and discover the strategy of creating an options “cost-collar” to protect downside risk. That’s where you pop up as a certified financial adviser specializing in cost collars and helping high net worth individuals manage downside risk on recently obtained windfalls whom are bound by IPO lockouts. You’re the Financial Adviser who can help them execute such a strategy and manage their wealth.
• Client recently suffered the unfortunate loss of a loved one. During this time, they inherit a multi-million dollar financial windfall. This client is looking for the best strategies on protecting financial inheritances and have began the basics of doing research. Index funds, bonds, what is all of this stuff? They start looking for a financial adviser who specializes in generational wealth management. That’s where you step in to help with their need.
• Client is nearing the end of their career and is finalizing retirement planning. Some retirees will then realize just how many individual accounts they own, that don’t exactly make sense to co-mingle in retirement age (predominately due to tax liability) After realizing the near endless amount of accounts that need to be actively managed (Roth IRA, HSA, Deferred Comp, 529(b), 401K & others), the client decides it would be in their better interest to transfer the annual withdrawal rate responsibility to a qualified financial adviser. That person is you.

These are just some of the types of clients that are searching relevant terms to your business. Whether it’s an intricate tax law that only applies to pre-IPO shares, or it’s someone who recently inherited a financial windfall, we find that these clients have a great propensity to generate significant opportunity for the Financial Adviser. If you’d like to discuss more on how we can help your financial advisory firm find these types of customers using Google Ads (Pay-Per-Click) marketing, please contact our agency by submitting your information below: