The metric that matters is cost per qualified consultation, and ultimately cost per onboarded client against the assets they bring, not cost per lead. A booked call with someone who does not fit your minimums or planning focus wastes an advisor's time, so we qualify hard, for assets, life stage and planning need, and track through to consultations that actually happen and clients who actually onboard, feeding that back into bidding so Google finds more of the right prospects rather than the cheapest enquiries.

Because trust and consideration drive the decision, search often works best paired with LinkedIn and a credible content and reputation presence. High-intent searches like 'fee-only financial advisor near me' or 'retirement planning' capture people actively looking, while LinkedIn lets us reach specific professions, seniority and wealth signals for higher-net-worth prospecting. We run search as the capture layer and can coordinate LinkedIn and content so the whole effort builds the credibility a prospect needs before trusting you with their money.

SEC and FINRA-compliant creative. We write ad and landing copy compliant with the SEC marketing rule and FINRA guidance by default, no performance promises, appropriate disclosures, and careful handling of testimonials and endorsements, so you compete hard for expensive clicks without creating regulatory exposure for your firm.

Qualified-prospect targeting. We target the searches and, on LinkedIn, the professions, seniority and wealth signals that fit your ideal client, and qualify enquiries for assets, life stage and planning need, so advisors spend their time on consultations that can actually become clients, not on prospects who do not fit.

Service and niche campaign structure. Retirement planning, wealth management, tax and estate planning, and specific niches like business owners or physicians each attract a different prospect, so each gets its own campaigns and messaging, concentrating budget on the planning services and client types you most want to grow.

Consultation-booking landing pages. Every click lands on a credible, reassuring, compliant page built to book a consultation, with your credentials, fiduciary and fee-structure clarity, process and an easy scheduler. We test continuously so more of the trust-driven clicks you pay for turn into booked calls.

Qualified-consult and client tracking. We track past the raw lead to qualified, held consultations and, where your CRM allows, onboarded clients and the assets they bring, feeding that back into bidding so Google chases the prospects who become clients, not the cheapest enquiries.

Search and LinkedIn coordination. We run search to capture people actively looking and can coordinate LinkedIn to prospect specific professions and wealth segments and build credibility, so the two work together, because a high-value client usually needs to trust you before they book, and trust is built across channels.

Brand and reputation protection. We defend your firm's brand searches so competitors cannot cheaply intercept prospects already looking for you, and keep messaging accurate and credible, because in a trust business how your firm appears in the auction and the results directly affects whether a prospect reaches out.

Compliant tracking and measurement. We set up analytics and conversion tracking that respect the privacy and compliance constraints of financial services while still tying spend to qualified consultations and, where possible, onboarded clients, so you are optimising against real outcomes, not just form fills.

Cost-per-consult and AUM reporting. We report on cost per qualified consultation and, where measurable, cost per onboarded client and the assets won, so you can judge paid spend against the lifetime fee value it generates and direct budget to the services and prospects that grow your book most efficiently.