Meta Ads that's actually built for financial advisors
Facebook and Instagram are where your local market spends hours a day. Run the right offer to the right neighborhood and you create demand on command — even for clients who weren't searching yet.
Most agencies run the same generic Meta ads playbook for every client. We don't. For financial advisors, the problem we solve is strict compliance limits on what ads can say — and new clients are how we measure the win.
What's included
- Scroll-stopping ad creative (image + video) built for your offer
- A conversion-built landing page, not a link to your homepage
- Local audience targeting + Advantage+ testing
- Pixel + CAPI conversion tracking wired correctly
- Daily optimization against cost-per-booking — not vanity clicks
- Lead routing straight into your inbox, phone, or CRM
How Meta Ads works for your financial advisory firm
Done-for-you Facebook and Instagram advertising — creative, targeting, landing page, tracking, and daily optimization built to fill your calendar.
We focus the work on retirement planning, investment management, and wealth management — what actually pays. Inquiries rise around year-end planning, tax season, and major life or market events.
Why it works: A single new household under management can generate recurring fees for a decade or more.
Try us free for 30 days
CEOHero is your freedom partner — we do the work, you take the calls. Pick any one service and we'll run it for your business free for 30 days. No contract, one free service per business. Call or text and we'll set it up in one conversation.