Paid traffic that pays for itself inside 90 days. Built around the operating reality of financial advisors, where cost per lead (search) sits at $150-$800.
Financial Advisors run on numbers that punish generic playbooks. FINRA and SEC review every piece of marketing copy, turnaround time can kill paid campaign velocity. The agencies that win in this vertical do not run the same auction strategy they ran for a B2B SaaS account last quarter, they run a program built around how financial advisors actually convert.
Inparlor's Meta + Google Ads engagement for financial advisors reflects that. We run paid acquisition on Meta and Google for US service businesses, DTC brands, and B2B SaaS. The deliverables below are scoped against the unit economics, your AOV and retention, meeting-to-aum close rate of 20-35%.
Where most agencies treat financial advisors as another vertical to learn on, we treat the vertical as the starting point. Retirement-target keywords are hyper-competitive against national broker-dealers and roboadvisors. We will tell you on the first call which of those constraints is binding and which is solvable inside the engagement.
$150-$800
Cost per lead (Search)
20-40%
Lead-to-meeting rate
20-35%
Meeting-to-AUM close rate
$300,000-$1,200,000
Average new AUM per closed lead
$4,500/month plus ad spend
Meta + Google Ads engagement starts at
We rebuild Meta CAPI and Google Enhanced Conversions before touching a single campaign. Most accounts under-report 15-40% of conversions, you cannot optimize what you cannot see, so step one is the dashboard, not the bid strategy.
We typically cut 60-80% of legacy campaigns in the first month and route spend into the structures that actually compound. Sprawl is the silent margin killer in every account we have audited.
Two new creative concepts per week, three variants each, measured at the angle level, not the ad-set level. We brief; your team or our creator network produces.
Every 90 days we pull GA4, platform data, and your finance numbers together and tell you the truth, including when last-click ROAS is overcounting and when view-through is undercounting.
Meta + Google Ads for HVAC Companies
Cost per lead (Search): $90-$280
Meta + Google Ads for Roofing Contractors
Cost per lead (Search): $100-$350
Meta + Google Ads for Plumbing Companies
Cost per lead (Search): $60-$200
Meta + Google Ads for Electrical Contractors
Cost per lead (Search): $55-$160
Meta + Google Ads for Solar Installers
Cost per lead (Search): $250-$1,200
Meta + Google Ads for Med Spas
Cost per lead (Meta): $50-$200
We respond within 48 hours with scope, pricing, and the team that would actually run the engagement.
Get a proposalOr explore the full Meta + Google Ads page · Financial Advisors hub