Sound familiar?
Great advice. Hard to get in front of the right people.
Referrals have limits
Your best clients came from referrals, but that pipeline doesn't grow on its own.
Compliance slows everything
Every ad and post needs review, so marketing keeps getting put off.
Online platforms and big brands
Robo-advisors and national firms dominate search and make advice look like a commodity.
Unqualified inquiries
People with the wrong needs fill your calendar with intro calls that go nowhere.
Where you show up
In front of people starting to look for an advisor.
We target searches for financial advisors, retirement planning and specific life events, follow up with people who visited your site, and send them to pages that explain who you work with, so the right people book.
Searches we target, for example:
- financial advisor near me
- retirement planning advisor
- fee-only financial planner
- 401k rollover help
- financial planner for business owners
- wealth management firm
What we run for you
Stay in front of people through a long decision.
Google Search and Local Service Ads
Top spots for advisor and retirement planning searches, plus Local Service Ads with the Google Screened badge where available.
Facebook and Instagram ads
Educational content and event invites shown to adults in your area, set up under Meta's special ad rules for financial services when they apply.
Social media management
Market commentary, planning tips and team intros, prepared with your compliance review in mind.
Need help with design, content or your Google Business Profile too? See all services →
Why Local AdHub
Run by a business owner who pays for leads too.
Local AdHub's owner also works in his family's contracting business. He spends his own money on ads every month and judges them by one thing: did they bring in paying customers? We run your account the same way.
Running several businesses means thinking about the long game, including who you trust with your money. We help you reach people who want a long-term relationship, not a quick product.
- Your ad accounts, your leadsAd spend is paid directly to Google and Meta. Every call and form goes to you, never shared.
- Hands-on every weekReal people reviewing searches, cutting waste and adjusting budgets, not set-it-and-forget-it.
- Reports in plain EnglishCalls, forms and cost per lead, explained so you know exactly what your money did.
How it works
How we book more intro meetings.
Define your ideal client
We set your minimums, focus areas and the life events your best clients have in common.
Build compliant campaigns
Ads, pages and posts go through your compliance review before anything runs.
Follow up over time
Follow-up ads and email sign-ups keep your firm in front of people while they decide.
Financial advisor marketing questions
Can you work with our compliance department?
Yes. We build approval time into the process and submit ads, landing pages and posts for review before they run.
Can you target people near retirement?
We target searches and interests tied to retirement planning, and use age targeting only where each platform allows it for financial ads.
Can you screen out poor-fit inquiries?
We can reduce them. Landing pages explain who you work with, and forms can ask about goals so you can prioritize your calendar.
How long until we see results?
Search campaigns can produce inquiries within weeks. Choosing an advisor is a slower decision, so plan on a few months to see the full picture.
Meet more of the clients you want to serve.
Free financial advisor ad evaluation. We'll show you how to reach the right people.