Facebook ads for financial advisors

Facebook Ads for Financial Advisors

Facebook ads for financial advisors work when the ad offers a decision, not a relationship. Nobody hires an advisor from a feed, but plenty of people will sit in a workshop about one question they are stuck on. We run those campaigns, and an AI agent follows up from scripts your compliance officer approved, books the meeting and leaves every piece of advice to you.

Book a Stride Scaling Call Offers that work
clients served
400+clients served
to first reply
< 2sto first reply
to go live
2-3 wksto go live

Example call conversation between Nora, an AI assistant for Meridian Wealth Partners, and a lead named David.

  1. Nora (AI): Hi David, this is Nora, an AI assistant for Meridian Wealth Partners. You downloaded our retirement checklist. Do you have a couple of minutes?
  2. David: Sure. I'm 58 and trying to figure out if I can retire at 62.
  3. Nora (AI): That's exactly what a consultation covers. I can't give financial advice, but I can get you time with an advisor. Are your savings mostly in a 401(k) or IRA today?
  4. David: Both. Plus a pension from my old employer.
  5. Nora (AI): Thanks. Our advisors usually work with households with at least $250,000 in investable assets. Is that in range for you?
  6. David: Yes, more than that.
  7. Nora (AI): Great. Would you and your spouse like to meet with Alex together? Tuesday at 6:00 PM or Wednesday at 12:30 PM, by Zoom.
  8. David: Tuesday evening works for both of us.
  9. Nora (AI): You're booked for Tuesday at 6:00 PM. I'll send the Zoom link and a short list of statements to bring.

Booked: Retirement consultation, Tuesday, 6:00 PM, Zoom with Alex, advisor.

Offers

Offers that get prospects to raise a hand.

The offer is the ad. We pick one per campaign, test it against a second, and keep whichever books more appointments.

  1. 01

    One-decision workshop

    Social Security timing, a rollover, drawing income in retirement. One question, one session. A general retirement workshop fills far more slowly than a narrow one.

  2. 02

    Review meeting

    A meeting to look at what someone already has, with no obligation and no claim about what it will find. The offer is your time and a second set of eyes.

  3. 03

    A guide for one group

    People retiring from one large local employer, owners preparing to sell, physicians early in practice. Narrow beats broad every time in this vertical.

  4. 04

    Seminar seat

    If you already run events, Facebook fills seats cheaply. The follow-up afterward is what turns a room into a calendar.

After the click

From ad to booked in minutes.

Ads only pay when someone books. This is what happens to every lead, at 2 PM or 2 AM. It's our speed to lead system on AI appointment setters.

  1. 1

    Registration form

    Name, email, phone and consent to be contacted. Keep it short, and keep account balances off a Facebook form entirely.

  2. 2

    Reply in seconds

    An AI agent texts in under 2 seconds from your approved scripts, confirms the registration or offers meeting times.

  3. 3

    Qualify, never advise

    Who they are, which decision they are facing and when. The agent gathers facts for you. It does not recommend, project or interpret anything.

  4. 4

    Booked and reminded

    It books with the right advisor, confirms, and reminds before the meeting. Workshop attendees who did not book get a consent-based follow-up afterward.

Creative

Angles we test first.

Real people and real work beat stock photos. We produce the rest with AI and ship fresh creative every week, before the old ads wear out.

  • One question, answered

    You, on camera, answering a real client question with no pitch at the end. The trust has to arrive before the offer does.

  • Concept on a whiteboard

    One idea drawn out in a minute. It gets saved and shared, which is the cheapest reach you will get.

  • What the meeting covers

    A plain walk-through of the first meeting, start to finish. Most people do not book because they cannot picture it.

  • The room

    Footage from a past workshop so a registrant knows what they are walking into and is likelier to show up.

Before you launch

Rules we build around

  • Every message the agent can send comes from a script your compliance officer approved before launch. It handles logistics and booking. Advice, recommendations and anything about a specific product go to a licensed person.
  • No performance figures, returns, projections or guarantees anywhere in the ads or the replies. Your firm's rules on this are stricter than Meta's, and Meta rejects plenty of it on its own.
  • Meta's financial products and services policy limits what an ad can say and ask for. If the offer touches credit or lending, the credit special ad category applies and strips most of the targeting you would otherwise use.
  • Testimonials and endorsements carry disclosure requirements for registered firms, so they go through compliance before they run, not after.
  • Your firm may need to retain advertising and message records. Agree where the ad copy and the message transcripts are kept before the first campaign goes live.

Calls and texts only go to people who opted in on your form. How consent works.

Platforms

Where it runs, and where it connects.

The Meta Ads placements we use for financial advisors, where your leads come from, and the tools the agent writes back to.

Where your ads run

Placements are tested, not guessed. We keep the ones that book calls.

  • Facebook logoFacebook
  • Instagram logoInstagram
  • Messenger logoMessenger
  • WhatsApp logoWhatsApp
  • Threads logoThreads
  • Meta logoMeta

Where your leads come from

  • LinkedIn logoLinkedIn
  • SmartAsset logoSmartAsset
  • Zoom logoZoom
  • Google logoGoogle
  • Facebook logoFacebook

Tools we connect to

Typical systems in your space. Most others connect through an API.

  • Redtail logoRedtail
  • Wealthbox logoWealthbox
  • Salesforce logoSalesforce Financial Services Cloud
  • HubSpot logoHubSpot
  • Calendly logoCalendly
  • Zoom logoZoom
  • Microsoft Outlook logoOutlook
  • Google Calendar logoGoogle Calendar
  • LinkedIn logoLinkedIn
  • Slack logoSlack

What we report on

What your Meta Ads report shows.

Booked appointments first, then the numbers that explain them.

01
Cost per lead
The number Meta shows you. Useful, but only the first line of the report.
02
Speed to first contact
Seconds from form submit to the first call or text. This is where most Meta leads are won or lost.
03
Contact rate
The share of leads who actually pick up or reply, which tells us whether the form is collecting real people.
04
Cost per booked call
Ad spend divided by calls on your calendar. The number we optimize toward.
05
Show rate
Booked calls that happen. Reminders and rebooking from the agent move this more than anything.
06
Revenue per ad dollar
Closed revenue you report back against spend, once deals start closing.

Client results

Hear it from our clients.

Executive Stride clients on camera and in their own words.

All client results
clients served
400+
clients served
in client results
$10M+
in client results
industries
20+
industries
average rating
4.8
average rating
10+ calls a week for 6 monthsJacob Snitman, Burke FinancialClient
$220K profit in 2 monthsFranky Shaw, FutrGroupClient
37 calls, 13 clients in 3 weeksKas Ghorb, Content RocketClient
15 calls, 3 deals in 2 weeksBharat, Bison MarketersClient
They've consistently been able to help me achieve at least 10 booked appointments on my calendar for both of my businesses separately every week for the last six months.
Jacob SnitmanBurke Financial
I don't usually do testimonials for people but we've been able to generate a tremendous amount of additional monthly income with Executive Stride. Their team is super supportive and basically hand you results on a silver platter.
Franky ShawFutrGroup
I can personally attribute over $20k/mo of additional monthly income to Josh and the team at Executive Stride with their LinkedIn strategies alone. If you're not working with them I don't know what you're doing.
Stephen GomesRealtor Media Leads
Getting leads is fantastic, we have a small team and actually had too much coming in and I had to reel it back a little bit, which is a good problem to have.
Jacob SherrardElvt Marketing Solutions
Since working with Josh and his team at Executive Stride for three weeks, we have been able to book 35 qualified leads and closed 11 leads by using their LinkedIn system
Harshal DewanganDewa Direction
Josh and his team basically helped me generate over 37 booked appointments and 13 new clients, which is mind-blowing!
Kas GhorbContent Rocket

FAQ

Facebook Ads for Financial Advisors: questions, answered.

Anything else, ask us on the call.

Can financial advisors run Facebook ads?
Yes, within Meta's financial services policy and whatever review process your firm or broker-dealer requires. What changes compared with other industries is the approval step, not whether the channel works. We build the campaign and the follow-up scripts so your compliance officer can review them as one package before anything runs.
Do Facebook ads work for financial advisors?
They work for filling a workshop, an event or a review meeting. They do not work as a hire-me ad, because nobody picks an advisor from a feed. Judge the campaign on qualified meetings that happen, not on leads.
What should a financial advisor advertise on Facebook?
One decision, for one group of people. A session on rollover choices for employees of a single local company will beat a general retirement planning ad at a fraction of the cost per registration.
How does AI follow-up stay compliant?
The agent works from scripts your compliance officer approved, says it is an assistant for your practice, answers logistics only, and hands off to you the moment a question needs a licensed answer. It never quotes a return, a rate or a recommendation. Transcripts are kept so the conversation can be reviewed.
What does an appointment cost?
It depends on your market, your offer and what you are willing to pay for a qualified meeting, so any number we published would be wrong for most practices. We work it backward from client value with you on the strategy call.

Turn ad clicks into booked appointments.

Book a call and we'll show you the offer, creative and follow-up we'd run for your practice.

Book a Stride Scaling Call