Personalized Social Ads That Build Trust
Social ads are paid, highly targeted messages used on platforms like Facebook, Instagram, reddit or LinkedIn to reach potential clients who may benefit from the various services a financial planning firm may offer.
Identify High‑Impact Service Ads:
Our team will help your company distinguish which of your services would make for an excellent ad. Our team will help you build out additional service verticals to your business if you wish. An example of the core services we often use in social ads are investment management, tax planning, insurance planning or estate planning services.
Connect with the Audiences That Matter:
Social ads allow a firm to connect directly with specific audiences—for example, professionals nearing retirement, business owners wanting to reduce their tax bill, clients looking for a second opinion on their investment holdings, or people wanting to know if they have enough money to retire.
Messages that inform, invite action, and build trust
Our team is very careful and thoughtful with each ad we design. Our opinion is these messages aren’t just posts—they’re carefully crafted pieces of communication designed to speak directly to a target audience’s financial goals, concerns, or life stage. A message might:
(“Here’s why a trust can simplify your estate plan”), (“Here is how a prudent investment philosophy can increase expected return and reduce risk”), (Proper entity planning can reduce your tax bill and reduce personal liability)
(“Download our free retirement readiness checklist”)
(“See how our firm helps families retire with confidence and peace of mind”)
And points for consideration - which often inspires confidence.
Targeted, trackable campaigns built for finance
Unlike generic advertising, social ads are personalized and measurable. They can be shown only to people who fit a specific profile—such as high-income earners, pre-retirees, or business owners in your area—and each ad’s performance can be tracked in real time.
So, in a financial planning context
Social ads are targeted, paid communications that combine education, credibility, and outreach—helping planners or bankers build trust, attract qualified prospects, and deepen relationships with their ideal audience.
Build My Next Ad