Facebook Ads for
Financial Advisors
Financial Advisors
Done-for-you Meta ad campaigns that reach pre-retirees and retirees aged 50–70, the exact demographic that converts for annuity, IUL, and retirement planning services.
Cost Per Lead
Appointment Show Rate
Avg. Cost Per Appointment
Close Rate
The #1 Platform for Reaching Pre-Retirees at Scale
Facebook (Meta) has over 2.9 billion monthly active users and the most granular demographic targeting available. For financial advisors, this means reaching people aged 50–70 by income, location, life events (retirement, job change), and financial interests, the exact audience that converts for annuity, IUL, and wealth management campaigns.
Unlike cold calling or referral-dependent growth, Facebook ads put your message in front of qualified prospects who are actively thinking about retirement and financial planning, before they've found a competitor.
Age, income, location, life events, and financial interests
The largest pool of 50–70 year old prospects online
Far below traditional lead vendors who charge $100–$500 per lead
Every lead responds to your ads, never resold to competitors
How We Build & Run Your Facebook Ad Campaign
Ideal Client Profiling
We define your exact target audience, age range, income bracket, geography, financial interests, and life stage events like retirement or job change.
Ad Creative & Copy
We write scroll-stopping hooks, ad body copy, and CTAs. For DFY clients, we also produce AI avatar video ads using HeyGen, no camera required.
Funnel Integration
Ads drive traffic to your VSL funnel, not a generic landing page. The funnel pre-qualifies leads and books appointments before you speak to them.
Launch & A/B Testing
We launch with a structured testing framework, testing audiences, hooks, and CTAs simultaneously to find what converts fastest for your niche.
Optimization & Scaling
We scale winning ad sets and cut underperformers. CPL, show rate, and cost per appointment are monitored weekly.
Lifetime Support
All clients receive lifetime support. We keep optimizing until you're consistently hitting your appointment goals.
We Can Create an AI Avatar Instead
Most advisors record short videos of themselves, and that's what we recommend for the most authentic connection with prospects. But if you'd rather not be on camera, we can create a professional AI video avatar of you using HeyGen. All you need is a 2–4 minute video or a photo and we handle the rest.
- Looks and sounds like you, no studio or filming required
- Reusable across ads, funnels, YouTube, and follow-up sequences
- AI avatar setup included free with Done-For-You package
Frequently Asked Questions
No. For Done-For-You clients, we create a professional AI video avatar using HeyGen, all you need is a 2–4 minute video or even just a photo. Your avatar appears in your ads and performs just as well as traditional talking-head video ads.
We recommend starting with $1,000–$2,000/month to gather data and optimize. Once winning campaigns are identified, most clients scale to $3,000–$10,000/month depending on their capacity for new appointments.
Most clients see their first leads within 48–72 hours of launch. Booked appointments typically start coming in within the first 7–14 days. Full optimization takes 30–60 days.
Yes. Every lead responds specifically to your ads and your funnel. We never resell or share leads. You own the entire system.
Annuity, retirement tax planning, IUL, wealth management, Medicare, and life settlement all perform well on Meta. The 50–70 age demographic is highly active on Facebook, making it ideal for retirement-focused financial products.
We write ad copy with financial services compliance in mind, avoiding guarantees, using appropriate disclosures, and following Meta’s financial advertising policies. We recommend having your compliance officer review final copy before launch.
We specialize exclusively in financial advisors. Our targeting, copy, and funnel strategy are built around the objections, trust signals, and compliance requirements specific to financial services, not repurposed from e-commerce playbooks.
Ready to Run Facebook Ads That Actually Convert?
Book a free 30-minute strategy call. We'll show you exactly what a Facebook ad campaign would look like for your niche and give you a realistic projection of results.
Book a Free Strategy Call