Growth depends on who happens to refer you
Referrals are wonderful and completely unpredictable. One quiet quarter and the pipeline is empty — with no lever you can pull to fix it.
Paid media for financial & insurance advisors
More qualified client conversations. Less wasted ad spend.
AdvisorPipeline Media builds and runs paid advertising pipelines for independent financial and insurance professionals across Canada and the US — Google, Meta, LinkedIn and programmatic, managed by a consultant with deep, specialist experience in financial services.
- Built only for advisors — not dentists one week, e-commerce the next
- Compliance-aware creative and targeting for a regulated industry
- Full tracking from first click to booked appointment
Free audit · No retainer pitch on the first call · Canada & US campaigns
The offer
A pipeline, not just traffic
Ads, landing pages and follow-up tracking built as one system — so enquiries turn into booked calls, not just clicks.
13+ yearsRunning paid media, most of it in financial services (BFSI)
SpecialistFinancial-services focus across search, social and programmatic
2 marketsCanada and the United States — campaigns run on both sides of the border
6 channelsGoogle · Microsoft · Meta · LinkedIn · YouTube · Programmatic
We run ads on
Google AdsMicrosoft Ads (Bing)Meta — Facebook & InstagramLinkedIn AdsYouTubeProgrammatic Display
Sound familiar?
Referrals built your practice. They won’t scale it.
Most independent advisors we talk to have the same three problems — and none of them are solved by boosting a post or hiring a generalist agency.
Generic marketers don’t understand your world
Compliance reviews, prohibited claims, suitability, licensing — an agency that learned marketing on Shopify stores will keep writing ads your compliance team has to kill.
You’ve tried ads and only saw the bill
Clicks without tracking, traffic without a landing page, leads without follow-up. Paid media fails advisors at the joins between the pieces — not in the ads themselves.
Who we help
Built for independent practices, not big-brand budgets
If you sell advice, protection or planning — and your next client has to come from somewhere other than luck — this is built for you.
Independent financial advisors
Solo advisors and small practices who want a steady flow of pre-qualified prospects in their city or niche.
- Retirement & income planning
- Wealth management for professionals & business owners
- Tax and estate planning enquiries
Insurance professionals
Licensed insurance advisors who need enquiries that match the products they’re actually appointed to sell.
- Life & living benefits
- Business & key-person insurance
- Group benefits for small employers
Small advisory firms & teams
Two-to-ten-person firms ready to grow beyond the partners’ personal networks, with reporting the whole team can see.
- Multi-advisor lead routing
- Local + regional campaigns
- Recruiting campaigns for advisor teams
Niche & fee-based planners
Specialists — incorporated professionals, pre-retirees, newcomers, a specific community — where targeting precision matters more than reach.
- Profession-specific campaigns
- Seminar & webinar registrations
- Lead magnets & nurture sequences
Services
What paid media does a financial advisor need? One pipeline, not six silos
Every channel below is managed together, against one goal: booked appointments with people who fit your practice. No channel silos, no vanity metrics.
Highest intent
Google & Microsoft Search
Capture people actively searching “financial advisor near me,” “retirement planning,” or the exact insurance product you sell — in your city, in your language, on both Google and Bing.
- Keyword & competitor research
- Compliance-safe ad copy
- Call & form conversion tracking
Reach + retargeting
Meta — Facebook & Instagram
Put your expertise in front of the right households before they start searching — by age, income signals, life events and neighbourhood — then retarget everyone who engaged.
- Lead ads & landing page funnels
- Video & educational creative
- Seminar & webinar promotion
Professionals
LinkedIn Ads
The channel for reaching business owners, executives and incorporated professionals by job title, company size and seniority — the clients whose planning needs are worth the most.
- Title & company targeting
- Sponsored content & lead gen forms
- Account-based campaigns for firms
Awareness
YouTube & Programmatic
Stay visible across the sites and videos your future clients already consume, so when a life event hits — a sale, a retirement, a new child — your name is the familiar one.
- Display & video placements
- Audience & remarketing pools
- Brand-safe inventory controls
Where leads convert
Landing Pages & Funnels
Ads are only half the system. We build the page each campaign lands on — one offer, one audience, one clear next step — and test it until it earns its ad spend.
- Campaign-specific pages
- Booking & calendar integration
- A/B testing of headlines & offers
Proof, not promises
Tracking, CRM & Reporting
Know exactly what a booked appointment cost you. Every campaign is wired into your CRM and reported in plain language — spend, leads, calls booked, and what we’re changing next.
- GA4, tag & call tracking setup
- CRM lead routing & alerts
- Monthly plain-English reporting
Two markets, one playbook
Based in Toronto. Built on US-market experience.
AdvisorPipeline is based in Toronto, with experience that spans US financial services markets — some of the most competitive, most regulated advertising environments anywhere. That perspective now works for independent advisors on both sides of the border.
CA Canada
Provincial licensing, bilingual realities and Canadian compliance culture, handled properly from the first ad.
- Geo-targeting by province, city and postal code (FSA)
- Creative that respects Canadian advertising & disclosure norms
- Campaigns in CAD, reported in CAD
US United States
State-by-state targeting and competitive search auctions, approached with deep experience in US financial services markets.
- State & metro-level campaigns for licensed territories
- Search, social and programmatic at US-market intensity
- Campaigns in USD, reported in USD
Do the math yourself
What could a working pipeline look like?
Move the sliders with numbers you believe. This is simple arithmetic — your market’s real figures are exactly what the free audit works out.
Pipeline estimator
Illustrative only — based on the assumptions you set, not a forecast or guarantee.
Paid to the ad platforms — separate from any management fee.
Financial-services leads commonly land anywhere in this range depending on market and offer.
Depends on your follow-up speed and process as much as the ads.
At those assumptions
Leads per month29
New clients per month3
Cost to acquire one client$850
One new planning or insurance client is typically worth many times their acquisition cost over the relationship. The audit will pressure-test these numbers against your actual market, offer and capacity before you spend anything.
Why us
You’re not hiring an agency. You’re working with a consultant.
Most advisors who try paid media end up with a junior account manager reading a playbook written for other industries. Here, you work directly with a consultant who brings deep experience in financial-services paid media — the same person who plans, launches and optimises your campaigns is the person on your reporting call.
That matters in this industry. Financial services is where ad platforms are strictest, keywords are priciest, and compliance is least forgiving. Knowing which claim gets an ad disapproved, which audience survives a policy review, and which landing page a regulator would accept is not a detail — it’s the whole game.
One niche, deeply
Financial and insurance advisors only. Every test we run makes the next advisor’s campaign smarter.
Experienced hands only
No hand-offs to juniors or offshore teams. Strategy and execution stay with one accountable person.
Numbers you can audit
Your ad accounts, your data, your CRM. Full transparency — leave anytime and everything stays yours.
Built for low effort on your side
One intake call, one approval round on creative, then a monthly report. We handle everything between.
How it works
From first call to live pipeline in about two weeks
Deliberately low-effort on your end: four steps, roughly ninety minutes of your time in total before launch.
01
Free pipeline audit
We review your market, competitors, current presence and any past ad accounts — then tell you honestly whether paid media can work for your practice, and at what budget.
Your time: 30 min02
Pipeline plan
You get a written plan: channels, audiences, offers, landing pages, budget split and the tracking setup — with expected lead ranges, not hype.
Your time: one approval03
Build & launch
Accounts, tracking, creative and landing pages built and checked for compliance. Campaigns go live in Canada, the US, or both.
Live in ~14 days04
Optimise & scale
Weekly optimisation, monthly plain-English reporting. Budget moves toward whatever produces booked appointments at the best cost — and away from what doesn’t.
Your time: 30 min / month
Start here
Get your free pipeline audit
Tell us about your practice and we’ll come back within one business day with next steps. The audit is a working session, not a sales call.
- Your market, sized honestlySearch demand, competition and realistic lead costs in the cities and niches you serve.
- A teardown of what you haveWebsite, profiles, reviews and any existing ad accounts — what’s helping, what’s leaking.
- A channel & budget planWhere your first dollar should go — Google, Meta, LinkedIn or a mix — and what to expect from it.
- Compliance flags, up frontAny claims, offers or targeting in your current marketing that could draw a platform or regulator problem.
No pressure, either way. If paid media isn’t right for your practice yet, the audit will say so — and point at what to fix first. Plenty of advisors start with us a quarter later.
Request your audit
Two minutes to complete. Submitting opens your email app with everything pre-filled, addressed to us — just press send.
Almost there — one tap left
Your email app should now be open with your audit request pre-filled. Press send there and it’s with us. No email app opened? Use one of these instead:
Questions advisors ask first
By targeting the searches prospective clients already make — terms like “financial advisor near me” and “retirement planning” in the advisor’s own city — with compliance-safe ad copy, a campaign-specific landing page offering one clear next step (such as a booked discovery call), and call and form conversion tracking so spend can be judged on booked appointments, not clicks. AdvisorPipeline Media builds Google and Microsoft Search campaigns exactly this way for independent advisors in Canada and the US.
Meta works as a reach and retargeting channel: educational and video creative is targeted by age, income signals, life events and neighbourhood to put an advisor’s expertise in front of the right households before they start searching, and everyone who engages is retargeted toward a lead form, landing page, or seminar or webinar registration.
A pipeline rather than a single tactic: paid search to capture existing demand, social and LinkedIn campaigns to create and retarget demand, a landing page built for one audience and one offer, and tracking wired into a CRM so every enquiry can be followed up and measured through to a booked appointment. That joined-up system is what AdvisorPipeline Media builds and manages.
Yes. AdvisorPipeline Media is based in Toronto, Canada, and runs campaigns for advisors in both Canada and the United States. The experience behind it spans financial services work in both markets, with campaigns geo-targeted to the provinces or states where an advisor is licensed, and reported in CAD or USD to match the market.
That’s the starting point, not an afterthought. Creative is written to financial-services standards — no return promises, no misleading claims, proper disclosures — and we build your compliance or dealer review into the launch timeline rather than treating it as a surprise at the end.
It depends on your market’s size and how competitive your keywords are — a solo advisor in one city and a firm covering three states are different problems. Most independent practices start in the low four figures per month. The free audit gives you a specific number for your market, with the reasoning shown, before you commit to anything.
Search campaigns can produce enquiries within the first days of going live; social campaigns usually need a few weeks of testing to find the audience and offer that convert. What we won’t do is promise a lead count before we’ve seen your market — the audit gives you a realistic range instead.
Yes — geo-targeting down to city, postal code / ZIP and radius level is standard in every campaign we build. Your ads only run where you’re licensed and able to serve clients, in the right currency, with the right disclosures.
Completely. Accounts are created under your business, audiences and tracking live in your properties, and leads flow into your CRM. If you ever leave, everything you’ve built stays with you — that’s how it should work.
About 30 minutes for the audit call, one round of creative approvals, and a 30-minute reporting call each month. Strategy, build, copy, design, optimisation and reporting are all handled for you.
Management is a monthly retainer scaled to the number of channels and markets you run — quoted in writing after your audit, once we know the actual scope. Ad spend is paid by you directly to the platforms, so you always see exactly what media costs versus management.
Your next ten clients are searching right now. Make sure they find you.
Start with the free audit. You’ll get an honest read on your market, a concrete plan, and a specific budget — whether you hire us or not.
Get my free pipeline audit