Built for Financial advisors
Google Ads for advisors booking planning meetings — not tire-kickers
Run financial advisors clients? The platform already knows how they book more planning meetings — and where their budget leaks into searches that never become planning meetings. Their reports come out in that language.
The hook
Feel understood in 60 seconds
Paste your site. Get a Practice Snapshot in your language — then build the real campaign plan.
Sample Financial advisors snapshot
Financial advisors in your city: competing for planning meetings. We already know where accounts like yours bleed budget — and how to book more planning meetings.
With about $3,000/mo (each planning meeting ~$800), we'd prioritize high-intent search for planning meetings, block searches that never become planning meetings, and route callers and forms into real demand — not vanity traffic.
- Waste watch: queries like “diy” and “how to” — searches that never become planning meetings.
- Efficiency: is Cost per planning meeting drifting vs your target?
- Scale: which campaigns are capped while still delivering planning meetings?
Outcome OS
The product speaks planning meetings
Dashboards that say “CPA” mean nothing to a busy owner. Inside PPC Magic and the Financial advisors Morning Brief, we talk about Cost per planning meeting, searches that never become planning meetings, and planning meetings — the outcomes you actually run the business on.
- Research tuned for financial advisors
- Primary conversions: phone calls + lead forms
- Daily Brief language in planning meetings
- Negatives seed waste like: diy, how to, salary, jobs, hiring
Morning ritual
Financial advisors Morning Brief
Efficiency
Cost per planning meeting
Win condition
book more planning meetings
Run the Financial advisors twin on a client account
Snapshot first, full plan second, a stage-organised client report every month after.