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AI PPC Manager

Built for Financial advisors

Google Ads for advisors booking planning meetings — not tire-kickers

Not another generic PPC tool. An Industry Twin that already knows how financial advisors book more planning meetings — and where they waste budget on searches that never become planning meetings.

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 your website

Practice Snapshot first. Full Magic plan second. Morning Brief every morning after.