Financial Services Firm PPC Success
How compliant PPC strategy with educational content and trust signals delivered 90% increase in consultation bookings with improved lead quality
The Challenge
Our financial services client faced significant challenges in the highly regulated finance industry:
- Strict Advertising Regulations: SEC and FINRA compliance requirements limiting messaging
- High Competition: Competing against large financial institutions with massive budgets
- Trust Building: Establishing credibility in a trust-sensitive industry
- Complex Services: Explaining sophisticated financial products and services
Initial Performance Metrics
Our Strategic Solution
We developed a compliant PPC strategy with educational content and trust signals to build credibility
Regulatory Compliance
Ensured all ad copy and landing pages met SEC, FINRA, and state regulatory requirements for financial advertising.
Educational Content Strategy
Created educational content focusing on financial planning concepts rather than direct sales messaging.
Trust Signal Integration
Prominently featured credentials, certifications, and client testimonials to build trust and credibility.
Demographic Targeting
Targeted specific demographics based on income, age, and life events that trigger financial planning needs.
Lifecycle Campaigns
Developed campaigns targeting different life stages: retirement planning, estate planning, and investment management.
Consultation Optimization
Streamlined the consultation booking process with clear value propositions and easy scheduling options.
Impressive Results
Our compliant approach delivered significant improvements in consultation bookings and client quality
10-Month Performance Comparison
Before Our Campaign
After Our Campaign
Campaign Timeline
10-month financial services growth journey
Month 1-3: Compliance & Strategy
Regulatory review, compliant content creation, and trust signal development
Month 4-7: Educational Campaigns
Educational content deployment and demographic targeting optimization
Month 8-10: Scale & Optimize
Performance optimization and consultation booking process refinement
Ready to Grow Your Financial Services Practice?
Let us help you navigate financial advertising regulations while driving qualified consultation bookings