Built to land. Built to pass.
LinkedIn, search, and display for financial firms whose ads have to pass legal and still perform.
Where compliance and creative meet.
Most paid advertising playbooks assume two things: that marketers have full creative freedom over copy, and that audiences are predictable enough to optimize against historical engagement data. Financial firms have neither. Every ad has to clear compliance review before it runs, which means every claim has to be defensible, every disclaimer has to be present, and every variation has to be re-approved. Every ad also has to reach an audience that has seen thousands of generic financial pitches and learned to ignore them.
Both constraints are real, and most campaigns die between them. We write ad copy that passes legal in the first review and still earns attention from skeptical audiences. That's the discipline.
What we run.
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LinkedIn campaigns.
Sponsored content, message ads, dynamic ads, and account-targeted programs built for the platform where most financial decision-makers actually spend their professional attention.
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Search advertising.
Google and Bing campaigns built around the high-intent queries your buyers run when they're already in market. Keyword strategy, ad copy, landing pages, and conversion tracking.
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Display and programmatic.
Banner campaigns, retargeting, connected TV, and audience-based programmatic buying across financial publications, business news, and contextual placements that reach your audience where they read, watch, and listen.
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Creative and copywriting.
Ad copy, headlines, image creative, and video scripts written to clear compliance and earn attention. Compliance-aware from the first draft.
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Audience strategy and targeting.
Account lists, lookalike modeling, intent signals, and the audience architecture that decides who actually sees your ads. Built specifically around financial-services audiences.
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Measurement and optimization.
Conversion tracking, attribution modeling, and the ongoing cycle of campaign optimization that turns ad spend into measurable business outcomes.
Financial paid advertising lives inside a regulatory framework that shapes every campaign: pre-approval workflows, performance disclaimer requirements, restrictions on testimonials and projections, and audience targeting rules that vary by jurisdiction. We work inside those frameworks every day. Compliance review becomes part of the production cycle.
Compliant by design. Built to perform.
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Compliance is part of the brief.
Most paid campaigns get drafted, sent to compliance, returned with markups, rewritten, and resubmitted. The cycle costs weeks and the work suffers. We build compliance into the brief: disclaimer placement, claim language, and approval workflow are part of the campaign architecture from day one. By the time copy reaches your compliance team, it has already been shaped by what they will and will not approve.
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Creative and media planning work as one unit.
Audience strategy and creative direction work as a single discipline here. The buyer we are trying to reach shapes the copy we write. The platform where we are reaching them shapes the creative format. The result is campaigns built for the moment they appear.
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Measured against business outcomes, not vanity metrics.
Paid advertising generates more data than any other marketing discipline. Most of it is meaningless if it does not connect to a business outcome. We define success metrics at the start of every engagement: qualified leads, qualified meetings, advisor recruits, AUM influence, and measure relentlessly against them. Impressions and clicks are signposts, not destinations.
Paid that performed.
Outcomes from a paid advertising and SEO program for a Senior Investment Advisor at iA Private Wealth.
Let's see what we can run.
Most engagements start with a conversation. We'll learn about your firm, your audience, and where they're spending attention. Then we'll plan the right move and what we'd run first.
Book a free 30-minute call