PPC for Wealth Management Companies: Everything You Need to Know

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Did you know that for every $1 spent on Google Ads, you can get $8 in return?

Pay-per-click (PPC) advertising is one of the best strategies for earning more clients for your wealth management company.

On this page, we’ll talk about why you should invest in PPC for wealth management companies and what you can expect from PPC services from WebFX.

If you’re ready to work with the team that’s managed over 650 PPC campaigns, contact us online or call us today at 888-601-5359 to speak with a strategist about our PPC services!

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Why invest in PPC for wealth management companies

When you hear about PPC for financial advisors, you may be skeptical about how effective it can be for your company. How can PPC benefit your business?

Here are four reasons you’ll want to start running financial advisor ads:

PPC for wealth management helps you increase brand recognition

One of the biggest reasons to run financial planning ads is that they help you build brand recognition. When you run PPC ads, you appear at the top of search results. Whenever someone conducts a search and sees your business at the top, they become familiar with it.

wealth management ppc ad example

If leads click on your ad, they spend time on your landing page learning about your financial planning services. Even if they don’t convert immediately, these leads will remember your wealth management company.

When it comes time to pick a financial planning advisor, they’ll remember your business, which increases the chances of them choosing your wealth management company.

PPC for wealth management helps you outrank your competition

There are dozens of other financial advisors looking for new clients. When you’re in a competitive market, you need every advantage you can get to outperform them. PPC ads can give you a leg up on your competition.

If you’re running PPC ads, you can appear at the top of the search results and rank above competition appearing organically. Even if your competitor runs PPC ads for the same keywords, you can outperform them by creating more relevant ad content.

PPC for wealth management helps you earn more qualified leads

One of the biggest reasons to do PPC for wealth management is that it helps you earn more qualified leads for your business. People who click on PPC ads are more likely to turn into clients for your company.

In fact, 65% of all high intent searches result in someone clicking on a PPC ad.

People who click on PPC ads know they want to hire a financial advisor, but need to find the right one that fits their needs. By running a PPC ad at the top of search results, you can help guide these leads to check out your financial planning firm and determine if you fit what they need.

PPC for wealth management helps you increase revenue

When you opt to run financial advisor ads, you increase revenue for your company. PPC ads attract people that are more likely to hire your wealth management company — ad clickers are 50% more likely to convert than organic visitors.

By attracting more qualified leads that are likely to convert, you can boost your wealth management firm’s revenue.

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Great agencies have more than 100 testimonials.

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PPC services from WebFX: What to expect

After seeing the benefits of running financial planning ads, you may be excited to get started with your PPC campaign. But when you’re busy running your firm and helping your clients manage their wealth, you may not have the time to dedicate to building a PPC campaign.

That’s where WebFX can help.

We have a team of over 500 marketing experts ready to help you launch your PPC advertising campaign. As a Google Premier Partner, you can feel confident that we’ll deliver a PPC campaign that allows your wealth management company to grow online.

So, what can you expect from PPC services from WebFX?

Advanced keyword research

When you launch PPC ads for financial advisors, you need to find relevant keywords to help your ads appear in front of the right leads. At WebFX, we’ll conduct keyword research to help you identify the right key terms for your PPC ads.

We can help you find high-quality long-tail keywords, which contain three or more words, so your ads appear in front of people looking for your financial planning services.

Ad campaign copywriting

When you do PPC for wealth management, you need ad content that will entice leads to click on your ads and check out your financial planning company.

As your PPC expert, we’ll help you craft compelling copywriting for your ads that entice more leads to click. We’ll help you integrate your core keywords into your ad and integrate ad extensions to create more compelling ads that generate clicks and drive leads.

Ad copy performance testing

The first version of your financial advisor ads won’t always be the best. You need to consistently test and optimize your ads to ensure you’re putting out the most effective version.

At WebFX, we’ll continually analyze your ad’s performance and tweak your ad content to help your ads perform better in search results.

Strategic bid management

When you run PPC ads, you bid on the keywords you want your ads to appear for and pay each time someone clicks. As you continue to run your ads and see how they perform, you can optimize your bid to get more from your budget.

With WebFX as your PPC management company, we’ll help you manage your bid amounts and adjust them appropriately as you run your ads, so you can get the best return with your ad campaigns.

Call tracking

With a paid advertising strategy in place, you’ll likely have more people call your business to set up an appointment or ask questions about your services. That’s why, when you partner with WebFX, we’ll help you track phone calls from your ads.

Tracking these phone calls enables you to see what drives people to contact your business. It also helps you identify the call’s nature to optimize your ad or landing page better to provide your audience with helpful information they need.

Monthly performance and analysis

When you launch a PPC campaign, you want to know how your ads perform and if they’re driving results for your wealth management company. With WebFX running your financial planning ads, you’ll never get left in the dark about your PPC campaign performance.

We provide you with monthly reports on your PPC campaigns’ performance. From these reports, we’ll provide you with actionable insights for improving your ads to drive better results.

Dedicated account representative

If you invest in PPC for wealth management from WebFX, you’ll get a dedicated account representative that keeps you informed throughout your campaign. You can contact them with any questions, concerns, or ideas.

Our digital marketing campaigns impact the metrics that improve your bottom line.

See More Results

WebFX has driven the following results for clients:

$3 billion

In client revenue

7.8 million

Leads for our clients

5.2 million

Client phone calls

Get started with PPC for wealth management

If you’re ready to start launching financial planning ads, WebFX is here to help. Our team of over 500 marketing experts is prepared to help you build your custom PPC strategy, so your company attracts more clients.

When you partner with us, we’ll craft a campaign that helps you drive results. In the past five years, we’ve driven over $3 billion in sales and over 7.8 million leads for our clients. You can feel confident we’ll help your financial planning company flourish online.

If you’re ready to launch PPC ads for financial advisors, contact us online or call us today at 888-601-5359 to speak with a strategist about our PPC services.