Social media advertising for financial advisors.

Take your social media presence to the next level.

Broaden Your Reach

Your social posts aren’t reaching very many people. That’s why your engagement is so low. Advertising can fix this, helping prospects see first-hand that you’re a great source of advice.

Engage Your Audience

The right ads stop the scroll.” They build your followers, drive traffic to your site, and increase your video views. These are building blocks for monetizing your social media efforts.

Capture More Emails

When you’ve gained an email, you’ve gained the ability to stay in touch. We do this by offering free whitepapers, books, or webinars – adding value and gaining value at the same time.

Reach your ideal target market.

Precise Locations

Dial in your locations using our advanced targeting capabilities, whether you’re targeting specific zip codes, a radius from your office, or offices around the country.

Niche Markets

Social ads are perfect for niche marketing, giving you the ability to layer-in occupations, interests, and demographic data. From physicians to philanthropists, we’ve got you covered.

Warm Audiences

Tracking codes help us retarget warm audiences based on your website visitors, video viewers, and newsletter subscribers, keeping you top-of-mind with clients, prospects, and COIs.

Choose from a variety of proven ads.

Industry Recognition Ads

Testimonial Ads

Brand Awareness Ads

Engagement Ads

Video/Podcast Ads

Follower Ads

Event Promotion Ads

Website Traffic Ads

List Builder Ads

Become locally famous with consistent digital advertising.

Dedicated Ads Specialists

Our Ads Specialists are Facebook and LinkedIn certified, and we work exclusively with financial advisors. We design compelling ads that attract affluent investors to your brand on social media.
Our accolades and associations

Branded whitepapers are included.

We provide branded whitepapers that can be used in your social ads to capture leads.

What's included:

Let's Discuss

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$1,500 down + $399 per month

FAQs

Frequently Asked Questions about Oechsli Social Ads

Yes, running social media ads is a cost-effective way to reach and engage a large, qualified audience. Organic reach can only go so far, and when you want to reach beyond your current clients and friends, it’s time to invest in social media advertising.

Financial advisors can reach a wider and more targeted audience through social media advertising. By leveraging the power of social media platforms, financial advisors can increase brand visibility, drive traffic to their website, and generate leads. Additionally, social media advertising provides opportunities for financial advisors to engage with potential clients and build their online reputation. By creating relevant and engaging ads, financial advisors can differentiate themselves from their competitors and establish themselves as thought leaders in the financial industry. Utilizing social media advertising can ultimately lead to an increase in business and revenue.

Financial advisors typically find success on either Facebook or LinkedIn, depending on their target market and budget. We can help you determine which network will best fit your needs based on your specific goals and target audience.

Facebook offers a large user base with high daily usage, making it a great platform to reach a broad audience. Additionally, Facebook’s targeting capabilities (including life events, wealth estimates, and demographic information) are unrivaled. Facebook is also generally the least expensive option for social media advertising.

LinkedIn is ideal for targeting specific industries, companies, or occupations. It also allows you to target business owners with a minimum employee count. Although LinkedIn is more expensive than Facebook, it is more precise in targeting professionals.

Social media ads offer targeting options based on users’ demographics, interests, behaviors and more. This allows for highly personalized and effective ad campaigns. Advertising on Google is best for those who want to focus on individuals with “intent” – appearing in search results for those looking for a financial advisor. If you are interested, consider our Google Ads program.

Yes, we can help you narrow your focus by stage of life, occupation, geography, and many other factors through the targeting capabilities of Facebook and LinkedIn.

The main types of social media advertising for financial advisors broaden your reach and increase awareness, engage your audience by asking them to take action, or help capture emails and other contact information.

To broaden your reach, we recommend ads that promote industry awards, client testimonials, or other information about your brand or practice.

To engage your audience, we recommend ads that promote your existing social media posts, videos or podcasts, or increase your followers.

To capture emails or other contact information, we recommend ads that promote events, send people to your website contact form, or offer valuable articles and other giveaways that can be hidden behind a form.

Your budget will depend on several factors such as your target market, geography, and advertising objectives. We can help you determine an appropriate budget based on your specific needs and goals.

We do not have a minimum ad spend requirement, but recommend starting with $500/month. Proper funding is essential for a competitive social media advertising campaign. The cost per is typically higher for Conversion ads, compared to Engagement or Awareness ads.

Our kick-off call is an opportunity for us to learn about your business, ideal client profile, and advertising objectives. We use this information to create a written strategy that we will use as a reference and update throughout the year.

We create ads in batches every quarter, rather than one at a time, to ensure better creative and compliance workflows. We collaborate with you to determine the best network, budget, target market, objectives, and calls-to-action.

Social media retargeting offers several benefits, including increased engagement with interested users, higher conversion rates, cost-effectiveness, and the ability to personalize messaging and maintain brand visibility.

We’ll get access to your social ad accounts and build your quarterly advertising plan. We’ll set up your targeted audiences, and send you the required pixels/tags for your website.