Seminar marketing for financial advisors
Seminar and webinar promotion. Book 4 seminars in 12 months and save 10%.
Learn more →Services / Paid ads
Seminar marketing & paid ads for financial advisors
An hour in a room, or on a webinar, with people who chose to be there is one of the strongest ways to win new clients. We promote your seminars and webinars to the right people and help you turn the room into meetings. Retirement, tax, estate, charitable giving, wealth transfer, insurance and more. Paid ads on Meta, LinkedIn and Google are available too.
See pricing
→ 4 seminars, save 10%
19
seminar registrations in under a week in Peterborough. The room overfilled, a second date was added, and the advisor said it was the only campaign he'd ever run that attracted real people, not bots.
30+
leads from a Meta campaign in under three months for an Oshawa advisor.
3
new clients worth roughly $1.5M in combined assets under management from a $15,000 paid ad campaign.
Why seminars work for financial advisors.
Few people choose an advisor from an ad or a website alone. An hour with you, answering the questions they care about, is a far stronger reason to book a meeting.
1
The right people register.
We choose a topic that matters to the clients you want and promote it to them, locally for in-person events or further afield for webinars. People who sign up are telling you what they need.
2
They spend an hour with you.
In person or online, they see how you think and how you explain things. That builds more trust than any ad can.
3
Meetings get booked.
Every attendee gets a clear, low-pressure invitation to meet. That’s where new client relationships start.
01
Seminar & webinar promotion
We get qualified people in the room, in person or online. You do what you do best. Read: real people, not bots.
What's included
- ✓Topic and positioning guidance
- ✓Registration page and confirmation flow
- ✓Targeted Meta, LinkedIn and Google campaigns
- ✓Reminder emails available to reduce no-shows
- ✓Post-event follow-up to book meetings
- ✓Registration and attendance reporting
Topics we promote (a few examples)
- ◉Retirement income planning and government benefit timing
- ◉Tax planning for incorporated professionals
- ◉Selling your business: succession and exit planning
- ◉Estate planning and intergenerational wealth transfer
- ◉Charitable giving
- ◉Insurance and living benefits
- ◉Fee transparency: what you’re really paying
- ◉…and just about any other planning topic
02
Paid ads
Meta, LinkedIn and Google Ads campaigns built around a specific audience and a specific offer.
What's included
- ✓Audience research and creative written for one niche
- ✓Offer and lead magnet (guide, checklist, consultation)
- ✓Ad copy and creative, compliance approved
- ✓Lead capture, with a custom landing page available as an add-on
- ✓Follow-up email sequence available as an add-on
- ✓Regular campaign management and optimization
Audiences we target
- ◉Business owners approaching a sale or succession
- ◉Incorporated professionals: physicians, dentists, lawyers, engineers
- ◉Pre-retirees within 5–10 years of retirement
- ◉Executives with equity compensation
- ◉High-net-worth families with estate needs
A seminar every season.
One event fills the room once. A seminar every season keeps prospects coming back and gives new people a reason to meet you. Book four over the next 12 months and save 10%. Read: how to fill a seminar or webinar with the right people.
Every season
Seminar or webinar
A new topic, promoted to a fresh local audience and to everyone who’s shown interest before. People who weren’t ready the first time often come back.
Optional
Paid ads
If you’d like extra reach ahead of an event, we can run Meta, LinkedIn or Google ads alongside it.
Planned for the year
Topics mapped to the calendar: RRSP season, tax time, summer planning, year-end.
A clear next step
Every attendee is invited to book a meeting. People always know what to do next.
Familiar faces
Each event builds on the last. Past registrants hear about the next one first.
Seminars and paid ads by platform
Each platform reaches people differently. We choose the right mix for who you serve.
Google Ads for financial advisors
Search campaigns that reach people looking for an advisor near them.
Learn more →Meta & Facebook ads for financial advisors
Local campaigns for lead generation and seminar promotion.
Learn more →LinkedIn ads for financial advisors
Reach professionals and business owners by title and industry.
Learn more →Instagram ads for financial advisors
Reels, Stories and feed ads that build familiarity.
Learn more →How we’re different
Simple pricing, no surprises, and work we’re proud to put our name on.
One price
Our fee is set before your campaign starts and doesn’t change. Some agencies bill per registrant or charge more when a campaign brings in a bigger audience than planned. We don’t. If your seminar draws more people, you don’t pay more.
Easier to budget
You know your fee and your ad budget before anything runs, so planning a year of events is simple. No invoices that climb with every sign-up, and no surprises at the end of the month.
Results that speak for themselves
An Oshawa advisor’s campaign produced more than 30 leads in under three months and three new clients with about $1.5M in combined assets under management. A Peterborough seminar drew 19 registrations in under a week.
Paid ads pricing.
Prices are our management fees. Ad budgets are paid directly to Meta, LinkedIn or Google and set with you based on your market and goals. Seminars are where most advisors start: book four over the next 12 months and save 10%.
Save 10%
4-seminar package
Four seminars over 12 months
$7,200 / 4 seminars
Management fee. Works out to $1,800 per seminar instead of $2,000.
+ Ad budget
Paid directly to the platforms. Set with you based on your market and goals.
Paid directly to the platforms. Set with you based on your market and goals.
Book four seminars or webinars over the next 12 months and save 10%. A steady rhythm of events keeps your pipeline full and gives prospects a reason to meet you every season.
- ✓Four seminars or webinars across 12 months
- ✓Save $800 compared with booking individually
- ✓Topic planning for the year ahead
- ✓Registration, campaigns and reporting for every event
Seminars & webinars
Per event
$2,000 / seminar
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Get qualified people in the room, in person or online, and turn an engaged audience into booked meetings.
- ✓Registration page and confirmation flow
- ✓Targeted local campaigns
- ✓Reminder emails available to reduce no-shows
- ✓Registration and attendance reporting
Paid ads
Lead generation · Meta & LinkedIn
$1,200 / month
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Targeted campaigns that reach business owners, professionals, pre-retirees and high-net-worth families in your market and give them a clear next step.
- ✓Audience research and targeting
- ✓Ad copy and creative
- ✓Lead magnet, with follow-up sequence as an add-on
- ✓Regular management and reporting
Google Ads
High-intent search
$500 / month
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Capture people already searching for an advisor, planner or specific planning help in your city.
- ✓Keyword and competitor research
- ✓Search ads, with landing page as an add-on
- ✓Call and form tracking
- ✓Monthly optimization
Paid ads are also available. If you’d like extra reach ahead of an event, we can run Meta, LinkedIn or Google ads alongside your seminars.
Paid ads questions from advisors
What does the price include?+
Our management fee: strategy, creative, campaign management and reporting. Custom landing pages and follow-up email sequences are available as add-ons when they make sense for your campaign. The ad budget itself is paid directly to Meta, LinkedIn or Google from your own ad account, so you always see exactly what is spent on media. We recommend a budget based on your market and goals.
How many leads should a financial advisor expect from paid ads?+
One Oshawa advisor generated 30+ leads from a Meta campaign in under three months and brought on three clients worth roughly $1.5M in combined assets under management. Your numbers depend on market size, niche and how fast you follow up.
Are the leads real people?+
Yes. Meta restricts targeting for financial ads, so we write ads that speak to one specific audience and qualify leads through the offer and the form. A Peterborough advisor told us ours was the only campaign he'd run that attracted real people, not bots.
In-person or virtual seminars?+
Both work. In-person events convert better per attendee; webinars reach a wider area and cost less to host. We'll recommend based on your market and your comfort presenting.
Do I need paid ads to run a seminar?+
No. Seminars are our core offer and stand on their own: $2,000 per event, or $7,200 for four over 12 months, plus ad budget for promoting the event. Paid ads are available if you’d like extra reach.
How fast can we start?+
Campaigns are typically live within two to three weeks of kickoff, allowing time for offer development, creative and compliance review.
Marketing insights
Who do you want in the room?
Tell us the clients you want more of and your market. We'll map out the plan: the offer, the audience, the seminar topic and what to expect.
Book a meeting
Live in 2–3 weeks. ↩