Generate more qualified financial planning consultation requests
Prospective clients searching for retirement income, comprehensive planning, and small-business owner planning can have very different needs and levels of intent. We learn your goals, priority services, market, capacity, and challenges before recommending any specific Google Ads account changes.
Why local campaigns underperform
Attracting clients whose assets, income, and goals match your planning model, rather than a wide mix of one-off questions.
What we examine
For financial planners, we isolate search terms, spend, conversion actions, and lead feedback connected to retirement income.
Explaining fees and value clearly in a landscape full of free tools and conflicting advice.
What we examine
For financial planners, we compare spend and inquiry quality by service, then check whether campaign structure reflects current priorities.
Building trust quickly enough for prospects to share sensitive financial details and commit to a relationship.
What we examine
For financial planners, we isolate search terms, spend, conversion actions, and lead feedback connected to small-business owner planning.
Founder-led strategy
Aaron Putnam leads the diagnosis, establishes the strategy, and remains involved in the decisions that shape your account. Recommendations still begin with your goals, market, capacity, and lead quality.
What working together looks like
We know the common advertising challenges financial planners face. Before recommending changes, we learn how your business works and what Google Ads needs to accomplish.
For financial planners, we start with services, geography, capacity, frustrations, and your target audience. We make no changes before understanding what the account needs to support.
We inspect campaign structure, search terms, location settings, conversion tracking, and lead feedback, including how the account treats retirement income and comprehensive planning.
For financial planners, we choose together which opportunities deserve attention, where firmer boundaries are needed, and how qualified consultations and qualified client inquiries should be evaluated.
For financial planners, once priorities are agreed, we make and explain changes, then use search behavior, conversion data, and staff feedback to keep learning.
Qualified inquiry signals
For financial planners, conversion counts are only a starting point. We compare recorded conversions with service fit, location, timing, capacity, and staff feedback about consultations and qualified client inquiries before using the data to guide account decisions.
For financial planners, connect retirement income calls to their campaign and review whether service, location, timing, and next step fit.
For financial planners, separate comprehensive planning forms from spam, employment requests, and out-of-area work before using them to guide decisions.
Compare tracked responses for financial planners with staff feedback so later decisions reflect inquiry quality, not form counts alone.
Before we begin
Already advertising? Receive a focused account review. New to Google Ads? Receive an opportunity assessment shaped around your services and local market.