Platform / Advertising
Reach your ideal client, anywhere.
Fully managed advertising for financial advisors that reaches a larger audience, beyond your immediate network.
From $500/mo
As seen in
“An independent advisor with a small budget, a smart strategy and a clear niche can now outcompete any large firm with a giant budget.”
How it works
Fully managed advertising for financial advisors and firms.
Omnichannel advertising reaches your ideal client wherever they already are — search, social, streaming, and the open web. We handle the whole process, from the first conversation to campaigns going live.
Understand your goals
We start with a conversation about your firm and the clients you want more of — and what growth should look like.
Prepare a media plan
We map the right channels and budget to reach them, then share a plan for you to approve before anything runs.
Build creative
Our team designs the ads on your brand — written and reviewed against FINRA and SEC advertising standards.
Launch
Your campaigns go live across every channel. We manage and optimize as they run, with clear reporting throughout.
From the search bar to the living-room TV.Advertising for financial advisors, managed across every channel.
Minimum budgets vary by channel. We’ll recommend the right starting spend for your goals.
Now, run your ads on ChatGPT.
As advertising comes to ChatGPT, we can place your firm in front of the people who now turn to it for help choosing a financial advisor. Ads are planned and managed alongside the rest of your campaigns, and reviewed against the same FINRA and SEC standards.
Target your ideal client profile. Persona-driven advertising.
We shape the persona you want more of, by location, profession, income, interests, and platforms they use. Then we execute a strategy that puts your firm in front of them.
Show up where your clients actually spend time.
Your ads run across the websites they read, the shows they stream, and the apps they use.
Unified campaign reporting to rapidly improve and scale.
Transparent reporting on leads and results is paired with ongoing optimization so budget is consistently allocated to what performs best.
Common questions about advertising.
Who is Capital Turbine for?
Advisors who know they aren't interchangeable with the firm down the street. If you believe you bring something different to the table and want that to be obvious to the right clients, Capital Turbine is for you. Our customers see the value in a clear brand identity and are focused on growing their firm.
Are you an ad agency for financial advisors?
Not quite. A traditional advisor ad agency runs your ads and hands you a dashboard. Capital Turbine manages your advertising alongside your website, content, and reporting, so it all works as one — and your results live in one place, not scattered across separate agency logins.
What channels does Capital Turbine advertise on?
Google Ads and paid search, paid social on Facebook, Instagram, LinkedIn, and TikTok, programmatic display and video, connected and streaming TV, streaming audio, and out-of-home like billboards — managed through enterprise-grade demand-side platforms. We can also place direct buys for offline advertising, from newspaper and print to local sponsorships.
Do you run Google Ads for financial advisors?
Yes. Google Ads and search advertising are one of the most direct ways to reach people already looking for a financial advisor or planner. We build and manage the campaigns, write the ads against FINRA and SEC advertising standards, and report on the leads they bring in.
Do you run Facebook ads for financial advisors?
Yes. We run paid social for financial advisors across Meta (Facebook and Instagram), LinkedIn, and TikTok, with creative and targeting built around the clients you want more of.
Can you help with lead generation for advisors?
Lead generation is the point. Every campaign is built to bring qualified financial advisor leads to your firm, and we report on results so budget keeps moving to what performs.
What's the minimum ad spend?
Managed advertising starts at $500/mo, with a 90-day minimum test campaign. Budget minimums vary depending on the channel, creative, and targeting. We'll recommend the right starting spend for your goals.
Who creates the ad creative?
Our in-house team, backed by our AI platform for producing and adapting creative quickly. Every ad is built around your brand identity and ideal client profile as part of the managed service, not billed separately. If you already have creative you'd like to run, we're glad to work with it too.
How are results reported?
Alongside your other marketing. Website traffic, email engagement, content performance, and ad results all report into one place, not across disconnected agency dashboards.
Can I start with just one channel?
Yes, and it's usually what we recommend. Most advisors start with one channel and add others once the first is performing. We'd rather prove a channel works than watch your budget go to ads that don't.
Do I need to already have a website and marketing in place?
Strongly recommended. Advertising is most effective once you have a strong website, a defined ideal client profile, and a clear value proposition, which is why we typically recommend Capital Turbine's platform as the foundation first.
Start marketing like no one else. This is step one.
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