Targeted Client Acquisition

Social + Paid Ads strategies built specifically for financial advisors & wealth management.

Paid advertising reaches high-net-worth prospects researching financial advice with sophisticated targeting.

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74%

of high-net-worth individuals research advisors online before engaging

Source: Spectrem Group

$84T

wealth transferring from Baby Boomers to younger generations through 2045

Source: Cerulli Associates

63%

of advisors say client acquisition is their biggest growth challenge

Source: Kitces Research

What's Included

Google Ads targeting "financial advisor near me" and planning searches
LinkedIn advertising reaching high-income professionals
Facebook campaigns targeting life event triggers (retirement, inheritance)
Retargeting campaigns nurturing long consideration cycles

Real-World Results

See how financial advisors businesses achieve results with Sapt.

Pre-Retiree Focus

Advisor wants to specialize in helping people 5-10 years from retirement plan their transition.

Result

Content marketing addressing pre-retirement concerns plus targeted advertising to 55-65 age demographic.

Pre-retiree consultations increased 150% within 12 monthsAverage new client AUM increased significantly

Next-Generation Relationship Building

Advisor's client base is aging and children don't continue relationships, risking asset attrition.

Result

Programs engaging adult children of clients plus content targeted at younger inheritors.

Next-gen family member engagement increased from 15% to 55%Retained 78% of inherited assets (vs. industry average 30%)

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Frequently Asked Questions

Frequently asked questions

Do not compete on price or basic portfolio management. Emphasize comprehensive planning, behavioral coaching, complex situations, and relationship value that robo-advisors cannot provide.

Advisory relationships typically develop over 6-18 months. Consistent marketing builds familiarity and trust over time. Focus on lifetime client value rather than quick acquisition metrics.

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