Pay Per Click for Financial Professionals

You need a well-planned campaign to get a great return on your investment.
The quickest way for financial advisement providers to reach a targeted, motivated audience of clients seeking help.

Have Your Pay Per Click Investment Go Farther
And Get The Results You Want

Plan Test


We start with in-depth industry and competitor research, including keywords and traffic, to craft an effective campaign strategy.

We’ll conduct an analysis of initiatives you’re already running, and work with you to set objectives and long-term goals.

Build Test


We custom build your campaigns on the foundation of our research, to target the right customers and actively pursue your growth goals.

You'll be able to review and sign off on your ad content, budgeting, and campaign strategies, so you can prepare for new leads.

Optimize Test


Once your campaign launches, we’ll keep adjusting them based on performance to make sure you’re getting the traffic you want to see.

You’ll get clear reports and regular updates from your dedicated PPC account manager and have access to support at all times.



Our financial industry marketing and advertising experts are ready to help you

Pay Per Click Advertising for Financial Advisors, Accountants, CPAs, Bookkeepers and Other Finance Professionals

A Strategy That Fits Your Business’ Goals

You need a advertising strategy that elevates your brand and communicates who you are effectively.
We’ll create and implement a strategy that achieves that and much more.

Good Research

Laying the PPC Foundation

Pay Per Click for financial professionals is a very competitive field, so solid research is a must for a successful campaign.

We start with in-depth research on your ideal audience, pinpointing locations, demographics, search queries and other factors that will help us target your ads effectively and bring in high-quality leads. Our team also performs keyword research and competitive research, so we can see what’s working for your competitors and use that to optimize our approach.

CRO Paid Advertising Forward Push

Goal-Directed Business Strategies

Building a PPC Campaign for Your Financial Services Firm

Strategy is all-important to ensuring your PPC efforts will be a success, and we have the expertise to engineer cost-effective approaches and create ads designed to convert. Building on the foundation of our research, our ads combine targeted and compelling design, strong buyer-focused messaging, mobile-optimized ad formats and conversion-driven landing page strategy. We also tailor our bidding strategies to fit your budget, cost-per-lead and lead volume goals.

Understanding The Process and Results

Full Transparency in Reporting

You will be able to view detailed reports and see the real results from every effort. You’ll also have 24/7 access to our portal and the ability to monitor things like number of leads per day or month, actual conversion rates, cost-per-lead and other important metrics. We can adjust your campaigns to bring in more leads or fewer each month as your PPC goals change. Our team will handle everything for you, but you will always be informed and in control.

A Partner In CollaborationAnd Reporting

Brandon Dante

Books In Balance

“Forward Push has created a new website for us, they write our blogs and run our Google Ads. It has been a great relationship and each year gets better and better."

Brandon Dante, Owner of Books in Balance Accounting

Informed Decisions

We See What’s Working and Use That

When it comes to PPC, you can’t afford to just launch a campaign and hope it brings in the results you desire – you need an agile and dynamic strategy to beat out your competitors. That’s why we use technology and careful analysis to monitor our campaigns and adapt to the data that comes in.

Our PPC ad optimization strategies include real-time reporting across search engines, tracked calls and leads, and automatic campaign adjustments based on the latest data.

Qualified Leads

Pay Per Click for Accountants and Financial Professionals

Pay Per Click gives financial professionals a fast track on bringing in high-quality, highly motivated leads for the firm. Higher quality leads means higher conversion rates, making the added expense of a PPC campaign a justified one. You will also see results more quickly than with SEO and other efforts.

However, because PPC in the financial fields is so competitive, the bidding budget and cost-per-lead can quickly get out of hand if you don’t know what you’re doing. Or a poorly-targeted campaign may simply yield disappointing results.

You need a considered, experienced approach to building each campaign and an agile strategy to yield a good return on your investment.

An accountant reviewing financial documents for their client

How We Help You Succeed

Our focused inbound marketing expertise means your campaigns will be strategic, solutions-based and driven by results at every turn.

Reach Audience Test

Reach A Wider Audience

Drive Traffic Test

Higher Quality Traffic

Brand Credibility Test

Stregthen Your Brand Credibility

Boost Content Test

Boost Content Visibility

Marketing Intel Test

Gather Marketing Intel


5 Reasons Pay Per Click Matters for Financial Services Providers


You Get Fast Results

PPC advertising yields faster results than most other digital marketing efforts by putting your listing in front of the right people at precisely the moment they’re looking for your services. While you need to have a good website, strong SEO, social media presence and other digital marketing strategies in place, PPC can be a more proactive strategy for bringing in leads for your firm. It can also bring in a higher volume, and more qualified leads than other methods. PPC is a very useful tool to have in your financial services marketing toolkit.


PPC Ads Are Highly Targeted

One of the best things about pay-per-click ads is how well you can target the clients you’re seeking. Are you looking to reach more clients in a new area of town? PPC can target them. Do you want to bring in more younger or older clients, female clients, people in a certain income bracket, or maybe those seeking a new service your firm is offering? PPC can do that, too. Even if you aren’t actively looking to target a certain demographic, PPC targeting will make sure your ads get seen by the searchers most likely to need your financial expertise.


Pay Per Click Can Be Very Cost Effective

PPC can be more expensive than some other marketing efforts, but the quality of the leads and the fact that you only pay when a user reaches out can make it a good value for your money. It is much more efficient than traditional advertising, and a well-managed campaign can yield an impressive return on investment. You just need to make sure your PPC campaign is guided by an experienced hand and monitored closely.


Precision Monitoring

The beauty of PPC is that you really can see what’s working down to the very smallest details. Everything from cost-per-lead, to keywords that work, to times of day when people are most likely to call can be used to optimize every effort. Detailed data on the effectiveness of your ads and actual conversion rates will show you exactly how well your campaigns are working. You simply don’t get this kind of feedback from other types of ads.


Impressive Flexibility

Adjust your campaigns to meet your goals for growth. Start small, then scale up or down as needed whenever you want. You can even use the flexibility of PPC to test and optimize new efforts. Maybe you want to bring in a lot of leads during certain times of year when demand tends to be high, or perhaps your efforts are yielding so much business the firm needs to scale its PPC back. You can adjust the number or leads you get per month, change your budget in an instant and tailor your strategy to meet any set of goals.

How to Choose a Pay Per Click Agency

An Experienced Agency

Financial Firm PPC Experience

Pay Per Click has a lot of advantages for financial services providers, but the expense involved means you need a careful plan. If you don’t have one, you can easily find yourself spending way too much for far too few results. And managing a pay-per-click campaign takes expertise, time, skills and effort.

You need a digital marketing agency that has specific experience in financial services PPC. In this competitive arena, you need a team with the skills to create effective ads and landing pages and the experience to sustain a tactical bidding strategy. A good PPC team will know how to perform the right research, where to direct your budget, and how to maintain your campaigns for greatest success.

Connect Directly with Customers

Measurable Goals

A PPC Strategy That Fits Your Firm

A good PPC strategy for financial professionals starts with research into competitors and into the clients your firm serves. It should also include clear and open communication regarding your expectations and goals.

The best agencies will present you with a tailored PPC plan and create benchmarks for measuring success. They should also understand how PPC marketing fits into your larger online marketing strategy.

Optimized with Data and Feedback

Clear and Concise PPC Reporting

Your PPC marketing agency partner should provide regular reporting on how your campaigns are working and be able to show you metrics on lead volume, conversion rate and cost-per lead.

The marketing team should handle all the work for you and monitor your campaigns closely to maximize their effect. Most importantly, they should ask for and listen to your feedback on how you want your campaigns run – and your budget spent – over time.

We Measure ResultsAnd Adapt

They Wanted To Take Their Marketing To The Next Level

How we helped a financial practice grow their leads and drive website traffic through PPC and a full suite of digital marketing services.


Increase In
Website Users


Increase In
Organic Traffic


Increase In
Paid Traffic

Why Should You Choose Forward Push to Handle Your PPC Advertising?

Below are some of the ways that we can help you succeed in the competitive PPC space and gain new clients for your firm.


We Have Years of Experience in Financial Services PPC

Our team has helmed countless PPC campaigns for financial firms just like yours and we know how to succeed in this field. The PPC game is always changing and the competition is aggressive and flush with cash. Don’t choose an agency without solid finance PPC experience, or you may find yourself spending too much for disappointing results.

Quality PPC Campaigns, Done Right

Our talented team will launch you a PPC campaign that’s built to succeed. With our in-depth background research, compelling ads and landing pages, and expert monitoring and optimization strategies, you’ll get everything you need to ensure your PPC budget makes the maximum impact.

Legal Who We Help Detailed Reporting

Detailed Reporting, For Results You Can See

You will never have to wonder if your ads are working or whether you’re getting a good value for spend. We’ll give you access to our 24/7 leads and marketing portal and keep you updated with regular reports.

Brandon Dante

Books In Balance

“Forward Push has created a new website for us, they write our blogs and run our Google Ads. It has been a great relationship and each year gets better and better."

Brandon Dante, Owner of Books in Balance Accounting

Now Is The Time To Amplify
Your Firm's Social Media


Website Design

Project your firm on a site engineered to draw leads and convert visitors into satisfied clients. Build a website that works hard at finding and convincing people to see you.


Social Media

Cultivate your online reputation with curated posts that build credibility and trust in your firm. A social media strategy will help you communicate your expertise and connect with new clients.


Search Engine Optimization

Driving organic search through active strategy, keyword research, and content creation. Implement SEO methods that are tailored to the specific demands of the competitive financial landscape.

Accelerate Paid Growth Atlanta Social Media Management

Social Media Advertising

Reaching new clients goes beyond your website and search. Appear in your client's social feeds to remind them of your business, what you provide, and much more.


Content Creation

Drawing in new clients depends on a strong content strategy. Create articles, newsletters, podcasts and videos to win the trust of those considering your firm.

Are We A Good Fit? Request A Discovery Call.

Speak with Marc

I love meeting new people and sharing how they can use marketing to build their business.

Do you have a half-hour to spend with me?