Social Media Ads for Financial Services Firms

Targeted social media advertising that delivers results.
A great social media ad campaign can bring in new, quality leads for your firm and expand your reach in new ways. 

Have Your Social Media Ads 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 experts are ready to help you

Social Media Advertising for Financial Advisors, Accountants, CPAs, Bookkeepers and Other Financial Professionals

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

Amplify Your Campaigns

Target Audience Research and Campaign Planning

Our process starts with a conversation with you, so we can identify your social media marketing and budget goals and gather background information about your financial firm. We then research your ideal client pool so we will know exactly who to include in each campaign’s audience.

This gives us valuable intel about what to say in the ads, how they should look, and what media to use, as well, based on our extensive experience with many different types of target audiences.

CRO Paid Advertising Forward Push

The Perfect Social Ad Campaign

Creating Campaigns for Your Financial Firm

Building on the foundations of our research, we create your targeted social ads using compelling design and client-focused messaging, with text, graphics and video carefully crafted to grab attention and convey your message clearly.

Our campaigns are always strategically engineered to meet your goals within your budget, and we will work to determine the best platforms for your advertising and coordinate cross-platform efforts for consistency and effectiveness.

Social Platform Advertising Strategies

Our team will handle everything from strategy and ad creation to analytics to help you get the most out of your Social Media advertising.

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Harness the world’s most popular social media platform to generate brand awareness, earn customer confidence and generate leads and sales.

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Reach more users and engage your followers through powerful visual storytelling. We tackle the creative and tactical work it takes to make the platform work hard for your business.

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Put your firm in the spotlight and lead the conversation to win followers and leads for your business. Our expertise will help you target and engage with the right audiences for your objectives.

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Rank high on the radar of top professionals and establish you and your practice as a thought leader. We use the unique features of the #1 platform for B2B conversations to help you stay top of mind with your connections.

Campaigns Optimized for Success

Social media platforms provide powerful analytic tools that let you try out new tactics, test different strategies side by side, fine-tune your campaigns, and double down on what’s working – but you have to know how to use them.

Our paid social team has extensive experience on every platform – and high-tech tools of our own – and we are always up to date on new social media developments and functionalities. We will take full advantage of these resources, using them to optimize your campaigns and perfect your social ad strategy.


Open Reporting and Real Results

You will receive regular reports on your campaigns and have access to our portal 24/7, so you can see how our efforts are working any time you want. You can have us tailor your paid social campaigns to meet changing goals or adjust your budget as needed, ramping up or down based on the real results our reporting shows. Our team will handle everything to do with running your social ad campaigns for you, but you will always be in the loop and in control.

How We Help You Succeed

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

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 Social Media Advertising Matters for Financial Services Providers


Leads Come in Faster

Social Media advertising yields faster results than many other digital marketing efforts by putting your firm in front of the right people and targeting them well. While a good website, strong SEO, social media presence and other digital marketing strategies comprise a solid long-term strategy, sometimes you need the added reach and greater firepower of paid ads. Plus, finding people on social just makes sense, since that is increasingly where everyone spends their time.


Extended Reach and Precision Targeting

One of the best things about social media ads is how well you can target the clients you’re seeking. All the social media platforms have incredible amounts of data on their users, and you can use that to get your ads seen by a very targeted audience. Their algorithms also make it possible to reach new users you may never have been able to find on your own, increasing the power of paid social advertising considerably. Take full advantage of one of the most sophisticated digital marketing strategies available for your financial firm.


Social Media Advertising Provides an Excellent ROI

Obviously, you will pay for paid social, but the cost of reaching thousands can be very budget-friendly. Add to that the fact that you can highly target who sees your ads and you see that the cost per high-quality impression is impressively low. Greater reach plus proper targeting means you can bring in more qualified leads for your money with social ads than many other paid efforts allow.


Sophisticated Analytics

The power of these social advertising platforms is that you can see what’s working – and what people like and respond to – down to the very smallest of details. You can run two different ads simultaneously to see which one does better before spending a lot on a big campaign. Or see the difference between strategies that made people reach out versus those that resulted in actual conversions to identify where to concentrate your spend. In the hands of a good marketer, there’s almost no limit to how effective your paid social campaigns can be.


Flexibility and Agility

Adjust your campaigns to meet goals for growth, or start small, then scale efforts up or down once you get some useful data. You can use social media ads to target different groups, expand your reach, keep things highly local, or experiment with demographics to see which methods work. Paid social also lets you control your campaign goals – do you want calls, website visitors, leads? – and adjust things like ad duration, placements and budget. The flexibility of these ads means you can tailor your strategy, almost instantly, to meet any set of goals.

How To Choose A Social Media Advertising Agency For Your Firm

Financial Industry Social Media Advertising

An Agency with Experience

Social media advertising has many advantages for financial professionals, but to make it yield results, you need to know how to use it. With any paid effort, a strategic plan is a must to avoid wasted spend, and managing a paid social campaign takes expertise, time, skills and effort.

You need a digital marketing agency that has specific experience in the financial firm social media advertising arena. You will not be the only finance professional advertising this way, so you need ads that will engage people with the right approach and tactics, and an understanding of how to take advantage of the platforms’ analytic tools.

A good social ads 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 Social Ads Strategy That Fits Your Goals

A good social advertising campaign starts with research into your firm and a strategy built around who you’re trying to reach. It should always include clear and open communication with you regarding your expectations, goals and budget.

The best agencies will present you with a tailored social ads plan and create benchmarks for measuring ongoing success. They should also understand how your paid social marketing campaigns fit into your larger online marketing strategy.

Maximize Your Campaign

Ask How They Will Show You Results

Your marketing agency partner should provide regular reporting on how your social ad campaigns are working and be able to show you metrics on impressions, calls, website visits and leads.

The social ads team should handle all the work for you and monitor and fine-tune your campaigns carefully to maximize their effect. Most importantly, they should ask for and listen to your feedback on how you want your campaigns managed and how you expect your budget to be used.

We Measure ResultsAnd Adapt

Why Should You Choose Forward Push as Your Financial Firm’s Social Media Advertising Agency?

Below are some of the ways we can help you gain new clients through social media advertising.

Years of Paid Social Ads Experience

Accountants and Financial Service Providers

Our team has helmed countless social ad campaigns for financial firms just like yours and we know how to succeed in this field. The rules for social media advertising are constantly changing, and the financial services advertising market is highly competitive. Don’t choose an agency without solid experience in paid social advertising for the finance professions – we know how to get cost-effective results you can actually see.

An accountant reviewing financial documents for their client

Analytics-Based Approach

Social Media Advertising Done Right

Our talented team will give you a social advertising strategy that’s built to succeed. We create ads that engage, managed efforts across platforms, and more, all while laser-targeting the audiences you need to reach. Our analytics-based approach lets us fine-tune your campaigns to get the most out of your budget, too.

Full Access

Detailed Reporting and Real-Time Results

You will always know exactly how well your ads are working and what we’re doing to make them even better. We give you full access to our 24/7 leads and marketing portal and our team will keep you updated with regular reports.

Know What Works Atlanta Social Media Management

A Cost-Effective SEM Strategy

How we helped a small, yet mighty financial firm compete against larger firms.


Increase In
Website Users


Increase In
Organic Traffic


Increase In
Paid Traffic

A Strategy That Fits Your Firm’s Goals

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

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.


Pay Per Click Advertising

Being at the top of a Google search is important and the quickest way to get there is through PPC advertising. Make the most of your investment and bring in leads most likely to convert.


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?