Online advertising to manage your visibility

Online advertising for wealth management firms

Are you a wealth management consultancy looking to develop your audience, increase the number of qualified contacts or boost your online sales?

Rise Digital can advise, implement, monitor and optimize your online advertising campaigns.

Maximize your online visibility with our specialized advertising services for wealth management firms on Google Ads, LinkedIn Ads, and Meta Ads.

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Our online advertising services

  • Google Ads logo

    Google Ads

    SEA is the cornerstone of any acquisition strategy, combining power, performance, immediacy and personalization. It reinforces synergies and amplifies performance by working in tandem with all other levers.

  • LinkedIn logo

    LinkedIn Advertising

    LinkedIn ads are a powerful way of buying visibility among a qualified, targeted audience. It's an interesting acquisition lever in an inbound marketing strategy.

  • Meta logo

    Meta advertising

    Little used by wealth management advisors, Meta ads can be activated in a multi-channel strategy to bring visibility to a younger target. The requirements of these networks in terms of visual and video creation must be taken into account.

Stand out from the crowd.

A paid search strategy to boost your sales 

your site's performance. 

Our approach to creating advertising campaigns

  • A real roadmap for defining your objectives, budget and campaign KPIs.

  • Keyword research specific to the heritage sector and your personas.

  • Setting up campaigns, writing ads, targeting audiences.

  • Results analysis and conversion tracking. Real-time optimization.

Why launch online advertising campaigns?

Wealth management is an intensely competitive industry. It's hard for a small firm or independent wealth management advisor to carve out a place for themselves on the web when the big banking and insurance groups are spending their considerable budgets to buy visibility. Yet online advertising has a place in an omnichannel marketing strategy for wealth management firms, as it offers non-negligible advantages:

  • Precise targeting: online advertising platforms enable very precise targeting based on criteria such as age, location, financial interests, online behavior, etc. This ensures that ads specifically reach people interested in a Wealth Advisor's services. This ensures that ads specifically reach people interested in a Wealth Advisor Advisor's services.

  • Performance measurement: online analysis tools provide detailed data on the performance of advertising campaigns. This enables you to measure the return on investment (ROI) of your advertising efforts and adjust your strategy accordingly.

  • Cost/Benefit: Compared to traditional media, online advertising is often more affordable, especially for small businesses. It's easy to set specific budgets and adjust spending according to results.

  • Continuous visibility: Online advertising offers 24/7 visibility, ensuring continuous exposure to the target audience, even outside business hours.

  • data accumulation: Online advertising makes it possible to quickly measure performance and analyze data. The power of digital marketing lies in the decision-making power of data, testing and optimization phases to find the targeting/message combination that works best.

Start advertising campaign
  • "You want fast results, we can guide you on your choice and ROI-generating strategy".

    Nicole Booth - Rise Digital Marketing