Accepting new audits — Onboarding open for Q3

Google Ads for Financial Services built for compliance and pipeline.

A senior operator structures, launches, and manages your campaigns—navigating G2 verification, SEC and FINRA compliance, and CRM integration to capture high-intent investors.

✓Dual-verification setup End-to-end technical coordination to clear Google's mandatory G2 Risk Solutions and Advertiser Identity verification.
✓Compliance-safe assets Landing pages and ad copy built with required local disclosures, fiduciary declarations, and pre-qualifying language.
✓CRM pipeline integration Direct syncing with your CRM to feed offline lead-quality data back to Google's bidding algorithm.

DeliverySenior Operator

IntegrationsCRM + G2

Book your kickoff

30 minutes with a senior operator

Free

[PLACEHOLDER: HubSpot calendar]

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

Capture high-intent investor searches

Hyper-segmented keyword targeting focused on bottom-of-funnel terms like 'fee-only fiduciary planner' while filtering out low-net-worth clicks using pre-qualifying ad copy.

hyper-segmented keyword plans

Outcome 2

Clear regulatory hurdles without friction

Complete G2 verification support and pre-launch compliance reviews. We build a structured audit trail and asset archive of all approved ad variants to support SEC and FINRA audits.

compliance audit trail and asset archive

Outcome 3

Optimize for pipeline, not empty clicks

We connect your CRM to Google Ads, feeding offline conversion data back to the bidding algorithm. Your campaigns optimize for qualified appointments, not just form fills.

first-party CRM data integration

The compliance-first launch.

We don't hand your campaigns to junior account managers. A senior operator builds, verifies, and optimizes your account through a structured, multi-phase deployment.

1

Phase 1

Regulatory & profile discovery

We define your target investor profile, asset minimums, and regulatory boundaries (SEC, FINRA, or local guidelines) while establishing a workflow with your compliance team.

Target investor profilingCompliance workflow setupCompetitor ad gap analysisCPA limit modeling

2

Phase 2

Asset build & policy clearance

We design compliance-safe landing pages, draft pre-qualifying ad copy, and navigate Google's mandatory G2 Risk Solutions and Advertiser Identity verification.

Landing page designPre-qualifying ad copyG2 verification supportNegative keyword lists

3

Phase 3

Controlled launch & CRM sync

We connect your CRM to track offline conversions, submit all assets for final compliance sign-off, and activate campaigns under strict initial budgets.

First-party CRM integrationCompliance officer reviewTracking code validationControlled budget launch

4

Phase 4

Calibration & pipeline feedback

We continuously refine keyword bids, expand negative keyword exclusions, and feed closed-won pipeline data back to Google's Smart Bidding algorithm.

Smart Bidding calibrationWeekly bid adjustmentsNegative keyword expansionPerformance diagnostic reports

Built for precision.

100%

Senior operator delivery

No junior handoffs

Dual

Verification support

G2 and Advertiser Identity

Direct

CRM integration

Syncing offline conversions

Audit-ready

Asset archiving

For SEC and FINRA compliance

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff

Zoom · recorded · senior operator on the line

Free

[PLACEHOLDER: HubSpot calendar]

Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

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Replies from a senior operator, never an SDR.

Questions, briefly answered.

Google's financial services verification typically takes [VERIFY: 2 to 4 weeks] and requires dual-verification: G2 Risk Solutions certification and Google Advertiser Identity verification. You must provide your regulatory registration details (such as SEC, FINRA, or local registry numbers) and business documentation. We manage this technical coordination end-to-end to prevent account suspension.