Smart digital advertising for financial advisors.

Leah Kouchel
Oechsli Social Program Manager

Thanks for your interest in Oechsli Digital Ads. To make scheduling easy, I’ve included a link to my calendar here:

Schedule Now

Let's Talk

Creative ads can't be ignored. They grab your audience's attention.

We have three objectives...

1. Awareness

People purchase from brands they feel connected to. Think about your own buying habits. If you were in the market for a new car, which options would you consider first? Awareness campaigns make you top-of-mind when someone is in the market for a new financial advisor.

3. Conversion

Newsletter signups, whitepaper downloads, webinar invitations, or consultation requests all ask for the user’s name, email, phone, etc. By gathering contact information, you now have the ability to nurture them until the timing is right...for them.

2. Engagement

You need digital interaction. Driving traffic to your website, increasing your video views, or generating reactions on your posts exposes your target audience to valuable content and showcases your ability to help. Plus you are now able to retarget them with future advertising.

1. Awareness

People purchase from brands they feel connected to. Think about your own buying habits. If you were in the market for a new car, which options would you consider first? Awareness campaigns make you top-of-mind when someone is in the market for a new financial advisor.

2. Engagement

You need digital interaction. Driving traffic to your website, increasing your video views, or generating reactions on your posts exposes your target audience to valuable content and showcases your ability to help. Plus you are now able to retarget them with future advertising.

3. Conversion

Newsletter signups, whitepaper downloads, webinar invitations, or consultation requests all ask for the user’s name, email, phone, etc. By gathering contact information, you now have the ability to nurture them until the timing is right...for them.

1. Awareness

People purchase from brands they feel connected to. Think about your own buying habits. If you were in the market for a new car, which options would you consider first? Awareness campaigns make you top-of-mind when someone is in the market for a new financial advisor.

2. Engagement

You need digital interaction. Driving traffic to your website, increasing your video views, or generating reactions on your posts exposes your target audience to valuable content and showcases your ability to help. Plus you are now able to retarget them with future advertising.

3. Conversion

Newsletter signups, whitepaper downloads, webinar invitations, or consultation requests all ask for the user’s name, email, phone, etc. By gathering contact information, you now have the ability to nurture them until the timing is right...for them.

We build ads that focus on you and your brand…

Your Voice 1 of 3 Your Portraits 2 of 3 Your Branding 3 of 3

Our photography studio is included.

Send us your books, whitepapers, or other assets. We’ll capture them in artistic fashion, bringing your advertisements to life.

We thrive when people and the process come together.

Dedicated Campaign Managers

Our Campaign Managers are social network certified and trained in both copywriting and graphic design. They‘re exclusive to financial advisors, so they understand how to find your target market online. In total, they provide a skill set you’ll be excited to add to your team.

Our accolades and associations

A proven process

To begin our work together, we talk through your objectives, target market, and networks of choice. We formalize these discussions into a Digital Marketing Plan that guides our ad decisions moving forward.

Every quarter we meet to determine the right combination of ads to run. We bring our ideas to the table, we take time to hear yours as well, then we build the creative and copy for your review.

We launch new ads once a month, which is long enough for your ads are seen, but not so long they oversaturate. Of course, we keep you informed with the right metrics every step of the way.

What's included:

Digital Advertising Plan

We create a custom advertising plan outlining the objectives, ideal online audiences, and strategies needed to reach them.

Quarterly Strategy Sessions

We collaborate with you to build ads one quarter at a time, which streamlines the review and approval process.

Monthly Digital Ads

We launch and manage up to one digital ad campaign per month. It’s enough time to saturate, but not oversaturate your market.

Daily Ad Monitoring

People do comment on your ads and those comments need moderation. Monday through Friday, we’re on the watch!

Dedicated Ads Manager

You have one point of contact with regards to your ad campaigns. Count on them to be well-trained and responsive.

Monthly Reporting

Every month, we send you reporting that lets you know our progress. You’ll never have to worry where you stand.

Retargeting

We can help you advertise directly to website visitors, video viewers, or those who subscribe to your newsletter.

Let's Discuss

Leah Kouchel
Oechsli Social Program Manager

Thanks for your interest in Oechsli Digital Ads. To make scheduling easy, I’ve included a link to my calendar here:

Schedule Now

Schedule

I'm Ready

$1,500 down + $299 per month

Register

FAQs

Frequently Asked Questions about Oechsli Digital Ads

We think you should. It’s a very cost effective way to reach and engage large numbers of qualified prospects. You can only get so far with organic reach (the number of people who see your posts for free). When you want to move beyond your core audience of clients and friends, it’s time to put some ad dollars to work.
Most of our clients run ads through Facebook, LinkedIn, or Google. Each has a unique use-case and we’ll help you determine which network will best fit your needs.

Why would I choose Facebook over LinkedIn?

  • They have a larger user base and the highest daily usage.
  • Their targeting is unrivaled – offering life events, wealth estimates, and a host of demographic information.
  • It is generally the least expensive way to advertise on social.

Why would I choose LinkedIn over Facebook?

  • It’s great for targeting specific industries, companies, or occupations.
  • You can target business owners with a minimum employee count.
  • It’s more expensive than Facebook, but more precise when targeting professionals.

Why would I choose Google?

  • You’re wanting to focus on those with “intent” – you’re appearing for those searching for an advisor on Google.
  • You want to appear at the top of the page in relevant Google searches.
  • You want to build out your Google My Business.

 

Absolutely, we understand the targeting available through Facebook, LinkedIn, and Google and leverage that knowledge to help you locate a specific audience. We can narrow our focus by stage of life, occupation, geography, and many other factors.

There are three common objectives with social advertising:

  • Awareness Campaigns are all about being top-of-mind when someone finds themselves in the market for a new financial advisor. They aren’t just for new brands, they can be used indefinitely.
  • Engagement Campaigns are largely built to drive website traffic. It’s always nice to send prospects to your site, but this strategy also gives you the ability to retarget them with future advertising.
  • Conversion Campaigns are great for building a database of qualified contacts. While it’s possible you’ll get some leads that pay off immediately, the bigger play is building your email database and being top-of-mind when people need you.

Your ad spend will depend on a variety of factors – your geography, your target market, and your social advertising objectives. We’re happy to help – it’s one of our specialties!

In general, the more you ask of the networks, the more budget you’ll have to supply. For example, with an objective of awareness, you’re just asking the network to put your ad in front of people. That’s not too tough. For engagement, you’re asking them to put your ad in front of enough people to generate interaction. That’s a little bigger ask. With conversion, you need them to put your ad in front of enough people to find the small fraction willing to complete your lead form. It’s a much bigger ask and requires a much bigger budget.

We don’t, but it’s not worth engaging us unless you’re planning to properly fund each campaign. You can have the best creative, perfect copy, and ideal targeting, but not see results if you don’t put enough budget behind it.
We have a minimum commitment of 6 months and then it goes month-to-month. We see these as long-term financial advisor social media partnerships. Some of our clients have been in the program over five years.

Our kick-off call is built to frame our work together. We use this as an opportunity to learn about you, your ideal client profile, and your objectives with social advertising. It provides us with enough information to create a written strategy for us to reference and update throughout the year.

We find it best to create ads in batches, not one at a time. This helps with better creative and easier compliance workflows. We come to the table every quarter with ideas and examples to consider, then we collaborate with you on the best course of action.
Much like posts, ads can receive comments as well. Our focus is on alerting you to anyone showing a sign of interest and to remove any negative commentary. It’s amazing how many ads we see where negative comments aren’t pruned, which spreads that negativity to all of those who see the ad going forward.
We plan our approach for the year, create ads by the quarter, and launch a new ad every 30 days. The yearly planning helps us think strategically, the quarterly ad creation makes approvals easier, and the 30 day ad cycles keeps things fresh for your audience.
No. There are times where to no fault of Oechsli, you may not have an ad running. For example, if we’re waiting on compliance to review new designs. It’s one of the reasons why building ads on a quarterly basis is so important. If we can get approvals in advance, you’re much more likely to have ads running continuously.

Yes, this is an excellent way to increase your reach online. If you would like to run the same ad across different platforms (i.e., Facebook and LinkedIn), we charge $99/mo per ad. If you would like to run a completely different ad, we charge $200/mo per ad.

Your down payment covers the work needed to establish a successful new ad campaign. This includes our discovery process, the creation of your digital advertising plan, and the technical aspects of getting your ad accounts setup properly. We need to gain access to your accounts, set up the required pixels/tags, build the right audiences, and so on.
Your campaign manager serves as your primary point of contact. They are responsible for hosting your strategy calls, creating your ads, and monitoring your progress.
We need your help with things like getting compliance approvals and giving us feedback on our designs. These campaigns work best when we match our social media knowledge with your audience knowledge.
We work with advisory firms large and small, with a variety of social advertising objectives. If you’re not certain whether you should engage us or not, we’d encourage you to schedule a call with us and we can help steer you in the right direction.

Yes, we can run multiple unique ads for you  but we charge an additional monthly fee of $200/ad