If you’ve ever felt like marketing agencies charge a fortune and still don’t quite “get” your business — you’re not alone.
Most advisers are paying thousands for paid ads and still relying on luck. But here’s the truth: you don’t need an agency to make paid ads work.
You just need the right framework, message, and mindset.
In this Wealthy Adviser Club training recap, we’ll break down exactly how to:
- Build profitable paid ads without hiring an agency
- Understand the psychology behind ad performance
- Create videos and content that actually convert
- Avoid wasting money on poor targeting and generic campaigns
Whether you’re a mortgage broker, protection adviser, or financial planner — this guide will help you generate a steady stream of high-quality leads every single month.
The Harsh Truth About Paid Ad Agencies
Let’s start here.
Many agencies will happily charge you £1,000–£2,000 a month for Facebook or Google Ads management — often with limited understanding of the financial advice market.
They rely on generic strategies that might work for e-commerce but don’t translate to advisory services.
Here’s what usually happens:
- You spend £1,000 on ads.
- You make £4,000 from the leads.
- The agency takes credit — and another £1,000.
- You’re left wondering if you could’ve done it yourself.
And guess what? You can.
If you invest a little time to learn the basics, you’ll never need to outsource this again.
You can take control of your marketing, test ideas quickly, and scale on your terms.
Marketing Comes Before Advice
A key mindset shift every adviser must make:
“It doesn’t matter how good you are at advising — if nobody knows who you are.”
You could be the most knowledgeable broker in the country, but if your calendar’s empty, your expertise goes unseen.
Paid ads are how you fill your funnel — the top of your business growth machine.
When you master lead generation, you control your pipeline.
Even if your closing skills are average, a flood of new enquiries changes everything.
We live in an attention economy now.
Your clients spend hours a day scrolling on their phones — you just need to get in front of them.
Stop waiting for referrals or your phone to ring. Marketing is how you scale.
The Paid Ad Framework That Works
Most advisers who fail at paid ads do so because they lack structure.
Here’s the simple 3-step framework that consistently delivers results:
1️⃣ The Hook (Stop the Scroll)
The hook is the most critical part of your ad.
You’ve got 3–6 seconds to grab attention — that’s it.
Your hook could be:
- A bold statement (“Homeowners in Manchester — your mortgage could be costing you £500 more than it should!”)
- A pain point (“Struggling to find life insurance because you’re self-employed?”)
- A visual pattern breaker (something unusual, funny, or intriguing in the video background)
If your first line or visual doesn’t stop the scroll, nothing else matters.
2️⃣ The Story or Value (Connect and Engage)
Once you have their attention, you need to build connection.
You can do this by:
- Sharing a short customer story
- Explaining a common mistake and how to fix it
- Teaching a quick insight or tip
Example:
“John worked offshore and was told by five brokers he couldn’t get life insurance. We helped him secure full cover — and saved him £48 a month. If you’re in a similar situation, click below.”
People don’t buy products — they buy stories they relate to.
3️⃣ The Offer (Call to Action)
End your ad with a simple, clear CTA:
- “Click below to learn more.”
- “Click below to download the free guide.”
- “Book your free consultation today.”
Don’t overcomplicate it.
A confused viewer won’t click.
Hooks That Work in Financial Services
If you’ve seen Wealthy Adviser Club’s ads, you’ve noticed one thing — they stand out.
Our videos use humour, creativity, and pattern disruption to break through the noise.
One of our top-performing ads featured two versions of the same adviser — a “modern” broker vs. an “old-school” broker — debating marketing methods.
It worked because it was different, relatable, and entertaining.
You don’t need to go full comedy sketch — but you do need to do something memorable.
Here are some ideas that consistently perform well:
- Use local hooks: “Property owners in Leeds — this is for you.”
- Use specific niches: “Company directors — stop overpaying for life insurance.”
- Use emotional triggers: “Parents — how would your family cope financially if you weren’t here tomorrow?”
The goal is to make them think, “That’s me.”
Storytelling: The Secret to Converting Cold Leads
Stories build trust faster than any sales pitch ever could.
Instead of listing your services, tell stories that mirror your client’s experiences:
- A first-time buyer who almost gave up but got approved.
- A client who refinanced and saved £300 a month.
- A family who finally got peace of mind with protection.
When you share real results — people believe you can do the same for them.
Remember: facts tell, stories sell.
Targeting and Ad Setup Tips
When you start running ads (especially on Meta: Facebook and Instagram), targeting is everything.
If your ad is too broad, you’ll waste money.
Instead:
✅ Narrow your target audience by location, age, income, and job titles.
✅ Use geo-targeting — e.g., homeowners in Manchester who’ve lived in their property less than 10 years.
✅ Create different ads for different client types — first-time buyers, landlords, directors, parents, etc.
When your ad is hyper-specific, Meta’s algorithm recognises that people are engaging and rewards you with cheaper cost per lead.
Respond Fast — Speed Wins Deals
One of the biggest mistakes brokers make is slow follow-up.
According to Google’s data (and confirmed in our experience):
- Calling within 1 minute of lead submission increases conversions by 391%.
- Leads contacted within 5 minutes are 100x more likely to convert than those called after 30 minutes.
The moment they click your ad, their curiosity and motivation are at their highest.
Call them immediately, while you’re still fresh in their mind.
If you wait hours or days, that lead’s gone cold — and you’ve probably lost them to a faster competitor.
How to Scale Without Burning Cash
Here’s the part most people skip: testing.
Don’t spend £1,000 on one ad right away.
Start small:
- Run 5–10 ad variations at £5/day each.
- Let them run for 10–14 days.
- Review which one gets the best click-through rate (CTR) and lowest cost per lead (CPL).
Once you find the winning ad — double down.
That’s how you scale profitably.
Remember: even a simple ad that converts £1,000 into £4,000 in revenue can be scaled infinitely — once it’s proven.
Common Paid Ad Mistakes to Avoid
❌ Using too much jargon — clients don’t care about “APRCs” or “panel lenders.”
✅ Focus on results and emotions.
❌ Being too corporate — polished, suit-and-tie videos look inauthentic.
✅ Record casual, real videos on your phone.
❌ Making your CTA complicated — “Call, email, or visit our site.”
✅ Keep it clear and simple — “Click below to learn more.”
❌ Waiting too long to follow up.
✅ Call within minutes.
Why Paid Ads Matter More Than Ever in 2025
The industry has changed.
Clients aren’t walking into banks. They’re scrolling on TikTok, Instagram, and LinkedIn.
If your face, voice, and brand aren’t there — you’re invisible.
The brokers who combine great advice with modern marketing will dominate.
And that’s what we’re building at the Wealthy Adviser Club — a movement to bring back energy, excitement, and opportunity to financial services.
Next Steps
Here’s what to do next:
- Pick your target audience.
- First-time buyers, directors, parents, landlords, or protection-only clients.
- Script your first ad.
- Use the Hook → Story → Offer framework.
- Record it casually on your phone.
- Set up your Meta Ad.
- Call your leads immediately.
Then watch your calendar fill up.
Join the Wealthy Adviser Club
If you’re serious about growing your income and mastering modern marketing, join the Wealthy Adviser Club today.
You’ll get:
✅ Weekly live sessions on lead generation, sales, and property wealth.
✅ 100+ hours of on-demand training.
✅ AI-powered marketing tools.
✅ A community of 250+ motivated advisers.
Your first 7 days are free — no risk, just results.
👉 Join the Wealthy Adviser Club Now
Let’s bring back the energy, innovation, and success this industry deserves.