Ad Management
Reach your ideal client,
anywhere.
Programmatic, paid search, and paid social campaigns managed end to end. Your ads reach the right people, on the right channels, with creative that converts.
How It Works
A fully managed solution for financial advisors and firms.
Step 01
Understand your goals
We learn who you're trying to reach and what success looks like.
Step 02
Prepare a media plan
Targeting criteria, channel selection, geography, and budget allocation.
Step 03
Build creatives & Launch
Custom ad creative, dedicated landing pages, and campaign launch.
Ad Opportunity Detected
Website
Bloomberg.com — Markets section
Viewer Profile
Male, 52, Physician, Greenwich CT
Household Income
$350K – $500K
Financial Behavior
Active investor, retirement planning interest
Targeting Evaluation
Location: Fairfield County, CT
Profession: Medical professional
Income: Above $250K threshold
Interests: Financial planning, investing
Publisher: Premium, brand-safe
Frequency: First impression this week
Hyper-targeted ads to match your ideal client profile.
You work with a specific type of client. We make sure only those people see your ads — filtered by income, profession, location, interests, and more. No spray and pray.
- Audience targeting by income, profession, and geography
- Behavioral and interest-based filtering
- Retargeting for website visitors and engaged prospects
Desktop
Websites
Search
Social Feeds
Mobile
Websites
Apps
Search
Social Feeds
Streaming TV
Shows
Movies
Local channels
News
Digital Billboards
Urban & transit
Buildings & facilities
Roadside
Audio
Podcasts
Music streaming
Digital radio
Desktop
Websites
Search
Social Feeds
Sites like:
WSJ
Yahoo Finance
Mobile
Websites
Apps
Search
Social Feeds
Sites & apps like:
TikTok
WSJ
Streaming TV
Shows
Movies
Local channels
News
Services like:
Peacock
Roku
Paramount+
Hulu
Local news
Digital Billboards
Urban & transit
Buildings & facilities
Roadside
Channels like:
Regus
WeWork
Curb
In-store
Roadside
Audio
Podcasts
Music streaming
Digital radio
Services like:
Spotify
Pandora
iHeart
SiriusXM
TuneIn
Thousands of inventory sources available across all channels
Show up where your clients actually spend time.
Your ads run across the websites they read, the shows they stream, and the apps they use. Not just one platform — everywhere that matters.
- Programmatic display across premium publisher inventory
- Connected TV and streaming
- Paid search and paid social
The Money Hour
Episode 142 · Retirement Planning
Sponsored · 15s audio spot
Audio — Podcast Ad
Creative that looks like your brand, not a stock ad.
Professionally designed static and video ad creative, plus a dedicated landing page — all tailored to your brand, your audience, and built to convert.
- Custom static and video ad creative
- Dedicated landing page for each campaign
- A/B testing and creative optimization
Where Your Ads Appear
...and 1,000s more
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Feedback
“Finding our ideal client is a real challenge. We get prospected all day by folks offering generic lead gen and social media marketing. They just don't understand what we need. Asset Engine does.”
Managing Partner, Wealth Management
$160M AUM · Avg. household $1.5M
FAQ
Common questions about ad management.
What channels does Asset Engine advertise on?
Programmatic display, paid search (Google), paid social (LinkedIn, Facebook, Instagram), streaming video, streaming audio, and out-of-home — managed through enterprise-grade demand-side platforms.
What's the minimum ad spend?
Managed advertising starts at $500/mo per channel, with a 90-day minimum test campaign.
Who creates the ad creative?
Our team. Creative is built around your brand identity and ideal client profile as part of the managed service — not billed separately.
How are results reported?
Alongside your other marketing. Website traffic, email engagement, content performance, and ad results all report into one place, not across disconnected agency dashboards.
Can I start with just one channel?
Yes. Most advisors start with one channel and add others once the first is performing.
Do I need to already have a website and marketing in place?
Strongly recommended. Advertising is most effective once you have a strong website, a defined ideal client profile, and a clear value proposition — which is why we typically recommend Asset Engine's platform as the foundation first.
See what professional
marketing looks like.
In a short conversation we'll explore together whether we can help. No pitch. No pressure.
Start the Conversation