Capturing demand is easier than creating it
There are two ways to be in front of that demand: you can earn your place in what buyers find, through your brand, your content, and your AI visibility. Or you can pay to be there today.
Owned channels take months to build. Paid ads put you in front of someone this week. That's what this session is about.
9.83%
Search ads in finance and insurance get clicked 9.83% of the time, among the highest rates of any industry and well above the 6.64% average.
~$74
For the first time in five years, the cost of generating a lead through search ads dropped across industries. In finance and insurance it averages about $74.
What we’ll cover
01
Whether Google Ads make sense for your firm at all
02
Paid search or paid social, and how to choose based on what your team can actually produce
03
What Google Ads can realistically achieve for a financial services firm, and how long it takes
04
Budgets, keywords and metrics, explained plainly
05
The funnel behind the ad, and the steps to get a first campaign live
What you’ll leave with
01
A clear read on the opportunity for your firm, before you spend a dollar.
02
A realistic starting budget. It’s lower than most agencies will tell you.
03
The one thing to set up first, and the mistakes that quietly burn budgets.
FORMAT NOTE
Bring your questions. This session is built as a working Q&A, not a lecture. Use the opportunity to get your questions answered.
YOUR PRESENTER
Kaushik Kumar
Founder, Kaushik Kumar Digital
Kaushik helps companies build predictable pipeline and revenue through demand generation, paid media, and growth strategy. Over more than 10 years he’s managed $50M+ in ad spend, helping scale companies from under $10M to $50M+ ARR, working with brands like Uber, MasterClass, and Workleap.
YOUR HOST
Enrique Flores
Founder, Paula Inc.
Enrique spent over a decade in wealth management marketing and operations before launching Paula. Today the firm works across financial services, from wealth and asset managers to banks, payments, and fintech companies.
Paula is a boutique digital agency serving financial services firms in Canada, specializing in brand, digital presence, and marketing operations.