'Fee-only' signals sophisticated investor who understands advisor compensation. Higher asset levels.
Retirement focus suggests accumulated assets and imminent need for professional help.
'Wealth management' implies higher asset levels. Self-qualifies for premium service.
'Fiduciary' keyword indicates educated investor—likely higher assets and serious about hiring.
Business owners have complex needs and higher incomes. Excellent lifetime value.
These keywords drain your budget without delivering quality leads:
DIY educational search, not looking for advisor.
Basic research, years away from hiring anyone.
Career researchers, not prospective clients.
Price-sensitive, likely below asset minimums.
DIY investors comparing robo-advisors, not hiring humans.
Build campaigns around these specific services:
Retirement planning
Investment management
Tax planning
Estate planning
Wealth management
Financial planning
401k rollover
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