Email campaigns, conferences, and Google Ads are proven ways to engage your target market. However, Facebook Custom Audiences are another powerful tool that many AdvizorPro clients use to reach wealth advisors and insurance producers with precision.

Combining AdvizorPro’s database with Meta’s advertising tools allows firms to run hyper-targeted marketing campaigns that connect directly with the right financial professionals. Meta’s Custom and Lookalike Audiences remain among the most effective advertising mediums available today.

What Are Facebook Custom and Lookalike Audiences

A Facebook Custom Audience allows you to reach specific people who have already interacted with your brand and whose information you upload into Meta’s platform.

A Lookalike Audience, on the other hand, helps your ads reach new users who share similar characteristics to your existing clients. Using Meta’s advanced algorithms, these audiences expand reach while maintaining strong targeting accuracy.

When combined with AdvizorPro’s verified database of wealth advisors and insurance producers, these tools empower asset managers, recruiters, and fintech firms to create highly focused lists, generate leads, and nurture relationships that convert over time.

Learn more about our RIA and Broker Dealer Data and how it can enhance your audience targeting.

How It Works

AdvizorPro enables users to easily pull prospect information such as email, location, industry, or interests for financial and insurance professionals.

For example, imagine an asset management company wants a list of financial advisors in Scottsdale, Arizona with a CFP designation. AdvizorPro automatically generates this precise list, providing an efficient starting point for targeted outreach.

The list can then be uploaded into Meta’s Custom Audience feature to create a tailored ad campaign that reaches those same professionals on Facebook and Instagram.

This marketing approach increases visibility, strengthens brand recognition, and fosters connections with the exact advisors a company wants to engage. For additional automation ideas, explore our AI Powered Search to see how you can further enhance audience building.

Note: Meta’s Custom Audience feature must comply with privacy and data usage rules. You can review Meta’s official guidelines on creating Custom Audiences and Lookalike Audiences to ensure your campaigns meet policy requirements.

What to Expect

Let’s revisit our example of the asset management company targeting financial advisors in Scottsdale with a CFP designation.

This firm, let’s call them XY Assets, wants to promote a new investment product at a networking event. They begin by using AdvizorPro to generate a list of roughly 400 qualified advisors in the area.

Next, they upload the list to Meta’s Custom Audience tool and launch an ad campaign promoting the event, complete with date, time, and location. By serving the ads directly to local financial professionals, XY Assets boosts attendance while also building brand awareness that extends beyond the single event.

This approach can be replicated for other initiatives like webinars, digital campaigns, or new product launches. Firms that use AdvizorPro’s verified data in combination with Meta’s audience tools gain a measurable advantage in both efficiency and conversion quality.

To see similar success stories, check out our TrafficIQ Playbook and learn how precise targeting fuels engagement.

Turning Data into Targeted Outreach

Facebook’s Custom and Lookalike Audiences, combined with AdvizorPro’s RIA database, offer one of the most effective ways to reach the right financial advisors and insurance producers. This combination transforms ordinary marketing efforts into strategic, data-driven outreach programs powered by Meta’s advanced technology and AdvizorPro’s verified intelligence.

If you want to elevate your advisor marketing strategy with accurate data and powerful targeting tools, AdvizorPro can help.

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