An astronaut points at dual monitors displaying data dashboards in a corner office overlooking a city skyline at golden hour.

Industry playbooks

Financial Services and Insurance Marketing Agency

A financial services and insurance marketing agency runs SEO, paid media, and AI-search visibility for advisors, RIAs, insurance agencies, and fintech, inside the compliance rules that govern the industry (SEC, FINRA, and state regulators). It earns trust at the high bar Google and AI engines apply to money topics, controls some of the most expensive lead costs in any auction, and gets the brand cited where people now ask who to trust with their money.

Book a strategy call See transparent pricing

The playbook library12 playbooks deep

Playbooks for firms that grow on trust

Advisors, CPAs, lenders: your clients research hard and choose carefully. These playbooks build the visibility and proof that make you the safe choice.

By channel

6 ways in

01SEOOwn the searches that book.Industry playbook 02Google AdsPay for customers, not clicks.Industry playbook 03AEO / GEOBe the name the AI gives.Industry playbook 04Web DevelopmentA site built to convert the click.Industry playbook 05Social AdsDemand from the scroll.Industry playbook 06EmailRevenue from the list you own.Industry playbook

By firm type

6 and counting

CPAs & Accounting Credit Unions Financial Advisors Insurance Agencies Mortgage Wealth Management

A principle your clients already know

Marketing that compounds.

You would never tell a client to rent returns. Ads are rented. Search is the account where every month of work keeps paying interest.

Book a strategy call See transparent pricing

What we do

A financial services marketing agency runs SEO, paid media, and AI-search visibility for advisors, RIAs, insurance agencies, and fintech, inside the compliance rules that govern the industry. The job is earning trust at the highest bar Google and the AI engines apply, while controlling some of the most expensive lead costs in any auction.

Why it’s different

Why financial services is compliance-first

Compliance gates everything

Before a single ad runs, the message must clear the rules tied to your license. Marketing and compliance are one conversation here.

The YMYL expertise bar

Google and the AI engines hold finance pages to a higher standard of demonstrated expertise than almost any topic. Generic content does not rank or get cited.

The most expensive auction

Insurance and advisor keywords sit at the top of cost-per-click charts. Winning is about conversion and lead quality, not click volume.

The cycle runs in months

Nobody picks an advisor or switches a life policy on a whim. Pure last-click paid underperforms; organic authority and nurture earn their keep.

The sequence

How we sequence it

Compliance first, then credibility, then traffic, then the long cycle.

01
Compliance first
Claims substantiated, disclosures drafted alongside headlines, and work versioned so your compliance officer can approve without rebuilding the campaign.
02
Build the expertise base
Real author attribution, topical depth, structured data, and credentialed bios that satisfy YMYL and earn AI-engine citations.
03
Control the paid auction
Tight intent targeting, negative-keyword lists, and conversion tracking on booked consultations, not raw form fills, to hold cost per acquisition.
04
Own the long cycle
Educational content, email nurture, and AEO structure keep your brand visible and cited while prospects research across weeks or months.

Five-star Google reviews

What our clients say.

Public, verifiable, and written by businesses that pay us every month.

Google review5.0 on Google

“MoonSauce is the first PPC company I've ever used who thinks about my company's ads performance as much as I do. Highest of praise.”
Trevor CMy Italian FamilyGoogle review

“MoonSauce has done a great job helping our new business grow through SEO and paid search. They set realistic budgets and expectations, and the reporting makes a complicated world easy to understand. Highly recommend!”
Emily LBeach Bum Bike RentalsGoogle review

“I love my new webpage created by MoonSauce. They were so easy to work with and gave me exactly what I was looking for. I highly recommend.”
Jessica LRecording artist, 30M+ streams on SpotifyGoogle review

“The level of service and expertise provided by MoonSauce was unmatched. Valuable strategy, tactical recommendations, and cost effective results.”
Abe EscardaPaid Media Manager, IPGGoogle review

“MoonSauce is the first PPC company I've ever used who thinks about my company's ads performance as much as I do. Highest of praise.”
Trevor CMy Italian FamilyGoogle review

“MoonSauce has done a great job helping our new business grow through SEO and paid search. They set realistic budgets and expectations, and the reporting makes a complicated world easy to understand. Highly recommend!”
Emily LBeach Bum Bike RentalsGoogle review

“I love my new webpage created by MoonSauce. They were so easy to work with and gave me exactly what I was looking for. I highly recommend.”
Jessica LRecording artist, 30M+ streams on SpotifyGoogle review

“The level of service and expertise provided by MoonSauce was unmatched. Valuable strategy, tactical recommendations, and cost effective results.”
Abe EscardaPaid Media Manager, IPGGoogle review

Frequently asked

Can you advertise a financial advisor or insurance agency compliantly?

Yes, and compliance shapes the work from the start, not at the end. For advisors we build to the SEC Marketing Rule and, where applicable, FINRA communications rules; for insurance we build to the relevant state department of insurance rules and federal lines like Medicare; and everything stays inside FTC truth-in-advertising standards. We structure copy, claims, disclosures, and testimonials so your compliance officer or principal can approve it. We are not your legal or compliance counsel, so final sign-off stays with your firm.

Why is paid search so expensive for finance and insurance?

Because the lifetime value of a financial client or an insured household is high, so advertisers bid the keywords up, which makes insurance and advisor terms among the most expensive in all of paid search. The way to win is not outspending everyone on clicks. It is converting more of the clicks you buy, tracking real leads and booked consultations instead of vanity form fills, and controlling cost per acquisition against your actual LTV.

Does my marketing need to go through compliance review?

For most regulated firms, yes. Retail-facing communications from broker-dealer reps generally route through a registered principal, advisor advertising carries disclosure and recordkeeping obligations, and insurance materials answer to state rules. We build content to pass that review and hand it to your compliance team ready, which keeps approvals fast instead of turning every campaign into a rewrite.

How do you show up in AI answers for finance and insurance questions?

By earning it. We structure your content, authorship, and entity so the answer engines can cite you when someone asks a money or insurance question in ChatGPT, Perplexity, or Google's AI Overviews. Finance is a YMYL topic, so the engines weight demonstrated expertise heavily before citing a source, which is why credentialed authorship and genuine depth do double duty as your AI-search work. We do not promise specific placements, because no honest agency can.

Can I run paid ads inside AI assistants like ChatGPT?

Where it fits and the category rules allow, yes. A ChatGPT ad appears as a clearly labeled sponsored card beside or below the assistant's answer, not inside the answer text. Perplexity is organic-only (it exited advertising in early 2026), so visibility there is earned through AEO, not bought. The paid-AI channel is new and the finance rules are still settling, so we will be candid about what is provable and what is still early.

What does financial services and insurance marketing cost?

It depends on the channels and the scope, which is why we publish a pricing calculator so you can build your own monthly investment before you ever talk to us. No quote-form games, no media markup, no annual lock-in. Given the high cost of finance and insurance leads, we will be straight with you about the budget it takes to make the math work rather than selling you a plan that cannot.

Your move

Thirty minutes on compounding your visibility.

Real talk about your market, your compliance constraints, and the searches your future clients are running. Zero pressure. Zero BS.

You talk to a founder. Every time.
Leave with at least one thing worth stealing, even if you don't hire us.
Pricing is already published, so the call is about fit, not the big reveal.

Free30 minutesNo obligationA reply within a business day

Rob or Roger. The founders. Every time.

Calendar warming up…Book a strategy call