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How do financial advisers get leads from Meta (Facebook/Instagram) Ads?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do financial advisers get leads from Meta (Facebook/Instagram) Ads?
Meta leads are generated via compliant lead-gen forms or landing pages promoting a retirement review, pension check or protection audit, supported by retargeting and CRM follow-up within 5 minutes.
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A typical Meta funnel for a UK IFA uses a compliant landing page offering a specific audit (pension review, equity release check, retirement plan) rather than generic "financial advice". Lead forms are wired into the CRM via Zapier/Make, triggering a 5-minute response SLA. Retargeting captures form abandoners and viewers of key pages. Offline conversion imports back to Meta are critical so the algorithm learns which lead types actually become clients.
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