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Strategy

Should a financial adviser do SEO or paid ads first?

Last reviewed 22 April 2026 · Reviewed by Jake McQuillan

Quick answer

Should a financial adviser do SEO or paid ads first?

Paid ads first for revenue within 30-90 days; SEO in parallel from day 1 for compounding returns from month 6+. Paid funds SEO, SEO lowers future CAC.

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Sequencing

  1. Day 1: launch paid (Meta + Google) for immediate pipeline
  2. Day 1: foundation SEO (technical, author bios, glossary)
  3. Month 3: content engine (guides, benchmarks, statistics)
  4. Month 6-12: SEO compounds, lowering blended CAC
  5. Month 12+: paid and SEO balance; CAC trends down 20-40%
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JM
Reviewed by
Jake McQuillan
Founder at Platinum Prospects
Last reviewed 22 April 2026

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