Should a financial adviser do SEO or paid ads first?

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.

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%

Reviewed by Platinum Prospects Editorial. Last updated April 2026.