How do I use lookalike audiences in financial advertising?

Quick answer

How do I use lookalike audiences in financial advertising?

Build 1-2% lookalikes from your best-converting clients (high LTV, retained 24+ months), refresh every 30-60 days, and exclude existing leads for incremental reach.

Best-practice

- Seed: high-LTV client emails (1,000+ for quality) - Size: 1-2% for quality, 3-5% for reach - Refresh: every 30-60 days as client list grows - Exclusions: existing leads, previous low-quality converters

Impact

25-45% lower CPL vs broad interest targeting in most tested niches.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.