Should financial advisers use programmatic display?

Quick answer

Should financial advisers use programmatic display?

Yes for brand and retargeting, no as a primary acquisition channel. CPM is low, direct-response attribution is weak; use it to assist last-click conversions.

Good use cases

- Retargeting site visitors - Brand reinforcement in HNW postcodes - B2B account-based IP targeting

Bad use cases

- Direct acquisition without strong landing pages - Relying on click-through attribution (view-through carries the value here)

Reviewed by Platinum Prospects Editorial. Last updated April 2026.