Choosing the right Meta Ads agency helps brokers run better campaigns, reach quality leads, and boost ROI. Here's what you need to know before hiring one.

When you're running a brokerage—whether it's focused on stocks, commodities, real estate, or other financial instruments—your online presence plays a huge role in how clients find and trust you. These days, Meta Ads (Facebook, Instagram, Messenger) have become one of the most powerful ways to reach new clients. But running a campaign that actually works? That takes more than boosting a post.

That’s where hiring a Meta Ads agency comes in. A good agency knows how to build the right strategy, target the right audience, and get solid results—without wasting your ad budget. But with so many agencies out there, how do you know which one is the right fit for your brokerage?

This article breaks down the key things you need to think about before hiring a Meta Ads agency. The goal is simple: help you make a smart choice, save money, and grow your brokerage faster.

Why Meta Ads Still Matter for Brokers

Let’s be real—digital marketing is crowded. Everyone’s fighting for attention. But Meta Ads give you something other platforms struggle with: powerful targeting, high user engagement, and flexible formats. Whether your brokerage is offering services to individual investors, businesses, or traders, Meta Ads let you reach them where they already spend their time—on Instagram Reels, Facebook feeds, and Stories.

And it’s not just about reach. Meta’s algorithm can help you target users based on their interests, financial behaviors, browsing habits, even life events. That’s a big deal when you're trying to connect with a specific audience—like people researching investment platforms or looking for a new broker.

But here’s the catch: using Meta Ads well takes skill. You need to set the right goals, build the right creatives, track the right metrics, and keep optimizing. That’s why many brokers turn to agencies to help run their campaigns.

Not All Agencies Are the Same

Just because an agency can run ads doesn’t mean they can run your ads. You’re in a regulated, competitive industry. It’s not the same as selling t-shirts or event tickets. Your agency needs to understand the space you’re in—and they need to know how to advertise in a way that’s both effective and compliant.

If they’ve worked with financial companies before, that’s a huge plus. If they’ve helped other brokers grow their leads or AUM (assets under management), even better. But if they’ve only worked on e-commerce stores or food brands, they might not get how different this industry is.

Don’t just ask what industries they’ve worked in. Ask them about results. What did they do for those clients? How did they measure success? What problems did they face? A good agency will show you real numbers, not just flashy promises.

Personalization Over Templates

A red flag to look out for? Agencies that use the same exact strategy for every client. Your brokerage is unique. Your audience is unique. Your goals are unique.

Maybe you're trying to get more retail clients. Or maybe you're focused on high-net-worth individuals. Some brokers want more sign-ups. Others want to push app downloads, build a brand, or generate B2B leads. Whatever your focus, your ad strategy needs to match.

That means the agency should be asking you questions too—not just pitching you a generic package. They should want to know your goals, your competitors, your current funnel, and your past pain points. Only then can they build a campaign that fits your needs.

Clear Communication Is Non-Negotiable

One of the biggest reasons agencies lose clients? Bad communication.

You don’t want to chase your agency for updates. You don’t want vague answers when you ask how the ads are performing. You need regular reporting. You need clarity on what’s working and what’s not. And you need someone who can explain things without jargon.

Before you sign anything, ask them what communication looks like. Will you get weekly reports? Will there be monthly calls? Do they give you access to the Ads Manager? Will they walk you through the data?

Trust is built through transparency. If they’re not upfront about budgets, strategy shifts, or performance dips, they’re not the right fit.

Your Budget Should Work Hard—Not Disappear

Hiring an agency is a cost. But it should also be an investment. That means you need to understand where your money’s going.

Some agencies charge a flat monthly fee. Others take a percentage of your ad spend. Some do both. Make sure you know exactly what you’re paying for—and what you’re getting in return.

Also ask them: what happens if the campaign doesn’t perform well in the first month? Do they test and pivot? Do they suggest new creatives or audiences? Good agencies constantly optimize to make sure your budget gets results.

They should also help you figure out the right budget to start with. Too small and you won’t get meaningful data. Too big and you could burn cash before the strategy is refined. A strategic, data-driven approach can help you grow without overspending.

Know Who You’re Trying to Reach

The biggest strength of Meta Ads is how targeted you can get. You can target based on income levels, job titles, interests, financial goals, and even behavioral patterns like "people who recently opened a new account" or "people who follow investment pages."

A good agency doesn’t just guess who your audience is—they study it. They look at your current customer base, your website traffic, your competitors’ followers, and build lookalike audiences. They test different audiences and refine them over time.

This isn’t something you want to leave to chance. If your ads aren’t hitting the right people, you’ll waste budget no matter how good the creative is.

Creative That Doesn’t Just Look Good—It Converts

Beautiful ads are great. But what’s the point if nobody clicks?

Your agency should be skilled not just in design but in conversion-focused creative. That means writing clear, persuasive headlines. Creating scroll-stopping images or videos. And testing different formats—carousel ads, lead forms, reels, stories.

Ask to see examples of past creatives they’ve made for other clients. Look at the messaging. Is it strong and focused? Does it make you want to click? Or is it generic?

Also check how often they create new content. Meta Ads burn out quickly. You need fresh creatives every few weeks to keep results up.

Data Is the Driver

What gets measured, gets improved. Your agency should be obsessed with data.

They should track all the key metrics: CTR (click-through rate), ROAS (return on ad spend), CPL (cost per lead), conversion rate, and more. But beyond tracking, they should know how to interpret the data and adjust strategy accordingly.

Maybe your CPL is too high. Maybe your ads are getting clicks but not converting. Maybe your audience isn’t engaging. A data-savvy agency will see those red flags early and fix the issues before they cost you too much.

Also ask if they do A/B testing. This helps you compare two versions of an ad and find out what works better. Over time, even small improvements add up to big gains.

Don’t Forget About Retargeting

Most people don’t convert the first time they see your ad. That’s why retargeting is so important.

Your agency should have a plan for re-engaging users who visited your site, clicked an ad, or interacted with your page but didn’t take action. These people are already warm leads—you just need to stay top of mind.

Good retargeting campaigns can cut your CPL in half and double your conversion rates. But they require planning: setting up pixels, building custom audiences, and designing specific retargeting creatives. Make sure your agency covers this.

Final Thoughts

Hiring a Meta Ads agency is a big step for your brokerage. But with the right partner, it can also be the key to faster growth, better leads, and stronger online presence.

Just remember—it’s not about choosing the fanciest agency with the biggest name. It’s about choosing the one that understands your industry, works closely with your team, and constantly pushes for better results. From budget planning to creative execution, from audience research to data analysis—every detail matters.

At the end of the day, Meta Ads are powerful. But they’re just a tool. The right agency? That’s the team who knows how to use the tool to get you real outcomes.

Looking for a marketing partner who truly understands how to grow your brokerage?
GrowYourBroker specializes in helping brokers like you get better leads, run smarter ads, and build a strong online reputation. Let’s talk about what you need—and how we can help you get there.