For wealth management firms
Bold ads, by the book.
Highly personalized ads and landing pages for each audience you want to win, with compliance handled alongside the creative so campaigns keep moving.
$15B of combined AUM across our clients.
See why the best advisors in the country are getting ahead.Compliance shouldn’t be the reason you don’t advertise. Neither should your last agency.
Most agencies don’t understand CIRO. Most compliance teams don’t write ads. Leadlord does both.
One sentence. Seven campaigns.
To a teacher, you’re the advisor who works with teachers. To a physician, the one who works with physicians. That’s who people call.
You: BC teachers five years from retiring. First year free. $10k a month.
Leadlord: Does “free” cover only your advisory fee, or the funds’ own fees too?
You: Only our advisory fee
- Leadlord:
- Brief
- LinkedIn and Meta ad
- Pages A and B
- Each claim sourced
BC teachers:
Your first yearis on us.No advisory fee for 12 months.
Fund fees and expenses still apply.Five years from retiring? Talk to a Northline advisor about your pension. No advisory fee for 12 months. Fund fees and expenses still apply.
Call 604-555-0142Book a timeTalk to a Northline advisor about retirement. Fund fees and expenses still apply.
Call 604-555-0163Book a timeBrief British Columbia · English and French · $10,000 a month: LinkedIn $7,000 · Meta $3,000 Ready for review
Leadlord: Draft a campaign for six more audiences you serve?
You: Yes, all six
- Calgary brewery owners planning a sale
- Montréal physicians with a corporation
- Toronto families helping an aging parent
- Nova Scotia shop owners planning succession
- Victoria retirees drawing down a RRIF
- Alberta nurses weighing an early pension
To a teacher, you’re the advisor who works with teachers. To a physician, the one who works with physicians. That’s who people call.
Northline Private Wealth is a fictional firm. Every campaign on this page is illustrative.
Built for a careful yes.
Every ad reaches your Authorized Reviewer with Leadlord’s Compliance Analysis beside it. Your reviewer decides.
Compliance AnalysisLeadlord · Compliance Analysis
BC teachers · Retirement
Mutual fund dealer · CIRO MFD Rules
Revision 2, finding 1, “Your first year is on us.”: No finding.
It can stay bold. The lines beneath it say what “on us” covers.
…the general impression conveyed by a representation as well as its literal meaning shall be taken into account…
Competition Act s. 74.03(5)
Revision 2, finding 2, “No fees for a year.”: Blocking.
Fund fees still apply.
MFD Rule 2.7.2(a)
Revision 2, finding 3, Fee qualifier: Warning.
Unless the fees that remain sit beside it, a no-fee offer reads as free.
…a representation to the public that is false or misleading in a material respect…
Competition Act ss. 74.01(1)(a), 74.03(5)
Pre-use approval · MFD Rule 2.7.3
Revision 2 · edited by Northline
Changes requested A. Lefebvre · Revision 2 “Name the fee Northline waives, and say that fund fees still apply.”
Revision 3. “No fees for a year.” “No advisory fee for 12 months.” Fee qualifier added under the offer.
Approved A. Lefebvre, Authorized Reviewer · Revision 3 “Fee named, fund fees stated.”
Approved. Live. Your phone rings.
The campaign runs from your firm’s own LinkedIn and Meta accounts. When a prospect taps Call, your office line rings, and Leadlord records which page and channel sent the call.
BC teachers:
Your first yearis on us.No advisory fee for 12 months.
Fund fees and expenses still apply.Five years from retiring? Talk to a Northline advisor about your pension. No advisory fee for 12 months. Fund fees and expenses still apply.
BC teachers · Retirement
- Page A · LinkedIn ad
- Rang your office line
- Answered · 6 min 12 s
- Client
- Anne Mitchell
- Occupation
- Teacher
A few good questions.
Anything else? Write to us at [email protected].
How does Leadlord handle CIRO compliance?
Before your Authorized Reviewer sees a campaign, Leadlord ties each claim to your firm’s own sources and checks it against the advertising rules that apply to your firm. Your reviewer approves or asks for changes, and nothing runs without that approval.
Who approves, and what goes on record?
Your Authorized Reviewer, whether they work at your firm or at your dealer. Each approval is recorded against the exact revision it covers, with the evidence your reviewer saw, who approved it and when.
Whose ad accounts do campaigns run from?
Your firm’s own LinkedIn and Meta ad accounts. Meta covers Facebook and Instagram. Your firm funds them directly and sets each campaign’s monthly ad investment.
Who answers the calls?
Your team does. A prospect taps Call on the campaign page, and the phones your team already answers ring. Leadlord counts the calls each campaign brings in.
Do campaigns run in French?
Yes. Ads and landing pages can run in English, French or both, from the same brief.
What does my team need to do?
Confirm your firm’s facts once, connect your ad accounts, approve each campaign and answer the phone. Leadlord prepares everything in between.
Let’s build your first campaign.
We’re working with a small group of wealth management firms. Tell us about yours.
