
Using Meta Ads to Generate Retirement Planning Leads
Meta Ads (formerly Facebook Ads) offer retirement planning professionals a powerful platform to connect with potential clients and generate high-quality
Build trust, clarity, and visibility. For your clients, protection starts before they pick up the phone.

Most insurance advisers rely on referrals or brick-and-mortar presence
But without a polished digital profile, you’re missing out on motivated prospects searching for cover and protection online.
That outdated website, inconsistent messaging, social profiles with old logos, and the scattered systems can leave potential clients confused. It’s not just about aesthetics, it’s about your credibility, communication, and conversion.
You’ve built your business by protecting others. Now it’s time to protect your own growth.
Too many great advisers get stuck waiting for referrals, chasing cold leads, or relying on outdated tools that don’t support where they’re headed. But it doesn’t have to be that way.
Orchard helps you instill the right systems, messaging, and support, so you have a business that consistently attracts the right people, and earns their trust before the first call.

From strategy to systems, we make your online marketing work like a well-oiled machine.

We identify what exists, what’s missing, what’s working, and what’s possible, then build the digital foundation you need.

From website to content to automations, we set up the tools that attract, nurture, and convert quality clients.

We don’t just launch and leave, we optimise, improve, and support your growth with performance data and ongoing tweaks.
You’ve built solid relationships offline, let’s do the same online and at scale.
Relying solely on referrals or sporadic leads leaves your insurance business exposed to unpredictable dry spells and missed opportunities. When a consultation-worthy lead finds you online, but you don’t respond they go cold.
That’s why you need a system: one that captures interest instantly, prioritises your hottest prospects, and automates follow‑ups, so no lead slips through the cracks.
With a consistent, tech‑powered lead pipeline, you’ll protect your income, avoid referral dry patches, and build reliable growth into your business.

Learn the six most important tools and platforms to grow your online presence and win more local clients, without the overwhelm.
Whether you’re just getting started, or looking to tighten things up, our free guide will walk you through the six digital essentials every mortgage adviser should have in place.
✔️ Build trust and visibility
✔️ Show up in local search results
✔️ Convert traffic into quality leads
A practical playbook designed for real advisers looking to grow.
A strategic duo driving adviser growth, together we deliver online solutions that work for financial advisers.
A strategic duo driving adviser growth, together we deliver online solutions that work for financial advisers.
Insights, ideas, and digital strategies to help your advice business grow.

Meta Ads (formerly Facebook Ads) offer retirement planning professionals a powerful platform to connect with potential clients and generate high-quality
Driving Targeted Leads Google Ads offers insurance companies a powerful platform to generate highly targeted leads and increase brand visibility.
Maximizing Reach and Engagement Insurance companies can leverage a variety of digital marketing strategies to generate leads, build brand awareness,
We partner with financial advisers to simplify marketing, scale sustainably, and grow with confidence. Ready to see what’s possible?
We partner with financial advisers to simplify marketing, scale sustainably, and grow with confidence.
Ready to see what’s possible?
Discover how a smarter marketing strategy can drive real, measurable growth.
Let’s chat.
Everything you need to strengthen your online presence.
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