The End of Facebook Marketing?

In our very first episode of Advisor to Advisor, Jonathan and Chazz dig into a topic that’s sending shockwaves through the industry: Facebook’s special ad category for financial services.

If you’ve been hearing whispers that “Facebook marketing is dead,” you don’t want to miss this episode!

Here’s what we cover:
• What’s actually changed: Facebook now classifies financial services under a “Special Ads Category,” which restricts key targeting features like age, geography, and custom audiences.
• Why this is happening: It’s all about aligning with public policy — similar to what happened with housing and credit ads in recent years.
• What it means for advisors: You may lose the ability to narrowly target your audience — but that doesn’t mean the platform is dead.

Jonathan breaks down how Steep is responding at scale, from rewriting ad copy and redesigning landing pages to reporting only qualified conversions back to the Facebook algorithm. The goal? Teach the system who your ideal client is, all while staying compliant.

“This isn’t a workaround. It’s about working with the algorithm, not against it.”

You’ll also hear:
• Why only 10% of leads are outside the target age range, even with broad targeting
• How DIY advertisers are being squeezed out by platform complexity
• What this change means for the future of advisor marketing, and why it’s actually a good thing

Final takeaway: Facebook isn’t dying, it’s evolving. And firms that adapt — especially those with real scale and data — are going to come out stronger.

🎧 Listen to the full episode to learn how to adjust your campaigns, avoid the noise, and keep Facebook working for you!