For Independent Financial Advisors
Client acquisition systems that put pre-qualified $500K+ prospects on your calendar
We build and install your own scalable system. 100% Done For You On A Performance-Based Model.
Move beyond non-scalable referrals and stop renting your growth from agencies and lead vendors. We build, deploy, and optimize the branded funnel, ads, qualification, and follow-up under your name, with incentives tied to qualified appointments.
Built under your nameYour positioningYour funnelYour assetsYou own the engine
Partner overview / 07:42Loads the hosted video only after you choose play.
Screened before booking$500K+ liquid assetsNeed and readinessTimelineQualified conversation
Apply To Work With OJayPrivate · about 2 minutes · no obligation
Selected advisor partners
Free fit reviewPrivateNo obligation
“If you’re going to throw money somewhere, throw it at Oli. It’s your highest hit percentage.”
“We’ve already broken even. We don’t have to worry about ROI.”
We’ve worked with advisor firms across a reported$30M–$1.2Bpractice AUM range
Don’t take my word for it. Go look at the results.
I put the screenshots, campaign timelines, ad spend, booked meetings, and closed-client outcomes from our advisor partners in one place. You can inspect the receipts yourself before you ever apply.
See Every Screenshot & Case StudyClosed by a first-year advisor in three months
View this resultClosed after $500 in ad spend
View this result
You know who is behind the system.
Oliwer is the founder presenting the Partner Intro above. OJay focuses on financial advisors, RIAs, and independent wealth managers—so the ads, VSL, application, and calendar handoff are built around the realities of one category.
Clear scope. Written qualification rules. Visible economics.OJay’s model uses a one-time build plus agreed media and performance terms tied to the appointment event defined in writing—not an open-ended agency retainer.
Read Oliwer’s story Here Is Exactly What Gets Built
No vague “ecosystem.” Just the screens your prospect sees and the rules that decide whether they reach your calendar.
01
Your Prospect Sees You. That’s It.
They do not see OJay or another lead vendor. They see your name, your face, your point of view, your credentials, and a page that looks like your firm. We build it, but the prospect experiences you.
Recently sold a business? Get clear on the three decisions that cannot be undone.
Click
northstarwealth.com/briefing
NPNorthstar Private Wealth
FOR BUSINESS OWNERS AFTER AN EXITTurn a liquidity event into a deliberate plan.Watch the advisor’s point of view, then decide if a conversation makes sense.The firm keepsAd · Page · Copy · Form
02
They Know You Before They Apply
The ad sends them to a short video where you explain their situation and how you think. Before they apply, they know who you are, what your firm believes, how you see their problem, and what the next call is for.
03
Qualification Happens Before Your Calendar
Your calendar is only shown to people who self-report at least $500K in liquid investable assets, want an advisor, and plan to act. Anyone below your written rules is stopped before they can book.
Question 1 of 3
Approximately how much do you have in liquid investable assets?Under $500K$500K–$1M$1M–$3M$3M+
Next question →
Below the rulesNo calendar shownThey receive a polite exit page.
Matches the rulesChoose a time
Tue 10:30Wed 2:00
Asset band + need + timing attach to the booking.04
We Put You in Front of the Exact Client You Want
If your ideal client just sold a business, we build the campaign around the decisions they face right after the sale—not generic retirement planning. The words, visuals, video, and qualification questions all speak to that moment.
ANY FINANCIAL ADVISORPlan for a better tomorrow.
We help families pursue their financial goals.
Could be anyone.Same media.Sharper problem.Different response.
NORTHSTAR PRIVATE WEALTHSold your business. What happens to the cash now?
A private briefing for founders navigating the first 90 days after an exit.
“That is exactly my situation.”05
A Proven Structure. Rebuilt Around Your Firm.
We have built this client-acquisition path across advisor practices within a reported $30M to $1.2B AUM range. The four-step structure stays consistent; the niche, voice, visuals, rules, and public-facing system are rebuilt for you.
$30M$1.2B
WE HAVE BUILT THIS BEFORESame four steps. Built from scratch for your firm.
Selected partner logos are not tied to a specific AUM figure or outcome. Individual results vary.Here’s what happens between the first ad and money hitting your account.
Your ideal prospect sees your message, gets to know you, proves they meet your rules, and books a sales call on your calendar.
- A1Attention
The right prospect sees a message about the problem they already want solved.
- A2Authority
They meet you and your point of view before they ever fill out a form.
- A3Application
They prove they meet your asset, need, and timing rules before they can book.
- A4Acquisition
You get a qualified sales call with the context you need to decide fit.
THE REINVESTMENT TURNING POINTA closed client can help fund the next round of attention.
You fund the first campaign. If you close a client, collect revenue, and the economics are positive, you can reinvest part of that collected revenue into the next campaign. The system can begin funding its own next cycle.
1 · YOUR CASHFunds the first ads→2 · SALES CALLSQualified appointments→3 · NEW CLIENTYou close and onboard→4 · COLLECTED REVENUE$Revenue enters the business
↺THE NEXT CYCLEReinvest part of collected revenue into adsRevenue from the system can help fund the system.Back to step 1
Apply To Build This For Your FirmPrivate · about 2 minutes · no obligation
Model the full cash-flow cycle and client-value horizon—not just the first appointment.
Start with the OJay baseline defaults, then replace them with the actual economics of your practice. The primary line shows expected first-year contracted advisory-fee value at acquisition; the quieter line shows cash modeled as collected after the entered delay.
Acquisition mechanics
Client economics and timing 6 core + optional annuity
48-month model. Year-one net contracted value +$223,149. Contracted-value break-even month 1. Actual-cash break-even month 9. Annuity sales are excluded.
Model horizon
Booked calls / month13.3Verified shows / month10.412-mo modeled AUM$32.2M12-mo annual fee run-rate$322.4K
48-month value and collection model+$223,149 year-one modeled net contracted valueBreak-even · Month 1 on contracted valueCash-flow break-even · Month 9 on actual cash collected
Apply with these economics Two deliberately different tracks: modeled contracted value recognizes one year of expected advisory fees when a modeled client is acquired. Actual advisory cash starts only after the selected collection delay. Annuity commission is currently excluded. A business-model hurdle-rate comparison—not a stock-market return forecast. No guarantee of results is expressed or implied.
Year-one net contracted value+$223,149Year-two contracted value$361,18948-mo contracted value$1,399,41848-mo actual cash collected$2,914,843
At month 12: $141,411 modeled actual cash collected, versus $312,829 modeled contracted advisory value.
Source map: where every number comes from.
The calculator never hides a benchmark inside the graph. Change any assumption above; the formulas and omissions stay fixed below.
$225 media cost per booked call, 78% show rate, 25% close rate, a $930K target-profile asset assumption, and a 1% annual fee come from the prior OJay homepage calculator, labeled there as 2025 wealth-management client benchmarks. These are starting defaults, not a claim about every advisor. Each slider also shows its editable planning range.
The $10K build and $350 verified-qualified-show fee are editable scenario inputs, not a price list or quote. Use the fees in your written proposal. Your signed scope, billing event, replacement rules, and fees control. See how commercial terms are agreed.
Media budget, AUM per client, advisory fee, annual portfolio growth, referral lift, and collection delay should be replaced with your practice data. Annuities are off by default. The optional 50% client share, 25% of AUM, $250K fixed-premium alternative, and 7% gross commission are editable starting scenarios—not universal benchmarks, suitability guidance, allocation recommendations, or product recommendations.
Media ÷ booked-call cost × show rate × close rate = direct clients. Each modeled client contributes one year of expected advisory fees to contracted value at acquisition. Actual advisory cash begins after the collection delay. When enabled, modeled new clients—including referrals—are multiplied by the entered placement share, premium basis, and gross commission rate; that one-time amount enters cash in the placement month and never enters contracted value.
Taxes, churn, partial funding, fee breakpoints, billing-calendar nuances, sales capacity, platform fees, refunds, and attribution uncertainty are not modeled. Annuity issuance, funding, approval, chargebacks, bonuses, trails, splits, surrender/recapture terms, and actual payment timing are also excluded.
Educational scenario modeling only—not a forecast, appraisal, guarantee, investment calculation, or contract. Fractional clients represent expected value; real client wins occur in whole numbers and uneven timing. No guarantee of results is expressed or implied.
Not another lead list. Not another forever-retainer.
Different partners can use different contracts and tools. This is the practical distinction OJay is built to make.
DecisionLead vendorTraditional agencyOJay partner system
What you buyNames and contact dataCampaign managementA connected acquisition system
Whose brandThe vendor’s marketplaceVaries by scopeYour firm from first click onward
QualificationUsually after deliveryVaries by implementationBefore calendar access
Commercial modelPay per leadRecurring retainerOne-time build plus agreed media and performance terms
What remainsAccess usually stopsDepends on contractPractice-specific assets remain with the firm
Who Does What After You Say Yes
We build and run the marketing. You approve it, fund the ads, take the sales calls, close and serve the clients, and verify which appointments meet the written rules.
- 01
We Build It Under Your Name
We research your best-fit client, select one precise problem, and build the ad, VSL page, fit form, and booking flow around your practice. The prospect experiences one coherent brand from first click to booked call.
YOUR ADYOUR VSLYOUR FORMYOUR CALENDAROne branded journey - 02
We Run the Campaign and Filter Applicants
We launch the ads, test the message, monitor the funnel, and apply the qualification rules you approved. People who miss the minimum do not receive a calendar link. People who match can book directly.
Problem ARunProblem BKeepProblem CPauseOJay runs the testing - 03
You Take the Sales Calls and Convert the Clients
The appointment arrives with the prospect’s self-reported asset band, problem, and timing. You run the sales call, decide whether there is a fit, and close and serve the client.
TUE10:30Your booked sales call$500K–$1M self-reportedNeed: post-exit investment plan · Timing: now
- 04
You Verify the Appointments That Meet the Rules
After each appointment, you verify whether the prospect showed and whether the appointment met the qualification rules in your agreement. Performance fees only apply to appointments that satisfy the written definition and verification process.
APPOINTMENT REVIEWED BY YOUPerformance fee eligible✓Prospect attended✓Met the written rules✓You verified the appointment
Apply To Work With OJayPrivate · about 2 minutes · no obligation
The strategy is public. The build is practice-specific.
Pressure-test our thinking before you ever speak with us.
See whether we can build this for your firm.
You have already seen the Partner Intro. Tell us your practice size, target client, market, and capacity. If the economics and fit make sense, choose a time. If they do not, we will tell you directly.
1Share the essentials2Get a clear fit decision3Choose a time if qualified
Apply To Work With OJayPrivate · about 2 minutes · no obligation
Frequently Asked Questions
Direct answers about fit, economics, ownership, timing, and what happens next.
Is there any obligation when I fill out the qualification form?
No. We review your answers to decide whether the Performance Partnership Model could fit your practice. If it does not, we tell you directly. Filling out the form does not commit you to buy anything.
Who is this specifically designed for?
This is designed for independent RIAs and financial advisors who want to meet high-net-worth prospects with $500K or more in self-reported liquid investable assets. Fit also depends on niche, geography, capacity, media budget, compliance process, and the ability to take and convert sales calls.
How exactly does the performance-based pricing work?
There is no monthly agency retainer. Performance fees are tied to the qualified-appointment event defined in your agreement. The exact fee, media budget, replacement policy, and whether the payable event is a booking or attended appointment are agreed before launch.
What makes a prospect qualified?
Before launch, we agree on the rules. A typical application asks the prospect to self-report at least $500K in liquid investable assets, confirm that they want advisor help, state their timing, and provide contact details. Self-reported information is not independent financial verification.
How is this different from lead generation services I have already tried?
A lead vendor gives you a name and leaves you to chase and qualify it. We put your brand and point of view in front of the prospect first, filter their answers second, and only then offer your calendar.
What happens after I complete the fit check?
We review your answers. If the model appears to fit, we schedule a strategy call to understand your niche, target client, capacity, and economics. If it is not a fit, we tell you directly.
What exactly is included in the build-and-deploy model?
We research your ideal client, write and design the ads, build your branded video page and qualification form, connect the booking flow, launch the campaigns, monitor the funnel, and optimize the creative and screening rules.
How long does it take to get the system live?
We map the launch schedule after the strategy call. Timing depends on research, compliance review, asset access, tracking setup, and revision speed. You see the build plan and dependencies before work starts.
What if other advisors in my area already use this?
Your positioning, niche, ads, video, qualification rules, and pages are built around your firm. We discuss geographic and competitive constraints before launch.
What technology and platforms do you use?
We typically run paid media on Meta and connect custom landing pages, video, multi-step qualification, scheduling, analytics, and follow-up tools. The exact stack depends on your practice and existing systems.
What support do I get after onboarding?
You receive a direct point of contact for campaign operation, optimization, reporting, and qualification-rule changes. We bring you the decisions that require approval, compliance input, or sales-call feedback.
How soon can I expect results?
There is no universal date by which qualified appointments, clients, revenue, or profitability will occur. Timing depends on your market, niche, budget, offer, compliance speed, and sales process.
Do I own the assets you build?
The public-facing assets built for your practice—positioning, ad creative, branded pages, application flow, and supporting copy—remain with your firm subject to the written agreement and third-party platform terms.
How customized is this to my practice?
The public-facing system is built around your niche, credentials, ideal prospect, competitive market, and compliance constraints. The four-step path stays consistent; the message, visuals, video, application rules, and follow-up are rebuilt for your firm.
Are there any guarantees?
No income, AUM, appointment-volume, client-conversion, payback-period, or return-on-ad-spend result is guaranteed. Outcomes depend on the market, budget, offer, sales process, follow-up, and other factors outside OJay’s control.
Want the ads, pages, filtering, and follow-up run for you?
Tell us about the practice and find out whether there is a real fit.
Apply To Work With OJayPrivate · about 2 minutes · no obligation