Boutique RIA Marketing Agency

Premium Client Acquisition for Wealth Managers

Q: What does OJay Media actually do?

OJay Media is a boutique client acquisition agency exclusively for wealth managers and RIA firms. We build your funnel, run Meta paid ads, create your offer, edit your videos, and handle full tech setup — booking flows, qualification systems. Pay on results: if you don't get qualified booked appointments with $500K+ prospects, we don't get paid.

Q: What's the pricing model?

Pay on results. We build your funnel, run Meta ads, create your offer, edit your videos, and handle all tech setup — booking flows, qualification systems. Our fees are tied to qualified booked appointments with $500K+ prospects. If you don't get results, we don't get paid.

Get 13–25 qualified appointments every month with $500K+ prospects. Built, run, and guaranteed by a boutique team that takes on a maximum of 4 new clients per month — and gets paid per result.

Schedule Strategy Call See Our Process

$500K+ minimum prospect Max 4 new clients/month Pay per result Compliance-aware

Trusted by advisors managing $30M to $1.2B in AUM

What We Do

Three systems. One outcome.

Paid acquisition for wealth managers is our only category. Every asset is purpose-built for HNW prospect psychology and SEC-aware creative.

Paid client acquisition systems

VSL funnel, Meta ad engine, landing pages, and booking flow — engineered end-to-end to book $500K+ prospects onto your calendar on a predictable monthly cadence.

Compliance-aware creative

Scripts, ads, and landing copy built with SEC Marketing Rule and FINRA advertising guidelines baked in from draft one — not bolted on during review.

Pay-per-result economics

Our fees are tied to qualified appointment volume, not hours worked or deliverables shipped. If the system doesn't produce booked calls, we don't earn our full fee.

ROI Estimator

See your acquisition ROI in three scenarios.

Move the budget slider. We model how an underperforming, average, and overperforming month plays out — using OJay Media's real benchmarks for cost per call, show rate, and close rate with HNW prospects.

Full interactive model Open full ROI Calculator 9 variables · live graphs · 10-year projection

Monthly Marketing Budget $3,000

Total monthly Meta ad spend. Excludes OJay performance fee.

Automated sales process Email nurture, follow-up sequences, no-show recovery

Conservative floor

Underperforming month

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LTV : CAC ratio —
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M12

Realistic baseline

Average month

Most firms land here

New clients / mo —
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Time to first meeting —
AUM added / mo —
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AUM Under Management (12-mo) —
Cost per acquisition (CAC) —
LTV per client (7-yr) —
LTV : CAC ratio —
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M12

When campaigns are dialed in

Overperforming month

New clients / mo —
Meetings booked / mo —
Showed appointments / mo —
Time to first meeting —
AUM added / mo —
12-mo total transaction value (TV) —
AUM Under Management (12-mo) —
Cost per acquisition (CAC) —
LTV per client (7-yr) —
LTV : CAC ratio —
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M12

Assumptions & methodology

Cost per booked call: $300 (under), $225 (medium), $175 (over). Based on OJay Media benchmarks across wealth-management clients in 2025.
Show rate: 65% / 78% / 85%. Industry baseline 78% with our pre-call indoctrination sequence.
Close rate: 18% / 25% / 32% on showed calls. Automation toggle adds +5% additive across all scenarios.
Avg liquid assets: $930,000 per booked appointment (HNW lead profile we target).
Annual fee: 1.0% of AUM. Clients onboard evenly across 12 months — first-year fees averaged at 0.5x.
Retention: 7 years average client lifetime for LTV calculation.

Book a Strategy Call

How We Work

From strategy call to 25 appointments/month.

A five-stage engagement designed to go from first conversation to a fully ramped acquisition engine on your calendar.

Strategy call

A 30-minute discovery conversation. We pressure-test fit, run the numbers on your current pipeline, and decide together whether an engagement makes sense.

Day 0

Onboarding & positioning

Avatar research, offer refinement, and compliance review. We document exactly who we're selling to, what problem we're solving, and what the SEC-safe version of the pitch sounds like.

Week 1

System build

VSL, landing page, ad creative suite, booking flow, and full conversion tracking. Every asset shipped, reviewed, and compliance-checked before media dollars hit the Meta account.

Weeks 2–3

Launch & iterate

Campaigns go live. First qualified calls hit the calendar within 7–14 days. Weekly optimization cycles on creative, targeting, and funnel conversion until CPA and lead quality stabilize.

Weeks 3–6

Scale

Ramp to the full 13–25 qualified appointments per month. Monthly scorecard reviews, quarterly creative refreshes, and continuous compliance re-audits as the pipeline grows.

Month 2+

Schedule Strategy Call Go deeper See the full 4A framework

Partner Case Studies

Real numbers. Real receipts.

Two advisors. Two documented outcomes. Read the full case studies — Meta Ads data, client quotes, and exact results pulled from campaign records.

Capital Partners Wealth Management

Chris Reid

$12.9K spend → $100K+ revenue. 4:1 ROI.

"If you're going to throw money somewhere, throw it at Oli. It's your highest hit percentage."

Read case study

myeCFO

Roger Chen

$9.7K spend. 2 clients. $6M+ AUM.

"We've already broken even. We don't have to worry about ROI."

Read case study

The OJay Blog

Playbooks on client acquisition, marketing strategy, and advisor growth.

View all 14 articles

Pillar Guide

How to Get Clients as a Wealth Manager: The Complete 2026 Playbook

A 3,000-word guide to the 5 proven client acquisition channels for wealth managers — referrals, content, LinkedIn, paid ads, partnerships — with ROI math and compliance guardrails.

Apr 15, 2026 16 min read

Buyer's Guide

Best Marketing Agency for Financial Advisors: The 2026 Buyer's Guide

A data-driven buyer's guide to choosing a marketing agency for your RIA — agency types, evaluation criteria, pricing benchmarks, and red flags.

Apr 15, 2026 15 min read

Paid Ads

Facebook Ads for Financial Advisors: The Complete 2026 Lead Generation Playbook

Run Facebook ads for financial advisors the right way — HNW targeting, VSL funnels, CBO structure, SEC compliance, and CPL benchmarks for $500K+ prospects.

Apr 15, 2026 14 min read

Email Marketing for Financial Advisors: The 5-Sequence System

A complete email marketing playbook for financial advisors — list building, segmentation, the 5 essential sequences, SEC-compliant templates, and deliverability.

Apr 15, 2026 13 min read

Oliwer Jonsson

Founder & CEO

About OJay Media

Built for boutique wealth management firms.

Most marketing agencies will take any client in any industry. OJay Media was built for one category only — financial advisors, RIA firms, and independent wealth managers — with one objective: qualified appointments with $500K+ prospects, delivered predictably every month.

We take on a maximum of 4 new clients per month. That limit means every firm we work with gets direct founder attention, custom strategy, and a system tuned to their specific book.

Read our story

FAQ

Frequently asked questions.

The answers most RIAs want before booking a strategy call.

What does OJay Media actually do?

OJay Media is a boutique client acquisition agency exclusively for wealth managers and RIA firms. We build your funnel, run Meta paid ads, create your offer, edit your videos, and handle the full tech setup — booking flows, qualification systems. Pay on results: if you don't get qualified booked appointments with $500K+ prospects, we don't get paid.

Who do you work with?

Our clients are RIAs, wealth managers, and fee-only advisors with roughly $50M–$5B in AUM. They are established firms with a proven client retention record who want a repeatable, non-referral-dependent acquisition channel. We take on a maximum of 4 new clients per month to maintain quality and give every engagement direct founder attention.

How is this different from a generalist marketing agency?

Generalist agencies run generic playbooks. We built OJay Media for one niche only — wealth management — which means SEC Marketing Rule awareness and FINRA-aligned ad copy are baked into every asset from day one, not reviewed as an afterthought. Our creative, our targeting, and our funnel architecture are all tuned for HNW prospect psychology instead of B2C consumer behavior.

What's the pricing model?

Pay on results. We build your funnel, run your Meta ads, create your offer, edit your videos, and handle the full tech setup — booking flows, qualification systems, everything. Our fees are tied to qualified booked appointments with $500K+ prospects. If you don't get results, we don't get paid. That alignment is only possible because we're selective about who we take on — and we run the entire acquisition operation ourselves.

How long until I see qualified appointments?

First qualified calls typically hit the calendar within 7–14 days of launch. Ramp to the full 13–25 appointments/month cadence generally lands in the 30–60 day window as we iterate on creative, targeting, and funnel conversion. Exact timeline depends on your market, your offer, and your starting ad spend — we'll model the expectations together on the strategy call.

How long does it take to launch?

From signed engagement to live ads is typically 14–21 days. Week one is avatar, offer, and compliance scoping. Week two is creative, landing page, VSL, and booking flow build. Week three we ship media spend and start collecting data. No 90-day "discovery" phases, no theatrical kickoff decks — we treat your timeline like a P&L line.

Do you lock us into long contracts?

No retainers, no annual lock-ins. We work month-to-month because our model is performance-aligned — if the system stops producing qualified appointments, you should be free to walk. The advisors we partner with stay because the math works, not because a contract clause traps them.

What makes this different from lead vendors like SmartAsset or Planswell?

Lead vendors sell the same lead to 3–7 advisors simultaneously and move on. We build your own branded acquisition engine — your VSL, your funnel, your ads, your creative — targeting prospects who only ever see your firm. The output is exclusive appointments with people who think they're meeting you, not shopping a directory.

What's the typical investment?

Two pieces: media spend and a handshake fee. Media spend usually starts at $5K–$15K/month depending on your market and target appointment volume. The handshake fee is structured against booked appointments — meaning our upside only exists if your pipeline does. Exact numbers get modeled live on the strategy call against your AUM goals.

Do we own the marketing assets you build?

Yes — you own the assets. The VSL, the landing pages, the ad creative, the funnel architecture, the booking flow — all of it is custom-built under your firm's brand and handed over as part of the engagement. If we ever part ways, the engine doesn't leave with us. That's the whole point of "build, don't rent".

How is this different from agencies like Apex Acquisitions or Advisory Jetpack?

Most advisor-marketing agencies run templated systems — same VSL script, same funnel skeleton, same creative angles deployed across dozens of advisors in the same niche. We build one custom engine per partner, which is why we cap intake at 4 new clients per month. You won't share an angle with another advisor in your zip code, and the creative won't look like a Canva template anyone else is running.

What if it doesn't work for us?

Because the model is performance-aligned, our incentive is identical to yours — if appointments don't materialize, our fees don't either, and we're motivated to fix it faster than any retainer agency would be. If after a fair test window the math still isn't there, we end the engagement cleanly and you keep the assets we built. No hostage situations.

Do I need to already be doing outbound or referrals?

No. Most of our partners came to us because referral flow had plateaued and outbound felt undignified for a firm of their size. Paid acquisition is a parallel channel, not a replacement — it works whether you're already running LinkedIn outreach or have never spent a dollar on marketing in 20 years of practice. The only prerequisite is the operational capacity to handle 13–25 new appointments per month.

Ready to add a predictable acquisition channel?

If you're an RIA or wealth management firm ready to grow beyond referrals, let's talk. We take on a maximum of 4 new clients per month — and we only engage with firms we're confident we can move.

Schedule Strategy Call

Boutique capacity. Max 4 new clients per month. Application required.