Embedded Marketing for Advisory Firms

The Only Marketing Partner for Wealth Advisors That Takes a Percentage of the Upside

Meta paid ads, VSL funnel, and a booked-appointment system built specifically for RIAs. No retainer — compensation is tied directly to qualified appointments and new client revenue.

Schedule Growth Advisory Call See Our Process
First qualified call in 7–14 days · Max 4 new clients/month · Pay per result

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

Capital Partners Wealth Management DCF Exchange Heart Financial Group Marathon Capital Management Corepath Wealth Partners Post Oak Private Wealth Advisors HN Financial Group myeCFO Worthpointe Hathaway Financial Emergent Financial Services

Real numbers. Real receipts.

Across our partner advisors we've documented the kind of outcomes most generalist agencies promise but never put on the record. Here are three you can audit in our case studies.

$100K+
Single-client revenue from $12.9K Meta spend
4:1
Documented ROI on tracked partner campaign
13–25
Qualified $500K+ appointments per month at full ramp

Two advisors. Two outcomes. Receipts in full.

Case Study 01

Chris Reid

Capital Partners Wealth Management
$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 full case study
Case Study 02

Roger Chen

myeCFO
$9.7K spend. 2 new clients. $6M+ AUM added.
"We've already broken even. We don't have to worry about ROI."
Read full case study
See all partner results

Most agencies sell hours. We sell qualified appointments.

Pay-per-result means our fee shows up only when a $500K+ prospect shows up on your calendar. That alignment is only possible because we cap intake at 4 firms per month and run the entire acquisition operation ourselves — funnel, ads, creative, tech, compliance.

Schedule Growth Advisory Call
Oliwer Jonsson, Founder of OJay Media Marketing
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.

Oliwer Jonsson · Founder & CEO · 4 yrs paid acquisition for advisors · 14 active partners
"Retainers reward effort. Pay-per-result rewards outcomes. We only take on firms we're confident we can move — then we put our fee on the table."
Read our story
What We Build

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.

How We Work

From strategy call to 25 appointments/month.

Day 0
01
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.

Weeks 1–2
02
Onboarding & build

Avatar research, offer refinement, compliance scoping. VSL, landing page, ad creative, booking flow, full conversion tracking — every asset shipped and compliance-checked before media dollars flow.

Weeks 3–6
03
Launch & iterate

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

Month 2+
04
Scale

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

See the full 4A framework

See your acquisition ROI in three scenarios.

Move the budget slider in our full interactive model — under-, average-, and overperforming month projections, plus 12-month AUM math against OJay benchmarks.

Open the full ROI Calculator 9 variables · live graphs · 10-year projection
FAQ

Frequently asked questions.

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 Growth Advisory Call
Boutique capacity. Max 4 new clients per month. Application required.