Long-form guides on client acquisition, marketing strategy, lead generation, LinkedIn, and referrals — written for RIAs and financial advisors serious about growing beyond word of mouth.
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.
An evidence-led vendor due-diligence guide for financial advisors.
An evidence-led vendor due-diligence guide for financial advisors.
An evidence-led vendor due-diligence guide for financial advisors.
Navigate source-led vendor comparisons, pricing questions, operating-model tradeoffs, and the OJay Four-A acquisition map.
Compare Apex Acquisition and Advisor Jetpack with source-led questions on reviews, cost, complaints, and fit.
Source-led due diligence on Advisor Jetpack and SmartAsset, including reviews, pricing questions, complaints, legitimacy signals, and fit for advisors.
Adaptable financial advisor email templates for prospecting, follow-up, nurture, referrals, and client communication, with compliance checks.
A strategic marketing framework for wealth managers — positioning, niche, messaging, channel mix, and budget allocation. Stop doing random acts of marketing.
What $1M+ prospects actually want from a financial advisor — positioning, messaging, trust signals, and the mistakes that repel wealthy clients.
A tactical lead-generation guide for financial advisors — the 7 proven channels, CPL benchmarks, lead quality scores, and how to pick the right primary channel for your firm.
A channel-specific LinkedIn playbook for financial advisors — profile optimization, content pillars, outbound tactics, Sales Navigator workflows, and compliance guardrails.
A systematic referral playbook for wealth managers — positioning, triggers, scripts, COI partnerships, and SEC-compliant referral measurement.
A data-driven buyer's guide to choosing a marketing agency for your RIA or wealth management firm — agency types, evaluation criteria, pricing benchmarks, and red flags.
Marketing cost benchmarks for financial advisors — what RIAs pay by channel, agency retainer ranges, CAC math, and a sample $500M AUM marketing budget.
Run Facebook ads for financial advisors the right way — HNW targeting, VSL funnels, CBO structure, SEC compliance, and CPL benchmarks for $500K+ prospects.
A practical Google Ads playbook for financial advisors — keyword strategy, account structure, landing pages, CPC benchmarks, and Google's financial services ad policies.
A modern SEO playbook for financial advisors covering traditional Google rankings and GEO — Generative Engine Optimization for ChatGPT, Claude, Perplexity, and Google AI Overviews.
A complete email marketing playbook for financial advisors — list building, segmentation, the 5 essential sequences, SEC-compliant templates, and deliverability.
How to design a financial advisor website that actually books calls — conversion principles, 7 proven page patterns, compliance guardrails, and a before/after teardown.
A tactical cold email playbook for financial advisors — list building, deliverability, sequence frameworks, SEC-compliant copy, and reply-rate benchmarks.
Proven strategies to get clients as a financial advisor in 2026 — referrals, digital marketing, LinkedIn, paid ads, and more. Step-by-step playbook with real ROI data.
Learn how to get leads as a financial advisor with 9 proven tactics — from Google Ads to referral systems. Includes a 90-day action plan and ROI benchmarks.
Practical strategies to grow your financial advisory practice — set AUM targets, build a client pipeline, hire your first staff, and scale.
OJay Media Marketing builds and runs complete paid client acquisition systems for wealth managers — VSL scripted, funnel built, Meta Ads running, compliance-reviewed, and optimized for $500K+ prospects. We take on a maximum of 4 new clients per month. Pay when you get results.
Apply for a CallFind out in 30 minutes whether paid acquisition is the right next step for your firm.