Here are results from campaigns we ran for financial advisors. Each one shows what happened, how long it took and the original screenshot.
See the results$4M AUMCalendar filled in 14 days.
$800K income prospectClosed during the campaign.
$4.1M AUMClosed by a first-year advisor.
2 meetingsBooked in the first week.
The campaign filled the advisor’s calendar. The partner reported $4M in AUM and the need to hire an associate advisor.
The $4M figure is partner-reported AUM. The 14-day period describes calendar activity; it does not establish that $4M transferred within 14 days.
The partner reported closing a prospect with approximately $800K in annual income during the campaign window.
The $800K figure describes the prospect’s reported annual income. It is not the advisor’s revenue or the amount of assets transferred.
A first-year advisor closed $4.1M in AUM in three months. The reported average account size was $500K.
The $4.1M figure is reported AUM closed over three months. AUM is not advisory revenue or profit; the reported average account size is $500K.
Two qualified meetings were booked for an experienced advisor during the first seven days.
This outcome counts two qualified meetings booked in the first seven days. Bookings do not establish attendance, client conversion, or transferred assets.
The partner spent $500 on ads and reported closing a $900K account three weeks later.
The $900K figure is a reported account value. The $500 figure covers reported advertising spend, not total acquisition costs, OJay fees, or advisor operating costs. It is not a profit or return-on-investment calculation.
The advisor onboarded eight new clients with a reported average account size of $273K.
This outcome counts eight clients onboarded during a quarter, with a reported average account size of $273K. Account assets are distinct from recurring advisory revenue.
The advisor generated more than one million YouTube views and booked more than 30 prospect meetings per month.
The 30+ figure counts meetings booked per month. The YouTube view count measures reach; it does not establish qualified attendance or client conversion. The example does not isolate the effect of each channel.
A partner message reported that $2M had transferred during a single month.
The $2M figure describes transferred assets reported in a partner message for one month. It is not monthly revenue, profit, or a typical expected outcome.
These examples summarize partner messages and screenshots displayed with each result. They are individual reports, not independently audited performance data or a representative average of all campaigns. The time periods are the reported windows; exact campaign dates, complete costs, and independently reconciled asset records are not supplied here.
Booked meetings, attended appointments, new clients, transferred assets, and advisory revenue measure different stages. Do not treat one as proof of another. Review the metric notes above and the marketing disclosures when assessing fit.
These are individual partner outcomes. They are not typical or guaranteed. Results vary.