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 your niche, geography, capacity, media budget, compliance process, and ability to take and convert sales calls.
How exactly does the performance-based pricing work?+
There is no monthly agency retainer. We build and run the system, and performance fees are tied to the qualified-appointment event defined in your agreement. You verify whether each appointment met the written rules. 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’ under your model?+
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. If their answers miss your minimum, they do not see your calendar. Self-reported information is not independent financial verification.
How is this different from the lead generation services I’ve 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. You receive a scheduled conversation with context instead of an unfiltered spreadsheet.
What happens after I fill out the qualification form?+
We review your answers. If the model appears to fit, we schedule a strategy call to understand your niche, target client, capacity, and economics and show you how the system would work for your firm. 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. The public-facing system is built under your name.
How long does it take to get my marketing engine up and running?+
We map the launch schedule after the strategy call. Timing depends on research, your compliance review, asset access, tracking setup, and revision speed. We do not promise one universal launch date, but you will see the build plan and dependencies before work starts.
What if there are other advisors in my area already using this?+
Your positioning, niche, ads, video, qualification rules, and pages are built around your firm. Two advisors in the same market should not receive the same public-facing campaign. 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. We handle setup and operation; you do not need to manage the marketing software day to day.
What kind of support do I get after onboarding?+
You receive a direct point of contact for campaign operation, optimization, reporting, and qualification-rule changes. We monitor the ads and funnel and bring you the decisions that require your approval, compliance input, or sales-call feedback.
How soon can I expect to see 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. We set the initial testing window and success criteria with you before launch, then report against real data.
Do I own the assets you build for me?+
The public-facing assets built for your practice—your positioning, ad creative, branded pages, application flow, and supporting copy—remain with your firm subject to the written agreement and third-party platform terms. We walk through ownership, access, and handoff before you sign.
How customized is the approach to my specific practice?+
Completely at the public-facing level. We research your niche, credentials, current clients, 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. Performance-based pricing aligns our compensation with the qualified-appointment definition in your agreement, but outcomes still depend on the market, budget, offer, your sales process, follow-up, and other factors outside OJay’s control.
