Interactive ROI Model
See exactly what OJay can do for your firm.
Nine inputs. Live outputs. No sales pitch. Adjust the sliders to match your firm's real economics — ad spend, show rate, close rate, AUM per client, referral growth, and retention — and watch cumulative revenue, AUM and ROI update in real time over a ten-year horizon.
New clients / mo
1.9
from 10 appts
AUM added / yr
$19.3M
at 23 new clients
Monthly ROI
5.0x
on total investment
Payback
0.8 mo
to break even
Cumulative ROI over ten years
Total return (revenue plus AUM fees plus referral revenue) divided by cumulative investment. Referral compounding applied annually.
Where the money comes from, year by year
Year-one revenue is the advisor fee earned in a client's first year. AUM fees compound as clients stay on. Referral revenue is new business from existing clients.
Year-one revenue
Recurring AUM fees
Referral revenue
Monthly funnel breakdown
How a month of ad spend becomes new clients. Dropoff visualised at each stage.
Ad spend
$2,000
OJay fees
$1,300
Total monthly invest
$3,300
Cash summary — what a month of spend actually generates
Contracted revenue is realized over the client's lifetime (AUM fees compound each year). Cash-on-cash is immediate revenue landing in the same month — annuity and insurance commissions. Per monthly cohort (the new clients you sign this month).
Monthly total invest
$3,300
ad spend + OJay fees
Monthly cash-on-cash
$0
enable annuity / insurance to activate
Monthly contracted value
$112K
AUM fees × 7-yr lifetime
Cash-on-cash ROI
0.0×
immediate return on monthly spend
Contracted ROI
34.1×
over client lifetime
Annual cash-on-cash
$0
from new clients each year
Annual contracted added
$193K
new recurring AUM fee run-rate / yr
Tip: Toggle Sells annuities or Sells insurance on the left to see the cash-on-cash ROI. On a $1M portfolio with 20% placed in an annuity at a 7% commission, that's $14K of immediate cash per new client.
Illustrative projections only. The figures shown on this page are hypothetical calculations based on the inputs you select. They are not guarantees of future performance or results. Actual outcomes depend on market conditions, funnel execution, regulatory environment, individual advisor capability, client retention and many other factors outside OJay Media Marketing's control. Nothing on this page constitutes investment advice, a solicitation to invest, or a projection of securities returns. Setup fees and platform costs are not included in the monthly investment line. Tax, compliance and operational costs are excluded. If you are a registered representative or investment adviser representative, consult your CCO and broker-dealer before acting on or sharing these numbers.
Ready when you are
These are your numbers. Let's talk about making them real.
A thirty-minute strategy call. No pitch deck, no pressure. We audit your current acquisition channel, map where the constraint sits, and tell you honestly whether OJay Media is the right partner for your next stage of growth.
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