Boutique RIA Marketing Agency

Premium Client Acquisition for Wealth Managers

Get 13–25 qualified appointments every month with $500K+ prospects. Built, run, and guaranteed by a boutique team that takes on a maximum of 4 new clients per month — and gets paid per result.

Schedule Strategy Call See Our Process
$500K+ minimum prospect Max 4 new clients/month Pay per result Compliance-aware
"We went from chasing referrals to declining intro calls because the calendar was full. That was the quarter we stopped paying a retainer and started paying per appointment."
— Partner, $2.1B AUM RIA (name withheld for compliance)
What We Do

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.

ROI Estimator

See your acquisition ROI in three scenarios.

Move the budget slider. We model how an underperforming, average, and overperforming month plays out — using OJay Media's real benchmarks for cost per call, show rate, and close rate with HNW prospects.

Total monthly ad spend (Meta, Google, LinkedIn). Excludes OJay management fee.

Conservative floor

Underperforming month

  • New clients / mo —
  • Meetings booked / mo —
  • Showed appointments / mo —
  • Time to first meeting —
  • AUM added / mo —
  • 12-mo total transaction value (TV) —
  • AUM Under Management (12-mo) —
  • Cost per acquisition (CAC) —
  • LTV per client (7-yr) —
  • LTV : CAC ratio —
  • Expected ROI multiple —
M1
M6
M12
Realistic baseline

Average month

Most firms land here
  • New clients / mo —
  • Meetings booked / mo —
  • Showed appointments / mo —
  • Time to first meeting —
  • AUM added / mo —
  • 12-mo total transaction value (TV) —
  • AUM Under Management (12-mo) —
  • Cost per acquisition (CAC) —
  • LTV per client (7-yr) —
  • LTV : CAC ratio —
  • Expected ROI multiple —
M1
M6
M12
When campaigns are dialed in

Overperforming month

  • New clients / mo —
  • Meetings booked / mo —
  • Showed appointments / mo —
  • Time to first meeting —
  • AUM added / mo —
  • 12-mo total transaction value (TV) —
  • AUM Under Management (12-mo) —
  • Cost per acquisition (CAC) —
  • LTV per client (7-yr) —
  • LTV : CAC ratio —
  • Expected ROI multiple —
M1
M6
M12
Assumptions & methodology
  • Cost per booked call: $300 (under), $225 (medium), $175 (over). Based on OJay Media benchmarks across wealth-management clients in 2025.
  • Show rate: 65% / 78% / 85%. Industry baseline 78% with our pre-call indoctrination sequence.
  • Close rate: 18% / 25% / 32% on showed calls. Automation toggle adds +5% additive across all scenarios.
  • Avg liquid assets: $930,000 per booked appointment (HNW lead profile we target).
  • Annual fee: 1.0% of AUM. Clients onboard evenly across 12 months — first-year fees averaged at 0.5x.
  • Retention: 7 years average client lifetime for LTV calculation.
Book a Strategy Call
How We Work

From strategy call to 25 appointments/month.

A five-stage engagement designed to go from first conversation to a fully ramped acquisition engine on your calendar.

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.

Day 0
02

Onboarding & positioning

Avatar research, offer refinement, and compliance review. We document exactly who we're selling to, what problem we're solving, and what the SEC-safe version of the pitch sounds like.

Week 1
03

System build

VSL, landing page, ad creative suite, booking flow, and full conversion tracking. Every asset shipped, reviewed, and compliance-checked before media dollars hit the Meta account.

Weeks 2–3
04

Launch & iterate

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

Weeks 3–6
05

Scale

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

Month 2+
Schedule Strategy Call
The OJay Blog

Playbooks on client acquisition, marketing strategy, and advisor growth.

View all 14 articles
Pillar Guide

How to Get Clients as a Wealth Manager: The Complete 2026 Playbook

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.

16 min read
Buyer's Guide

Best Marketing Agency for Financial Advisors: The 2026 Buyer's Guide

A data-driven buyer's guide to choosing a marketing agency for your RIA — agency types, evaluation criteria, pricing benchmarks, and red flags.

15 min read
Paid Ads

Facebook Ads for Financial Advisors: The Complete 2026 Lead Generation Playbook

Run Facebook ads for financial advisors the right way — HNW targeting, VSL funnels, CBO structure, SEC compliance, and CPL benchmarks for $500K+ prospects.

14 min read
Paid Ads

Google Ads for Financial Advisors: The 2026 Guide to Winning High-Intent Search

A practical Google Ads playbook for financial advisors — keyword strategy, account structure, landing pages, CPC benchmarks, and Google's financial services ad policies.

14 min read
SEO & GEO

SEO for Financial Advisors in 2026: Rank in Google AND AI Search

A modern SEO playbook for financial advisors covering traditional Google rankings and GEO — Generative Engine Optimization for ChatGPT, Claude, Perplexity, and Google AI Overviews.

14 min read
Email

Email Marketing for Financial Advisors: The 5-Sequence System

A complete email marketing playbook for financial advisors — list building, segmentation, the 5 essential sequences, SEC-compliant templates, and deliverability.

13 min read
Oliwer Jonsson, Founder of OJay Media Marketing
Oliwer Jonsson
Founder & CEO
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.

Read our story
FAQ

Frequently asked questions.

The answers most RIAs want before booking a strategy call.

What does OJay Media actually do?
OJay Media is a boutique client acquisition agency exclusively for wealth managers and RIA firms. We build and operate end-to-end paid acquisition systems — VSL funnels, Meta and Google ads, landing pages, booking flows, and compliance-aware creative — designed to produce 13–25 qualified appointments monthly with $500K+ prospects.
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 per result. Our fees are tied to qualified appointment volume rather than hours worked or deliverables shipped. If our systems don't produce booked calls with qualified prospects, you don't pay full fees. This structure only works because we're selective about the firms we take on — and confident in the systems we run.
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.

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 Strategy Call

Boutique capacity. Max 4 new clients per month. Application required.