The Boutique Difference

Big agencies sign 50+ clients and use templates. We work with 4-6 advisors and build everything custom.

Your Brand, Not a Template

We spend weeks building your custom positioning—not repurposing funnel #47 from another advisor.

Your Market, Protected

Geographic exclusivity means you're never competing against our other clients. One advisor per city.

Our Risk, Your Results

Performance-based pricing: you only pay when qualified appointments show up. We carry the risk.

Real Results

Brought in $4.2M in new AUM in the first 90 days. The quality of prospects is unlike anything I've seen.

Michael K.

RIA, Los Angeles

17 appointments in my first month. Finally, a partner who understands compliance and delivers.

Sarah L.

Wealth Manager, Chicago

What Makes Us Different

We only work with wealth managers. We only take 4-6 clients per month. We only get paid when you do.

No Retainers

No $7K/month fees. Pay only for shows.

Pre-Approved

Every asset designed for SEC/FINRA approval from day one.

No Competitors

We'll never sign an advisor in your market. Your city is locked.

Your Brand

Custom positioning that builds YOUR authority—not generic templates.

Common Questions

What does working with OJay Media Marketing cost?
We take a small deposit of $5,000-$10,000 to cover our costs building your custom funnel—think of it as an investment into an asset you own forever. After that, you pay $200-$300 per qualified appointment that shows up—and you pay AFTER they show up and you verify they are qualified. No upfront payments for appointments. Our incentives are perfectly aligned.
How much time do I need to invest in this?
About 5-7 hours during the first two weeks for onboarding (positioning calls, brand asset collection, compliance review). After that, your only time investment is showing up for the qualified appointments we book on your calendar. The system runs itself—you focus on closing.
How do you ensure SEC/FINRA compliance?
We have built comprehensive compliance infrastructure including 50,000+ words of SEC/FINRA skill documentation, prohibited language scanners, and pre-submission review processes. Every piece of content is compliance-engineered from day one. If your BD/RIA rejects our materials for any reason, we revise until approved at no extra cost—and if it cannot be approved, you get your deposit back.
What does "pay per result" mean exactly?
You only pay when a qualified prospect ($500K+ investable assets) actually shows up to the appointment. But here's the key: you pay AFTER they show up and you confirm they are qualified. Not before. If they don't show, you don't pay. If they show but aren't qualified, you don't pay. You verify first, then you pay. That's what true performance-based means.
What's different about working with OJay Media Marketing compared to other agencies?
Four fundamental differences: (1) We're boutique—only 4-6 clients per month, which means truly custom work, not templates; (2) Your custom funnel builds YOUR brand—prospects see YOUR face, learn YOUR philosophy, so first calls aren't "prove yourself" calls; (3) Geographic exclusivity—one advisor per city, your competitors cannot access this; (4) True performance-based—you pay AFTER qualified appointments show up, not before. We are partners, not vendors.
How quickly will I start seeing appointments?
Most advisors see their first appointments within 2-3 weeks of launch. Full ramp-up to 13-25 monthly appointments typically takes 30-45 days as we optimize targeting and messaging based on real data from your market.
What's the 5-year ROI on this investment?
Conservative math: 15 appointments/month × 25% close rate × $500K average AUM × 1% annual fee = approximately $18K annual revenue per month of pipeline activity. Over 5 years with compounding, advisors typically see 15-20x+ ROI on their total investment. One $2M client pays for years of the system.
Why is geographic exclusivity important?
We limit to one advisor per metro area because advertising costs and prospect quality degrade when multiple advisors target the same audience. Geographic exclusivity protects your investment and ensures you're not competing against our own clients. Once a market is claimed, it's locked.
Do I need to create any content myself?
We handle everything: ad creative, landing pages, video scripts, email sequences. You'll record one 10-15 minute video following our proven script. We provide teleprompter text and coaching—you'll know exactly what to say, when to say it, and how to say it. That's your only time investment content-wise.
What if the appointments aren't converting for me?
If appointments are showing but not closing, we review your sales process together. We've helped dozens of advisors optimize their close rate with call recording review, objection handling frameworks, and follow-up sequences. Your success is our success—we don't make money unless you close.
Can I pause or cancel the service?
Yes. You can pause anytime because this is YOUR asset—you own the funnel, the videos, everything we build. We're partners, not vendors. Most advisors who pause do so for capacity reasons—too many qualified prospects to handle.
What platforms do you advertise on?
We focus exclusively on Facebook and Instagram (Meta), where we've proven the most consistent results for wealth managers. All campaigns are compliance-reviewed before launch.