Beginner advisor closed $4.1M AUM in 3 months.
Average account size: $500K. No prior paid media experience. Just the system, run end-to-end.
Dive deeper into two documented wins.
Capital Partners Wealth Management
Chris Reid
$12.9K spend → $100K+ revenue · 4:1 ROI
"If you're going to throw money somewhere, throw it at Oli. It's your highest hit percentage."
Read full case studymyeCFO
Roger Chen
$9.7K spend · 2 clients · $6M+ AUM
"We've already broken even. We don't have to worry about ROI."
Read full case study
Financial Advisors, RIA's & Annuity Producers
See How Our Partners Are Booking 1–3 HNW Appointments A Day. (And Why They're Asking To Give Us 5-Star Reviews)
Used By 7 & 8-Figure RIA's, IRA's, Financial Advisors & Insurance Agents Across North America
The advisors behind these results
A Light $4M AUM 🤑 Filled Calendar in 14 Days.
Needed to hire an associate advisor. $800K income prospect CLOSED 🥳 — captured straight from the partner's CRM and inbox during the campaign window.
Calendar Filled / 14 Days
$800K Income / Closed
Case File / 02
Proof works at both ends of the experience curve.
A first-year advisor scaling from zero. A veteran who's seen every pitch. Both closed — inside weeks of going live.
Sceptical old-school advisor — concept proved after 1 week.
Two meetings booked inside the first seven days. The kind of velocity that shuts down objections before they start.
The messages I live for. Advisors asking to give us 5-star reviews.
Word of mouth spreads fast when $2M gets transferred in a single month. Below: unedited DMs from partner advisors, pulled straight from the inbox.
Partner Voices
Two million dollars in one month — the group chat finds out fast.
No scripts. No solicited quotes. Real advisors responding to real results in their own words, in their own feeds.
Testimonial Collage
Case File / 04 · ROI
That's what we call ROI.
$500 → $900K
$500 spent on ads. Three weeks later, a $900K account closed. That's the receipt — campaign ledger, first booking, signed client.
$500 → $900K / 3 Weeks
Seasoned advertiser got the secret OJay magic — outperformed every other agency on their roster.
When an advisor who's already spent six figures with competing firms still moves budget to us, that's a data point. When they start asking for a review link — that's a pattern.
Status Update
Advisors literally asking to leave 5-star reviews.
The screenshot below is the banner the team pulled from Slack — a running tally of inbound review requests from the partner bench.
Case Files / 06 & 07
Volume at the top. Leverage at the edge.
A US partner scaling net-new clients. A Canadian partner turning YouTube views into booked meetings. Two geographies, one operating system.
8 new clients added. Average account size $273K.
Steady-state output from a partner running the full playbook — ads, qualification, booking, show-up, close.
Canadian advisor — 1M+ views on YouTube, 30+ meetings booked per month.
Just another casual 10X ROI 👀 — organic views compounding on top of paid, with the booking system catching every qualified inbound.
Campaign Snapshot
Partner Outcomes Summary
The following results are from verified OJay Media advisor partners. All figures represent documented outcomes from active campaigns.
Case Study 1: $4M AUM + Calendar Filled in 14 Days
Advisor type: RIA, United States. Outcome: $4M AUM acquired and calendar fully booked within 14 days of campaign launch. Closed an $800K income prospect in week one. Timeframe: 2 weeks.
Case Study 2: $4.1M AUM in 3 Months — Beginner Advisor
Advisor type: Independent financial advisor, United States. Outcome: $4.1M AUM closed in 3 months at $500K average account size. Timeframe: 90 days.
Case Study 3: $900K Account Closed on $500 Ad Spend
Advisor type: RIA firm, United States. Outcome: $900K AUM account closed within 3 weeks. Total ad spend: $500. Return on ad spend: 1,800x.
Case Study 4: 8 New Clients at $273K Average Account Size
Advisor type: Fee-only advisor, United States. Outcome: 8 new clients onboarded, $273K average account size, over $2.1M total AUM added in one quarter.
Case Study 5: 30+ Meetings Per Month — Canadian Advisor
Advisor type: Independent advisor, Canada. Outcome: 1M+ YouTube views generated, 30+ qualified prospect meetings booked per month through content and paid acquisition system.
Geographic exclusivity — limited partner slots
If the numbers above look like yours should — book the call.
We take on a maximum of 4 new clients per month and you only pay when qualified appointments show up. Pricing and qualification are covered on the next page.