Most firms grow through some mix of the paths below. Here is what each one gives you, and what Genie does alongside it or in its place.
What you get
Your best clients, introduced by people who already trust you. Keep them.
With Genie
Referrals stay your first engine. Genie adds a second: a website, newsletter, guides and events that give the clients you want a way to know you first, and introductions to a CPA, an attorney or another center of influence (COI), drafted for your OK.
What you get
Approved material, brand guidelines, and a review path you already know.
With Genie
Genie builds on it. She works with your compliance, routing public work to your designated reviewer, compliance vendor or broker-dealer, and adds work built from your own story, process and best clients.
What you get
A steady calendar of ready-made articles and posts, with little effort from you.
With Genie
Genie starts from you: your story, your process, the clients you want. You approve every piece.
What you get
A team that takes the work off your plate, on a scope you agree up front.
With Genie
Genie is that team, and she's always on. Your website, newsletter, guides and videos, events, campaigns and introductions run from one plan, month to month.
What you get
Names of people looking for an advisor, delivered for a fee.
With Genie
Genie builds the reasons people come to you: guides, events and campaigns that reach the clients you want, so the people who reach out have already met your work. Every lead shows its source.
What you get
Quick drafts and full control, on your own time.
With Genie
Genie does the last step: publishing, follow-up, and introductions, not drafts. The expensive part of marketing is your time. That's the part Genie does.
What you get
Someone in your office who learns your firm over time.
With Genie
The range of a whole team from the start: web, writing, video, events, ads and outreach, in one plan you can start or stop month to month.
No shared content library, no cold consumer outreach, no invented sources, and no publishing without your sign-off.
Read The Genie StandardAgencies often charge a monthly retainer plus ad spend. Genie's plans are listed on the plans page, and ad spend, if you run ads, is separate.