The Audition· Trustworthy growth for financial advisors
Genie is an AI marketing team that's always on, building trust with the clients you want: your website, newsletter, guides and videos, your events and campaigns, and introductions to partners, media and employers. She works with your compliance, and it's month to month.
A few questions with Genie become your firm's growth plan.
01YOU INTRODUCE YOUR PRACTICE
02GENIE RESEARCHES AND PREPARES
03YOU REVIEW, THEN DECIDE
REVIEW-READYSpeaker profile
Alex Morgan, CFP®
Retirement transition advisor
Featured conversation
The human side of the retirement handoff
A practical conversation about identity, family decisions, and building a life after the final paycheck.
Good fit for
Podcasts
Client events
Executive groups
Private · nothing goes out without you
ADVISOR
Alex Morgan
FIRM
Sample Advisory
FOCUS
Retirement transitions
MARKET
Philadelphia
One introduction. That is the whole ask.
Reading your introduction
who you are · who you serve
Prepared for this firm
Podcasts, stages, panels, and guest articles where this firm may be worth hearing.
Matched opportunity
The Sample Retirement Hour
Regional podcast · books two guests a month
Speaker profile
Alex Morgan, CFP®
Retirement transition advisor
Featured conversation
The human side of the retirement handoff
A practical conversation about identity, family decisions, and building a life after the final paycheck.
Good fit for
Podcasts
Client events
Executive groups
Ready for your review
Nothing is sent or published during the audition.
A sample of the finished piece. More of the whole job, drawn end to end, is on the Examples page.
The plan is complimentary. If it earns it: the Growth Plan is $1,995 a month, or $1,795 a month on an annual plan; Opportunities alone is $1,000 a month, or $900 a month on an annual plan; media spend is separate. Plans
Before you introduce yourself
No. The Audition is one complimentary, bounded piece of work: one Opportunities finding for your firm, with the supporting material and outreach prepared. It is not an account, a workspace, a credit, or a recurring service. It is a way to judge how Genie thinks and works before deciding whether the working relationship makes sense.
In a working relationship Genie runs your Foundation (positioning, website and landing pages, local search, your content and video library), your Campaigns (one audience, one offer, one connected path from attention through follow-up to the meeting), and your Opportunities (Rooms, Partners, and Employers: places to speak, professionals who introduce you, organizations to serve), every month, with you deciding what advances and compliance review built in where your firm requires it. The Audition is one piece of that job, done for your firm.
No. The Audition prepares work for your review. AdvisorGenie does not send outreach, publish content, launch campaigns, spend a budget, or represent your firm during the Audition.
When your plan's first piece is one Genie can make before you decide, she makes it for real. Otherwise she starts on what your plan runs first, the moment you start.
You can tell her what would help most when you introduce your firm. If you would rather not, she starts where the evidence supports the most specific, useful work. It is a question of sequencing, not limits.
The useful part does not depend on an outside reply: you still keep the research, the finished piece, the draft outreach, the follow-up, and a clear next move. A third party's response is a market outcome, not something Genie can promise.
She writes your growth plan, privately. You decide what happens next.
Start the auditionQuestions first? Email genie@advisorgenie.com or read our privacy policy.