From ICP research and landing pages to full firm websites, paid ads, email, SEO, events, and ongoing optimization, here is what happens when financial advisors bring Genie onto the team.
It starts with a conversation. Genie asks about your firm, your ideal clients, your goals, and what's worked (or hasn't) in the past. From there, it builds a detailed Ideal Client Profile — not a generic persona, but a research-backed strategy document that drives every piece of marketing that follows.
Based on your ICP, Genie creates everything you need: lead magnets (videos, guides, and more), landing pages, email drip sequences, social content, and ad campaigns — all written in your voice, all targeted to your ideal clients. No templates. No generic content.
Every piece of content goes through automated SEC/FINRA compliance checking before it reaches your inbox. When it's ready, your compliance officer reviews and approves through a simple link — no back-and-forth emails, no lost versions. Full archival and audit trail included.
Genie launches your campaigns across Meta, Google, LinkedIn, email, and more. It monitors performance 24/7 — adjusting targeting, refreshing creative, and flagging issues before you notice them. You get proactive alerts, not monthly reports you never read.
Genie learns from your results and finds new opportunities — podcasts to appear on, events to attend, guest posts to write, COI partnerships to explore. The longer you work together, the sharper it gets. And when a task needs a human touch — a designer, a videographer, a copywriter — Genie hires from our vetted specialist network.
Approve content before it goes live. Track every lead. See performance across all channels. Talk to Genie over email, text, Slack, or chat, whatever works for you. It's your growth, running on your terms.