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, she 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 maps the work most likely to move the firm forward: COI relationships, podcast and speaking opportunities, events, websites, campaigns, lead magnets, email, social, video, and more.
Nothing starts from a generic template or a blank prompt. It starts with your positioning, your clients, your recordings, your notes, and what you actually believe.
Public-facing materials, from ads and articles to event invitations, landing pages, and outreach drafts, go through compliance-aware pre-screening before they reach your inbox. Drafts arrive showing what they were built from: the webinar, the interview, the notes you sent in.
When review is required, your designated reviewer approves through a simple link: no back-and-forth emails, no lost versions. Your reviewer stays the final word on what ships. Version history and archival are included.
Want this running for your firm?
See Genie WorkAfter the required approvals, Genie launches campaigns across Meta, Google, LinkedIn, email, and more. She also coordinates event logistics, researches COIs and professional introductions, surfaces podcast and speaking opportunities, and prepares the next action for your team.
She monitors what is running, keeps the work moving, and flags decisions before they become bottlenecks.
Genie learns from results, feedback, and the relationships your firm is building. The longer you work together, the sharper she gets about which rooms, channels, partners, and messages are worth pursuing.
And when a task needs a human touch (a designer, a videographer, a copywriter), Genie hires from our vetted specialist network. And when a week has nothing worth publishing, she says so, and offers a ten minute way to fix it.
Set the permissions. Approve public-facing work before it goes live. Track leads, events, relationships, and performance across channels. Talk to Genie over email, text, Slack, or chat, whatever works for you. It's your growth, running on your terms, and your reviewer has the final word where review is required.