Funnels and Radar are the two engines of trustworthy growth. A Funnel is a campaign that runs start to finish: promotion, a guide or video, a page, follow-up, a conversation. Radar is openings found and prepared: places to speak, professionals to know, employers to help. Here is what happens, in order, when a financial advisor brings Genie onto the team, and where you stay the final word.
It starts with a conversation, not a setup project. Genie asks about your firm, the clients you help, your goals, and what has worked (or hasn't). You do not need to know your niche, choose a marketing channel, or prepare a content library before you start. Share what you know about your practice; Genie asks the questions and does her own research.
From that she builds an ideal client profile (ICP): not a generic persona, but a research-backed picture of who you serve best, which drives every piece of work that follows. The Audition, one piece of work for your firm, complimentary, before you decide, starts here: its intake and a short direction workshop are this step.
Genie helps clarify whom you want to reach and what makes your practice distinctive, then recommends a practical marketing approach. The plan can include Foundation, the everyday work: your website, listing, newsletter, reviews, materials, along with positioning and local and AI search readiness. A Funnel connects one audience and one offer through a path from promotion through capture, nurture, and the next conversation. And where Radar should look: speaking opportunities, center-of-influence (COI) relationships, business openings.
Genie brings a recommendation and explains why it fits, so you can make an informed decision. Ideas, positioning, and scripts can be developed together; existing recordings or a finished marketing plan are not prerequisites.
Genie researches, creates, coordinates, prepares, monitors, and follows up. She prepares the content, introductions, and pitches, coordinates events from venue to follow-up, runs email and, when you want them, ad campaigns across Meta, Google, and LinkedIn, and flags decisions before they become bottlenecks. Ads are optional; many of our advisors run without them. When you want them, spend goes straight to Meta or Google and is separate from the plan.
Compliance review is built into the run, not bolted on. Public-facing work is pre-screened against SEC and FINRA advertising considerations before it reaches your inbox, drafts arrive showing what they were built from, and where your firm requires compliance review, your designated reviewer, compliance vendor, or broker-dealer approves through a simple link and stays the final word. Nothing ships without sign-off. When a week has nothing worth publishing, Genie says so and offers a ten-minute way to fix it; when the work calls for a designer, a videographer, or a writer, she brings one in.
Want to see step one done for your firm? The Audition is one piece of this work, complimentary.
Start the auditionSet 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 compliance has the final word where your firm requires review.