Here is what happens, in order, when you bring Genie onto the team, and where you have the final word.
It starts with a conversation, not a setup project. A few questions with Genie, by chat or on a call, as many or as few as you like: she 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 plan conversation starts here. The Audition, one piece of work for your firm, complimentary, before you decide, is one option the plan can offer when a finished piece would help the decision.
Genie helps clarify whom you want to reach and what makes your practice distinctive, then builds your growth plan: the clients you want more of, what to run first, and what it costs. The plan can include Foundation, the everyday work: your website, listing, newsletter, reviews, materials, along with positioning, local search, and the structured data that search engines and AI tools read. A campaign is one idea carried start to finish: attention, a page, an offer, follow-up, a meeting, aimed at one audience. Opportunities are openings found and prepared: rooms to be in, partners to know, employers to help, and the plan says where they should look: Rooms (places to speak), Partners (center-of-influence (COI) relationships), Employers (organizations to serve).
Genie brings the plan 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. 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 quick way to fix it. Ongoing human design and editing work is an optional paid add-on.
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 compliance has the final word where your firm requires review.