Genie turns what you know into campaigns with videos, guides, and events that build trust with your ideal clients. She finds speaking and partnership opportunities, then prepares the materials that position you as the obvious choice.
AI should amplify you, not replace you. That is the deal, and the workflow enforces it.
Runs the work
Research, strategy, drafts, campaigns, events, follow-up. Prepared, pre-screened, and queued for review.
Sign off
Nothing publishes without your approval. Not a post, not an email, nothing.
Stays the final word
Compliance pre-checks are built in, and the review flow is built around your firm: a designated reviewer, a compliance vendor, or your broker-dealer. They remain the final approver on everything public.
Every channel below is part of one system, with human specialists brought in when the work calls for extra polish.
Builds your ideal client profile (ICP) from scratch
Walks you through who your best clients actually are. Generates positioning, messaging, and a growth plan tailored to them.
Articles, social, video, guides and offers
Starts from your ideas and interviews, never a blank page. Repurposes your webinars into short clips. Prepares, queues, and ships after your approval.
Partners, Rooms, Employers: the openings, prepared
Finds the CPAs, attorneys, and other centers of influence (COIs) who can introduce you, the podcasts and stages worth pitching, and the employers worth teaching in. Prepares the researched next move.
Seminars, dinners, webinars
Books venues, handles RSVPs, prints handouts, runs registration and reminder drips. End to end, in person or virtual.
Website and landing-page foundation
Prepares your advisor website and campaign landing pages around the clients you want to reach, with forms and follow-up connected. You provide your domain access, disclosures, and approvals; Genie prepares the pages and guides the domain setup before publication.
Page, follow-up, meeting
Tracks leads from first click to first appointment. Follow-up sequences reflect your ideal clients, with alerts when a lead may need your attention.
Meta, Google, LinkedIn ads
Builds 6-8 ad concepts per campaign from your positioning. Scores and ranks them. Tracks conversions back so the algorithms learn. 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. We recommend starting around $1,500 a month and raising it once the campaign is converting; some advisors start at $1,000.
SEC/FINRA compliance workflows
Public-facing work runs through compliance review points before it reaches whoever reviews for your firm: a designated reviewer, a compliance vendor, or your broker-dealer. External reviewer links, versioning, and archival built in. They stay the final word.
Want the step-by-step from first call to running campaigns? Read How It Works →
Drafts arrive carrying their source: the webinar they came from, the interview you gave, the notes you sent in. When a source is unknown, the receipt stays quiet rather than inventing one.
Illustrative work receipt
Built from: your July webinar
"Most families don't plan the retirement transition. They react to it. Naming that early is where a real plan starts."
Drafted into: one article + three short clips, in your words
Signed by you · Shipped
The Audition is one piece of work for your firm, complimentary, before you decide: private, usually delivered within two business days. The Audition page explains exactly what you receive and when.
"I became an advisor to advise clients, not to write LinkedIn posts."
Something we hear often
The Growth Plan is $1,995 a month, or $1,795 a month on an annual plan, with no setup fees and your strategist one reply away. Opportunities on its own (openings found and prepared: rooms to be in, partners to know, employers to help) is $1,000 a month, or $900 a month on an annual plan. The Growth Plan includes the whole platform; your plan sets how much work Genie takes on each quarter, not which tools you can touch. Media spend and direct costs such as printing, postage, and SMS are separate. Extra work allowance, additional personalized advisor profiles, and ongoing human design work are optional paid additions. See the plans →
Agency and hiring figures are illustrative monthly budgets, not market quotes. Costs vary by scope, location, and experience.
Full-service marketing agency
$5,000–15,000/mo + setup fees
Junior marketing hire
$5,500–8,000/mo + benefits + tools
Genie, Growth Plan
$1,995/mo, or $1,795/mo on annual. No setup fees
Put your name on the growth.
Ten minutes with Genie becomes a plan. Say yes and she starts; you approve everything.