A stage, with the pitch already written
A summit for NYC tech professionals: why it fits you, the talk to give, and the pitch, ready to send.
Trustworthy growth for financial advisors
People pick an advisor they've already met. Let's make that you
Genie is your whole marketing team. She gathers your next clients at a great spot in town, and makes sure they already know your name when you walk in. Just show up.
Complimentary first piece. No card needed.
hi, i'm genie Watch Genie work
A CAMPAIGN IN PRACTICE
One campaign, from attention to a meeting
One event for Magic Wealth, which serves NYC technology professionals holding company stock: a breakfast roundtable in town.
You're invited
Breakfast roundtable
Before Your Next Equity Decision
Thursday · 8:00 AM · Flatiron
Morgan Fields, CFP®
Magic Wealth
AttentionAn invitation your town seesseen where they already are
Breakfast roundtable · Thursday
Before Your Next Equity Decision
PageThey sign upone page, one form
Minutes after sign-up
Hi Taylor, you're in for Thursday. Anything you'd like Morgan to cover?
The day before
See you tomorrow at 8:00 AM in Flatiron.
Follow-upThey hear back within minutesplus reminders before the event
Breakfast roundtable
Morgan Fields, CFP® teaches one topic, then takes questions.
OfferThe eventone useful topic, no product pitch
Intro meeting
Tuesday · 2:00 PM
Taylor · 30 minutes
CONFIRMED
MeetingA meeting on your calendarthe front desk follows up and books it
WHAT WE BELIEVE
We use AI to create more real connection, not less
Most AI in marketing just makes more noise: more posts and messages nobody asked for. We think that's backwards. People choose an advisor they've met and trust. So Genie does the work behind the scenes and points all of it at real moments: a room in your town, an introduction from someone they trust, a video of you, and your own words in the places they already read.
Real moments
- A room in your townThursday, 8:00 · breakfast for twelve
- An introduction from someone they trustTheir CPA: “You two should talk.”
- A video of youTen minutes on your phone, edited
- Your own words in the places they already readYour newsletter, Sunday morning
WHY A TEAM
Advice is a trust business
Trust comes from consistently showing up as yourself, usefully, and through the right people.
Doing all that well takes a whole team. So advisors often make do with canned content, an agency that doesn't really know them, or nothing at all.
AI creates a better option. Genie is that team, and she's always on.
Genie's week
Example week
An example week of Genie's work.
2 pieces waiting for your OK
WHAT YOU GET
Meet new clients where they already are
Your plan does two things: it puts you in a room with the right people, and makes sure they already know you.
Local events
Genie runs events in your town, and finds the venue and the co-host.
- A talk, a breakfast, or a dinner with a local CPA
- Invitations and reminders; Genie can send a piece in the mail
- Follow-up that puts the meeting on your calendar
More in local events
- Workplace sessions for employers whose people fit your practice
- Webinars, for people who can't make it in person
- Promotion to fill the room, with ads when you want them
Your brand
Everything that makes people feel they already know you before you meet.
- A video of you: ten minutes on a phone, cut into clips. Or type your thoughts, no camera.
- Partners who introduce you, like CPAs and attorneys
- Your website, listing, newsletter and reviews, kept current
More in your brand
- A co-branded guide with a partner, both logos on it
- The introduction to a partner, drafted
- Podcasts, stages, panels, and guest articles, the pitch prepared
- Guides and videos that travel further with paid reach
Ads are optional. When you want them, spend goes straight to Meta or Google and is separate from the plan.
See the Marketing Map for one practice
In the product, the plan is drawn for your practice on one screen: Campaigns, Opportunities, and Foundation.
HOW IT WORKS
The team that does the work, not a tool you have to run
YOU
Talk to Genie by chat, phone, or text. Record ten minutes when you're willing. Approve what goes out.
GENIE
Researches your audience, builds the campaign, cuts the video, finds the openings, runs the follow-up, reports back.
YOUR REVIEWER
Where your firm requires review, it runs through the flow your firm already uses: a designated reviewer, a compliance vendor, or your broker-dealer. Nothing ships before.
No finished marketing plan, specialty, or content library needed to start; Genie develops the direction with you.
Read How It WorksROOMS GENIE FINDS
Genie finds the rooms you should be in
Conferences, podcasts, and groups whose people fit your practice. Genie spots the opening, checks the fit, and writes the pitch. You decide if you want to go.
And something to hand out
A worksheet for the same audience, so they leave with something useful from you.
A VIDEO OF YOU
Talk to your phone for ten minutes. Genie does the rest
Genie writes the questions from your ideas. She edits your ten minutes into short videos for your page, your emails, and your next invitation, so people get to know you before you ever meet.
See the finished examplesTHE GENIE STANDARD
Why advisors trust it
Three of Genie's seven refusals.
No cold prospecting
No cold email, DM, or AI voicemail sequences to prospects. Genie prepares warm, researched introductions instead.
No shared content library
Every piece is built for one firm, from its clients, voice, and point of view.
Nothing ships without your sign-off
Not a post, not an email, not an ad. Publishing happens at your tap and nowhere else.
Genie connects 20+ platforms.
THE TOOLS ADVISORY FIRMS ALREADY USE
+ more
+ more
First Meetings
New prospects on your calendar, starting with an event in your town
We plan, promote and run it, follow up with everyone who signs up, and book meetings on your calendar.
Which room suits you?
- A small breakfast roundtable
- A lunch at a CPA's or partner's office
- A dinner a client hosts, with guests
- A class or talk in town
Rather not host an event? Growth fits better: Genie runs campaigns that bring people to a consult with you, no room needed. See Growth
How it works
- Sign, and we book your event 6 to 8 weeks out and hold a second date about 8 weeks after it.
- In week 1 Genie picks the format with you, by who you want in the room: a class, a hosted talk or lunch-and-learn, a short talk with Q&A, a small roundtable, or a client evening where each client brings a friend. Genie looks for a local host with its own community (a club, an employer, a bookshop, a community-education program), books the room, and builds the topic, invitation, registration page and handout. You and your compliance team approve once.
- We promote it with the mix that fits your town. Every registrant hears from us within minutes and gets reminders before the event.
- After the event, the front desk follows up and books meetings on your calendar.
- About three weeks later you see your kept meetings, which were with the people you told us you want to meet, and what attendees thought of the event. Want more: Growth starts that day and your second event runs on schedule. If not, we release the date.
$5,000
all-in, promotion included. Once per firm.
What's included: Our work, plus about $2,500 to promote and run your event, passed through at cost and spent only on what your event needs. Anything we don't spend rolls to your second event, or comes back to you.
FOUR WAYS TO START
First Meetings
New prospects on your calendar, starting with an event in your town
$5,000 one time
all-in, promotion included. Once per firm.
Growth Plan · Recommended
Genie builds and runs your growth plan: the clients you want more of, and the campaigns, rooms, and partners that put you in front of them.
$2,495 / month
or $2,245 a month on an annual plan. No setup fees. A fair test is a quarter.
One anchor campaign a quarter, monthly video and newsletters, all three Opportunities lanes.
Growth Partner Studio
Everything in Growth, plus our people.
$3,995 / month
or from $3,495 a month on an annual plan.
Growth Partner Firm
Three advisors, with our people.
$5,995 / month
or $5,495 a month on an annual plan.
Studio for three advisors: $3,995 plus $1,000 for each added advisor. Growth Partner Studio for two advisors: $4,995.
Each plan includes a set amount of work each quarter, and you choose what comes first. On Studio and Firm, our people's time is a set amount too.
Ready to try Genie?
Your first video, a client guide, or an introduction to a referral partner. Complimentary.