YOUR FOOTAGE, FINISHED
Upload a phone video. Genie finds the story
Prepares the edit, adds motion and captions, then maps the clips, posts, emails, and follow-up around it.
Trustworthy growth for financial advisors
Growth worth putting your name on
Slop burns trust. We use AI to compound it. Genie turns what you know into videos, guides, and events, with the posts, pages, and follow-up that connect them to your ideal clients. She finds the speaking and partnership opportunities worth your time, then prepares the research, the pitch, and the materials that position you as the obvious choice.
slop (n.): messages you'd never write, sent to people who don't care.
An AI teammate with a human team behind her. You approve everything. So the right clients show up already trusting you.
Try one complimentary assignment, then decide.
hi, i'm genie
HOW IT WORKS
A growth team you talk to
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, niche, or content library needed to start; Genie develops the direction with you.
Read How It WorksONE CAMPAIGN
One campaign, start to finish
Genie drafts the script from your ideas. You record ten minutes on a phone, a webinar, or a Zoom call. She turns the footage into the polished video, the clips, the posts, the emails, the page, and the follow-up, then brings every piece back for your approval before it moves. Your face, your words, no blank page.
See the finished examplesRADAR IN PRACTICE
An opportunity, with the next move prepared
Radar is openings found and prepared: places to speak, professionals to know, employers to help. Magic Wealth focuses on NYC technology professionals facing equity decisions. Here is how that focus becomes a workshop angle, a pitch, and a speaker sheet worth sharing.
Magic Wealth demo account · Illustrative opportunity and draft materials, not a live opening or a booked engagement.
See the fit. Choose the next move.
An equity-planning workshop for a researched audience of NYC technology professionals. The record explains the fit, the proposed angle, and how to pursue it.
The introduction is already drafted.
The pitch connects the advisor's knowledge with the audience. Review it, make it yours, and decide whether to act.
Something worth sending with it.
A speaker sheet built around the same audience, with useful topics and a clear session format.
WHAT YOU GET
Three kinds of work, one plan
Genie recommends the mix for your practice and puts the plan to work.
Campaigns that run start to finish (Funnels)
Promotion, a guide or video, a page, follow-up, a conversation.
Openings found and prepared (Radar)
Places to speak, professionals to know, employers to help.
The everyday work (Foundation)
Your website, listing, newsletter, reviews, materials.
Promotion runs on posts, email, search, and partner invitations, and can include ads. 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.
See what's inside
Funnels: the five stages
- Promotion. Posts, email, search, partner invitations, and ads when you want them.
- Useful content. A video, guide, assessment, webinar, or event.
- Page. A clear offer, registration, consent, and routing.
- Follow-up. Nurture, reminders, and the next useful step.
- Conversation. A reply, attendance, or a meeting request.
Radar: the three lanes
- Opportunity: podcasts, stages, guest articles, and sponsorships.A relevant pitch and speaker material.
- Relationship: CPAs, attorneys, and other professional partners.An introduction, co-branded guide, or cohost-event concept.
- Business: employers, associations, and member groups whose people fit your practice.A financial-wellness workshop concept and outreach.
Foundation: the everyday work
- Websites
- Local and AI search readiness
- Newsletters and content
- Review requests and replies
- Branded materials
- Connected channels
TWO WAYS TO START
FULL GROWTH
Foundation, Funnels, and Genie running the work
$1,200 / month
or $1,000 a month on an annual plan. No setup fees.
STANDALONE RADAR
One, two, or all three lanes, on its own
from $500 / month
$500, $650, or $750 by lane count. Media spend separate.
THE AUDITION
See one piece of the work for your firm first
The Audition is one piece of work for your firm, complimentary, before you decide. Tell Genie about your practice. She researches one opening that may fit it, prepares the supporting material and the outreach, and gives you a clear next move. Nothing is contacted, published, or spent. It arrives privately, usually within two business days.
Then you decide whether to keep working together. Selected on fit.
THE GENIE STANDARD
Why advisors trust it
Three of the seven refusals Genie is held to.
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 into one system and talks to your team over email, text, Slack, and chat.
THE TOOLS ADVISORY FIRMS ALREADY USE
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