See the fit. Choose the next move.
A workshop for NYC technology professionals: the fit, the angle, and the pitch already drafted.
Trustworthy growth for financial advisors
Genie learns your firm, then builds and runs your growth plan
Ten minutes with Genie becomes a plan: who you're for, the one thing to run this quarter, and what it costs. Say yes and she starts; you approve everything. So the right clients show up already trusting you.
Ten minutes. Private. Nothing goes out without you. Prefer a person? Book Brian.
Video
Guide
Speaking opportunity
Landing page
hi, i'm genie
WHAT YOU GET
What the plan can draw on
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.
Partners who introduce you
- CPAs and attorneys whose clients look like yours
- A co-branded guide, both logos on it
- The introduction, drafted
(Opportunities: Partners)
Speaking, and your own content
- Podcasts, stages, panels, and guest articles, the pitch prepared
- Ten minutes on a phone, cut into clips
- Website, listing, newsletter, reviews, kept current
(Opportunities: Rooms · Foundation)
Events, and mail
- Dinners, workshops, webinars, venue to follow-up
- Workplace sessions for employers whose people fit your practice
- Invitations, reminders, a piece in the mail
(Campaigns · Opportunities: Employers)
A guide, with paid reach
A short guide on its page, ads behind it, follow-up until the meeting.
- Attention
- Page
- Offer
- Follow-up
- Meeting
(Campaigns · 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 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
A teammate who 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, niche, or content library needed to start; Genie develops the direction with you.
Read How It WorksA CAMPAIGN IN PRACTICE
One campaign, from attention to a meeting
One campaign for Magic Wealth, which serves NYC technology professionals holding company stock, built around one short guide.
Morgan Fields, CFP®
Magic Wealth
If most of your net worth is in one stock, the months before a tender offer matter most.
A post in the feed they already read
A CPA's introduction, your guide beside their name
A room you spoke in, the summit Genie found
AttentionThey find youa post, a partner, a room
For technology professionals
Before Your Next Equity Decision
A checklist for people holding company stock.
PageThey land on your pageone page, one guide, one form
Sent to their inbox
OfferThey learn how you thinka short guide in your voice
From Morgan Fields, CFP®
Subject Your pre-meeting checklist
Hi Taylor, before we talk, here is a short checklist so your grant dates hold no surprises.
Open the checklistFollow-upThey hear from youan email or a text, in your words
Intro meeting
Thursday · 2:00 PM
Taylor · 30 minutes
CONFIRMED
MeetingThey booka meeting on your calendar
OPPORTUNITIES IN PRACTICE
An opportunity, with the next move prepared
Opportunities are openings found and prepared: rooms to be in, partners to know, employers to help. One finding for the same practice, next move drafted.
Something worth sending with it.
A speaker sheet for the same audience.
A POPULAR CAPABILITY
Ten minutes on a phone becomes a campaign
Genie drafts the script from your ideas. You record ten minutes on a phone. She turns the footage into everything the campaign needs.
See the finished examplesTHE GENIE STANDARD
Growth worth putting your name on
We are not anti-AI. We are anti-slop.
AI didn't invent commodity marketing. It made it infinite. Trust is the one asset an advisory practice runs on.
SLOP
slop (n.): messages you'd never write, sent to people who don't care.
- Sent to everyone
- Starts from a blank page
- Fills a calendar
- Spends trust you took years to earn
TRUSTWORTHY GROWTH
We use AI to compound trust, never to replace you.
- Built for one firm
- Starts from your voice, positioning, and clients
- Earns a conversation
- Compounds it
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 and talks to your team over email, text, Slack, and chat.
THE TOOLS ADVISORY FIRMS ALREADY USE
+ more
+ more
TWO WAYS TO START
Growth Plan
Genie builds and runs your growth plan, with your strategist one reply away.
$1,995 / month
or $1,795 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.
Opportunities
All three lanes, one price: Rooms, Partners, and Employers
$1,000 / month
or $900 a month on an annual plan. No setup fee.
A monthly shortlist with the pitch and materials prepared.
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 and prepares the material and the outreach. Nothing is contacted, published, or spent. It arrives privately, usually within two business days.
Then you decide. Selected on fit.