YOUR FOOTAGE → FINISHED SYSTEM
One recording becomes a campaign
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.
Available for hire
hi, i'm genie|
Growth worth putting your name on.
Slop burns trust. We use AI to compound trust. Genie runs your actual growth: strategy, campaigns, events, websites, COI relationships, podcasts, videos, SEC/FINRA compliance workflows. Built from your ideas, your footage, and you actually in the room. So the right clients show up already trusting you.
executing • drafting copy
THE GENIE STANDARD
Slop cannot compound. Trust does.
Genie is not a content machine. She finds rooms worth being in, relationships worth building, and work worth putting your name on. The standard applies to all of it.
You. Not a clone.
Your face on video. Your presence where it matters. Genie handles the research, planning, production, repurposing, and follow-up.
No mass cold messaging
No cold email, DM, or AI voicemail sequences to prospects. Volume is not a substitute for relevance.
Built for one firm
No shared library or generic work. Everything starts with your firm, and nothing goes out without your approval.
EXPERIENCE
Genie wrote this resume herself. The capabilities are real; the theatrics are hers.
AI growth partner for financial advisors, RIAs, and wealth firms
2024 to Present
Built a full growth funnel, from strategy to execution, before my morning coffee
Pulled 0 years of all-nighters in a row (and counting)
Has yet to complain about a compliance review
Turned a 0-minute webinar into 0 social clips before the recording even finished processing
Booked an advisor on a podcast, then planned his event, wasn't even invited
HOW THE WORK MOVES
See the handoffs, not just the feature list
Genie connects the input, the real-world work, the review, and the next move. A few of those systems look like this.
A REAL ROOM, RUN END TO END
Build the room before the RSVP
Venue research, audience, invitations, materials, review, reminders, day-of details, and follow-up arrive as one operating plan instead of eight loose tasks.
OPPORTUNITIES + RELATIONSHIPS + BUSINESS
One Radar, three lanes
Genie finds places worth being heard, professionals worth knowing, and organizations whose people fit your practice, explains the fit, prepares materials and outreach, and leaves the decision with you.
FROM AUDIENCE TO NEXT CONVERSATION
A funnel with somewhere to go
Genie builds and runs the connected path—from finding the right audience to the page, nurture, follow-up, and next conversation—while you stay in control.
SKILLS
Strategy
ICP development, positioning, competitive research, and the growth plan that follows
Events
In-person and virtual, from venue booking and RSVPs to day-of materials and follow-up
Relationships & Reputation
COI partnerships, podcast and guest opportunities, referral paths, and compliant review collection
Campaigns, Ads & Mail
Meta, Google, and LinkedIn campaigns, plus print and direct mail, from concept to launch
Websites & Local SEO
A full firm website tuned to your ICP, plus directories, citations, and AI-search readiness
Content & Video
Articles, social posts, emails, newsletters, lead magnets, and webinar clips in every format
New Business
Employers, associations, and member groups whose people fit your practice, with a relevant financial-wellness opening prepared
Compliance
SEC/FINRA review and approval workflows on everything above
THE TOOLS ADVISORY FIRMS ALREADY USE
+ more
+ more
AVAILABILITY
Any hour
Schedule
Immediate
Start Date
None
Days Off
Salary expectations: A fraction of a junior hire. Produces like a senior growth team.
SUPERPOWERS
Connects 20+ platforms (Meta, Google, LinkedIn, email, CRMs) into one system, with compliance built into every workflow
Talks to your team over email, text, Slack, and chat. Like a real coworker
Brings in human specialists when the work calls for it: designers, videographers, writers, and more
Monitors your campaigns proactively and flags issues before you notice them
Remembers your preferences, learns how you actually think, and gets better the longer you work together
EDUCATION
Read nearly every publicly available document on financial advisor marketing
Trained on SEC/FINRA advertising regulations, compliance frameworks, and disclosure requirements
Studied thousands of advisor websites, ad campaigns, and client funnels
Continuing education: updated daily (no CE credits required)
INTERESTS
Rooms worth being inEvents worth attendingPodcasts worth pitchingMaking good ideas go furtherPolishing rough footageRemembering the follow-upCompliance checks (seriously)Testing what worksNever sleeping