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
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.
Try one complimentary assignment, then decide.
Video
Guide
Speaking opportunity
Landing page
hi, i'm genie
HOW IT WORKS
An AI teammate with a human team behind her
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 WorksWHAT YOU GET
Three kinds of work, one plan
A plan is the mix of the three that fits your practice. Genie recommends it, then runs it.
Campaigns that run start to finish (Funnels)
One idea carried to the people it is for, and on to a conversation.
- PromotionPosts, ads, partner invitations
- A guide, video, or eventA dinner, a webinar, a resource
- A landing pageThe offer and the sign-up
- Follow-upEmails and texts
- A conversationA reply or a booked call
Openings found and prepared (Radar)
Genie looks every week and brings each opening back with the next move drafted.
Opportunity
Events, stages, podcasts, and more
Prepared: A pitch and a speaker sheet
Relationship
CPAs, attorneys, and other referral partners (COIs)
Prepared: An introduction and a co-branded guide
Business
Employers to help
Prepared: A workshop concept and outreach
The everyday work (Foundation)
Kept current in the background, so the campaigns land somewhere solid.
- Website
- Listing and search
- Newsletter
- Reviews
- Materials
- Connected channels
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 same three kinds of work are drawn for your practice on one screen.
A FUNNEL IN PRACTICE
The right clients show up already trusting you
One Funnel for Magic Wealth, which serves NYC technology professionals holding company stock. Every step is 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 are when a few decisions 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 Radar found
PromotionThey find youa post, a partner, a room
Guide · 12 pages
Before Your Next Equity Decision
A planning checklist for technology professionals holding company stock.
The guide, on its pageThey 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 nothing about your grant dates or exercise window is a surprise.
Open the checklistFollow-upThey hear from youan email or a text, in your words
Intro call
Thursday · 2:00 PM
Taylor · 30 minutes
CONFIRMED
The conversationThey booka call on your calendar
RADAR IN PRACTICE
An opportunity, with the next move prepared
Radar is openings found and prepared: places to speak, professionals to know, employers to help. Here is one finding for the same practice, with the next move already 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 examplesTWO 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. A fair test is a quarter.
One month, illustrative: a guide with its page and four emails, one recording cut into three clips, one newsletter, two Radar findings.
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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