ALEX MORGAN, CFP®
Sample Advisory
"The first year is about identity, not income."
9:16
1:1
16:9
Also cut3 short-form clips · captions · reuse notes
Four complete examples, each told the same way: what you gave Genie, what Genie prepared, what you decided, and what you keep. The finished work sits next to the story. Every sample on this page is illustrative and labeled. There is no real client here, by rule.
FOUNDATION FEEDING A FUNNEL
YOU GAVE GENIE
A ten-minute phone video about the retirement transition, recorded at your desk.
GENIE PREPARED
The strongest story cut into a polished video, three short clips with captions, four posts, two ad concepts, a follow-up email, and a landing page to capture the audience it puts in front of you.
YOU DECIDED
You approved the video and two clips, changed one line of the email, and passed on one ad concept.
WHAT YOU KEEP
The polished cut, the clips in every ratio, the captions, and the posts, email, and page built around them. Yours to reuse anywhere.
Reach and engagement depend on distribution and the audience. Watching is still theirs to decide. Genie prepares the work; the response is never something we promise.
ALEX MORGAN, CFP®
Sample Advisory
"The first year is about identity, not income."
CLIP 01
0:42 · 9:16
captions + motion
CLIP 02
0:38 · 9:16
hook + end card
CLIP 03
0:51 · 1:1
chart callout
Cut from that one recording
Polished cut
Edit, captions, color, your branding
Three clips
Cut for 9:16, 1:1, and 16:9
Four posts
In your words, queued by channel
Two ad concepts
Scored, ranked, ready for review
Follow-up email
The next touch for anyone who watches
Landing page
Capture and consent for the audience it draws
FUNNELS
YOU GAVE GENIE
One audience (business owners within ten miles), one offer (a short guide on paying yourself first), and your review requirements.
GENIE PREPARED
Geo-targeted promotion, the guide, a landing page with capture and consent, a four-step nurture sequence, and the next-conversation ask, drawn as one connected path.
YOU DECIDED
Compliance cleared the page and the sequence; you set the budget; Genie launched after both.
WHAT YOU KEEP
The guide, the landing page, the nurture sequence, and the audience and offer brief they were built from.
Whether anyone downloads the guide or takes the next conversation is still theirs to decide. Genie prepares the work; the response is never something we promise.
Traffic
Offer
Capture
Nurture
Meeting
Selling the business you built?
A planning checklist for the year before a sale.
RADAR
YOU GAVE GENIE
Who your best clients already are, and the kinds of professionals you wish referred them.
GENIE PREPARED
A CPA two miles away whose clients overlap yours, the evidence for the fit, a co-branded guide, review-ready outreach, and a potential cohost-event concept.
YOU DECIDED
You sent the introduction yourself after one edit. The reply is theirs to give.
WHAT YOU KEEP
The fit evidence, a co-branded guide with both logos on it, the draft introduction, and the cohost concept.
The other professional still decides whether to meet, and whether to refer. Genie prepares the work; the response is never something we promise.
Matched relationship
Jordan Reyes, CPA
Sample Tax Group · 1.4 miles away · business-owner practice
CPA relationship
FIT 88Client conversation guide
What owners ask in the year before they sell
Where the tax question ends and planning begins
Five questions to ask before a letter of intent
How to bring a planner in without losing the client
FUNNELS
YOU GAVE GENIE
A topic, a month, and the kind of room you like.
GENIE PREPARED
Venue options, the audience, invitations, registration and reminders, day-of materials, and the follow-up sequence, as one plan instead of eight tasks.
YOU DECIDED
You picked the venue and the date; compliance cleared the materials; Genie ran the reminders and drafted the follow-ups.
WHAT YOU KEEP
The registration page, the invitation sequence, the reminders, the day-of packet, and the follow-up paths.
Invitees still decide whether to register, attend, or take a next step. Genie prepares the work; the response is never something we promise.
Registration page
Taxes in the first five years of retirement
Brief
Topic, room, and the month
Audience
Who the invitation goes to
Promotion
Invitations, page, reminders
Day-of
Packet, check-in, materials
Follow-up
The next touch, drafted
Each tab shows what Genie read, the stages the work moves through, where you sign off, and what you keep whether or not anyone outside responds.
What Genie runs
A few examples of the ongoing job. She runs them all.
Opportunity Radar
Genie reads the public evidence, finds an opportunity that fits the firm, and designs the material to go after it.
Illustrative input
Sample advisory firm · retirement transitions · Philadelphia
Yours either way
The research, a designed speaker sheet you can reuse anywhere, the matched opportunity, and a draft pitch.
A host or organizer still decides whether to book you. Genie prepares the work; the response is never something we promise.
The best example is the one Genie does for your firm.
The Audition is one complimentary piece of this work, researched and prepared for your practice, delivered privately, usually within two business days.
Prices are on the Plans page