The Audition· Trustworthy growth for financial advisors
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.
The Audition is one piece of work for your firm, complimentary, before you decide: one Radar finding (openings found and prepared: places to speak, professionals to know, employers to help), with the material and outreach ready for your review.
01YOU INTRODUCE YOUR PRACTICE
02GENIE RESEARCHES AND PREPARES
03YOU REVIEW, THEN DECIDE
REVIEW-READYSpeaker profile
Alex Morgan, CFP®
Retirement transition advisor
Featured conversation
The human side of the retirement handoff
A practical conversation about identity, family decisions, and building a life after the final paycheck.
Good fit for
Podcasts
Client events
Executive groups
Private · usually within two business days
ADVISOR
Alex Morgan
FIRM
Sample Advisory
FOCUS
Retirement transitions
MARKET
Philadelphia
One introduction. That is the whole ask.
Reading your introduction
who you are · who you serve
Prepared for this firm
Podcasts, stages, panels, and guest articles where this firm may be worth hearing.
Matched opportunity
The Sample Retirement Hour
Regional podcast · books two guests a month
Speaker profile
Alex Morgan, CFP®
Retirement transition advisor
Featured conversation
The human side of the retirement handoff
A practical conversation about identity, family decisions, and building a life after the final paycheck.
Good fit for
Podcasts
Client events
Executive groups
Ready for your review
Nothing is sent or published during the audition.
A sample of the finished piece. More of the whole job, drawn end to end, is on the Examples page.
Make the introduction
No setup project. No feature quiz. No requirement to prepare a brief before Genie can be useful. If selected, Genie researches what’s already public about your firm and prepares that piece of work: complimentary, private, and yours to judge.
No account to configure
What you receive
Genie will research one opening that may fit your practice, prepare the supporting material and outreach, and give you a clear next move. Nothing is contacted, published, or spent.
Usually within two business days after email confirmation and any needed direction. If Genie needs more direction, she asks first.
Keep the work either way. In a working relationship Genie runs your Foundation (the everyday work: your website, listing, newsletter, reviews, materials), Funnels (a campaign that runs start to finish: promotion, a guide or video, a page, follow-up, a conversation), and Radar every month. The Audition is one Radar finding from that job.
Complimentary, and selected on fit. If it earns it: Full Growth is $1,200 a month, or $1,000 on annual; Radar alone from $500; media spend is separate. Plans
Limited pilot
Auditions are selected based on fit, enough public professional evidence, and current capacity. A submission is a request for review, not a promise of acceptance.
Step 1 of 2
The essentials
Before you introduce yourself
No. The Audition is one complimentary, bounded piece of work: one Radar finding for your firm, with the supporting material and outreach prepared. It is not an account, a workspace, a credit, or a recurring service. It is a way to judge how Genie thinks and works before deciding whether the working relationship makes sense.
In a working relationship Genie runs your Foundation (positioning, website and landing pages, search readiness, your content and video library), your Funnels (one audience, one offer, one connected path from promotion through follow-up), and your Radar (speaking opportunities, center-of-influence relationships, business openings), every month, with you deciding what advances and compliance review built in where your firm requires it. The Audition is one piece of that job, done for your firm.
No. The Audition prepares work for your review. AdvisorGenie does not send outreach, publish content, launch campaigns, spend a budget, or represent your firm during the Audition.
No. Auditions are selected on verified advisory-firm fit, enough current public professional information to do credible work, and current capacity. If the evidence is too thin, we would rather say so than pad an assignment.
You can tell her what would help most, and the form asks. If you would rather not, she starts where the evidence supports the most specific, useful work. It is a question of sequencing, not limits.
The useful part does not depend on an outside reply: you still keep the research, the finished piece, the draft outreach, the follow-up, and a clear next move. A third party's response is a market outcome, not something Genie can promise.
Introduce your firm. Genie prepares one piece of work for it, privately, and you decide what happens next.
Start the auditionQuestions first? Email genie@advisorgenie.com or read our privacy policy.