Funnels and Radar are the two engines of trustworthy growth. Here is what happens, in order, when a financial advisor brings Genie onto the team, and where you stay the final word.
It starts with a conversation, not a setup project. Genie asks about your firm, your ideal clients, your goals, and what has worked (or hasn't). You bring your ideas, your footage, your proof, your constraints, and your review requirements.
From that she builds an ideal client profile (ICP): not a generic persona, but a research-backed picture of who you serve best, which drives every piece of work that follows. The Audition intake and a short direction workshop are this step.
Genie recommends the combination and sequence of Foundation, Funnel, and Radar work most likely to move your firm. The foundational work first: positioning, website and landing pages, local and AI search readiness, your content and video library. Then one Funnel: one audience, one offer, one connected path from promotion through capture, nurture, and the next conversation. And where Radar should look: speaking opportunities, center-of-influence (COI) relationships, business openings.
You decide what starts. Nothing begins from a template or a blank prompt; it begins with your positioning, your clients, your recordings, and what you actually believe.
Genie researches, creates, coordinates, prepares, monitors, and follows up. She launches campaigns across Meta, Google, LinkedIn, and email, coordinates events from venue to follow-up, prepares introductions and pitches, and flags decisions before they become bottlenecks.
Compliance review is built into the run, not bolted on. Public-facing work is pre-screened against SEC and FINRA advertising considerations before it reaches your inbox, drafts arrive showing what they were built from, and where your firm requires compliance review, your designated reviewer, compliance vendor, or broker-dealer approves through a simple link and stays the final word. Nothing ships without sign-off. When a week has nothing worth publishing, Genie says so and offers a ten-minute way to fix it; when the work calls for a designer, a videographer, or a writer, she brings one in.
Want to see step one done for your firm? The Audition is one piece of this work, complimentary.
Start the auditionSet the permissions. Approve public-facing work before it goes live. Track leads, events, relationships, and performance across channels. Talk to Genie over email, text, Slack, or chat, whatever works for you. It's your growth, running on your terms, and compliance has the final word where your firm requires review.