From ICP research and landing pages to paid ads, email, SEO, and ongoing optimization, here is what happens when financial advisors bring Genie onto the team.
It starts with a conversation. Genie asks about your firm, your ideal clients, your goals, and what's worked (or hasn't) in the past. From there, it builds a detailed Ideal Client Profile — not a generic persona, but a research-backed strategy document that drives every piece of marketing that follows.
Based on your ICP, Genie creates everything you need: lead magnets (videos, guides, and more), landing pages, email drip sequences, social content, and ad campaigns — all written in your voice, all targeted to your ideal clients. No templates. No generic content.
Every piece of content goes through automated SEC/FINRA compliance checking before it reaches your inbox. When it's ready, your compliance officer reviews and approves through a simple link — no back-and-forth emails, no lost versions. Full archival and audit trail included.
Genie launches your campaigns across Meta, Google, LinkedIn, email, and more. It monitors performance 24/7 — adjusting targeting, refreshing creative, and flagging issues before you notice them. You get proactive alerts, not monthly reports you never read.
Genie learns from your results and finds new opportunities — podcasts to appear on, events to attend, guest posts to write, COI partnerships to explore. The longer you work together, the sharper it gets. And when a task needs a human touch — a designer, a videographer, a copywriter — Genie hires from our vetted specialist network.
Approve content before it goes live. Track every lead. See performance across all channels. Talk to Genie over email, text, Slack, or chat — whatever works for you. It's your marketing, running on your terms.
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