Genie runs the full growth function for advisory firms: events organized end to end, CPA and attorney introductions researched and prepared, podcasts booked with you as the guest, your footage cut into clips, campaigns, website, and lead follow-up kept moving, and SEC/FINRA compliance workflows on everything public. You supply the judgment, the sign-off, and ten minutes of talking here and there. She does the rest.
AI should amplify you, not replace you. That is the deal, and the workflow enforces it.
Runs the work
Research, strategy, drafts, campaigns, events, follow-up. Prepared, pre-screened, and queued for review.
Sign off
Nothing publishes without your approval. Not a post, not an email, nothing.
Stays the final word
Compliance pre-checks are built in, and your designated reviewer remains the final approver on everything.
Every channel below is part of one system, with human specialists brought in when the work calls for extra polish.
Builds your ICP from scratch
Walks you through who your best clients actually are. Generates positioning, messaging, and a growth plan tailored to them.
COI, podcasts, opportunities
Finds centers of influence in your market. Surfaces podcasts to pitch and events to sponsor. Prepares the researched next move.
Seminars, dinners, webinars
Books venues, handles RSVPs, prints handouts, runs registration and reminder drips. End to end, in person or virtual.
Meta, Google, LinkedIn ads
Builds 6-8 ad concepts per campaign from your positioning. Scores and ranks them. Tracks conversions back so the algorithms learn.
Capture, score, drip, convert
Tracks every lead from first click to first appointment. Drip sequences built from your ICP. Hot-lead alerts.
Full firm website in days
Builds an ICP-tuned advisor website from your positioning, with your funnel pages already wired in. SEO and AI-search ready.
SEC/FINRA compliance workflows
Public-facing work runs through compliance review points before it reaches your reviewer. External reviewer links, versioning, and archival built in. Your designated reviewer stays the final word.
Articles, social, video, lead magnets
Starts from your ideas and interviews, never a blank page. Repurposes your webinars into short clips. Prepares, queues, and ships after your approval.
Want the step-by-step from first call to running campaigns? Read How I Work →
Drafts arrive carrying their source: the webinar they came from, the interview you gave, the notes you sent in. When a source is unknown, the receipt stays quiet rather than inventing one.
Built from: your July webinar
Signed by you · Shipped
Where firms usually start
Most new firms point Genie at one bounded initiative first. A focused way to see how she works before she runs the whole growth function.
Pick one
Opportunity Radar
Podcasts, stages, and guest appearances matched to your positioning, with the pitch prepared.
Relationship Radar
CPAs, attorneys, and other professionals in your market, with researched reasons to connect and a resource worth sharing.
The interview
Ten minutes of you talking becomes articles, posts, and scripts in your own words. Nothing starts from a blank page.
Video
Recording setups, your footage cut into clips, motion graphics, and the follow-up that keeps you visible.
Campaigns
Lead magnets, landing pages, audience angles, paid-ad concepts, and nurture paths.
Events
Workshops, webinars, and dinner seminars planned end to end: materials, promotion, RSVPs, and compliance review.
Share your firm and professional details
Verify your email; we review fit and capacity
Genie builds your first growth move
"I became an advisor to advise clients, not to write LinkedIn posts."
Heard in roughly 1 of every 5 advisor conversations
Plans start at $1,000 a month, with no setup fees and month-to-month available. Every plan includes the whole platform; your plan sets how much work Genie takes on each quarter, not which tools you can touch. The simplest way to see what fits your firm is a fifteen-minute call.
Full-service marketing agency
$5,000-$15,000/mo + setup fees
Junior marketing hire
$5,500/mo + benefits + tools
Genie
From $1,000/mo, no setup fees
Put your name on the growth.
Start with one complimentary assignment. Then decide whether Genie belongs on the team.
One complimentary assignment