Your AI Growth Partner
She's granting your wish for growth.
One AI agent who runs marketing, sales, business development, content, events, websites, compliance, and research for your firm. Around the clock. Built for financial advisors.
Now executing
Genie is building your campaign
How access works.
AdvisorGenie opens to a limited number of firms at a time. Tell us about your practice, who you want to attract, and where growth feels stuck. If it looks like a fit, we send next steps or invite you to a short review.
Tell us about your firm
Who you serve, what you are building, and where growth feels stuck. Enough context to review fit without a long intake call.
We review fit personally
Every request is read by a person. We look for firms ready to put the platform to work, not just browse a product tour.
Genie starts on a first move
If it is a fit, we send access details and Genie gets to work on the first initiative you pick together.
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
Speaker, podcast, and guest-content paths matched to the advisor's positioning
Video workflows
Recording, repurposing, and follow-up ideas for advisors who want to be more visible
Campaigns
Funnel pages, audience angles, paid-ad concepts, and nurture paths
Events
Workshop, webinar, and dinner-seminar planning with compliant review points
"I became an advisor to advise clients, not to write LinkedIn posts."
Heard in roughly 1 of every 5 advisor conversations
One AI growth partner. Over 40 tools.
Genie runs every channel, around the clock, with a human team in the wings when you want 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.
Articles, social, video, lead magnets
Drafts in your voice. Repurposes your webinars into ten short clips per session. Schedules and ships.
Meta, Google, LinkedIn ads
Generates 6-8 ad concepts per campaign. 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.
Seminars, dinners, webinars
Books venues, handles RSVPs, prints handouts, runs registration and reminder drips. End to end, in person or virtual.
Full firm website in days
Builds an ICP-tuned advisor website with your voice, your positioning, and your funnel pages already wired in. SEO and AI-search ready.
SEC/FINRA, native
Every piece of content runs through compliance checks before review. External reviewer links. Versioned and archived.
COI, podcasts, opportunities
Finds centers of influence in your market. Surfaces podcasts to pitch and events to sponsor. Drafts the outreach.
Nothing goes out without a signature.
AI should amplify your voice, not replace it. 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.
Five steps from first call to running campaigns.
- 01
Genie learns your firm, your clients, your goals.
- 02
She builds your ICP and your growth plan.
- 03
She creates your lead magnets, ads, emails, landing pages, website, and event materials.
- 04
She watches performance and adjusts.
- 05
She works with and hires human specialists when the work calls for it.
Built to replace both.
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
Built by a CFA, not a marketer.
What advisors usually ask first.
Make your wish.
Genie can sharpen who you're trying to attract, surface the right growth path, and help build the work once access is opened.
Access by approval