PLANS

Two ways to start. Public prices, no setup fees

Funnels and Radar are the two engines of trustworthy growth. Full Growth runs both on top of your Foundation. Radar can also run on its own. Either way, the Audition comes first: one complimentary piece of work for your firm, delivered privately, before you decide anything.

Full Growth · the Genie Seat

Foundation, Funnels, and Genie running the work

One advisor, one focused growth cycle each quarter, the whole platform. Your plan sets how much work Genie takes on, not which tools you can touch.

$1,200 / month

or $1,000 a month on an annual plan

  • Foundation: positioning and audience, website and landing pages, local and AI search readiness, brand proof, and your content and video library
  • Funnels: about one full funnel build each quarter, from promotion through capture, nurture, and the next conversation, with up to three live ad campaigns at once
  • Genie researches, creates, coordinates, prepares, monitors, and follows up. You decide what advances, with compliance review built in where your firm requires it.
  • Human specialists (designers, videographers, writers) brought in when the work calls for it
  • Compliance review points on everything public, with the review flow your firm uses (designated reviewer, compliance vendor, or broker-dealer) as the final word
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STANDALONE RADAR

Radar on its own, priced by lane

Radar keeps looking between your conversations. Every finding shows why it fits, the evidence, the recommended angle, the material needed, the draft outreach, and the prepared next move. Radar does not stop at a list. Choose one lane, two, or all three; it runs on its own or alongside Full Growth.

1 lane

$500 / month

2 lanes

$650 / month

All 3 lanes

$750 / month

Opportunity

Podcasts, stages, guest articles, sponsorships.

Relationship

CPAs, attorneys, and other centers of influence (COIs).

Business

Employers, associations, foundations, and member organizations.

Annual Radar plans save $100 a month at every rung. Larger plans for teams and firms are available on a call.

WHAT COSTS EXTRA

Direct costs, and nothing else

Ads are not a separate feature gate: campaign work is part of Full Growth. What you pay the platforms and vendors is separate.

  • Media spend on Meta, Google, and LinkedIn
  • Printing, postage, paid lists, and SMS
  • Outside vendors and unusually large production requests

Month to month

Or annual for the lower rate. Cancel renewal any time; your plan stays active through the period you paid for.

No setup fees

No onboarding fee, no termination fee. Media spend is billed by the platforms.

Whole platform

Full Growth opens every capability. Capacity sets the pace, not a tool list.

Want the side-by-side against agencies, template platforms, and AI prospecting tools? Compare

The Audition comes first.

Start with one complimentary assignment. Genie researches your firm and delivers one finished piece of growth work, privately, usually within two business days. Then decide.

Start the auditionBook a Demo