Slop burns trust. We use AI to compound trust. Our Funnels turn your videos, images, and ideas into polished campaigns that connect with your ideal clients. Our Radar finds the speaking opportunities, COI relationships, and business openings that position you as their obvious choice.
slop (n.): messages you'd never write, sent to people who don't care.
AdvisorGenie is a done-for-you growth and marketing service for financial advisors. Genie, an AI agent with a human team behind her, prepares and runs the work; you decide what ships, with compliance review built in where your firm requires it.
01
We learn about you
Your practice, clients, ideas, footage, goals, proof, constraints, and review requirements. We make it easy by asking the right questions, and Genie does her own research on top.
02
We propose the system
Genie recommends what to build first: the foundational work (positioning, your website, your content and video library), then which Funnel to run and where Radar should look. You decide what starts.
03
We run it with you
Genie researches, creates, coordinates, prepares, monitors, and follows up. You decide what advances, and where your firm requires compliance review, it runs through a flow built for your firm. Nothing ships without sign-off.
Funnels and Radar are the two engines of trustworthy growth. The Foundation makes your practice clear, credible, and ready; the engines put you in front of the right people and in the right rooms.
Foundation
THE BASE
Everything a prospect checks before they trust you, made ready and kept current.
Positioning and audienceWebsite and landing pagesLocal and AI search readinessBrand proofContent and video libraryConnected channels and follow-up
A Funnel is one audience, one offer, and one connected path from promotion through follow-up
Genie builds it and runs it; you approve each piece.
1. Traffic(paid ads, organic posts, email, local search, partner and event promotion)
2. Offer(video, guide, webinar, workshop or client event, checklist or assessment)
3. Capture(landing page, registration, lead form, consent, routing)
4. Nurture(email, SMS where appropriate, retargeting, reminders, follow-up sequences)
5. Meeting(reply, attendance, meeting request, scheduled meeting, recommended next step)
Radar
ENGINE TWO
Podcast
CPA
Local stage
Estate attorney
Guest article
Local employer
FIT BRIEF + MATERIALS + OUTREACH
Radar keeps looking, between your conversations, in three lanes
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.
Opportunity: podcasts, stages, guest articles, sponsorshipsPrepared: a designed speaker sheet and the pitch
Relationship: CPAs, attorneys, other centers of influence (COIs)Prepared: a co-branded guide and a cohost-event concept
Business: employers, associations, and member groups whose people fit your practicePrepared: a financial-wellness workshop kit and the outreach to the right contact
Genie drafts the script from your ideas, you record it on a phone, a webinar, or a Zoom call, and she turns the footage into everything around it: the polished video, the clips, the posts, the emails, the ads, and the follow-up. Your face, your words, no blank page.
UPLOAD
CLIENT STORY EDITED
YOUR FOOTAGE, FINISHED
Upload a phone video. Genie finds the story
Prepares the edit, adds motion and captions, then maps the clips, posts, emails, and follow-up around it.
YOUR FOOTAGE → FINISHED CAMPAIGN
01
Script
Drafted from your ideas and interviews, on a teleprompter when you record
02
Your recording
A phone, a webinar, or a Zoom call. Ten minutes is plenty.
03
Compliance-aware cut
Genie scans the footage, keeps the strongest compliant moments, and cuts around them
04
Polish
Edit, captions, color, your branding
05
Motion graphics
Titles, lower thirds, charts, and callouts that make the point land
06
Clips in every ratio
As many cutdowns as the recording earns, in 9:16, 1:1, and 16:9
07
Posts and emails
In your words, ready to queue and send
08
Ads and follow-up
Ad concepts scored and ranked; the next touch prepared
01
Script
Drafted from your ideas and interviews, on a teleprompter when you record
02
Your recording
A phone, a webinar, or a Zoom call. Ten minutes is plenty.
03
Compliance-aware cut
Genie scans the footage, keeps the strongest compliant moments, and cuts around them
04
Polish
Edit, captions, color, your branding
05
Motion graphics
Titles, lower thirds, charts, and callouts that make the point land
06
Clips in every ratio
As many cutdowns as the recording earns, in 9:16, 1:1, and 16:9
07
Posts and emails
In your words, ready to queue and send
08
Ads and follow-up
Ad concepts scored and ranked; the next touch prepared
Everything comes back to you for review before it moves.
EXAMPLES
Pick a job. Watch what Genie prepares, and what you decide
Six jobs from the working relationship, drawn end to end: what Genie read, the stages the work moves through, where you sign off, and what you keep whether or not anyone outside responds. Every sample is illustrative and labeled.
What Genie runs
A few examples of the ongoing job. She runs them all.
One partner, every channel
Opportunity Radar
Find an opportunity worth pursuing
Genie reads the public evidence, finds an opportunity that fits the firm, and designs the material to go after it.
Illustrative input
Sample advisory firm · retirement transitions · Philadelphia
Yours either way
The research, a designed speaker sheet you can reuse anywhere, the matched opportunity, and a draft pitch.
Assignment pipeline
Sample
What Genie read
Firm positioning and service focus
Advisor biography and credentials
Local and industry context
Podcasts, stages, and guest slots
Speaker sheet + matched opportunity
Prepared
Speaker profile
Alex Morgan, CFP®
Retirement transition advisor
Featured conversation
The human side of the retirement handoff
A practical conversation about identity, family decisions, and building a life after the final paycheck.
You bring context and decisions. Genie brings the work
YOU
Bring context and decisions
Your ideas, your footage, ten minutes of talking now and then, and the call on what advances. No dashboard homework.
GENIE
Prepares and runs the work
Research, drafts, edits, campaigns, events, outreach, follow-up, and monitoring, connected and reported back.
COMPLIANCE
Built around your firm's review
Pre-screened against SEC and FINRA advertising considerations, then routed through the review flow your firm actually uses: a designated reviewer, a compliance vendor, or your broker-dealer.
TWO WAYS TO START
FULL GROWTH
Foundation, Funnels, and Genie running the work
$1,200 / month
or $1,000 a month on an annual plan. No setup fees.
STANDALONE RADAR
One, two, or all three lanes, on its own
from $500 / month
$500, $650, or $750 by lane count. Media spend separate.
Tell Genie about your practice. She researches one opening that may fit it, prepares the supporting material and the outreach, and gives you a clear next move. Nothing is contacted, published, or spent. It arrives privately, usually within two business days; if Genie needs more direction, she asks first.
Then you decide whether to keep working together. Complimentary, and selected on fit.
Podcasts, stages, panels, and guest articles where this firm may be worth hearing.
Matched opportunity
The Sample Retirement Hour
Regional podcast · books two guests a month
Speaker profile
Alex Morgan, CFP®
Retirement transition advisor
Featured conversation
The human side of the retirement handoff
A practical conversation about identity, family decisions, and building a life after the final paycheck.
Good fit for
Podcasts
Client events
Executive groups
Philadelphia, PADesigned by Genie
The matched opportunity, with the evidence behind it
A designed speaker sheet you can reuse anywhere
A tailored pitch and the follow-up to go with it
Ready for your review
Nothing is sent or published during the audition.
INTRO
RESEARCH
BUILD
DELIVER
THE GENIE STANDARD
Growth worth putting your name on
Genie is not a content machine. She finds rooms worth being in, relationships worth building, and work worth putting your name on. Seven published refusals define what trustworthy growth will not do.
You. Not a clone.
Your face on video. Your presence where it matters. Genie handles the research, planning, production, repurposing, and follow-up.
No mass cold messaging
No cold email, DM, or AI voicemail sequences to prospects. Volume is not a substitute for relevance.
Built for one firm
No shared library or generic work. Everything starts with your firm, and nothing goes out without your approval.
Genie connects 20+ platforms into one system and talks to your team over email, text, Slack, and chat.
THE TOOLS ADVISORY FIRMS ALREADY USE
+ more
+ more
GENIE'S RÉSUMÉ, ABRIDGED
Genie wrote this herself. The capabilities are real; the theatrics are hers.
Built a full growth funnel, from strategy to execution, before my morning coffee
Pulled 2 years of all-nighters in a row (and counting)
Has yet to complain about a compliance review
Turned a 45-minute webinar into 12 social clips before the recording even finished processing
Booked an advisor on a podcast, then planned his event, wasn't even invited
Rooms worth being inEvents worth attendingPodcasts worth pitchingMaking good ideas go furtherPolishing rough footageRemembering the follow-upCompliance checks (seriously)Testing what worksNever sleeping
