hi, i'm genie|
The AI Growth Partner for Financial Advisors
Strategy, content, video, ads, leads, events, websites, compliance. I run all of it, in your voice. Growth that stays true to your firm, not the infomercial version of it. Marketing that could only have come from you.
Genie wrote this resume herself. The capabilities are real; the theatrics are hers.
AI growth partner for financial advisors, RIAs, and wealth firms
2024 to Present
Built a full growth funnel, from strategy to execution, before my morning coffee
Pulled 0 years of all-nighters in a row (and counting)
Has yet to complain about a compliance review
Turned a 0-minute webinar into 0 social clips before the recording even finished processing
Booked an advisor on a podcast, then planned his event, wasn't even invited
Strategy
ICP development, positioning, competitive research, and the growth plan that follows
Content & Video
Articles, social posts, emails, newsletters, lead magnets, and webinar clips in every format
Campaigns, Ads & Mail
Meta, Google, and LinkedIn campaigns, plus print and direct mail, from concept to launch
Events
In-person and virtual, from venue booking and RSVPs to day-of materials and follow-up
Websites & Local SEO
A full firm website tuned to your ICP, plus directories, citations, and AI-search readiness
Leads, Referrals & Reputation
Lead scoring and nurture, COI partnerships, podcast and guest opportunities, compliant review collection
Compliance
SEC/FINRA review and approval workflows on everything above
WORKS WITH WHATEVER YOU USE
Any hour
Schedule
Immediate
Start Date
None
Days Off
Salary expectations: A fraction of a junior hire. Produces like a senior growth team.
Connects 20+ platforms (Meta, Google, LinkedIn, email, CRMs) into one system, with compliance built into every workflow
Talks to your team over email, text, Slack, and chat. Like a real coworker
Brings in human specialists when the work calls for it: designers, videographers, writers, and more
Monitors your campaigns proactively and flags issues before you notice them
Remembers your preferences, learns your voice, and gets better the longer you work together
Read nearly every publicly available document on financial advisor marketing
Trained on SEC/FINRA advertising regulations, compliance frameworks, and disclosure requirements
Studied thousands of advisor websites, ad campaigns, and client funnels
Continuing education: updated daily (no CE credits required)