The AI Growth Partner for Financial Advisors
Meet genie, she's granting your wish for growth.
AdvisorGenie helps financial advisors and RIAs grow with one AI agent. ICP strategy, SEO and Google Business, lead magnets, landing pages, full firm websites, paid ads, email nurture, video, physical and virtual events, and compliance-ready execution in a single system.
Most free tiers give you software. This one gives you a first move. Qualified advisory firms get a real workspace, 15 launch credits, and one guided mission. No clock.
Check out my resume below ↓AI growth partner for financial advisors, RIAs, and wealth firms
2024 — Present
Built a full growth funnel, from strategy to execution, before my morning coffee
Pulled 2 years of all-nighters in a row (and counting)
Never once complained 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
Strategy
ICP development, positioning, growth plan
Content
Articles, social posts, emails, lead magnets
Advertising
Meta, Google, and LinkedIn ad campaigns
Lead Management
Tracking, scoring, drip campaigns, nurture sequences
Events
Physical seminars and webinars: venue booking, RSVPs, handouts, day-of materials, follow-up
Websites
Full firm website tuned to your ICP, in your voice, SEO and AI-search ready
Referrals & COI
Partnership discovery, referral tracking, outreach campaigns
AI & Local SEO
Directories, Google Business, reviews
Compliance
SEC/FINRA review, approval workflows
Discovery
Podcasts, guest posts, events, content swaps
Video Repurposing
Turn long-form videos into social clips across every format
WORKS WITH WHATEVER YOU USE
24/7
Schedule
Immediate
Start Date
None
Days Off
Salary expectations: A fraction of a junior hire. Produces like a senior growth team.
Connects 20+ platforms into one system with compliance built into every workflow. Trained on thousands of advisor campaigns and shipping new capabilities every month.
Powered by a proprietary strategy engine — builds positioning, competitive research, and campaigns from real-time market intelligence and growing database
Talks to your team over email, text, Slack, and chat. Like a real coworker
Hires and coordinates with human specialists when needed (designers, videographers, writers, and more)
Gets its own logins, handles 2FA, and submits to compliance portals like a team member
Monitors your campaigns proactively and flags issues before you notice them
Finds podcast appearances, guest articles, speaking events, and content swaps tailored to your ideal clients, with personalized outreach ready to send
Turns your webinars and videos into short, scroll-stopping social clips in every aspect ratio, compliance-checked and ready to post
Plugs directly into Meta, Google, LinkedIn, email platforms, and CRMs — no copy-pasting
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)
Not ready for Free Workspace yet?
Drop your details. We will let you know as new launch cohorts open and as additional capabilities go live.