hi, i'm genie

Trustworthy Growth for Financial Advisors

Slop burns trust. We use AI to compound it. Genie turns what you know into videos, guides, and events, with the ads, landing pages, and follow-up that connect them to your ideal clients. She finds the speaking and partnership opportunities worth your time, then prepares the research, the pitch, and the materials that position you as the obvious choice.

slop (n.): messages you'd never write, sent to people who don't care.

Start the auditionBook a Demo

Try one complimentary assignment, then decide.

HOW IT WORKS

No finished marketing plan needed.

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 get to know your practice

Genie asks the questions and researches your practice. No defined niche or content library needed.

02

We recommend a direction

Genie helps identify your ideal clients, clarify your positioning, and choose what to do first. You shape the plan together.

03

We put the plan to work

Genie creates, coordinates, and follows up. You and your firm review the work; Genie monitors what happens and recommends improvements.

Read How It Works
WHAT YOU GET

A plan for your practice. More than one way to grow.

Funnels help your ideal clients get to know you. Radar finds the places and relationships where your knowledge belongs. Genie recommends the mix and puts the plan to work.

Funnels

Your knowledge, turned into a connected campaign.

A Funnel is one audience, one offer, and one connected path from promotion through follow-up. Genie creates the content and the campaign around it to connect with your ideal clients.

  1. Promotion. Ads, posts, email, search, and partner invitations.
  2. Useful content. A video, guide, assessment, webinar, or event.
  3. Landing page. A clear offer, registration, consent, and routing.
  4. Follow-up. Nurture, reminders, and the next useful step.
  5. Conversation. A reply, attendance, or a meeting request.
See a campaign take shape

Radar

Relevant opportunities, with the next move prepared.

Radar keeps looking for speaking, professional relationship, and business opportunities that fit your practice. Each finding comes with the research, pitch, and supporting materials to pursue it.

  • Opportunity. Podcasts, stages, guest articles, and sponsorships.A relevant pitch and speaker material.
  • Relationship. CPAs, attorneys, and other professional partners.An introduction, co-branded guide, or cohost-event concept.
  • Business. Employers, associations, and member groups.A financial-wellness workshop concept and outreach.
See a Radar finding

Foundation

The everyday marketing work that supports both. Genie helps keep your practice clear, credible, and current, guided by your audience and positioning.

  • Websites
  • Local and AI search readiness
  • Newsletters and content
  • Review requests and replies
  • Branded materials
  • Connected channels
Everything in What You Get
A SIGNATURE FLOW

One recording becomes a campaign

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.

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.

RADAR IN PRACTICE

An opportunity, with the next move prepared.

Magic Wealth focuses on NYC technology professionals facing equity decisions. Here is how that focus becomes a workshop angle, a pitch, and a speaker sheet worth sharing.

Magic Wealth demo account · Illustrative opportunity and draft materials, not a live opening or a booked engagement.

See the fit. Choose the next move.

An equity-planning workshop for a researched audience of NYC technology professionals. The record explains the fit, the proposed angle, and how to pursue it.

The introduction is already drafted.

The pitch connects the advisor's knowledge with the audience. Review it, make it yours, and decide whether to act.

Something worth sending with it.

A speaker sheet built around the same audience, with useful topics and a clear session format.

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.

Good fit for

Podcasts

Client events

Executive groups

Philadelphia, PADesigned by Genie

Matched opportunity

The Sample Retirement Hour

Regional podcast · ~9k listeners · books 2 guests a month

Booked three retirement-transition guests this quarter

Audience skews 55+ in the Philadelphia metro

Host asked for a planner's view in the last episode

Ready for your review
GENIE

Read the firm

GENIE

Find the opportunity

GENIE

Build the case

YOU

Your review

GENIE

Prepared

A host or organizer still decides whether to book you. Genie prepares the work; the response is never something we promise.

See Genie work
WHO DOES WHAT

You bring your perspective. Genie brings the work

YOU

Bring your perspective

Tell Genie about your practice and what matters to you. She asks the questions, develops ideas with you, and brings work back for your decisions. No finished plan or content library required.

GENIE

Develops the plan and runs the work

Audience research, recommendations, content, campaigns, events, opportunities, and follow-up. Genie connects the work, reports back, and suggests the next move.

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.

Plans and what costs extra
THE AUDITION

See one piece of the work for your firm first

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.

Start the auditionBook a Demo
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.

Read The Genie Standard Compare with agencies and tools
CONNECTED

Genie connects 20+ platforms into one system and talks to your team over email, text, Slack, and chat.

THE TOOLS ADVISORY FIRMS ALREADY USE

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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

Available any hour, starts immediately, takes no days off. Meet the humans behind her →

Ready to put Genie on the team?

Start the auditionBook a Demo