PLANS

Two ways to start. Public prices, no setup fees

Funnels and Radar are the two engines of trustworthy growth. A Funnel is a campaign that runs start to finish: promotion, a guide or video, a page, follow-up, a conversation. Radar is openings found and prepared: places to speak, professionals to know, employers to help. Full Growth runs both on top of your Foundation, the everyday work: your website, listing, newsletter, reviews, materials. Radar can also run on its own. Either way, the Audition comes first: one piece of work for your firm, complimentary, before you decide.

ONE MONTH, FULL GROWTH

What a month looks like

One illustrative Full Growth month. The plan is how much work Genie carries, not which tools you get, and every piece comes back to you for review before it moves.

  • A guide, its page, and four emails

    One campaign built from what you know, with the follow-up written.

  • One recording cut into three clips

    Ten minutes on camera, cut from the transcript, captioned.

  • One newsletter

    In your words, ready to queue.

  • Two Radar findings

    Each with the fit, the pitch, and the materials prepared.

Illustrative, not a fixed deliverable list

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
  • Radar: speaking opportunities, professional relationships, and business openings, within your plan’s work allowance
  • Funnels: promotion through capture, nurture, and the next conversation, with up to three live ad campaigns at once. Ads are optional; many of our advisors run without them. When you want them, spend goes straight to Meta or Google and is separate from the plan.
  • Genie researches, creates, coordinates, prepares, monitors, and follows up. You decide what advances, with compliance review built in where your firm requires 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
How the allowance works

Genie Capacity, counted in units, is how much work the plan carries in a quarter.

Plans are usage. Full Growth carries 1,000 units of Genie's work a quarter, measured in Genie Capacity, and you choose what it goes toward: funnels, video series, newsletters, local search, outreach, events. Usage shows on Home and in Settings > Billing as remaining, used, and the reset date.

One illustrative quarter: one funnel built (450 units) and refreshed once (200), a three-clip video series from one recording (about 80), two newsletters (40), and a handful of posts (10 each). Roughly 1,000.

If a new step would exceed your remaining allowance, Genie pauses that step and saves your request in Billing. You can wait for the reset, add 1,000 units a quarter for $750 a month, or ask Genie or Brian about a larger plan. Work already underway continues.

Genie-led production: you make the finishing edits and decisions. Ongoing human design work is available on a larger plan. In plain terms: Genie prepares; you finish. Or a designer finishes with you.

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 when you want Radar without Full Growth. Full Growth already includes Radar work within its quarterly allowance.

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 optional additions

Ads are not a separate feature gate: campaign work is part of Full Growth. What you pay the platforms and vendors is separate. Extra work allowance and a larger plan are optional paid choices, too.

  • Media spend on Meta, Google, and LinkedIn
  • Printing, postage, paid lists, and SMS
  • Outside vendors and unusually large production requests
  • Optional extra work allowance, additional personalized advisor profiles, and ongoing human design work

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.