Genie is an AI marketing team for advisory firms. She does your website, newsletter, guides and videos, your events and campaigns, and introductions to partners, media and employers.

Doing all that well takes a whole team. So advisors often make do with canned content, an agency that doesn't really know them, or nothing at all. AI creates a better option. Genie is that team, and she's always on.

She works with your compliance, and it's month to month.

Advice is a trust business. The clients you want pick someone they've come to trust, and that trust comes from consistently showing up as yourself, usefully, and through the right people.

Clients still pick someone they trust. What changed is what one advisor can do about it. The specific, personal, follow-through-heavy work that builds trust used to take a whole team. AI changed that.

To anyone who doesn't already know you, you look like everyone else. Referrals stay the best clients you get. The question is everyone else: the people who look you up, the CPA's clients, the employer's staff.

The right clients show up already trusting you. You're found instead of hunting, everything you already do gets followed through, and you can see what's working.

A whole marketing team doing three jobs at the advisor level: your brand, your campaigns and your opportunities. Genie learns your firm, writes the plan, does the work and the follow-through, and builds on what you already have.

Judge the work on your own firm before you decide. You approve every piece, your compliance review sees it first, and it's month to month.