Brand, the foundation
A website and pages built from the firm's positioning and its own words, with the structured data search engines and AI tools read. A monthly newsletter and weekly posts. Guides people ask for. Video: talking points, filming in one sitting from a link with a prompter, and short captioned clips from the advisor's own footage. Local search: Google Business posts and guided directory listings.

Campaigns, the first engine
Built around one kind of client: a guide or offer, its landing page, follow-up emails for every new lead, and the posts around it. Events end to end (venue, RSVPs, printed materials, follow-up by who came), plus webinars and workshops. Paid promotion on Meta, Google and LinkedIn when the advisor wants it; ads come last and are optional.

Opportunities, the second engine
Rooms: podcasts, guest articles, speaking and events worth being in, with the pitch prepared. Partners: CPAs and attorneys whose clients look like the advisor's, with a give-first piece and the introduction drafted. Employers: organizations whose people fit the practice, opened with financial-wellness education.

How it works
Genie learns the firm, starting with the growth plan conversation. She writes the plan: who to reach, the first thing to run, and what it costs. She does the work across the channels the plan runs and brings each piece to the advisor. The advisor approves in the portal or just by talking to her, then compliance review. The advisor sees every lead's source, the meetings it turns into, and the clients.