AdvisorGenie

Trustworthy growth for financial advisors

New prospects on your calendar, from one local event.

We plan and promote an event in your town, every registrant hears from us within minutes, and we book meetings on your calendar. About three weeks after the event you see your kept meetings, then decide what’s next.

$5,000all-in. Everything for one event, start to finish. Once per firm.

10 slots for late January and February · 10 left

How it works

  1. Sign, and we book your event for late January and February and hold a second date about 8 weeks after it.
  2. In week 1 Genie picks the format with you, by who you want in the room: a class, a hosted talk or lunch-and-learn, a short talk with Q&A, a small roundtable, or a client evening where each client brings a friend. Genie looks for a local host with its own community (a club, an employer, a bookshop, a community-education program), books the room, and builds the topic, invitation, registration page and handout. You and your compliance team approve once.
  3. We promote it with the mix that fits your town. Every registrant hears from us within minutes and gets reminders before the event.
  4. After the event, the front desk follows up and books meetings on your calendar.
  5. About three weeks later you see your kept meetings, which were with the people you told us you want to meet, and what attendees thought of the event. Want more: Growth starts that day and your second event runs on schedule. If not, we release the date.
What’s included
Our work, plus about $2,500 to promote and run your event, passed through at cost and spent only on what your event needs. Anything we don’t spend rolls to your second event, or comes back to you.
Yours to keep
The invitations, the registration page and the video are in your firm’s own brand, and they stay yours for the next event.
The room
Wherever fits the format: a library or community-education classroom, a club’s or an employer’s space, a bookshop or a restaurant’s back room, a private room for a roundtable, your office or a conference room. A library only if its rules allow sign-up and follow-up.
Who it fits
Planning firms that want to teach, not sell. Every event is education on one useful topic, with no product pitch. If your event is a product sales presentation, this isn’t for you.
No list or host yet?
We look for the host. People you already know help, and you don’t need them. If no host confirms in time, your first event runs without one, the group may be smaller, and we keep looking for a host for your next event.

Where are you, and how far will people drive to see you?

How far

What topic do your best clients care about most right now?

Compliance and ads.

Can your compliance team approve an invitation in about two weeks?

Can someone at your firm sign in to Meta as an admin of your firm’s Business account?

Meta asks advertisers to verify who they are before they can change where and to whom ads run. It takes the account admin a few steps in Meta’s own settings, and we walk them through it. Setup help is included.

In week 1 you tell us who counts as a qualified meeting for your firm; we ask it on the sign-up form.

You

Are you a financial advisor?

$5,000, paid once

  • Secure checkout with Stripe. Paid once; nothing renews.
  • An email to set your password, straight after.
  • Genie meets you there and starts planning your event with you.

Growth Plan

Recommended

Ready to grow now.

The full engine for firms ready to accelerate growth and build their brand: events and campaigns: up to one event a month, campaigns between events, the front desk on every lead, plus videos, guides, a newsletter and reviews. Compliance review built in.

$2,495 a month, plus your event costs at cost. Ads and mail are optional: you set the budget, including none.

Start Growth

We plan each event by hand around your town, room and compliance, so we take 10 slots for late January and February. 10 left.