Trustworthy growth for financial advisors
Ways in
Opportunities
A shortlist each month, with the research, outreach and materials prepared
Foundation
On a schedule
You approve every piece.
Ad spend, printing and postage are separate.
Up to three advisors
The firm’s campaign
The right advisors behind it
Each advisor’s own opportunities
No setup fee. Month to month, or save on annual. You approve every piece.
$1,995 a month
Rather have Genie sketch your plan first?
Examples, not promises. Every plan includes all three Opportunities lanes. Ad spend, printing and postage are separate.
Your card is charged only in secure checkout, after you review the total.