LinkedIn Presence
Three to five posts a week in your voice — educational content, planning concepts, market commentary. Drafted by Genie, approved by your compliance officer, then published.
Your AI-Powered Team for Growing Your Book
Stop letting prospecting and content fall off the calendar. Get an AI-empowered teammate that drafts your LinkedIn, runs your webinars, nurtures your prospect list, and warms up your COIs — every piece compliance-routable, so you stay focused on clients and planning conversations.
$1,997
/month
replaces $6K+ in hires
$1,997
/month
replaces $6K+ in hires
What We Do
The growth side. Handled.
We run the marketing & front-office side of your practice: content, LinkedIn, webinars, COI outreach, local SEO, prospect nurture. Every piece is compliance-routable — drafted by us, approved by your CCO before publishing. Your client CRM, planning software, and custodian platforms stay 100% with you.
Webinars & Educational Events
End-to-end seminar and webinar logistics — registration pages, reminder emails, day-of run sheets, post-event nurture. Average 30-50 prospects per session.
COI Relationship Management
Monthly touch-points with your CPAs, attorneys, and real estate agents. Quarterly coffees booked. Every interaction logged — so referral relationships actually compound.
Prospect Nurture (Pre-Onboarding)
Drip sequences for your warm prospect list, monthly newsletter, post-discovery-call follow-up. Until a prospect becomes a client, this is marketing — fully in our scope.
Local SEO & Google Business Profile
Rank in the top 3 for "[city] financial advisor," "fee-only planner [your town]," and the niche searches your ideal clients are typing.
Blog & Thought Leadership
Educational articles on retirement, tax, estate planning, business owners' planning — written in your voice, optimized for search, routed through compliance.
Podcast & Video Production
Show notes, audiogram clips, YouTube thumbnails, transcript editing, episode promotion across LinkedIn and email. Turn one recording into 10 marketing assets.
Practice Bookkeeping (Non-Client)
Categorize firm expenses, reconcile your business operating account, track subscriptions and payroll prep. Your firm's books — never client accounts or custodian data.
Website & Disclosure Pages
Bio updates, team page maintenance, ADV/CRS links, blog publishing, niche landing pages — built on whatever stack you're on, no design migrations forced.
Proven Outcomes
Four wins. One Genie.
From week one, advisors compound the gains — more inbound prospects, fewer hours on marketing, COIs warmed up, content shipping on schedule.
OUTCOME 01
Add AUM
More inbound prospects from LinkedIn, webinars, and COIs. Advisors typically add $10-25M in new AUM in their first 12 months on Genie.
OUTCOME 02
Reclaim Advisor Hours
Cut content, social, and prospecting admin by 60% in week one — that's 15+ hours back for client meetings, planning, and discovery calls.
OUTCOME 03
Stay Top-of-Mind
Consistent LinkedIn cadence. Monthly COI touch-points. Quarterly webinars. Newsletter that actually goes out. Visibility that compounds into referrals.
OUTCOME 04
Stay Lean
Skip the $3K/mo marketing agency, the $1,500 LinkedIn ghostwriter, and the part-time admin. $1,997 replaces $6K+ in marketing vendors.
How It Works
Onboarded in 48 hours. Operational from day one.
STEP 01
Book 30-min strategy call within 24 hours
We learn your niche, your ideal client, your AUM target, and where prospecting is leaking out. We also learn your compliance workflow so we slot into it from day one.
STEP 02
Custom Practice Growth Blueprint
A prioritized 90-day plan — LinkedIn cadence, webinar calendar, COI outreach rhythm, content production targets. All routable through your CCO.
STEP 03
Deploy Your Team
Dedicated Genie onboarded with your marketing stack. Slack/Teams channel for daily updates. Every public-facing piece routed to your compliance officer before publishing — no exceptions.
STEP 04
Measure & Scale
Monthly reviews with content shipped, prospects added, COI touch-points logged, webinar attendance, and hours saved — plus what to unlock next.
Why We're Different
Not just a virtual assistant — an AI-powered team.
Traditional VA
Genie Assist
LinkedIn presence for advisors
AI tools proficiency
Webinar & seminar marketing
Prospect nurture (pre-onboarding)
Blog & thought leadership content
COI relationship management
Local SEO & Google Business Profile
On-demand specialists
Podcast & video production support
Practice bookkeeping (non-client)
Testimonials
What advisors say.
★★★★★
"I built my practice on referrals but the well slowed down. Genie now runs my LinkedIn with three educational posts a week — every one routed through my CCO before it ships. Introductions from my network started again, and I added $14M in AUM this year. Real, fee-paying clients, not promises."
David Brennan, CFP®
Solo RIA · Boston MA
+$14M AUM in 12 months
★★★★★
"We're a 3-advisor RIA. Genie handles our monthly retirement-planning webinar end-to-end — registration page, reminder emails, day-of run sheet, post-event nurture sequence. Compliance reviews everything in advance. We average 47 new prospects per webinar now."
Sarah Linwood, CFP®
Managing Partner · RIA Firm, Charlotte NC
47 prospects per webinar
★★★★★
"I started a podcast and was drowning in production work. Genie writes my show notes, posts audiogram clips to LinkedIn and YouTube, and emails my list. Downloads tripled and four podcast listeners became clients last quarter."
Marcus Chen, CFP®
Fee-Only Planner · Vancouver BC
4 podcast → client conversions in Q3
★★★★★
"Our list of 28 CPAs and attorneys went untouched for years. Genie now sends monthly touch-points, books quarterly coffees, and tracks every conversation. Three CPAs sent us new referrals this quarter — first time in 5 years."
Jennifer Park, CFP®, ChFC®
Hybrid Advisor · Calgary AB
3 new CPA referral relationships
★★★★★
"I run a 'Tax Strategies for Retirees' seminar every quarter. Genie handles the venue booking, registration page, reminder emails, and post-seminar follow-up. We doubled attendance — and doubled AUM in 18 months."
Robert Kessler, CFP®
Retirement Planner · San Diego CA
2× AUM in 18 months
Pricing
Simple, transparent pricing.
First 10 days for just $99. No contracts. Cancel anytime.
First 10 days for $99
$1,997/month
No contracts. Cancel anytime.
- Dedicated AI-trained assistant
- Access to 10+ AI tools (ChatGPT, Claude, Gamma, etc.)
- In-house proprietary AI workflows
- On-demand specialist access
- All 9 service areas included
- Weekly reporting & check-ins
- Slack/email communication
FAQ
Frequently Asked Questions
How do you work within SEC/FINRA marketing rules and my compliance workflow?★ Read First
We are not a compliance firm — and we don't make compliance decisions. What we do is make your existing compliance process faster.
Every public-facing piece we produce — LinkedIn posts, blog articles, newsletter copy, webinar emails, ad creative, website updates — is drafted by Genie, sent to your CCO or compliance team, and only published after their approval. We slot into whatever workflow you already have (compliance email, Hearsay/Smarsh, ComplySci, MyComplianceOffice, manual review).
What Genie WILL handle (compliance-routable):
- LinkedIn content drafts in your voice
- Blog posts and thought leadership articles
- Webinar and seminar marketing — registration pages, emails, run sheets
- Newsletter and prospect nurture sequences
- COI outreach (CPAs, attorneys, real estate agents)
- Local SEO and Google Business Profile
- Podcast & video promotion
- Practice bookkeeping (business expenses only)
- Website maintenance with proper ADV/CRS disclosure visibility
What Genie WILL NOT touch (client-data systems):
- Wealthbox, Redtail, Salesforce Financial Services, or any CRM with client PII
- eMoney, RightCapital, MoneyGuidePro, or any planning software
- Schwab, Fidelity, Pershing, or any custodian platform
- Client statements, performance reports, or account documents
- Trade orders, rebalancing, or any portfolio decisions
Content guardrails Genie always follows: No specific performance claims. No predictions or guarantees. No recommendations of securities. No testimonials without your firm's approved disclosure language. Generic educational tone unless your compliance team approves something more specific.
Records of every piece we ship are maintained for your books-and-records retention.
How do you protect my business data and prospect information?
Even though we don't touch client account data, your prospect list, COI relationships, and business operations matter. Every engagement is protected by:
- NDAs with every Genie — signed before they're ever staffed on an account.
- Firm-specific NDAs — we'll also sign your NDA covering us as your marketing partner. Download a sample NDA →
- Company-issued devices only — Genies work exclusively on company-provided laptops; your data never touches a personal device.
- Activity monitoring — monitoring software captures periodic screenshots of Genie workstations, available to you on request.
- Mandatory MFA — 2FA/MFA is enforced on every tool a Genie touches (LinkedIn, your marketing CRM with prospects, QuickBooks, website CMS).
- Hardware lockdown — USB ports are disabled and removable media is blocked at the OS level.
- Role-based access — each Genie sees only the firm they're assigned to.
- Background checks — every Genie is vetted before onboarding.
- Same-day offboarding — when a Genie leaves, every password is rotated and access revoked the same day.
- 30-day data purge — on contract termination, all your firm data is permanently and irreversibly deleted within 30 days.
What exactly is a Genie, and how is it different from a virtual assistant?
A Genie is an AI-trained marketing and operations associate who works alongside your practice. Unlike a typical VA, a Genie is trained on ChatGPT, Claude, Gemini, Gamma, and proprietary systems to draft LinkedIn content, run webinars end-to-end, manage COI relationships, build niche landing pages, and produce educational content — all in your voice, all routed through your compliance team before publishing.
Can a Genie talk directly to my clients or prospects?
With prospects (pre-onboarding): yes — Genie handles webinar registrations, drip emails, scheduling discovery calls, and following up on warm leads, all using language pre-approved by your compliance team. With clients: no. Once someone becomes your client, all direct communication, reviews, and meeting prep stay with you and your in-house team. We don't touch your client CRM or planning software.
How quickly can a Genie get up to speed?
Most Genies are productive within the first week and fully ramped within two to
three weeks. Because they're pre-trained on AI tools and professional workflows, ramp-up is significantly
faster than traditional hires.
What kind of financial advisors typically use Genie Assist?
Independent RIAs, hybrid advisors, broker-dealer representatives, and insurance-licensed planners across the US and Canada. Solo practitioners, small partner teams (2-6 advisors), and growing firms up to $500M+ in AUM. Common credentials we work with: CFP®, CFA, ChFC®, CLU®, RICP®, AIF®. Niche focuses we've supported include retirement planning, business owners, physicians and dentists, divorced women, tech equity, and intergenerational wealth.
What if the Genie isn't a good fit?
We'll replace them. The first two weeks serve as a working trial. If the fit isn't
right, we'll assign a different Genie at no additional cost.
How is this different from hiring a freelancer?
Our Genies come pre-trained on AI tools, you don't manage training or HR, and each
Genie has access to our in-house team of designers, editors, and specialists. You get a system, not just
one person.
What tools does a Genie work with?
Marketing CRM (prospect data only): HubSpot, Mailchimp, ConvertKit, ActiveCampaign. Events: Zoom, Eventbrite, GoToWebinar, Calendly. Content & social: LinkedIn, YouTube, podcast hosts. Website: WordPress, Squarespace, Webflow, FMG Suite, Twenty Over Ten, Advisor Websites. Bookkeeping: QuickBooks (business operating account only), Wave. Compliance routing: we work with your existing system (Hearsay, Smarsh, ComplySci, MyComplianceOffice, or manual). Plus ChatGPT, Claude, Gemini, Gamma for AI. We do NOT log into Wealthbox, Redtail, Salesforce Financial Services, eMoney, RightCapital, MoneyGuidePro, Schwab, Fidelity, or any custodian — those stay with you and your in-house team.
Can a Genie actually help me add AUM?
Yes — and it's the core use case. Genies build consistent LinkedIn presence, run educational webinars that fill your discovery-call pipeline, keep your COI relationships warm (CPAs and attorneys who refer clients), publish niche SEO content, and nurture warm prospects with monthly newsletters. Most advisors see new discovery calls lift inside 60–90 days, and meaningful AUM lift inside 6–12 months as those calls compound.
What if I only need help during tax season or year-end?
Plenty of advisors bring on a Genie heading into Q4 year-end planning, tax season (January-April), or open-enrollment-driven planning conversations. Spin up during the wave, scale back after. Cancel anytime — no contracts.
What if I'm not satisfied? Do you offer refunds?★ Our Promise
No questions asked refund — that's our promise.
- You will be satisfied. We've designed our delivery process so that satisfaction is the default outcome, not the exception.
- We come to you first. We proactively gather feedback throughout the engagement — and if something isn't working, we'll raise it and issue a refund without waiting for you to ask.
- One email is all it takes. Reach out at info@zerodragautomation.com and we'll process your refund — no forms, no friction, no questions asked.
Ready to grow your book?
Join financial advisors who've freed up 15+ hours a week with an AI-powered teammate running their LinkedIn, webinars, COI outreach, and SEO — every piece compliance-routable, every client account untouched.
✓ No questions asked refund
✓ NDAs with every Genie
✓ 30-day data purge