Practice management software for financial planners with Entrepreneurial Attention Deficit Disorder… seriously!
Comprehensive financial planners touch so many aspects of their clients’ financial lives. Keeping everything behind the scenes organized for ONE client is a challenge, but for an entire client base, it’s next to impossible unless you have a genie working for you. With The Genie™ “your wish… is our command.”
The Genie™ for financial planners is powered by the World’s #1 CRM platform, Salesforce.com. Built for financial planners, by financial planners.
The Genie™ for financial planners is built around a proven marketing, sales, fulfillment and profit system.
1. The Marketing Genie™:
Leads are to financial planners as air is to humans.
Without leads, your business will soon die. The Genie™ is built around the famous 15/85 principle* and delivers proven turn-key niche marketing campaigns that, when activated, will immediately generate targeted leads to your business.
2. The Sales Genie™:
For the love of all that is good… don’t bring in new leads to your business without a proven sales process. One that has been proven to convert those qualified leads into new clients.
3. The Fulfillment Genie™:
Part of articulating your value to your financial planning leads and clients is to be able to deliver on your financial planning promises by showing a clearly laid out financial planning process.
4. The Profit Genie™:
Financial planners can make great decisions when they have great information. However, the inability to access key business metrics due to old legacy systems makes financial planners feel like they are rudderless.
Pricing
This is more than just an awesome technology platform…
The Genie™ for financial planners is quickly becoming the nucleus of a growing financial planning community built on a foundation of support and sharing.
Weekly webinars focusing on what’s working and (more importantly) what isn’t provide a collective experience all members can benefit from.
It’s all in an effort to help each member build a better business and, in turn, a better industry.
Dave Wiitala
Dave Wiitala, a financial planner, experienced a significant shift in his business operations after adopting The Genie™. Before using the software, Dave relied on manual processes and Excel spreadsheets, which were inefficient and fragmented. He was seeking…
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Dave Wiitala
Dave Wiitala, a financial planner, experienced a significant shift in his business operations after adopting The Genie™. Before using the software, Dave relied on manual processes and Excel spreadsheets, which were inefficient and fragmented. He was seeking a comprehensive tool to consolidate and organize client data, including financial plans, insurance, and investment management. With The Genie™, Dave was able to streamline his workflow, improve efficiency, and ensure that both he and his team could easily access and manage client information. The Support Genie™ service further enhanced his operations, allowing him to delegate administrative tasks and focus on higher-level responsibilities. With The Genie™, Dave confidently tracks opportunities and ensures accurate client data management, ultimately freeing up more time for client-facing activities.
Joann Cathcart Client Support Professional
Toronto, ON
Joann Cathcart, a client support professional, finds The Genie™ to be a transformative tool for managing client workflows. Before using The Genie™, Joann managed tasks manually, which was time-consuming and susceptible to errors…
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Joann Cathcart
Client Support Professional
Toronto, ON
Joann Cathcart, a client support professional, finds The Genie™ to be a transformative tool for managing client workflows. Before using The Genie™, Joann managed tasks manually, which was time-consuming and susceptible to errors. She appreciates how The Genie™ links all client-related activities to one household view, providing a comprehensive history, current activity, and ongoing updates. This feature has significantly reduced her stress by ensuring that no actions are missed, thanks to automated tasks and reminders built into the system. Joann also values how the platform fosters efficiency by consolidating all client information in one accessible location, making her work more streamlined. Overall, she rates The Genie™ highly for its effectiveness and ease of use.
Niyousha Falaknazi Director of Business Integration
Toronto, ON
Niyousha Falaknazi, a business professional with extensive experience in various organizations, finds The Genie™ to be a game-changer in business management software…
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Niyousha Falaknazi
Director of Business Integration
Toronto, ON
Niyousha Falaknazi, a business professional with extensive experience in various organizations, finds The Genie™ to be a game-changer in business management software. She highlights the platform's ability to provide an all-in-one solution that manages the entire business process with real-time data updates, allowing for accurate forecasting and trend analysis. Niyousha values the user-friendly design of The Genie™, which eliminates the need for specialized skills to operate and allows for easy customization based on business needs. She appreciates Genie's flexibility and the comprehensive support provided through its knowledge center, which offers easy-to-follow tutorials. Overall, The Genie™ has significantly enhanced Niyousha's efficiency and satisfaction in her role.
Vanesa Aristizabal Technical Administrative Assistant
Toronto, ON
Vanesa Aristizabal, a Technical Administrative Assistant, finds The Genie™ to be an essential tool in her work, especially for its flexibility and continuous innovation…
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Vanesa Aristizabal
Technical Administrative Assistant
Toronto, ON
Vanesa Aristizabal, a Technical Administrative Assistant, finds The Genie™ to be an essential tool in her work, especially for its flexibility and continuous innovation. She values how The Genie™ allows for customization of business processes, making it easier to support users in both technical and marketing domains. Vanesa also appreciates the platform’s efficiency, particularly in quickly executing marketing campaigns and managing data, all within a single, user-friendly system. The Genie™'s commitment to improvement and its comprehensive approach have made Vanesa's role more effective and streamlined.
Mike Chronowich, CFP IRONSHIELD Branch Owner
Toronto, ON
Mike Chronowich, a financial planner, values his experience with the syndicate for its client-centric approach and robust support system. After becoming disillusioned with his previous firm’s focus on pushing products rather than prioritizing clients, Mike sought a better fit…
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Mike Chronowich, CFP
IRONSHIELD Branch Owner
Toronto, ON
Mike Chronowich, a financial planner, values his experience with the syndicate for its client-centric approach and robust support system. After becoming disillusioned with his previous firm’s focus on pushing products rather than prioritizing clients, Mike sought a better fit. He was drawn to the syndicate’s emphasis on financial planning first, which resonated with his commitment to client-centric service. Mike also appreciated the advanced systems, particularly The Genie™, which significantly streamlined his administrative tasks and improved client service. The supportive community within the syndicate and the ease of using the technology provided gave Mike the confidence to rebuild his practice. His transition was challenging, but the mentorship and resources offered by the syndicate helped him navigate these hurdles, ultimately leading to a more fulfilling and effective practice.
John Kalos, CFP IRONSHIELD Branch Owner
Pointe-Claire, Quebec
In 2017 John opened the first IRONSHIELD Financial Planning branch in Quebec. Since implementing The Genie™ John has seen an increase in new clients, improved lead…
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John Kalos, CFP
IRONSHIELD Branch Owner
Pointe-Claire, Quebec
John Kalos, a financial planner, experienced a significant transformation in his business operations after adopting The Genie™ software. Before using The Genie™, he faced challenges with overly complex management systems that slowed his workflow. However, The Genie™'s intuitive features, such as automated tasks and customized sales process, enable him to keep business operations on track and focus on client interactions. The software's user-friendly interface and efficient tools allow John to shift away from administrative tasks and dedicate more time to serving clients effectively. He also praises Support Genie™, a personal assistant service integrated with the software, which plays a key role in his success by handling administrative duties. Thanks to The Genie™, John confidently spends 100% of his time on client-focused activities, with the rest efficiently managed behind the scenes.
News
Digitizing the management of financial planning companies. (Fintech Impact)