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STRATEGIC DELIVERY PARTNERS
The Partners in Genius model is built on coordination: we bring the right specialists together for each client's specific needs.
Our strategic delivery partners are independent firms and platforms that we have vetted, worked alongside, and trust to deliver at the standard our clients expect.
Each partner brings deep expertise in their area, whether that's advisor coaching, marketing technology, content platforms, or client engagement tools. We manage the relationship, coordinate the work, and ensure everything connects back to your marketing strategy and business goals.
What our partners deliver
Through our partner network, you and your organization get access to:
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Advisor coaching and practice management for both new and experienced advisors looking to grow
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Marketing technology platforms that enable digital presence, content distribution, and lead generation at scale
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Client engagement tools that help advisors build deeper, more sustainable client relationships
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Compliance-aware creative and content from specialists who understand regulated industries
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Fractional executive leadership for firms that need senior marketing guidance without a full-time hire
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Data-driven automation that improves efficiency, attribution, and campaign performance
Each engagement is coordinated by Partners in Genius. We handle the vendor management, integration, and accountability so you get a seamless experience.
Specialist expertise, one point of accountability.
Every partner in our network is selected for their depth in wealth management. We coordinate the work so you don't have to manage multiple vendors.
Partners in Genius
Specialities: Strategic marketing planning, fractional CXO support, MarTech consulting, advisor enablement, campaign management
Partners in Genius is a specialized marketing consultancy for the wealth management industry, founded in 2015 and based in Toronto. We bring nearly two decades of experience inside Canada's largest wealth institutions to help firms and advisors grow through focused strategy, technology integration, and hands-on execution.
Our coaching and mentoring programs cover strategic marketing planning, digital presence development, MarTech adoption, and practice growth for individual advisors and enterprise marketing teams. We deliver through one-on-one advisory sessions, group programs, and learning days tailored to your goals.
Nomadic Nerd
Specialities: Practice management, business growth, niche market strategy, client engagement, strategic automation
Nomadic Nerd is a coaching and growth strategy firm founded by Kim Peterson, a Certified Financial Planner and Harvard Business School graduate with over 23 years of leadership experience in Canada's financial services industry, including senior roles at MD Financial Management.
Kim coaches wealth advisors on building more productive, sustainable practices through structured programs covering prospect engagement, revenue strategy, niche market positioning, and operational efficiency through automation. Her approach focuses on uncovering the "Why," "Who," "How," and "When" of an advisor's practice to deliver measurable results.
Foster & Bond
Specialities: Client engagement strategy, loyalty and retention programs, personalized client experiences, referral growth, engagement coaching
Foster & Bond is a client engagement company that helps wealth advisors strengthen client relationships through personalized, meaningful experiences. Founded by Andrea Makauskas, who brings 18+ years of industry experience, the firm combines strategic coaching with a curated platform of exclusive experiences and gifts designed to drive loyalty, retention, and referrals.
Their services include one-on-one engagement coaching, custom client engagement planning, and a membership platform that gives advisors access to curated experiences, hand-selected products, and best practices for turning every client interaction into a growth opportunity.
Iconic Group
Specialities: Advisor website platforms, advisor locator technology, digital presence management, content management, lead capture, search optimization
Iconic Group is a marketing technology company purpose-built for CIRO-regulated wealth management firms and advisors in Canada. Their Advisor.Direct platform enables compliant, personalized advisor websites, from single-page microsites to full builds, along with centralized Advisor Locator functionality that connects individual presences into a seamless prospect discovery experience.
The platform is API-ready for integration with CRM systems, print vendors, Google Business Profile, and content distribution tools, making it a scalable foundation for enterprise advisor enablement programs. Whether deploying for two advisors or two thousand, Iconic Group provides the digital infrastructure to drive local search visibility, lead capture, and measurable engagement.
Let's talk about your marketing.
Whether you're looking to scale marketing across a national advisor network or build a digital presence for your own wealth advisory practice, let's get started.
Please note that our partners are independent professionals who bring their own unique expertise to support your success. While Partners in Genius facilitates these valuable connections, services are delivered through their own businesses, and each partner manages their client outcomes independently.