Financial Advisors, let us focus on your marketing. So you can focus on building your practice.

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Why Seven?

We help financial advisors create a marketing program that aims to drive growth, lower costs over time, and increase AUM. We build you a cohesive plan and give you the content and tools that work for your practice.

Our Philosophy

We move fast, very fast

We take a hyper-speed approach to auditing your current marketing efforts and identifying solutions that work, enabling you to concentrate months’ worth of R&D into a number of hours.

We are an extension of your team

We are only successful if our partners are successful, which is why we act as an extension of your team to help you build and maintain marketing excellence.

Our model is custom to your practice

Your marketing model needs to be unique to your practice. No cookie cutter programs - your audit, strategy, and execution plan is specific to your goals.

We practice what we preach

We’ve done this ourselves, so we know what it takes to build a valuable marketing engine within the financial services industry. It takes native knowledge paired with new thinking.

PRICING

Find the perfect plan for your business.

For the advisor who’s a marketing expert, but needs the extra help

We give you the content and tools to help you execute your marketing

$74.99

/month

Strategy
- 1-on-1 discovery session
- Marketing plan guidance & template
Website
- On-demand trainings on how to optimize your website, including messaging, SEO, and navigation
Marketing
- Unlimited ready-to-go article content
- All-access to the Seven email campaign hub
Learning
- All-access to the Seven learning hub
Ongoing
- All-access to marketing expert
- Quarterly 30-minute consulting call

For the advisor who wants to outsource your marketing completely

Best Value

We manage your marketing for you

$749

/month

Strategy
- 1-on-1 discovery session
- Custom marketing plan
Website
- Full website audit and implementation of changes
Marketing
- Unlimited ready-to-go content
- 1 premium, done-for-you article per month
- 2 social media templates per month
- 1 webinar presentation per quarter
- Online ads creation & oversight
- Content editing and copywriting
- All-access to the Seven email campaign hub
Learning
- All-access to the Seven learning hub
Ongoing
- Monthly 30-minute consulting call
- Marketing measurement
- All-access to marketing expert
- Custom folder drive for all assets

For the advisor who wants a marketing partner to build it together

We help you market your practice

$199

/month

Strategy
- 1-on-1 discovery session
- Custom marketing plan
Website
- Full website audit and recommendations
Marketing
- Unlimited ready-to-go content
- All-access to the Seven email campaign hub
- Online advertising oversight via screen share
- Content editing and copywriting
Learning
- All-access to the Seven learning hub
Ongoing
- Monthly 30-minute consulting call
- Marketing measurement
- All-access to marketing expert
- Custom folder drive for all assets

The Platform

In addition to our model, you receive full access to our digital platform that includes training resources, pre-approved content, and campaign ideas.

Helping your clients

We’ve thought through the most effective ways to connect you to your clients by focusing on the issues that are meaningful to them. We’ve created quality, timely FINRA-reviewed content and campaigns that expand your brand.

Driving more leads

Your marketing program is only is good as the impact it's having. Our campaign tools and tactics help you drive more leads into your practice.

Keeping you on track

A strategy is only as good as the execution of it. We keep you on track by providing you weekly tune-ups, coupled with monthly webinars. Digital marketing morphs and expands continually – we keep your growth strategies performing.

Getting you smart

We want to make you dangerous. In-depth learning on every element of digital marketing, in quick, scalable steps. We breakdown: building a marketing strategy, driving growth through social platforms, successful email campaigns, unique content marketing, and more.

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