Financial advisors, make your marketing model a growth driver and practice differentiator.

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Wealth Management
Financial advisor
Think Advisor
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Why Seven?

We help financial advisors create a marketing model that aims to drive growth, lower costs over time, and increase AUM. We build you a cohesive plan and give you the insights 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 Do it Yourselfer

We help you market your practice

$199

/month
  • Strategy
    • 1-on-1 discovery session
    • Custom marketing plan
  • Website
    • Website audit and recommendations
  • Marketing
    • Unlimited ready-to-go content
    • All-access to the Seven campaign hub
    • Content editing and copywriting
  • Learning
    • All-access to Seven learning hub
  • Ongoing
    • Bi-weekly consulting calls
    • Progress tracking

Interested in learning more about the Seven platform?

x
For Someone Who Doesn’t Have the Time

Best Value

We manage your marketing for you

$499

/month
  • Strategy
    • 1-on-1 discovery session
    • Custom marketing plan
  • Website
    • Website audit and recommendations
  • Marketing
    • Unlimited ready-to-go content
    • All-access to the Seven campaign hub
    • 1 custom article per month
    • 4 custom social media templates
    • 1 custom presentation per quarter
    • 1 direct response campaign per month
    • Content editing and copywriting
    • All-access to the Seven campaign hub
  • Learning
    • All-access to Seven learning hub
  • Ongoing
    • Bi-weekly consulting calls
    • Progress tracking

Interested in learning more about the Seven platform?

x
For a Large Team or Institution

We revamp your marketing and manage it for you

Custom

  • Strategy
    • 1-on-1 discovery session
    • Custom marketing plan
  • Website
    • Website audit and recommendations
    • Seo enhancements to website
  • Marketing
    • Custom marketing asset creation (i.e. brochure, logo, articles, etc.).
    • Unlimited ready-to-go content
    • Direct response campaign implementation and management
    • Content editing and copywriting
    • All-access to the Seven campaign hub
  • Learning
    • Personalized training
    • All-access to Seven learning hub
  • Ongoing
    • Bi-weekly consulting calls
    • Progress tracking

Note: number and type of marketing assets and campaigns dependent on scope. Scope will include campaign management advertising cost.

Interested in learning more about the Seven platform?

x

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 your 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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Interested in learning more? Let's connect.