Financial Advisors, no more cookie cutter marketing. We power your practice for the next generation.

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Why the Seven Platform?

Our platform & program enables financial advisors to drive growth, lower costs over time, and increase AUM. We build you a cohesive plan and give you the content and tools to grow 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 your marketing coach

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

Our approach is 100% custom

Your marketing needs to be unique to your practice. No cookie cutter marketing - all of our strategies are custom to you, and our content is 100% customizable for your voice.

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 Practice

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

$99.99

/month

Strategy
- 1-on-1 discovery session
- Marketing plan guidance & template
Website
- On-demand coaching on how to optimize your website, including messaging, SEO, and navigation
Marketing
- Unlimited ready-to-go content
- Unlimited ready-to-send email campaigns
Training
- All-access to coaching hub
Ongoing
- All-access to marketing coach
- Quarterly 30-minute coaching 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
- Unlimited ready-to-send email campaigns
- 1 premium, done-for-you article per month
- 2 custom social media templates per month
- 1 premium webinar presentation & campaign per quarter
- Online advertising creation & management
- Unlimited content editing and copywriting
Training
- All-access to coaching hub
Ongoing
- Monthly 30-minute coaching call
- Marketing measurement
- All-access to marketing coach
- Campaign management

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

We help you market your practice

$249

/month

Strategy
- 1-on-1 discovery session
- Custom marketing plan
Website
- Full website audit and recommendations
Marketing
- Unlimited ready-to-go content
- Unlimited ready-to-send email campaigns
- Online advertising oversight via screen share
- Unlimited content editing and copywriting
Training
- All-access to the Seven coaching hub
Ongoing
- Monthly 30-minute coaching call
- Marketing measurement
- All-access to coaching hub
- Campaign management

The Platform

In addition to our program, you receive full access to our platform that includes training resources, ready-to-go content, and email campaign.

Deploy content faster

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 ready-to-send content and campaigns that expand your brand.

Drive 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.

Stay 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.

Get smart on marketing

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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