Financial advisors: We help you market your practice in the digital world, so you can build for the next generation of wealth.

Get Started

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 Help You Save Time

We take a hyper-speed approach to auditing your current marketing efforts and building you a new marketing plan. Your plan is built for you and your practice.

We Coach You Through It All

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

We Provide You With 100% Customizable Content

Your marketing needs to be unique to your practice. No cookie-cutter marketing content - 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. All of our strategies and tactics are battle tested.

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
Coaching
- Quarterly 30-minute coaching call
- All-access to coaching hub
Ongoing
- Campaign advisement

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
- 1 custom ad per month, including copy and creative
- 1 premium webinar presentation & campaign per quarter
- Online advertising creation & management
- Unlimited content editing and copywriting
Coaching
- Monthly 30-minute coaching call
- All-access to expert marketing coach
- All-access to coaching hub
Ongoing
- Marketing measurement
- 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
Coaching
- Monthly 30-minute coaching call
- All-access to expert marketing coach
- All-access to the online coaching hub
Ongoing
- Marketing measurement
- Campaign advisement

The Platform

In addition to our program, you receive full access to our platform that includes coaching, ready-to-go content, presentations, sales scripts, and email campaigns.

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 coaching 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.

LEARN MORE