ABOUT US

We help financial advisors build a marketing model that works.

Our Story

Rooted in 20+ years of experience and hatched out of an investment manager, Seven Group enables financial advisors to build a sustainable marketing model. We’re a group of marketers, writers, analysts, and doers.

Rooted in Six Principles

Everyone is a Marketer

We help every advisor we work with to become a marketer and build a marketing mindset as they evolve their organization.

R&D Through Action

We believe the best R&D is done through action and real-time learning. Testing content through various distribution channels is the best way to learn about client behaviors.

Scale Through Ownership

We enable you to scale through owning your marketing and communications in-house. Not having to outsource your efforts results in rapid scale.

Solutions are Devised Collectively

We believe that solutions are best devised as a group, which is why we spend a day with every advisor diving deep into business issues and solutions.

People Connect  With People

In today’s world, building your brand is more important than ever. Your brand is your people. We enable you to reach customers through a human-oriented approach.

Great Branding Creates Longevity

We believe the best way to create longevity in any business is through a healthy brand. We work to evolve your brand by putting your customer needs at the core.