Ready-to-go content. Email nurture campaigns. Sales presentations. All at your fingertips.

The Program

Our Program is Built Different

We partner with you through a hyper-focused program to create your marketing plan, then arm you with the content and tools you need to scale.

Phase 1 - Define for Clarity

Develop Your Plan

Whether you have a specific goal or are building your marketing efforts from the ground up, we audit your current marketing efforts, define your audience, develop the right marketing tactics, determine the marketing channels, and create the best content for you.

Phase 2 - Set Your Baseline

Get Your Foundation in Order

We want your marketing to work for your practice and schedule. In addition to the plan we create for you, we help you connect your digital pipes, build the creative templates you need, and determine your marketing cadence.

Phase 3 - Execute With Intention

Arm You With
 The Platform

We provide ready-to-go content, out-of-the-box email campaigns, ongoing marketing training, monthly consulting calls, and ongoing analysis.

The Platform

Paired with your custom program, you get access to our digital platform.

Ready-to-Go Content, Campaigns, and Presentations

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Timely Topics

Your content needs to reflect what going on in the markets and how that impacts your clients. We position you as the expert at keeping your clients updated.

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Written for the Investor

Great content means complex topics made simple and told through interesting stories.


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Ready-to-Send

All of our content is written with compliance in mind. Add your branding, send it out. Done.

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Customizable

The platform gives you the ability to customize/publish/distribute all articles, presentations, and campaigns – as easy as that.


Next-Gen Coaching Platform

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Digestible Sessions

Our approach to coaching breaks down digital into channels and strategies, so you can take it at your own speed.

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Action-oriented

No theory – just proven, scalable, concrete steps to get you in front of clients and prospects.

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Digital-first

We know your time is valuable. All training is done digitally, allowing you to access it anywhere, anytime.

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Topical

Topic-oriented and based on your feedback, so we’re consistently in position to back you up.

Progress Tracking & Marketing Analysis

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The Weekly Push

We give you 7 simple steps each week, based
 on your goals and strategy, to keep you
pushing forward.

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Analytics

To understand where you’re going, you need to understand where you are - we deep dive into analytics monthly.

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1-on-1 Check-ins

Our team checks-in with you on a bi-weekly basis to see how you’re progressing with the growth of your practice.

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Tips & Insights

Weekly best & fresh ideas to your tactics
 tuned up.

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
    • Out-of-the-box ad copy & creative
    • Unlimited ready-to-send email campaigns
  • Coaching
    • Quarterly 30-minute coaching call
    • All-access to coaching hub
  • Ongoing
    • Campaign advisement

Interested in learning more about the Seven platform?

x
For the advisor who wants to outsource most of our content creation and ad management

Best Value

We drive your marketing for you, you press send and post

$749

/month
  • Strategy
    • 1-on-1 discovery session
    • Custom marketing plan
  • Website
    • Form optimization, advertising pixel, and tracking optimization
  • 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
    • One hour of content editing and copywriting per month
  • Coaching
    • Monthly 30-minute coaching call
    • All-access to expert marketing coach
    • All-access to coaching hub
  • Ongoing
    • Marketing measurement
    • Campaign management

Interested in learning more about the Seven platform?

x
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
    • Form optimization, advertising pixel, and tracking optimization
  • Marketing
    • Unlimited ready-to-go content
    • Unlimited ready-to-send email campaigns
    • Out-of-the-box ad copy & creative
    • Online advertising oversight via screen share
    • 30 minutes of content editing and copywriting per month
  • Coaching
    • Monthly 30-minute coaching call
    • All-access to expert marketing coach
    • All-access to the online coaching hub
  • Ongoing
    • Marketing measurement
    • Campaign advisement

Interested in learning more about the Seven platform?

x
The Dashboard

Your Dashboard

Next: Investor Content
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Interested in learning more? Let's connect.