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
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.
Written for the Investor
Great content means complex topics made simple and told through interesting stories.
Ready-to-Send
All of our content is written with compliance in mind. Add your branding, send it out. Done.
Customizable
The platform gives you the ability to customize/publish/distribute all articles, presentations, and campaigns – as easy as that.
Next-Gen Coaching Platform
Digestible Sessions
Our approach to coaching breaks down digital into channels and strategies, so you can take it at your own speed.
Action-oriented
No theory – just proven, scalable, concrete steps to get you in front of clients and prospects.
Digital-first
We know your time is valuable. All training is done digitally, allowing you to access it anywhere, anytime.
Topical
Topic-oriented and based on your feedback, so we’re consistently in position to back you up.
Progress Tracking & Marketing Analysis
The Weekly Push
We give you 7 simple steps each week, based on your goals and strategy, to keep you pushing forward.
Analytics
To understand where you’re going, you need to understand where you are - we deep dive into analytics monthly.
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.
Tips & Insights
Weekly best & fresh ideas to your tactics tuned up.
Find the Perfect Plan for Your Practice
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
Interested in learning more about the Seven platform?
xBest 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
Interested in learning more about the Seven platform?
xWe 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
Interested in learning more about the Seven platform?
xThe Dashboard
Your Dashboard
Hub Page
Your central hub for all your marketing needs. The dashboard home page keeps you on-track with creating and distributing content to prospects and clients. This includes a weekly progress tracker, access to the latest investor-approved content and in-depth training modules, and upcoming live webinars.
Investor Content
Educational and thought leadership articles, emails, and presentations on investing, savings, and retirement topics, including estate planning, social security, college savings, and macro trends. Each piece, customizable, created specifically for end-investors.
Coaching Lab
In-depth coaching on every element of marketing, enabling you to become the marketing expert yourself. Features trainings on how to build a marketing strategy, to leveraging LinkedIn for growth, to building effective email campaigns.
Interested in learning more? Let's connect.
Interested in learning more about the Seven Group platform?
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New York, NY 10016
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