OUR PLATFORM

We pair a custom plan with the content and tools you need to build a marketing engine for growth.

The Model

Our Model is 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

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

Build It With You

We want your marketing to work for your practice and schedule. In addition to the model we create for you, we help you build the creative assets you need including articles, videos, presentations, and graphics.

Phase 3

Arm You With
 The Tools

We provide FINRA-reviewed content, out-of-the-box email campaigns, ongoing marketing learning, bi-weekly consulting calls, and ongoing analysis.

The Platform

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

Ready-to-Go Content

p-img-1
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.

p-img-1
Written for the Investor

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


p-img-1
FINRA-reviewed

All content is FINRA-reviewed. Add your branding, send it out. Done.

p-img-1
Customizable

The platform gives you the ability to customize/publish/distribute – as easy as that.


Next-Gen Learning Platform

https://www.thesevengroup.com/wp-content/uploads/2019/11/digital.png
Digestible Sessions

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

https://www.thesevengroup.com/wp-content/uploads/2019/11/action.png
Action-oriented

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

https://www.thesevengroup.com/wp-content/uploads/2019/11/digest.png
Digital-first

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

https://www.thesevengroup.com/wp-content/uploads/2019/11/custom.png
Customizable

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

Progress Tracking

https://www.thesevengroup.com/wp-content/uploads/2019/11/week.png
The Weekly Push

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

https://www.thesevengroup.com/wp-content/uploads/2019/11/platform.png
Analytics

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

https://www.thesevengroup.com/wp-content/uploads/2019/11/one.png
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.

PRICING

Find the perfect plan for your business.

For the Do it Yourselfer

We help you market your practice

$199

/month
  • Strategy
    • 1-on-1 discovery session
    • Custom marketing plan
  • Website
    • Website audit and recommendations
  • Marketing
    • Unlimited ready-to-go content
    • All-access to the Seven campaign hub
    • Content editing and copywriting
  • Learning
    • All-access to Seven learning hub
  • Ongoing
    • Bi-weekly consulting calls
    • Progress tracking

Interested in learning more about the Seven platform?

x
For Someone Who Doesn’t Have the Time

Best Value

We manage your marketing for you

$499

/month
  • Strategy
    • 1-on-1 discovery session
    • Custom marketing plan
  • Website
    • Website audit and recommendations
  • Marketing
    • Unlimited ready-to-go content
    • All-access to the Seven campaign hub
    • 1 custom article per month
    • 4 custom social media templates
    • 1 custom presentation per quarter
    • 1 direct response campaign per month
    • Content editing and copywriting
    • All-access to the Seven campaign hub
  • Learning
    • All-access to Seven learning hub
  • Ongoing
    • Bi-weekly consulting calls
    • Progress tracking

Interested in learning more about the Seven platform?

x
For a Large Team or Institution

We revamp your marketing and manage it for you

Custom

  • Strategy
    • 1-on-1 discovery session
    • Custom marketing plan
  • Website
    • Website audit and recommendations
    • Seo enhancements to website
  • Marketing
    • Custom marketing asset creation (i.e. brochure, logo, articles, etc.).
    • Unlimited ready-to-go content
    • Direct response campaign implementation and management
    • Content editing and copywriting
    • All-access to the Seven campaign hub
  • Learning
    • Personalized training
    • All-access to Seven learning hub
  • Ongoing
    • Bi-weekly consulting calls
    • Progress tracking

Note: number and type of marketing assets and campaigns dependent on scope. Scope will include campaign management advertising cost.

Interested in learning more about the Seven platform?

x
The Dashboard

Your Dashboard

Next: Investor Content
site logo

Interested in learning more? Let's connect.