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
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 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
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 and campaigns – as easy as that.
Next-Gen Training Platform
Digestible Sessions
Our approach to education 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
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
-
Training
- All-access to coaching hub
-
Ongoing
- All-access to marketing coach
- Quarterly 30-minute coaching call
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
- 2 custom social media templates per month
- 1 premium webinar presentation & campaign per quarter
- Online advertising creation & management
- Unlimited content editing and copywriting
-
Training
- All-access to coaching hub
-
Ongoing
- Monthly 30-minute coaching call
- Marketing measurement
- All-access to marketing coach
- 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
-
Training
- All-access to the Seven coaching hub
-
Ongoing
- Monthly 30-minute coaching call
- Marketing measurement
- All-access to coaching hub
- Campaign management
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 on investing, savings, and retirement topics, including estate planning, social security, college savings, and macro trends. Each piece, customizable, created specifically for end-investors.
Learning Lab
In-depth training 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.
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