Simple pricing,
no hidden fees.

Whether you’re an advisor and know what you want to accomplish from a marketing perspective, or you don't know where to start, we can help your practice.

No setup fees. Each element of the platform is exclusive to you through your membership.

THE BENEFITS

What The Platform Provides

1-on-1 Onboarding

Upon signing up, you’ll receive a 60-minute consulting session, along with one 30 minute check-in every two weeks.

Clear, Concise Strategy

We define your audience, develop the right marketing tactics, determine the marketing channels, and create the right content for your goals.

Unlimited Ready-to-Go Content

Access to FINRA-reviewed content that can be sent and deployed directly from the platform or by adding it to your website. Add your branding, send it out. Done.

Weekly Progress Tracking

Each week, we give you simple steps to take and items to tackle, based on your goals and strategy, to keep you pushing forward.

All-Access to Learning Lab

Access to on-demand, digital training modules covering a number of marketing topics. This allows you to access them anywhere, anytime, getting up to speed at your own pace.

Custom Dashboard Analytics

To fully understand if you’re leveraging the platform correctly, you need to understand how you’re engaging. Your dashboard will provide you with custom metrics across trainings and articles

PRICING

Find the perfect plan for your business.

For the Advisor Who’s a Marketing Expert and Needs the Extra Help

We give you the content and tools to help you execute your marketing

$74.99

/month

Strategy
- 1-on-1 discovery session
- Marketing plan guidance
Website
- On-demand trainings on how to optimize your website, including messaging, SEO, and navigation
Marketing
- Unlimited ready-to-go article content
- All-access to the Seven email campaign hub
Learning
- All-access to the Seven learning hub
Ongoing
- Quarterly 30-minute consulting call

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
- 9 social media templates
- 1 custom presentation per quarter
- Ad setup and monitoring via screen share
- Content editing and copywriting
- All-access to the Seven campaign hub
Learning
- All-access to the Seven learning hub
Ongoing
- One 30-minute monthly consulting call
- Progress tracking
- Custom folder drive for all marketing assets

For the Do it Yourselfer

We help you market your practice

$199

/month

Strategy
- 1-on-1 discovery session
- Custom marketing plan
Website
- Full website audit and recommendations
Marketing
- Unlimited ready-to-go content
- All-access to the Seven campaign hub
- Ad setup and monitoring via screen share
- Content editing and copywriting
Learning
- All-access to the Seven learning hub
Ongoing
- One 30-minute monthly consulting call
- Progress tracking
- Custom folder drive for all marketing assets