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.

A Clear, Concise Plan

We provide you with a full marketing plan which includes an audience persona, what content you should be creating, what channels you should market on, and how to execute on everything.

Unlimited Ready-to-Go Content

You receive 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

We enable your marketing through 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.

One-Click Email Campaigns

You can schedule out pre-built email campaigns to custom lead lists through our campaign functionality allowing you to reach clients and prospects easier.

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 & template
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
- 1 custom article per month
- 2 social media templates per month
- 1 webinar presentation per quarter
- Online advertising management
- Content editing and copywriting
- All-access to the Seven email campaign hub
Learning
- All-access to the Seven learning hub
Ongoing
- Monthly 30-minute consulting call
- Marketing measurement
- 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 email campaign hub
- Online advertising management via screen share
- Content editing and copywriting
Learning
- All-access to the Seven learning hub
Ongoing
- Monthly 30-minute consulting call
- Marketing measurement
- Custom folder drive for all marketing assets