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 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
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