It’s no secret that the last 16 months has changed how we do business in a big way. But it’s also changed how investors manage their financial picture.
Investor participation in the market in the last 5-months was more than in the last 12 years combined1, and investors who want financial advice are more likely to start online.
Investors are turning to advisors in a big way, and they expect advisors to meet them where they are – online.
Between market participation and the way investors interact with advisors – the need for advisors to have an effective digital presence is more important than ever before.
But the problem is that the majority of Financial Advisors face one of two marketing problems: They either rely solely on referrals or are marketing with no real direction.
This leads to advisors jumping from platform to platform, performing random acts of marketing, wasting money and time, and often quitting on marketing before they can see an impact.
The current solutions in the market don’t fill the need. They are either too expensive (agencies) or don’t provide financial advisors with the guidance they need to execute marketing properly (traditional fintech).
That’s where we come in. We launched Seven to bring together the best of two worlds into a single platform.
Whether you have a specific goal or are building your marketing efforts from the ground up, we start with a discovery session that helps define your audience persona, marketing tactics, marketing channels. We then create a marketing roadmap tailored to you.
We provide you with the content and marketing tools you need to execute on your marketing, including exclusive FINRA-reviewed content, ready-to-send email automation, AI powered action plans, custom training modules, sales templates, and on-going monthly consulting.
Through on-demand coaching sessions, automated to do lists, and monthly training — we keep you on track with your marketing, helping you organize and operationalize your marketing efforts as you gain momentum and grow your practice.
You need to wear 17 different hats as an advisor and marketing can be time consuming and complex. We think we’ve got it solved. Reach out to our team to learn more: https://calendly.com/seven-group/30min