ERP CRM PSASeven Group Launches New Platform to Help Financial Advisors Level Up Marketing

PRNewswire PRNewswireMay 18, 20204 min

Seven Group, a New York City-based marketing consultancy catering exclusively to financial advisors, today unveiled its new digital platform to help advisors build their marketing efforts from the ground up. The platform provides a customized marketing road map along with necessary tools for advisors, including creative development, a library of effective investor content, progress tracking, and a digital training lab.

Seven Group’s goal is to help advisors engage clients and prospects by tailoring marketing tactics to the modern environment. The focus is on positioning advisors to capitalize on rapidly changing demographics and the continued shift to digital-first communications.

Seven Group pairs marketing technology with an agile consultative approach, breaking up the program into three phases: (1) unpacking advisors’ challenges and opportunities, (2) delivering a fully integrated marketing road map, and (3) providing access to exclusive digital resources, content, and automation tools.

Alex Cavalieri, co-founder of Seven Group, commented, “The program concentrates months’ worth of R&D, learning, and execution into a solution that delivers the proper tactics and tools while enabling advisors to seamlessly integrate their marketing efforts. We want to give our clients the ability to be dangerous on their own.”

Alex continued, “As COVID-19 continues to change the advisor/investor relationship dynamic, investors are increasingly researching advisors online and connecting with them in different ways. As a result, we believe that advisors need to become marketers in every aspect. Communications is an essential element of their business. We also believe it’s more important than ever that advisors lead their clients by showing the value they can provide. The best way to do this is to build their own marketing and communications strategy. Our goal is to help advisors evolve and educate them to the point where they can execute at scale.”

Advisors have the ability to engage Seven Group on a subscription basis or via a custom proposal. To learn more about the services offered, advisors can head to



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