Seven Group

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.