• Home News Seven Group Launches New Platform to Help Financial Advisors Level Up Marketing Press Release News

Seven Group Launches New Platform to Help Financial Advisors Level Up Marketing Press Release News

Posted 25 May-2020 08:05 PM by Billy | 1189

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, œThe 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, œAs 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.

Source - https://www.newswire.com/news/seven-group-launches-new-platform-to-help-financial-advisors-level-up-21146847

Tags:

Seven Group, financial advisor, financial planning, financial services, financial technology, marketing technology, united states press release Cheap Press Release Distribution Site, Free Press Release Site, Free Press Release Distribution Website, Free Press Release, Press Release

Company Information

Company Name Contact Person Contact Number Email Id Website Address
Seven Group 6462538226 Info@thesevengroup.com https://www.thesevengroup.com/

Other Financial Services Related Press Release News

Yiren Digital Files Annual Report on Form 20-F Free

Yiren Digital Ltd. (NYSE: YRD) ("Yiren Digital" or the "Company"), a leading fintech company in China, announced that it has filed its ...Read More


Tidemark Financial Partners Announces New Hires and a Promotion Amid Continued Growth Free

Tidemark Financial Partners announces two new hires and a promotion. The announcement comes as Tidemark seeks to increase capacity in order to ser...Read More


New York Revenues' Worst Fall Since Great Depression Reports Bambridge Accountants New York Free

New York saw a drastic fall in state income for April 2020, reports Bambridge Accountants New York. According to the monthly figures released...Read More


Tradebloc Inc. Unveils New Superior Credit Monitoring Press Release News Free

In a natural evolution, two great and trusted companies that are highly recognized and respected by millions of consumers, financial institutio...Read More


Society of FSP and Chalice Network™ Join Forces Press Release News Free

The Society of Financial Service Professionals  (FSP) has partnered with San Diego-based Chalice Financial Network to significantly expand i...Read More