XY Planning Network is offering financial advisors on its platform access to a new marketing and digital outreach tool.The network has partnered with New York-based Seven Group, a marketing platform exclusively catering to financial advisors, to allow XYPN advisors to scale their business through customizable marketing content and other offerings, Seven Group says.
Seven Group’s onboarding program for financial advisors starts with “unpacking” their challenges and opportunities, after which the group provides a “marketing road map,” the company says. In addition, Seven Group then offers advisors access to guidance and consultations, ready-made marketing campaigns, customizable content and automation tools, according to the firm.
Seven Group is providing access to its services for XYPN’s advisors on a subscription basis and with a discount, the company says.
"In the independent advisor marketplace, an integrated marketing strategy is vital for growth," Jordan Hutchison, XYPN's director of partnerships, said in a statement. "The combination of powerful technology and consultative services Seven Group offers will help XYPN advisors take their marketing to the next level."
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