Seven Figure Advisor
For Financial Advisors & Life Insurance Agents
The Only System Designed Exclusively To
Grow Life Insurance & Financial Advisory Businesses
Watch This Short Video In Full To Find Out How To Organize And Grow Your Business
The 7 - Figure Advisor Program
Stay Organized And Grow With Our All-in-One CRM and Coaching Program
We’ve packed this program with everything we’ve used ourselves, so you can learn from both our mistakes and our successes. You’ll benefit from all the time, effort, and money we’ve invested in creating this system. This is the same approach that helped us—and others in our community—build a 7-figure advisory business.
21 Video Masterclass
Find new clients, close new clients, expand existing clients
Expert Panel
Regular access to 4 advisors who have scaled up their businesses & can guide you along the way.
Community
Network with peers, knowledge-share, partner up, and win together.
Software
Full marketing & CRM platform with built-in systems, emails, and automations specifically for financial services
Backed By Our Unconditional 7 Day Money Back Guarantee
What Are Others Saying About 7-FA?
"I finally feel organized and ready to scale my advisory
business up to it’s potential"
About THE PLATFORM
With 7-Figure Advisor Software platform You Can...
Get More Customers
Prospect Pipeline & Contact Management
Dashboard reporting of all your life, annuity and AUM opportunities so you can stay organized and move prospects through the stages to becoming a client.
Manage your entire sales process in one place. Keep track of your leads, follow-ups, and opportunities with a robust pipeline that ensures nothing slips through the cracks. Plus, you’ll have all client details at your fingertips for seamless contact management.
Text or email one or all of your clients/prospects for quick updates, or to get appointments back on the calendar.
Features: Automate client follow-ups, manage financial plans, and drive annuity sales with proven marketing tools
Replaces: Salesforce, Hubspot, Zoho CRM, Pipedrive, Kixie and more
All-in-One-Marketing Platform
Reach your clients wherever they are.
With phone, email, and SMS integrated into a single platform, staying connected has never been easier. Whether you need to send appointment reminders, follow up on a lead, or close a deal, our CRM lets you communicate across all channels and view everything in one dashboard.
We give you a digital phone number so you can keep your personal lines free.
Features: Call or Text your leads with the click of a button. Record all calls for training. Receive inbound calls and instantly text or email any missed calls for top-notch customer service.
Replaces: Zoho, Salesforce, Phoneburner, Hubspot
Smart Automation
Get the Heavy-lifting & Repetitive Tasks off your Plate
Leave the manual work behind! Our CRM comes equipped with smart automations that do the heavy lifting for you, including our exclusive pre-built holiday email sequences to help you stay top-of-mind and generate leads all year round. Set it up once and watch the results come in!
Features: Finance & Life Agent specific automations and email sequences pre-built for you
Replaces: Zoho, ClickFunnels, Ontraport, Kartra, ActiveCampaign, AWeber, MailChimp
Pre-Built Funnels That Convert
Use tested & proven funnels and sites to get leads & sales
Hit the ground running with our 10 pre-built sales funnels designed for financial professionals. These templates are tested and proven to work—so you can focus on closing deals, not building funnels/landing pages.
Features: 10 bespoke Websites/Funnels ready to use or easily drag-and-drop to edit as you please.
Replaces: Clickfunnels, Wordpress, Wix
Why Choose 7-fa CRM?
We understand the unique challenges financial and life insurance agents face. That’s why we’ve built a CRM that’s more than just software—it’s a complete solution tailored to your business. With our CRM, you’ll work smarter, not harder, and watch your business grow.
Increase Commissions by 300%
CRM systems increased lead conversion rates by 300 percent. Just closing one or two additional deals per year because you are organized can make a huge difference.
Get More For Less. See How We Compare
Check out a Step-by-Step Demo of
How The 7-FA Program Works...
"You do not rise to the level of your goals. You fall to
the level of your systems."
James Clear - Atomic Habits
Frequently Asked Questions
Need help? [email protected]
Who is this for?
This is for anyone who wants to grow their financial advisory practice or life insurance agency. Even if you just want to be able to better manage your current business.
Why should I listen to you?
This program and software platform was built by a financial/life advisor just like you. Who started out with all the same barriers but was able to eventually scale up his own business to $2.4m per year.
As part of your monthly membership you will also have access to 3 other mentors who have been able to do the same and can share their successful actions for growing your business.
Do you offer more in depth help?
Yes. We do have clients we work with 1-on-1, contact us for availability and pricing.
This is by application only as we work with a limited number of clients in this capacity.
What if I can’t make the group calls?
We record each one and post them for you as well as providing an AI summary so you can quickly find notes of previous calls if you want to revisit any information.
How is this different than other products?
Not only is this the CRM designed to help you specifically, it’s also to our knowledge the first of its kind.
You will have a video training library, group calls, access to a community of your peers, an expert panel to mentor you so you have all the pieces in place to win.
As an extra benefit you will have access to our support team for any help you may need with the software. They average a sub 2-minute response time so you won’t be left waiting.
I want this, what exactly am I getting?
Immediately after purchase you will receive email access to your account.
You’ll also get your group access and training courses in the same system where you access your CRM.
Do you have any success stories?
Yes. This didn’t just work for us. We encourage you to watch the videos above in the “What others are saying about 7-FA Section”
Is there a guarantee?
Yes, you get a 7 day “no questions asked” money back guarantee in case it’s not for you.
This product is brought to you and copyrighted by Seven Figure Advisor, Ohio USA.
