Seven Figure Advisor
Attention Financial Advisors & Life Insurance Agents
Stay Organized And Grow With our All-in-One CRM & Coaching Membership
The Blueprint for Life & Financial Advisors to Leverage Proven Strategies, Cutting- Edge Tech, and Expert Support To Build the Practice of Your Dreams
ABOUT PROGRAM
This program will
empower you
Master the essentials of your financial advisory or life insurance business by focusing on what truly matters—implementing the right systems and software to keep your operations organized and drive sustainable growth.
Weekly Group Coaching
Calls
01. Systemized
Leverage software built exclusively for the Finance Industry so you can be highly organized and stay top-of-mind with clients via text, phone and email with automated follow ups.
02. Advisor Knowledege Library
Access a wide range of training videos covering sales techniques, closing, prospecting, software usage, and marketing strategies. All of the secrets the others don't want you to know and care charging you THOUSANDS for
03. Mentorship
Weekly Group Coaching Calls with successful seven-figure advisors. Our expert panel includes 4 advisors who've all created 7 + Figure advisory businesses
04. Support
24/7 Tech Support: Around the clock technical assistance via zoom, phone, chat, and email to keep you running. With an average sub 2-min response time!
Weekly Group Coaching
Calls
THE PLATFORM
With 7-Figure Advisor Software platform You Can
Get More Customers
Sales Pipeline & Contact Management
Kanban view & Dashboard reporting of all your sales opportunities so you can stay organized and move prospects through the stages to becoming a customer.
Manage your entire sales process in one place. Keep track of your leads, follow-ups, and opportunities with a robust sales pipeline that ensures nothing slips through the cracks. Plus, you’ll have all client details at your fingertips for seamless contact management.
Features: Sale Pipeline Management, Dashboards, Reporting, Contact Management, Bulk Actions
Replaces: Salesforce, Hubspot, Zoho CRM, Pipedrive
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.
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 to maximize conversions. Tailored specifically for financial and insurance services, 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.
Win BIG: Increase Revenue by 300%
CRM systems increased lead conversion rates by 300 percent while boosting purchase value by 40 percent, according to a Forrester study.
Get More For Less. See How We Compare
TESTIMONIAL
Recommended And Highly Rated
Lisa W
Home Remodel
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Jeff L
Landscaping Services
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Marc m
Small Business Owner
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What’s At Stake If You Don’t Act Now?
Picture this: Another month, another quarter, another year passing by, and your business stays the same. What is the true cost of inaction?
You continue to struggle with chaotic business systems, processes and software
Hours upon hours wasted on outdated and ineffective methods, time that could have been invested in growing your business.
Your competition surging ahead, securing clients, and expanding their influence, while you remain stagnant.
The daily frustration of grappling with uncertainty, the feeling that success is just out of reach.
Your dreams of success and recognition remain just that—dreams.
TAKE ACTION. SIGN UP NOW BEFORE YOU LOSE YOUR SPOT. THESE WILL GO FAST
BE QUICK! First 100 founding members price ONLY
Seven Figure Advisor
