OneSeven has announced the launch of AdvisorGrowth IQ, an AI-powered financial advisor growth and marketing engine designed to help advisors build a more scalable prospecting process and increase opportunities to engage qualified prospective clients.

Powered by OneSeven, AdvisorGrowth IQ combines financial advisor marketing strategy, brand positioning, thought leadership, audience targeting, prospect intelligence, personalized outreach, automated follow-up, and appointment generation within one connected organic growth platform.

The platform was developed in response to a challenge shared by many financial advisors and independent RIAs: while advisors excel at serving clients and building relationships, many lack the time, technology, data and marketing infrastructure needed to consistently attract new clients and grow their practices organically.

“Our core focus is growth, partnership and innovation,” said Todd Resnick, Chief Executive Officer of OneSeven. “We listened to our advisors, and they told us they want to grow organically without having to spend their days building prospect lists, writing content or managing disconnected marketing campaigns. AdvisorGrowth IQ is our response: a growth engine built around the way financial advisors actually want to grow. By opening new opportunities for AI-powered innovation while keeping advisors and their relationships at the center, OneSeven is helping support innovation in advisor growth across our industry.”

Before developing AdvisorGrowth IQ, OneSeven conducted an extensive evaluation of the marketing, technology and business development landscape to identify the capabilities that could have the greatest impact on financial advisor organic growth.

“Over the past 12 months, we interviewed more than 25 AI marketing firms, copywriters, technology companies and financial services business development consultants to find what we believe are the strongest capabilities in the market,” said Adam Blumenthal, Chief Growth Officer of OneSeven.

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