One Seven

Ready to grow your client base? Learn how OneSeven can help accelerate your client acquisition in our latest blog post.

https://bit.ly/4cyO1m2

Happy Labor Day! Today, we honor the hard work and dedication of all the incredible individuals who contribute to making our world a better place. Whether you're relaxing with family or enjoying a well-deserved break, take a moment to appreciate your efforts. You've earned it!

Advisors, are you grappling with the demands of aggressive product promotion and cross-selling? This relentless pressure can lead to burnout, mistrust, and long-term reputational damage. Our free report, "Under Pressure - The Pitfalls of Product Pushing for Ethical Advisors" addresses these critical issues and offers insights into maintaining ethical standards while navigating institutional pressures.

Stay true to your values and protect your client relationships. Download our FREE report now!

https://bit.ly/45FH7r2

At OneSeven, you're more than just a number. We are committed to creating a culture where every advisor feels valued, supported, and empowered to excel. With dedicated attention, customized support, and a deep commitment to your success, we're here to help you reach your goals, every step of the way.

Learn more about OneSeven:
https://bit.ly/3RMeTWL

Discover how integrating advanced CRM tools can help you manage your practice more effectively, allowing you to focus on what truly matters: your clients and growth.

Learn more --> https://bit.ly/4eUA8jB

Calling all growth-oriented Financial Advisors! Are you dedicated to maximizing your ROI and taking your career to new heights? Join us at OneSeven, where hard work meets endless opportunities for advancement.

Interested? Chat with our Chief Growth Officer, Adam Blumenthal: https://bit.ly/3FyPZEo

At OneSeven, we believe in empowering YOU to define your own success. Gone are the days of rigid quotas and external pressure. Here, you're in the driver's seat of your journey!

Set your own goals.
Pursue your passions.
Unlock your full potential.

Join us in a culture where personal growth reigns supreme and success is defined by YOU.

Let's talk: https://bit.ly/3FyPZEo

OneSeven is proud to announce its recognition on USA Today‘s prestigious list of the Best Financial Advisory Firms 2024, ranking 22nd out of 500 financial advisory firms nationwide and securing a top-two spot among advisory firms based out of Ohio.

Read more --> https://bit.ly/3X2OkjW

At OneSeven, we understand that no two advisors are alike, and that's why our support and services are tailored to YOUR unique needs. Whether you specialize in wealth management, retirement planning, or any niche in between, we're here to provide personalized guidance, resources, and solutions to help you excel in your field.

Learn how we can support you: https://bit.ly/3FyPZEo

Join us in welcoming Thomas Bass to the OneSeven team! Thomas joined us on July 24th and is based in of Las Vegas, Nevada. Learn more about Thomas here: https://bit.ly/3LT5jyz

Michael Moskal, Our Director of Investments for MGO Inc., received a Five Star Professional Award this week! Read more about Michael and this award here: https://bit.ly/3SIRXsD

Ready to enjoy more freedom and flexibility? Transitioning to independence might be the solution you've been searching for. Embrace the opportunity to take control of your professional life and create a practice that aligns with your goals.

Check out or latest blog for more details: https://bit.ly/4cuPo5b

Thank you for your kind words, Morgan. We're thrilled to have you as part of our team!

Culture is the heartbeat of any firm, and at OneSeven, it's our DNA. We believe in aligning values with actions, fostering a culture of collaboration, innovation, and growth.

Wondering if OneSeven is a good fit for you? Chat with our Chief Growth Officer, Adam Blumenthal!

https://bit.ly/3FyPZEo

At OneSeven, you're more than just a number. We pride ourselves on fostering a culture where every advisor is valued, supported, and empowered to thrive. With personalized attention, tailored support, and a genuine commitment to your success, we're here to help you achieve your goals, one step at a time.

Learn more about OneSeven: https://bit.ly/3RMeTWL

Traditional financial firms often come with frustrations and limitations that can stifle your growth and satisfaction. From outdated technology to restrictive policies, these issues can make your job more challenging than it needs to be.

Discover how going independent with OneSeven can help you overcome these obstacles: https://bit.ly/4eRyDTx

Your time is valuable, especially as a financial advisor. At OneSeven, we understand the importance of efficiency and productivity. With cutting-edge tools, robust support, and a culture that values your expertise, we empower you to make the most of every moment.

See how OneSeven can help you grow today: https://bit.ly/3IQ99Hp

Whether you need guidance on how to begin or assistance establishing your brand and growing your practice, OneSeven is here to help. OneSeven supports you through every step of your transition and beyond.

Questions? Chat with our Chief Growth Officer, Adam! https://bit.ly/3FyPZEo

Are you a growth-oriented, hardworking Financial Advisor focused on boosting your ROI? Curious about alternative ways to grow your practice? Ready to own your brand and business? Wondering if you're being compensated fairly?

Find out how much MORE you could potentially be earning in under 60 seconds with our Price My Practice tool -->

https://bit.ly/3PDc5uN

As a financial advisor, you've likely faced the constraints of the corporate world—rigid policies, limited autonomy, and a one-size-fits-all approach to client relationships. It's time to break free and embrace the independence that allows you to do what you do best, even better.

Check out our latest blog to see how OneSeven gives you the freedom to excel: https://bit.ly/3Lgej0l

Not being in full control of your practice, your book of business, or being able to offer your clients the best of the best is frustrating.

Gain your freedom with OneSeven and take you practice into your own hands.

Let's Talk: https://bit.ly/3FyPZEo

Wishing you all a safe and happy Independence Day from all of us at OneSeven!

Can you believe it's been EIGHT YEARS already?! 😮 That's definitely worth celebrating! 🥳 A huge thank you to our fantastic clients, colleagues, friends, and family for their unwavering support every single day. Here's to another incredible year of OneSeven! 🎉

Join our Chief Growth Officer, Adam Blumenthal as he explores the essential key performance indicators (KPIs) defining success for financial advisors. From assets under management to client satisfaction and compliance, discover how these metrics drive our industry's success.

https://bit.ly/4abXoGJ

Do you have a strong succession plan?

You can’t pass something on to the next generation if you don’t own it. You also can’t sell it, partner with another firm, or set it up to collect a passive retirement income from it. These actions are only possible for independent advisors, not employees.

Reach out and see how we can help establish your plan: https://bit.ly/3FyPZEo

Thank you for your kind words, Patrick!

We would like to extend a warm welcome to James Curran out of Bakersfield, CA to our team! James joined us on May 17th and we are thrilled to have him onboard. Learn more about James here: https://bit.ly/4bWRbzU

Happy Father's Day to all the amazing dads out there! Your love, guidance, and strength make the world a better place. Today, we celebrate you and all that you do. Enjoy your special day!

Fun Fact Friday!

Our CEO, Ron Gross, ran into Jon Wertheim at the Schwab Explore Conference this week! Jon is a writer for Sports Illustrated and does interviews on 60 Minutes!

From visionary leadership to effective communication and client-centric approaches, discover how these skills shape our firms for excellence in todays blog: https://bit.ly/43eRnaa