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.”
Combining Financial Advisor Marketing, AI and Prospect Intelligence
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. “Through that process, AIM Digital Advantage and FINNY stood out as the most compelling anchors for the growth engine we envisioned. Together with OneSeven’s strategy, resources and understanding of advisors, they allow us to deliver more than a collection of marketing tools. We are building a connected growth infrastructure designed to turn advisor expertise into qualified conversations.”
AIM Digital Advantage brings human-led strategy and AI-powered marketing capabilities to the AdvisorGrowth IQ ecosystem. Its expertise supports important early stages of financial advisor growth, including brand discovery, niche development, advisor positioning, messaging, content strategy and digital visibility.
This foundation helps advisors clarify what they want to be known for, demonstrate their expertise and consistently communicate with the audiences they are best positioned to serve.
FINNY provides an AI-powered prospecting and growth platform built specifically for financial advisors. Its capabilities help advisors identify and prioritize prospective clients, enrich prospect profiles, recognize relevant financial and money-in-motion signals, and execute personalized, multichannel outreach.
Automated follow-up and engagement monitoring can then help move interested prospects toward a meeting while keeping the advisor informed and in control.
Together, AIM Digital Advantage and FINNY help AdvisorGrowth IQ support the complete financial advisor marketing and lead-generation journey – from defining an advisor’s niche and building thought leadership to identifying opportunities and generating qualified meetings.
AI-Powered Advisor Marketing With a Human Focus
AdvisorGrowth IQ is designed to operate like an all-done-for-you marketing team that continuously learns about an advisor’s business, niche, audience, and growth goals.
The system uses AI-assisted tools to help surface prospect signals and support campaign development, with advisors able to review, modify, and approve outreach and follow-up parameters. Advisors can review campaigns before launch or establish parameters for automated execution.
By reducing the time advisors spend managing marketing workflows, AdvisorGrowth IQ allows them to focus on what technology cannot replace: building relationships, understanding client needs and delivering meaningful financial guidance.
“Great advisors should not have to become full-time marketers to build great businesses,” Blumenthal added. “Our vision is for advisors to begin their day with qualified prospective client meetings scheduled on their calendars, with the targeting, intelligence, outreach and follow-up handled for them.”
Helping Independent Financial Advisors Grow
AdvisorGrowth IQ expands OneSeven’s broader commitment to helping independent financial advisors and RIA teams grow personally, professionally and financially.
Through its advisor platform, OneSeven provides access to technology, marketing resources, investment capabilities, operational support and a collaborative community. AdvisorGrowth IQ adds a connected organic growth engine designed to help advisors build visibility, reach the right prospects and create more opportunities for meaningful conversations.
