OneSeven

OneSeven OneSeven focuses on removing advisors pain points & allow you to spend more time doing what you love. One Seven is a different kind of financial firm.

In the world of wealth management, where unique experiences are few and far between, our group came together to leave a meaningful mark. Our independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. Through each and every relationship, we strive to better understand what drives you – your interests, lon

g-term goals, and aspirations for the future, and then we become sounding boards for your ambitions, challenges, concerns and successes, so that we may connect your money to what really matters. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

"Can I take value off the table without giving up control of my practice?"It's one of the most common questions we hear,...
09/01/2026

"Can I take value off the table without giving up control of my practice?"

It's one of the most common questions we hear, and one of the least often asked out loud. Ask about valuation and you worry you'll get sold to. Ask about succession and you worry it looks like you're checking out. So, the question stays in your head, and another year goes by.

At OneSeven, we've built a room where advisors can ask it. You've invested time, expertise, and a couple of decades of your life into this practice. Understanding what it's worth, and what your options are, shouldn't require raising your hand at a conference.

No pitch. Just the honest math, starting here: https://onesevenadvisor.com/download-our-free-reports/the-20x-multiple-reality

08/30/2026

Here's the question advisors ask most often, usually right before deciding not to ask anything at all:
If I find out what my practice is worth, am I opening the door to a sales process?

No. And the assumption that it does is exactly why so few advisors know their number.
The video below takes 15 seconds to explain what the conversation actually is. What drives your value, what options exist in today's market, and why nothing you share leaves the room.

Knowing your number doesn't obligate you to do anything with it. Not knowing it costs you every time you make a decision without it.
Book the 20-minute call: https://onesevenadvisor.com/20-minute-ask-me-anything-call/

You didn't build your practice in a straight line.You built it through the market drops you talked clients through, the ...
08/28/2026

You didn't build your practice in a straight line.

You built it through the market drops you talked clients through, the referrals that took nine years to arrive, and the Sundays nobody billed for. So when the topic of monetizing comes up, it rarely feels like a financial question. It feels personal.

Here's what we've noticed: most advisors don't avoid the conversation because they've decided against it. They avoid it because they only know two options (keep everything, or sell everything) and neither one sounds like what they actually want.

There's more room in the middle than the industry lets on. Value, liquidity, and continuity aren't a single lever you pull once.

Start with the math, not the meeting. Our report The 20x Multiple Reality breaks down what actually drives an RIA's valuation and why the range is so wide: https://onesevenadvisor.com/download-our-free-reports/the-20x-multiple-reality

Recognition that reflects our commitment.We're honored to be named a USA TODAY Best Financial Advisory Firm: a recogniti...
08/28/2026

Recognition that reflects our commitment.

We're honored to be named a USA TODAY Best Financial Advisory Firm: a recognition that speaks to the trust our advisors place in OneSeven and the work we do every day to help them grow, plan, and build what comes next.

This isn't about a plaque on the wall. It's validation that our approach (full ownership, full support, full transparency) is working. For advisors who've spent years building practices they believe in, we're here to help you take the next step on your terms.

Read more at https://onesevenadvisor.com/company-overview/

What if your advisory firm could serve more clients, improve its marketing, and increase its capacity—without increasing...
08/27/2026

What if your advisory firm could serve more clients, improve its marketing, and increase its capacity—without increasing payroll?

Artificial intelligence is changing the growth equation for financial advisors. It isn’t replacing the human relationships at the center of great advice. It’s reducing the repetitive work that takes advisors away from them.

In his latest blog, Adam Blumenthal explores how AI can help advisors:
-Create and repurpose content more efficiently
-Streamline meeting preparation
-Capture notes and action items
-Draft clearer client communications
-Automate routine touchpoints
-Strengthen documentation and compliance workflows
-Compete with larger firms without adding headcount

The competitive advantage isn’t AI alone—it’s the time AI gives back to advisors.

Read “How AI Is Helping Financial Advisors Grow Without Adding Headcount” to learn how human expertise and intelligent technology can work together to create a more scalable advisory business: https://bit.ly/3RIwOBG

08/26/2026

Ask an advisor what their practice is worth and you'll almost always hear the same number: about 3x EBITDA.

Where did that come from? A conference hallway. A peer. Something someone said a decade ago and repeated until it sounded like a market rate.

It isn't one. Valuation ranges are wide because they're driven by things a single multiple can't capture: your growth rate, how much of your revenue recurs, the age mix of your client base, whether a succession plan exists on paper, and the platform sitting behind you.

Two practices with identical EBITDA can land in very different places on that range.
Find out where you where stand: https://pricemypractice.com/

We get the same questions from advisors over and over. And they're usually the ones nobody else is willing to answer str...
08/24/2026

We get the same questions from advisors over and over. And they're usually the ones nobody else is willing to answer straight.

What is OneSeven, exactly? Can you actually monetize without selling? Is this the right fit for an established practice?

We pulled the four most common ones into a carousel. Swipe through to see what you're wondering about.

Read more FAQs -> https://onesevenadvisor.com/faqs/

What if the infrastructure of your practice didn't distract from the practice itself?Most advisors spend their week answ...
08/22/2026

What if the infrastructure of your practice didn't distract from the practice itself?

Most advisors spend their week answering questions that have nothing to do with their clients. Compliance questions. Tech stack decisions. Operational friction that pulls you away from the work you actually built this for.

At OneSeven, we handle the operational complexity so you can handle your clients. Full ownership of your brand and your client relationships, paired with the support structure that lets you focus on what matters, without the noise.

Ready to see what that looks like for your practice? Take the quiz and find out how to run your book of business on your terms.
Take The Quiz -> https://pricemypractice.com/

The biggest barrier to growth may not be a lack of marketing—it may be doing the wrong marketing.Today’s prospects resea...
08/20/2026

The biggest barrier to growth may not be a lack of marketing—it may be doing the wrong marketing.

Today’s prospects research advisors long before scheduling a meeting. They visit websites, review LinkedIn profiles, read online reviews, and compare firms. Outdated or inconsistent marketing can make even an exceptional advisory firm easy to overlook.

In his latest blog, Adam Blumenthal identifies 10 common mistakes financial advisors still make, including:
-Trying to appeal to everyone
-Treating a website like an online brochure
-Creating content inconsistently
-Avoiding video
-Focusing every conversation on investments
-Overlooking existing clients
-Underestimating LinkedIn
-Resisting technology and AI
-Measuring the wrong metrics
-Treating marketing as an expense

The solution isn’t simply doing more marketing. It’s building a focused, measurable system that consistently educates prospects and earns their trust.

Read “10 Marketing Mistakes Financial Advisors Still Make (And How to Fix Them)” to discover practical ways to strengthen your approach and create more predictable growth: https://bit.ly/4pSaEcR

The future of wealth management won’t be won by standing still.We’re proud to be featured in https://bit.ly/4geOUmL Mid...
08/17/2026

The future of wealth management won’t be won by standing still.

We’re proud to be featured in https://bit.ly/4geOUmL Midyear Outlook with “Three Ways Modern Advisors Will Win the Future,” written by OneSeven Chief Growth Officer Adam Blumenthal.

In the article, Adam shares how advisors can embrace change, elevate the client experience, and build businesses positioned for lasting growth.

Read the full article: https://onesevenadvisor.com/three-ways-modern-advisors-will-win-the-future/

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Cleveland, OH

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Thursday 8:30am - 4:30pm
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