AS SEEN ON
Griffin Saddler
CFP®
"My calendar is steadily filling with qualified prospects from my 500,000+ views on Facebook (in 41 days).
I can't thank you all enough for building this infrastructure that helps a solo advisor like me in a rural area organically reach hundreds of thousands of qualified prospects."
Alicia Schonberger
CFP®, CDFA®
"Was it a low cost way of marketing? No. Did it take a leap of faith? Yep.
One year and 100+ videos later, I have dozens of new clients, and now colleagues reach out to me to collaborate instead of me begging for a get-to-know-you coffee. So happy I made the investment in myself and my business."
Jonathan Nagy
Owner, Alpine Road Financial
"The workflow is starting to feel... borderline unfair. Like, am I cheating?
I've gone from stumbling through takes to cranking out content with confidence. It's making the creative process not only faster, but way more enjoyable."
You know video works. Creating it on your own doesn't.
01
No time
Ideating, scripting, recording, editing, and posting everything yourself isn't sustainable. It never fits between client meetings.
02
Inconsistent Results
Some videos perform well, others get close to zero views - and you don't know why either way because you don't have a proven system.
03
Can't Scale
Manual processes make it impossible to consistently produce video content at the quantity and quality required to see success.
04
No feedback loop
You post, then you guess. Without a read on what's actually working, every video starts from scratch and the wins never compound.
Every tool an advisor needs to make video, effortlessly.
From ideation to posting across every platform, Sage handles the parts of video that used to eat your week, so you can stay in front of clients instead of stuck in your editing timeline.
IDEATION & SCRIPTS
01
Truly custom content, powered by AI.
Combine our proven best practices with your Sage Profile to generate on-brand scripts in seconds.
COMPLIANCE
02
Built-in compliance, company-wide.
Track approvals, view video history, and export everything to a CSV or DOCX so audits stop being a scramble.
EDITING
03
Professional editing,
done for you.
Our AI Video Editor turns raw footage into polished video in seconds, with an in-house team of editors ready when you want a human touch.
WORKFLOW
04
Idea to posted,
in seven steps.
One guided flow carries every video from idea, thumbnail, script, and descriptions through recording, editing, and posting, so nothing stalls between steps.
PERFORMANCE
05
AI coaching,
from your real numbers.
Sage pulls analytics from every platform you connect and turns them into automated coaching: what to double down on, what to improve, and which videos actually drove conversions.
PLAYBOOKS
06
Guides,
to hone your craft.
Every best practice, from recording to posting, so you skip the learning curve and start posting.
Three ways to work with us.
01 · FOR SOLO ADVISORS AND SMALL TEAMS
Sage Flex
The full platform. Ideation, scripting, in-browser recording, AI editing, compliance, and posting, plus editing credits and studio days when you want more help.
Explore Sage Flex →
02 · FOR MULTI-ADVISOR FIRMS AND ENTERPRISES
Sage Teams
Roll video out across every advisor with shared workflows, firm-wide compliance review, pooled editing credits, and rollout support from our team.
Explore Sage Teams →
03 · DONE FOR YOU, END TO END
Sage Concierge
Our producers, videographers, and editors run the whole operation. You show up, we handle strategy, filming in Denver, editing, and distribution.
Explore Sage Concierge →
These advisors weren't on camera before Sage.
Tour our Denver studios →12 VIDEOS · CREATED ON SAGE
Long-form
Short-form
A SAGE SUCCESS STORY
"I can move through the (video) process in hours and days, where before it felt like weeks and months."
Tim Witham, CFP®
★★★★★
"For me, the biggest challenge before Sage was that the depth of knowledge to create, record, edit, and post content was overwhelming for me as an advisor.
I'm above average with technology, but the entire process calls for different skills (from writing, to having the right equipment, to getting a shot right). It felt daunting for an advisor focused on serving clients and staying on top of the financial planning and investment craft.
I had started writing content in the past, but would always get a script or two and momentum would stop. I would go to record those scripts and again stubbed toes, it didn't have the polish I wanted to represent my brand.
Having Sage so far has eased those barriers to entry to a point where creating quality video content feels attainable, from ideation, script generation, compliance, and editing, I feel like I can move through the process in hours and days, where before it felt like weeks and months."
Advisors are raving.
Jason Oestreicher
CFP®
★★★★★
"SageContent is a full, soup-to-nuts platform for you to build video content: from script to compliance approval, recording, editing, and posting.
Recently, a VP of marketing at a large firm told me we are absolutely 'nailing it' with our videos, & I have to attribute that all to Sage. If you want to stop getting left in the dust and start nailing your video marketing, this is the tool to use."
Nick Brown
CRPC®
★★★★★
"Sage allows people to get to know you at scale, building a human bond without you having to individually meet a thousand people. When you make a good video, it's forever, creating a perpetual marketing flywheel. Sage makes the heavy lift of video marketing so much lighter. The platform is incredible, and the team behind it is even better."
Joseph Brown Ph.D.
CFP®, MQFP®
★★★★★
"The biggest win about Sage is the quick and predictable video editing – at a much higher quality than I could ever do! It used to be my true bottle neck. I am also able to produce scripts faster now, but the real win is in being able to offload the editing to someone else! Another great aspect of Sage is being able to have everything in one place from a workflow management perspective."
Chris Wilson
★★★★★
"The script generator worked phenomenally well, I've already generated 37 scripts! I was planning to wait until I have 60 to record, but I'm just going to start now."
Melody Brady
MBA, CFP®
★★★★★
"My favorite thing about Sage is the ease of getting ideas, scripting, and having their expert editing team edit my videos."
Patrick Thompson
AWMA®
★★★★★
"The AI Ideation, Scripting, and Description processes are really good. Between these three features I'm able to get a lot of content quickly. I really like the Description feature too because of the way it provides custom variations for the different social media channels. This in of itself is a big time saver."
David Dedman
CHFC®, AWMA
★★★★★
"Gentlemen, thank you for Sage. Saving me so much time and will improve SEO for my videos! P.S. – One of my LinkedIn videos just passed 322,000 impressions!"
Erik Olson
CFP®, CKA®
★★★★★
"SageContent has honestly been a solution to a problem I've been grappling with for a decade. It's helping us finally make video happen."
Kaelan Fitzpatrick
CFP®
★★★★★
"Sage reduced our scripting time from 45 minutes to 5 and I swear it turned our digital marketing guy into 3 people."
Shalina Martos
CFP®, CIMA®, CSRIC®, CDFA®
★★★★★
"My favorite thing about Sage is the support and resources to help a gen xer like me get ahead of the financial advisor curve with affordable marketing strategies."
Brandon Carr
Marketing Leader
★★★★★
"I was blown away by the quality of the first draft scripts. They are so much farther ahead of where I was getting with ChatGPT, even though I've spent hours designing my own custom GPT."
Jon Matlock
CFP®
★★★★★
"I save so much time. Before Sage, writing scripts and doing research would take hours for just a few videos. Now I can do in one hour what used to take me six hours."
Devin Watts
CFP®
★★★★★
"Having the ai/video ideation and script writing plus the video board and production all integrated in one platform is a game changer."
Joel Cavaliere
CFP®
★★★★★
"The platform has everything we need in one place. From ideation to final edit, Sage streamlines our entire video workflow."
Sara Zuckerman
MBA, CFP®, CDFA®
★★★★★
"Just got my first video edits back! Loving the process and how intuitive it is to move through it!"
Cory Smith
★★★★★
"With Sage, I now have one streamlined process from ideation to compliance to store all my data."
Nathan Galloway
Sage User
★★★★★
"Sage has almost single handedly allowed us to enter the Social Media game, taking what would have needed an entire marketing department to condensing down to a manageable workload for our small team!"
Erin O'Brien
CFP®, EA
★★★★★
"Thank you for creating the Sage platform. It's a game changer."
Steve Balch
CFP®
★★★★★
"The tool is unreal. Amazing ability to edit and streamline video. I will definitely recommend it to other advisors."
Dace DeKruif
CFP®
★★★★★
"I am loving Sage and it has definitely been the reason I am now posting video on multiple platforms."
SAGE TEAMS
Scale video across every advisor.
Give every advisor the full toolkit and your admin team a single view across all of them. Sage Teams is how RIAs, broker-dealers, and IMOs roll out video at scale.
Book a Teams demoa.
Per-seat pricing with admin controls for your marketing and compliance leads.
b.
A single dashboard tracks every approval and edit, exported in one click.
c.
The full Sage toolkit for every advisor: ideation, scripting, editing, and posting.