Go live before
prime time.
January to April is the "money superbowl", with everyone stuck between New Year's Resolutions and tax panic. Learn how to build trust at scale in this pivotal window from the most followed CFP® professionals on social media.
The coaching cohort starts October 22, 2026. Anyone who is an active Sage user before then will be invited to the sessions.
611,000 views in the first 41 days of 2026.
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.
The window opens in January. Preparation happens in October.
This only works if your profiles, your funnel, and a backlog of videos are already built when the window opens.
Build every platform profile and get the only gear we recommend in place before the window opens.
Map the path from video to booked meeting and turn your advice into repeatable scripts.
Handle descriptions, compliance, and schedule your first batch so publishing feels automatic.
Hit publish into the January to April prime time window with a backlog already built.
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.
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.
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!
The coaching series, October 22 to December 3.
Learn directly from our founders Nate Hoskin and Nick Meyer, the CFP® practitioners who have already earned over half a billion views (and successfully exited a video-native RIA). Every session is live, every session is recorded, and your whole team is welcome to attend.
"I was so nervous when I went to film in their Denver studio. Nate took the time to make me comfortable and gave me the confidence to forge ahead.
One year and 100+ videos later, I have dozens of new clients, and colleagues reach out to me to collaborate instead of me begging for a get-to-know-you coffee.
Was it a low cost way of marketing? No. Did it take a leap of faith? Yep. But I'm so happy I made the investment in myself and my business, and my life and my clients' lives are better for it."
"In 2024, I earned nearly half of all of my engagement in just 3 months. It was the first time I learned about prime time, and it filled my funnel for the entire year. Content prime time was the key to onboarding 172 clients in 9 months.
If I went back to the drawing board and built another RIA, I would plan all of my marketing around that 3-month window. I know that if I could do it right, it would set me up for the rest of the year and beyond, but I wouldn't start in January. I'd start in October so I was already sprinting before the ball dropped."
The prescription.
We've tested every type of video posting and production cadence across hundreds of advisors. The cadence that balances volume and quality while respecting your time is 2 long-form and 8 short-form videos per month. This is what we'll help you implement.
8 short-form videos
Choose your production path
Every path delivers 2 long-form and 8 short-form videos per month. Pick the one that fits your time and budget, then apply for the cohort. The cohort is capped at 100 new Sage users.
Sage reduced our scripting time from 45 minutes to 5 and I swear it turned our digital marketing guy into 3 people.
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!
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.
Request, review, trial, then go live.
Advisors who did it already.
What the numbers actually did.
Views are total video views across all platforms. Conversions are click through rate from social media to website.
This is what your videos will look like.
Every video below was scripted, recorded, & edited through the same workflow you would use.
Advisors are raving about Sage.
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.
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.
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.
My favorite thing about Sage is the ease of getting ideas, scripting, and having their expert editing team edit my videos.
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.
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.
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.
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.
Having the ai/video ideation and script writing plus the video board and production all integrated in one platform is a game changer.
The platform has everything we need in one place. From ideation to final edit, Sage streamlines our entire video workflow.
Just got my first video edits back! Loving the process and how intuitive it is to move through it!
With Sage, I now have one streamlined process from ideation to compliance to store all my data.
Thank you for creating the Sage platform. It's a game changer.
The tool is unreal. Amazing ability to edit and streamline video. I will definitely recommend it to other advisors.
I am loving Sage and it has definitely been the reason I am now posting video on multiple platforms.
Prime time starts in January. Your prep starts now.
Pick your production path and apply for the coaching cohort that runs October 22 to December 3. Anyone who is an active Sage user before the first session will be invited to the sessions. The cohort is capped at 100 new Sage users.