
Join the exclusive cohort launching January 1, 2026 - when prospects are most engaged and your content has maximum impact.










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The complete advisor video marketing platform + personal coaching to launch your content during Financial Content Prime Time
Video Idea Generation
Trending financial news from high-quality sources
AI Script Generation
Scripts that sound like YOU, not generic AI
Professional Video Editing
Studio-quality edits for all your content
Content Calendar & Scheduling
Plan and schedule posts across all platforms
Multi-Platform Distribution
YouTube, TikTok, LinkedIn, Instagram, Facebook
Built-in Compliance Tracking
Stay compliant with every video
Week 1: Platform Launch
First followers, SEO optimization, AEO ranking
Week 2: Analytics Mastery
Read retention charts, A/B test hooks, implement VSLs
Week 3: Email Marketing
Design lead magnets, build nurture sequences
Week 4: Funnel Design
Map opportunities, integrate tech stack
Week 5: Engagement Techniques
Motion hooks, studio upgrades, camera presence
Week 6: Long-Form Content
YouTube strategy, long-form scripting
Pre-Work Guide
Delivered immediately upon signup
Profile Optimization Guide
For all major platforms
Landing Page Templates
Convert viewers to leads
Custom Equipment List
Personalized recommendations by budget
Private Community
200 advisors launching together
Priority Support
Faster response times and dedicated help
Flexible, cancel anytime
Billed annually
6-Week Coaching Included FREE
Personal guidance from Nate Hoskin, CFP® starting January 1, 2026
✓ Personalized onboarding • ✓ Cancel anytime • ✓ Limited to 200 advisors
Offer valid through November 28, 2025 • Program starts January 1, 2026
New Year's resolutions meet tax panic. This 90-day window is when your ideal clients are actually looking for financial help.
Nate got nearly half of his 6.9M annual views during this prime window
New clients added by Nate using this exact strategy in just 11 months
"I filled my entire funnel in 3 months, then ducked out for tax time and let the leads flow in for the rest of the year. I posted 58 videos during that window, which turned into 87 clients in 11 months."
- Nate, CFP®
But you can't just wake up January 1st and start posting. That's why this program starts NOW. You'll spend November-December preparing: filming 10+ videos, building your profiles, creating landing pages, and getting camera-ready. Then when January 1st hits, you'll launch with momentum while your competitors are still planning.
Launch during the golden window when prospects are most engaged (Jan-Apr). Last year advisors in this window got 46% of their annual engagement.
Personal guidance from Nate Hoskin, CFP® through weekly live sessions covering profile launch, analytics, funnel design, and engagement techniques.
November-December assignments to build your foundation: film 10+ videos, optimize profiles, create landing pages - all before January 1.
Everything you need in one place: production platform, live coaching, community support, templates, and done-for-you resources. No piecing together multiple tools.
Set up your social media profiles and record your first 10 short-form videos
Reading retention charts, A/B testing hooks, VSL implementation
Lead magnets, nurture sequences, sales broadcasts
Mapping opportunities, tech stack, email-content integration
Motion hooks, studio upgrades, camera presence
YouTube strategy, long-form scripting, celebrations!
"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."

"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."

"My favorite thing about Sage is the ease of getting ideas, scripting, and having their expert editing team edit my videos."

November to April investment: $5,700 (6 months at $950/mo)
To break even, you need:
Meanwhile, Sam Rodriguez had an $8M conversation from TikTok. Skyler got 8 clients from 11 videos. Alicia closed her first client in 4 days - and 5 within the first 2 months.
Limited to 200 advisors. Program starts January 1, 2026.
Offer ends November 28, 2025.
See why financial advisors are saying, "This workflow is starting to feel borderline unfair. Like, am I cheating?? 😅"
"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."

"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."

"Sage reduced our scripting time from 45 minutes to 5 and I swear it turned our digital marketing guy into 3 people."

"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."

"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 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."

"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."

"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."

"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 ease of getting ideas, scripting, and having their expert editing team edit my videos."

"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."

"With Sage, I now have one streamlined process from ideation to compliance to store all my data."

"My favorite feature is using voice recordings to make video scripts."

"We're excited about the video editing included in Sage Production. That is a hurdle that we didn't think we'd be able to figure out."

"Just got my first video edits back! Loving the process and how intuitive it is to move through it!"

"I'm beating clients off with a stick. 100% best marketing opportunity with the best ROI. I've posted 11 videos and have gained 8 new clients and 3 more qualified opportunities!"

"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. Having Sage so far has eased those barriers to entry to a point where creating quality video content feels attainable. I feel like I can move through the process in hours and days, where before it felt like weeks and months."

Ready to transform your video creation process like these advisors did?
Sage handles the entire content creation process so you can focus on what you do best.
Combine our proven best practices with your Sage Profile to generate engaging, personalized content with one button click.
Track approvals, view video history, and download everything to a CSV to make compliance a breeze.
Our in-house editing team, which exclusively edits videos for advisors, will turn your raw footage into polished videos.
Organize and track your videos on the Video Board so you can automate content for months at a time.
Get personalized feedback from CFP® pros and social media experts so you know every script is camera-ready.
All of our best practices, from recording to posting, so you can skip the learning curve.
Views: Total video views across all platforms
Conversions: Click through rate from social media to website
This is what your videos will look like when you work with us.
Choose the plan that fits your content creation needs
Go annual and get all your tokens and editing credits upfront—create at your pace, all year long!
Save $600 per year
Save $1,200 per year
Built for teams who want to scale content production
Book a demo to see exactly how Sage fits your practice.