01 · COACHING · PER ADVISOR
Do this next.
Specific, automated coaching drawn from each advisor's own numbers: what's already working, so they can double down on it, and what isn't, so they can fix it or leave it behind.
SAGE TEAMS
Own every market
your advisors live in.
A team of advisors publishing videos in their own markets builds more trust than anything the firm can buy. Sage makes this scalable for as many advisors as you choose.
AS SEEN ON
Platform Overview
WATCH · 52 SEC
Your advisors don't need experience. They need a system.
Most of the advisors below had never been on camera before using Sage. This is what they produce now, through the same video production workflow your whole firm could use.
Long-form
Short-form
7 Steps to a Published Video. Sage streamlines every one.
IDEA → SCRIPT → RECORD → EDIT → APPROVE → POST → ANALYZE
02 · SCRIPTS
Sounds like your advisors.
Stylometry learns each advisor's voice. Every script is uniquely theirs, not a bland template.
Look, I've sat across from hundreds of families at this exact crossroads…
VOICE MATCH100%
04 · PRODUCER
Record right inside Sage.
Any advisor films from their desk. Sage loads an intuitive, in-browser recording studio with their approved script on the teleprompter, camera and framing preset. Footage moves to editing automatically.
TELEPROMPTER · 16:9 · REC ●
05 · EDITING, YOUR WAY
Edit in-house in minutes,
or hand it off entirely.
or hand it off entirely.
Advisors edit their own footage with Sage's AI video editor in minutes, or send them to our professional editing team. Your marketing department never becomes the bottleneck.
AI
PRO
06 · DISTRIBUTION
Post across all major social media platforms.
Descriptions and thumbnails generated per platform. Schedule in advance or post instantly, all without leaving Sage.
YouTube✓
Facebook✓
Instagram✓
TikTok✓
LinkedIn✓
X / Twitter✓
THE CREATE VIDEO FLOW
One flow for every advisor. Idea to posted.
Each advisor gets the same AI agents and production tools, in the order they'll actually use them, trained on their own voice and your firm's compliance guidelines. Whether each advisor runs the flow themselves or your marketing team runs it for them, every video comes out in that advisor's own voice.
Never run out of video ideas.
Sage's Ideation agent generates endless video topics tailored to your expertise, your audience, and your goals. Choose between evergreen ideas that stay relevant for months or timely ideas pulled from trending news and market events.
Every idea is shaped by your Sage Profile, so you're not getting generic suggestions. You're getting topics your ideal clients actually care about.
Key benefits
✓Evergreen and timely modes
✓Tailored to your niche
✓Powered by your Sage Profile
✓Checks your board for duplicates
✓Ideas in seconds, not hours
Demos shown at accelerated speed. Actual generation times vary by length and complexity, typically a few seconds to a couple of minutes.
See how easily your team can produce high-quality videos.
Follow one video from the first idea to publication, all inside Sage. See the straightforward, start-to-finish process your advisors can use to turn their expertise into educational videos.
PERFORMANCE
Analytics for every advisor, and the whole team.
Every seat gets a Performance tab that reads that advisor's posts across every platform they connect, then its AI tells them what's working, what to fix, and why. Team admins see the same performance data for every advisor and for the team as a whole, rolled up across the roster or drilled into one advisor at a time.
WHAT TEAMS INCLUDES
Every advisor gets the whole platform. The firm gets the layer above it.
FOR EVERY ADVISOR
The full Sage platform
The AI agents, production tools, and analytics that streamline video production.
✓AI content agents
✓In-browser recording studio
✓AI video editor
✓Personal Video Board
✓Compliance tools
✓Content calendar
✓Social media posting
✓Performance analytics + AI coaching
FOR THE FIRM
The organization layer
Tools to manage your entire firm's video workflow.
✓Team-wide Video Board
✓Create on behalf of users
✓Compliance guidelines & gating
✓Engagement dashboard
✓Allocate editing credits
✓Free coordinator seats
✓Team-wide analytics, aggregated or per advisor
✓Consolidated billing
SEATS AND PERMISSIONS
Four roles, one workflow.
Not everyone in the process needs to be on camera. Assign the seat that matches the job.
Admin
OWNS THE ACCOUNT
Adds and removes seats, sets team-wide settings, and decides firm-wide compliance settings.
The only role that can buy editing credits for the firm, and manages billing.
Coordinator
FREE SEAT
For anyone who helps run the operation without needing the AI tools: posting, submitting videos for editing, keeping content organized, and reviewing content for compliance.
Compliance teams usually sit here. They can open one user’s board or view all of them, work the review columns, and export approvals.
Marketer
SETS THE DIRECTION
Builds video templates the whole firm can pull from, so every user starts with something on-brand rather than a blank page.
Can also generate content on behalf of any user, which helps the ones who need a push & stays optional for everyone else.
User
THE ADVISOR ON CAMERA
Runs their own ideation, scripting and recording with the AI tools, in their own voice. This is the role assigned to Advisors.
Can start from a firm template, take help from a marketer, or work independently with the help of Sage’s AI tools.
An advisor who never opens the platform can still publish twice a week, because someone else on your team can do everything except stand in front of the camera.
CREATE ON BEHALF
OF ANY USER
OF ANY USER
COMPLIANCE
Review fits your process, not ours.
Every firm handles review differently. Sage gives your compliance team a free coordinator seat inside the same board the advisors work in, then gets out of the way. You decide how much of it is enforced.
01
Two points to review. Once before filming, for titles, scripts and descriptions. Once before posting, for thumbnails and the final video.
02
Gate as much or as little as you want. Lock either stage so only a reviewer can advance a card, or leave them open as checkpoints.
03
Keep the record. Approval dates and the approving representative are tracked on the card, and published content can be routed to your archiving provider.
We're happy to integrate with your firm's preferred compliance and archiving solutions, so your review workflows, approvals, and records fit within your existing systems.
What teams are saying.
Nathan Galloway
Marketing Leader
★★★★★
"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!"
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."
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."
ROLLOUT
Live in a week. Publishing in a month.
You are not buying a tool and hoping adoption happens. We run four live onboarding sessions in your first month, walking every advisor through the platform, answering their questions in real time, and helping them create their first videos.
WEEK 1
Seats live, firm profile built
We provision every seat, set your firm disclosures once, and stand up your review columns to match how compliance already works. Coordinators come in on free seats.
WEEK 2
Each advisor trains their voice
Every advisor completes their Sage Profile. Stylometry learns how each one actually talks, so twenty advisors do not end up sounding like the same press release.
WEEK 4
First videos through review
Ideas, scripts and recordings move across the shared board. Compliance approves inside Sage with the approver and date recorded on the card. Your first firm videos publish.
DAY 90
A publishing cadence you can see
The dashboard shows output per advisor, what is stuck, and who needs a nudge. Video stops being a campaign and becomes a standing operation at your firm.
PRICING
What it costs to give every advisor a production team.
A production team for every advisor: ideation, scripts, recording, editing, video packaging, and posting. Set your advisor count below to see your firm's first invoice.
SEATS
How many advisors?
advisors
101,000+
EDITING CREDITS · OPTIONAL
Professional video editing
Every seat includes AI-powered video editing at no extra cost. Editing credits are only for firms that would rather hand post-production to our professional editing team.
| CREDITS | PRICE | PER CREDIT | SAVINGS | |
|---|---|---|---|---|
| 10 | $500 | $50.00 | · | |
| 50 | $2,375 | $47.50 | 5% off | |
| 100 | $4,500 | $45.00 | 10% off | ✓ |
| 200 | $8,000 | $40.00 | 20% off | |
| 300 | $11,250 | $37.50 | 25% off | |
| 500POPULAR | $17,500 | $35.00 | 30% off |
YOUR ROLLOUT
First invoice
Platform access
100 seats × $100 / month
$10,000
Editing credits
100 credits · one time
$4,500
First invoice
$14,500
Then $10,000 a month. Credits recur only when you buy more.
PER ADVISOR
$145 first month
No commitment · 30 minute consultation
WANT IT DONE FOR YOU?
Sage Concierge is our done-for-you tier: our team runs the strategy, filming and publishing for your firm. Teams and Concierge are often combined for larger rollouts.
FIRM ROI
A rollout should pay for itself.
Across a team, the math gets easier, not harder. You are not asking one advisor to close enough business to cover the whole firm. You are asking each advisor to close a couple of clients a year from being visible.
When an advisor's video brings in a client or a prospect meeting, they or a coordinator can log it in Sage and credit it to the video that earned it. Optional, but across a roster it answers the question leadership will ask: which videos actually drove conversions?
BASED ON YOUR PLAN
100 advisor seats · $124,500 first year investment
Firm ROI calculator
Modeled across every advisor seat in your plan.
200 new clients across 100 advisors
Your firm ROI
20.0x
New annual revenue: $2,493,464
WHY ROLLOUTS STALL
Firm-wide video breaks in three places.
Not because advisors don't want to be on camera. Because nobody owns the process after the kickoff call.
01 · THE OBJECTION
"Our advisors won’t actually use it."
The advisor's job is about four hours a month: pick a script and record. Most run the AI tools themselves, and the ones who won't can have a marketer do it for them. The dashboard names who's moving and who isn't.
02 · THE OBJECTION
"Compliance will never approve this."
Compliance sits inside the workflow rather than beside it. Review stages live on the same board the advisors work in, and you decide which ones nobody can move a video past.
03 · THE OBJECTION
"We tried video before and it fizzled."
Last time, someone had to chase the ideas, the scripts, the editor and the posting schedule. Sage owns all four. The firm sets the cadence; the board shows every advisor against it.
QUESTIONS
Before you bring it to the committee.
Ten seats. Below that, advisors are better served by Sage Flex at $250 a month.
About four hours a month. The AI agents handle ideation, scripting and repurposing, so the advisor mostly picks a topic and records.
Yes. Every advisor's seat includes a Performance tab that reads their posts across every platform they connect and turns the numbers into AI coaching: what's working, what to improve, and which topics and formats beat their own median. Team admins see performance data for every advisor and for the team as a whole, either aggregated across the roster or drilled into a single advisor. If a video brings in a client or a prospect meeting, the advisor or a coordinator can log it against that video, so over time you can see which videos actually paid off.
No. Compliance reviewers, marketing coordinators and assistants get free seats. You only pay for advisors who need the AI tools.
No. Credits are bought once, pooled across the firm, and stay in the pool until they are used. AI editing is unlimited and does not consume credits.
Yes. Any review column can be gated so only a reviewer can advance the card. Approval dates and the approving representative are recorded.
A marketer or coordinator can create on their behalf, right up to the point where the advisor has to be on camera. The dashboard shows you who needs the nudge.
Yes. We own two studios in Denver and our videographers film your content there. Studio days are booked separately from seats.
One consolidated invoice for the firm. Seats bill monthly, credits bill once when purchased. Add or remove seats yourself without calling us.
Yes, while Sage is designed to help with every step of the video production process, it is designed modularly so you can enter or exit at any step in the process. If your team would rather ideate, script, film, edit, post, or take any other action outside of the Sage platform, that will not disrupt any other step of Sage's workflow that your team does utilize.
SEE IT LIVE
Your advisors are ready. The system is the only thing missing.
Book a rollout call to spend 30 minutes with the platform, get your questions answered, and leave with a rollout plan sized to your firm. Bring your compliance team, we're used to the questions.
BUILT BY CFP® CERTIFICANTS WITH 500M+ VIDEO VIEWS