Advisors Are Raving About Sage

    Real feedback from financial advisors who have transformed their content creation with Sage.

    Jonathan Nagy

    Jonathan Nagy

    Sage User
    "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."
    Melody Brady

    Melody Brady

    MBA, CFP®

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

    Jon Matlock

    CFP®

    Sage User
    "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."
    Joseph Brown Ph.D.

    Joseph Brown Ph.D.

    CFP®, MQFP®

    Sage User
    "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."
    Kaelan Fitzpatrick

    Kaelan Fitzpatrick

    CFP®

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

    Griffin Saddler

    CFP®

    Sage User
    "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."
    David Dedman

    David Dedman

    CHFC®, AWMA

    Sage User
    "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!"
    Chris Wilson

    Chris Wilson

    Sage User
    "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."
    Brandon Carr

    Brandon Carr

    Sage User
    "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."
    Shalina Martos

    Shalina Martos

    CFP®, CIMA®, CSRIC®, CDFA®

    Sage User
    "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."
    Patrick Thompson

    Patrick Thompson

    AWMA®

    Sage User
    "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."
    Devin Watts

    Devin Watts

    CFP®

    Sage User
    "Having the ai/video ideation and script writing plus the video board and production all integrated in one platform is a game changer."
    Cory Smith

    Cory Smith

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

    Joel Cavaliere

    CFP®

    Sage User
    "The platform has everything we need in one place. From ideation to final edit, Sage streamlines our entire video workflow."
    Sara Zuckerman

    Sara Zuckerman

    MBA, CFP®, CDFA®

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

    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."

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