Sage Content
    BLACK FRIDAY EXCLUSIVE - LIMITED TO 200 ADVISORS

    Launch Your Video Strategy
    During Financial Content Prime Time

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

    3-Minute Demo

    As Seen On

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    Offer Has Ended

    This exclusive opportunity is no longer available

    What's Included in Your Exclusive Offer

    The complete advisor video marketing platform + personal coaching to launch your content during Financial Content Prime Time

    Sage Production Platform

    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

    6-Week Coaching Program

    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

    Plus These Exclusive Bonuses

    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

    Investment

    Monthly Plan
    $950/mo

    Flexible, cancel anytime

    or
    Annual Plan (Save $1,200)
    $850/mo

    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

    Why January to April is Financial Content Prime Time

    New Year's resolutions meet tax panic. This 90-day window is when your ideal clients are actually looking for financial help.

    46.77%

    Nate got nearly half of his 6.9M annual views during this prime window

    87

    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.

    Financial Content Prime Time

    Launch during the golden window when prospects are most engaged (Jan-Apr). Last year advisors in this window got 46% of their annual engagement.

    2.9M views in 3 months

    6-Week Coaching Program

    Personal guidance from Nate Hoskin, CFP® through weekly live sessions covering profile launch, analytics, funnel design, and engagement techniques.

    6 live sessions

    Pre-Work Preparation

    November-December assignments to build your foundation: film 10+ videos, optimize profiles, create landing pages - all before January 1.

    10+ videos ready

    Complete Support System

    Everything you need in one place: production platform, live coaching, community support, templates, and done-for-you resources. No piecing together multiple tools.

    All-in-one solution

    Your 6-Week Coaching Journey

    1

    Launch Your Platforms

    Set up your social media profiles and record your first 10 short-form videos

    2

    Initial Analytics

    Reading retention charts, A/B testing hooks, VSL implementation

    3

    Email Marketing

    Lead magnets, nurture sequences, sales broadcasts

    4

    Funnel Design

    Mapping opportunities, tech stack, email-content integration

    5

    Engagement Techniques

    Motion hooks, studio upgrades, camera presence

    6

    Long-Form Content

    YouTube strategy, long-form scripting, celebrations!

    What Advisors Are Saying

    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."
    Jon Matlock
    Jon Matlock
    CFP®
    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."
    Jonathan Nagy
    Jonathan Nagy
    Sage User
    "My favorite thing about Sage is the ease of getting ideas, scripting, and having their expert editing team edit my videos."
    Melody Brady
    Melody Brady
    MBA, CFP®

    The Math: You Need ONE Client to Break Even

    November to April investment: $5,700 (6 months at $950/mo)

    To break even, you need:

    • ONE retainer client at typical advisory fees
    • OR a $570,000 AUM account (1% fee)

    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.

    Ready to Join the 0.01% of Advisors
    Crushing It with Video in 2026?

    Limited to 200 advisors. Program starts January 1, 2026.
    Offer ends November 28, 2025.

    Personalized Onboarding
    Cancel Anytime
    No Long-Term Commitment Required

    See Sage in Action

    See why financial advisors are saying, "This workflow is starting to feel borderline unfair. Like, am I cheating?? 😅"

    Before our meeting, we'll send you two emails with more details about Sage.
    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."
    Jonathan Nagy
    Jonathan Nagy
    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."
    Joseph Brown Ph.D.
    Joseph Brown Ph.D.
    CFP®, MQFP®
    Sage User
    "Sage reduced our scripting time from 45 minutes to 5 and I swear it turned our digital marketing guy into 3 people."
    Kaelan Fitzpatrick
    Kaelan Fitzpatrick
    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."
    Griffin Saddler
    Griffin Saddler
    CFP®
    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!"
    David Dedman
    David Dedman
    CHFC®, AWMA
    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."
    Chris Wilson
    Chris Wilson
    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."
    Brandon Carr
    Brandon Carr
    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."
    Shalina Martos
    Shalina Martos
    CFP®, CIMA®, CSRIC®, CDFA®
    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."
    Patrick Thompson
    Patrick Thompson
    AWMA®
    Sage User
    "My favorite thing about Sage is the ease of getting ideas, scripting, and having their expert editing team edit my videos."
    Melody Brady
    Melody Brady
    MBA, 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."
    Jon Matlock
    Jon Matlock
    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."
    Devin Watts
    Devin Watts
    Sage User
    "With Sage, I now have one streamlined process from ideation to compliance to store all my data."
    Cory Smith
    Cory Smith
    Sage User
    "My favorite feature is using voice recordings to make video scripts."
    Austin Rinard
    Austin Rinard
    Sage User
    "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."
    Joel Cavaliere
    Joel Cavaliere
    Sage User
    "Just got my first video edits back! Loving the process and how intuitive it is to move through it!"
    Sara Zuckerman
    Sara Zuckerman
    Sage User
    "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!"
    Skyler Denny
    Skyler Denny
    CFP®
    Sage User
    "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."
    Tim Witham
    Tim Witham
    CFP®

    Join These Successful Advisors

    Ready to transform your video creation process like these advisors did?

    Everything You Need to Scale Your Content

    Sage handles the entire content creation process so you can focus on what you do best.

    Truly Custom Content,
    Powered by AI

    Combine our proven best practices with your Sage Profile to generate engaging, personalized content with one button click.

    Built-In Compliance,
    Company-Wide

    Track approvals, view video history, and download everything to a CSV to make compliance a breeze.

    Professional Editing,
    Done For You

    Our in-house editing team, which exclusively edits videos for advisors, will turn your raw footage into polished videos.

    Content Management,
    From Idea to Posting

    Organize and track your videos on the Video Board so you can automate content for months at a time.

    Expert Consulting,
    For Moments of Doubt

    Get personalized feedback from CFP® pros and social media experts so you know every script is camera-ready.

    Guides,
    To Hone Your Craft

    All of our best practices, from recording to posting, so you can skip the learning curve.

    Quick Results Highlights

    Sam Rodriguez, CFP®
    Views:+2,306%
    Conversions:+486%
    Jonathan Horst, CFP®
    Views:+4,779%
    Conversions:+3,246%
    Dana Lyon, AWMA™, CRPC
    Views:+1,378%
    Conversions:+887%
    Ken Clark
    Views:+590%
    Conversions:+957%

    Views: Total video views across all platforms

    Conversions: Click through rate from social media to website

    Client Examples

    See Our Work In Action

    This is what your videos will look like when you work with us.

    Simple, Transparent Pricing

    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!

    Sage Essentials

    $200/month

    Save $600 per year

    • AI Content Creation Agents
    • Video Board for Organization
    • Compliance Tools
    • Content Calendar
    • Expert Feedback
    • Video Posting Integration
    • 180,000 AI Tokens on Day 1
    Most Popular

    Sage Production

    $850/month

    Save $1,200 per year

    • Everything in Essentials
    • Professional Video Editing Team
    • All Video Editing Credits Received on Day 1
    • Up to 240 Short-Form Video Edits/Year
    • Up to 48 Long-Form Video Edits/Year
    • 198,000 AI Tokens on Day 1

    Sage Teams

    Custom

    Built for teams who want to scale content production

    • Multi-User Access
    • Team-Wide Content Views
    • Organization Management Dashboard
    • Dedicated Support
    • Custom Token Allocation
    • Professional Video Editing (Optional)
    • Advanced Analytics & Reporting

    Book a demo to see exactly how Sage fits your practice.

    Ready to 10x Your Content Creation?