About · SageContent

    Built by advisors, for advisors.

    SageContent is the video platform we wished existed when we were building our own brands from zero to millions of followers. Two CFP® practitioners, one production team, and the AI systems we built to publish hundreds of videos every month, now available to every financial advisor.

    2M+
    Combined Followers
    500M+
    Total Video Views
    1,000+
    Content Pieces Trained
    THE STORY BEHIND SAGE

    Born from necessity. Refined through experience.

    Powered by the insights of the most successful financial advisors on social media.

    01
    The Challenge
    Two CFP® professionals, one big problem
    Our founders, Nick and Nate, had built massive followings, 2 million combined followers and 500M+ video views. Yet despite their success, they faced the same challenge every content creator knows: the process was still painful, time-consuming, and nearly impossible to scale consistently. Hours spent brainstorming ideas, writing scripts, and managing content workflows were stealing time from their core business and clients.
    → 2M+ Followers · 500M+ Views
    02
    The Necessity
    An internal tool born from real need
    After realizing how powerful video had been for them, Nick and Nate created an agency that helped financial advisors grow their firms with video content. To produce hundreds of videos per month for our clients, we needed AI that could think like experienced content strategists. The manual approach wasn't sustainable, so we built our first AI agents for ideation, scripting, and descriptions, not as a product, but as a survival tool to deliver quality content at the scale our clients demanded.
    → 500+ Videos per Month
    03
    The Evolution
    A year of training and refinement
    Over 12 months, we fed our AI system thousands of successful financial content pieces, analyzing viral videos, top-performing scripts, and conversion-driving content. Every client win, every engagement spike, every successful campaign taught our system to recognize patterns and replicate the strategies that actually move the needle for financial advisors.
    → 1,000+ Content Pieces Analyzed
    04
    The Realization
    Too good to keep internal
    Our AI became so sophisticated at generating high-performing content that other advisors started asking for access. We realized we'd accidentally built the tool every financial advisor wished they had, the same intelligent assistant we wished existed when we were building our own brands from zero to millions of followers.
    → Game-Changing Results

    Meet the founders.

    TWO CFP® PRACTITIONERS
    Nate Hoskin, CFP®
    Co-Founder
    Nate Hoskin, CFP®
    Scaled an RIA entirely with video

    As one of the first financial advisors to embrace short-form video, Nate built, and eventually sold, Hoskin Capital without spending a single dollar on paid advertising. He knows exactly how to leverage social media to build trust at scale and keep it compliant along the way.

    180M+
    Views
    172
    Clients from Social
    Nick Meyer, CFP®
    Co-Founder
    Nick Meyer, CFP®
    Most followed CFP® on social media

    Nick's mastery of short-form video has led him to become the most followed CFP® professional on social media and work with brands like Fidelity, Discover, and Ally Bank. He used this expertise to build Sage's AI agents, and he now leads product development for Sage.

    350M+
    Views
    1.8M+
    Followers

    What Sage can do.

    END-TO-END VIDEO WORKFLOW
    01 · CAPABILITY
    AI Content Ideation

    An AI agent trained on thousands of top-performing financial content pieces that generates endless video ideas tailored to your niche, compliance requirements, and trending news stories.

    • → Timely ideas from trending news
    • → Topic research from viral content
    • → Trend analysis based on top performers
    • → Audience targeting using proven strategies
    02 · CAPABILITY
    AI Script Generation

    Our AI script agent has been trained on the exact scripts that drove millions of views and thousands of conversions. It uses custom instruction sets built from our most successful content to create professional scripts that sound like you.

    • → Hook optimization from viral content
    • → Scripts written in your voice via your Sage Profile
    • → Short and long-form video scripts
    • → Call-to-action integration from high-converting videos
    03 · CAPABILITY
    In-Browser Recording

    Sage opens a browser recording studio the moment your script is approved. Teleprompter loaded, aspect ratio set, camera and mic ready. Footage is sent to editing automatically.

    • → Built-in teleprompter with adjustable speed and size
    • → Batch recording queue with estimated runtime
    • → Automatic short-form and long-form format detection
    • → Direct handoff to AI or professional editing
    04 · CAPABILITY
    Workflow Management

    Organize your entire content pipeline from idea to published video with enterprise-grade tools.

    • → Progress tracking
    • → Content calendar
    • → Team collaboration
    • → Compliance workflows
    • → Video posting
    05 · CAPABILITY
    Editing, Handled

    Editing used to be the part that ate your time and demanded you learn a hard new skill. Now it runs on autopilot, so editing videos is one less thing standing between you and posting.

    • → AI video editor that does the editing for you
    • → Professional human editors whenever you need them
    • → Long and short-form video support
    • → On-brand output for every platform
    BUILT FOR EVERY PRACTICE

    Solo advisor, or enterprise team.

    01 · INDEPENDENT ADVISORS
    Independent Advisors

    Own your content creation process while saving 15+ hours per week.

    • → Fine-tuned AI agents
    • → Complete creative control
    • → Video editing, handled
    • → Workflow management
    02 · ENTERPRISE TEAMS
    Enterprise Teams

    Empower entire teams to create high-quality content at scale.

    • → Brand consistency
    • → Workflow management
    • → Team collaboration tools
    • → Organization-level tracking
    THE PROMISE

    Sage empowers you to create.

    Sage doesn't generate videos for you. It gives you the intelligent tools, AI-powered insights, and professional support you need to film and create high-quality video content at scale. From ideation to final edit, Sage handles the heavy lifting so you can focus on what matters most: serving your clients.

    Melody Brady
    Melody Brady
    MBA, CFP®
    "My favorite thing about Sage is the ease of getting ideas, scripting, and having their expert editing team edit my videos."
    Kaelan Fitzpatrick
    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."
    Jon Matlock
    Jon Matlock
    CFP®
    "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."
    Patrick Thompson
    Patrick Thompson
    AWMA®
    "The AI Ideation, Scripting, and Description processes are really good. Between these three features I get a lot of content quickly. The Description feature provides custom variations for each social channel, which is a big time saver on its own."
    Joseph Brown Ph.D.
    Joseph Brown Ph.D.
    CFP®, MQFP®
    "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 bottleneck. The real win is being able to offload editing to someone else, all in one place from a workflow management perspective."
    Griffin Saddler
    Griffin Saddler
    CFP®
    "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."