Us + YOU
Scripts delivered.
12 short-form scripts hit your Video Board, plus long-form scripts staged ahead of your next studio block. Descriptions and thumbnail concepts included. All written to your Idiolect.
A Year of YouTube Videos
In 4 Days.
We'll launch your YouTube channel with 196 videos over 12 months. You'll film all 51 long-form videos in just 4 days in our Denver studio, and we'll send you everything you need to film Shorts in your office.
Imagine posting 11 videos, getting 8 clients, then needing to turn the faucet off so you can hire another advisor. That's exactly what happened to Skyler Denny.
"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
CFP®
Griffin Saddler added 10 households and earned over 500,000 views on Facebook in just 2 months.
"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
CFP®
The promise
A marketing partner that actually understands what you do.
Most marketing retainers at the $100M+ AUM level produce decks no one reads and emails no one opens. The agencies aren't bad, they just don't speak the language of financial advice.
Concierge is different by design. Built by CFP® certificants with 500M+ combined video views, powered by AI trained on what actually works in financial media, and run by a team that has been on your side of the camera. Empowering 108 firms and counting.
Content architecture
Videos designed to compound.
This isn't 196 random clips. It's a research-backed system of long-form authority builders, short-form audience growth, and conversion-focused funnel pieces working together.
LONG-FORM
50
YouTube videos that earn search traffic.
Researched topics, scripted to your Idiolect, filmed in studio or at home, edited and posted by our team. Optimized titles, descriptions, thumbnails, and SEO for every single one.
VSL
×1
Video Sales Letter
A long-form pitch video that lives at the top of your landing page. Built to convert.
SERIES
40
2 × 20-day series
Daily short-form on a single theme. Trains the algorithm. Builds appointment viewing.
PLAYLISTS
40
4 themed playlists
10 videos each. Cross-linked. Become your pinned playlists on Instagram and TikTok.
TRENDS
20
Trend-based shorts
Hooks pulled from what's actually performing right now, adapted to your niche.
STANDALONE + FAQ
45
Standalone + FAQ video
Your ideas, market events, client questions. Plus a What to Expect FAQ video on your landing page.
How production splits
Two tracks. One engagement.
Concierge runs on two distinct production paths in parallel. One is built around studio days in Denver. The other runs from your office, every month. Together they produce all 196 videos.
01
Long-form · Studio
You fly to Denver. Twice.
Two 2-day shoots, six months apart. You get rewarded on YouTube for high production quality, so let's make it perfect.
- We film all 51 long-form videos during these four studio days
- Cinema camera, professional lighting, crisp audio, teleprompter
- Our videographer handles all the work behind the scenes and coaches you between takes
02
Short-form · At home
Film the easy ones.
We send you a camera, we deliver your scripts, you film for ~3-4 hours a month. Short-form platforms reward authenticity.
- 12 short-form videos per month, filmed from your office
- We write every script to your Idiolect
- Our team edits and distributes every video alongside your long-form
How it works
You do one thing.
We do everything else.
You're the face of your firm. You should be on camera, not researching trends, writing scripts, editing in Premiere, or scheduling Reels. You have better things to do and, frankly, we're good at it.
What you do
Show up. Hit record.
- Approve scripts by the 10th of each month. We email a clean review link.
- Film 12 short-form videos at your home office each month. Use the kit we ship.
- Upload raw footage to your Dropbox folder by the 15th.
- Fly to Denver twice a year for two 2-day studio blocks, six months apart. Optional but heavily encouraged.
- Spend one hour with our team on a funnel design call to help turn your viewers into qualified leads.
- Run your firm the rest of the time while your marketing is on autopilot.
Total monthly time on this: about 4 hours.
What we do
Everything else.
- Script every video using your Idiolect (voice, cadence, vocabulary). 12 short-form per month, plus all long-form scripts staged for studio days.
- Generate titles, descriptions, thumbnails. SEO-optimized. Designed to attract your ideal client.
- Edit every cut through our in-house team of 18 editors. 3-day turnaround per batch.
- Run your studio sessions in Denver. Two 2-day blocks, six months apart. Everything handled by our team, you just appear on-camera.
- Host your funnel design call to map your offer, lead magnet, and conversion path.
- Post everything across YouTube, Instagram, TikTok, Facebook. Optimized engagement windows.
- Track analytics and tell you what's working monthly.
Total monthly Sage hours per client: 40+ across the team.
SHOOT DAY
In the studio
Show up. We handle the rest.
Your studio days in Denver are designed so all you have to do is talk. We run the lights, the cameras, the audio, the teleprompter, and the room. You focus on the take.
- Cinema-grade cameras, professional lighting, full audio mix
- Teleprompter dialed to your reading pace, not the default
- On-camera coaching from our team between takes
- Breakfast and lunch on us every shoot day
- Film 6 months' worth of YouTube videos in 2 days
Recording high-quality YouTube videos on your own is a full-time job. Our studio sessions turn it into 4 days of work for the entire year.
100+Videos in one year
DozensOf new clients
Advisor story
"I was so nervous when I went to film in their Denver studio. Nate took the time to make me comfortable and gave me the confidence to forge ahead.
One year and 100+ videos later, I have dozens of new clients, and colleagues reach out to me to collaborate instead of me begging for a get-to-know-you coffee.
Was it a low cost way of marketing? No. Did it take a leap of faith? Yep. But I'm so happy I made the investment in myself and my business, and my life and my clients' lives are better for it."
Alicia Schonberger
CFP®, CDFA®
The monthly flow
A rhythm you can build around.
Our standard monthly cadence runs from the 5th to the 30th, moving content through the same workflows so you always know what's next. Timing flexes to fit your firm, but the system stays predictable.
By the5th
By the10th
You
Scripts approved.
You review. You approve or request revisions. Most clients land on a 95%+ approval rate within the first quarter.
By the15th
You
Raw footage uploaded.
You film at your home office using the kit we shipped. Upload raw to your dedicated Dropbox folder. About 3-4 hours of your month total.
15th-18th+3d
Us + YOU
Submitted for editing.
We move every card to To Edit on your Video Board. Our editing team picks up. Three-day turnaround per batch.
18th-21st+3d
Us + YOU
Edits reviewed and finalized.
We QA every cut against the script. Final approvals go back to editing. You'll approve the polished video before it goes live.
21st-30thPosted
Us + YOU
Scheduled, posted, tracked.
Every video distributed across YouTube, Instagram, TikTok, and Facebook at optimized engagement windows. Analytics live in your Sage dashboard.
The kit we ship you
Pro-grade. Pocket-sized.
You film 12 short-form videos a month from your office. The kit has to be fast to set up, broadcast quality, and impossible to mess up. We ship a DJI Osmo Pocket 3 with the rig we use ourselves.
It arrives in a soft case at your office. Your videographer walks you through the setup on a live call and provides a recorded training video for reference. Every video you film gets edited and distributed alongside your long-form studio content.
DJI Osmo Pocket 3 with built-in gimbal
Seated basket with extending arms
Phone-mounted teleprompter rig
External wireless mic and recorder
Soft case for travel and storage
Yours to keep, even if you cancel
Investment
One number. Everything in.
12-month commitment. No surprise invoices, no per-platform fees, no upgrade nudges.
For cash-flow flexibility. Pay as you go.
$5,000
/month
$60,000/yr total
- 12-month commitment
- Monthly billing via Stripe
- All 196 videos included
- 2 × 2-day studio sessions
- Full kit shipped
Annual prepay
One payment. One year. Maximum savings.
$55,000
/year
Save $5,000 vs. monthly · 1 month free
- Single annual payment
- Lock in your spot for the next cohort
- Priority onboarding
- Front-of-queue studio booking
The 12-month commitment is enforced regardless of payment cadence. A 2-month grace period is included if content is still rolling out at the end of your term.
3 of 9 spots remaining this quarter
Common questions
You're not the first to ask.
For long-form video, yes. All 51 long-form pieces are filmed across two 2-day studio blocks in Denver, six months apart, because the production value is dramatically higher in studio. Short-form (12 per month) is filmed from your office using the kit we ship. If travel is truly impossible, talk to us during the application call and we will discuss alternatives case by case.
Scripts keep coming. Our team will check in if you fall behind uploading footage. If you fall behind, the videos roll forward. We don't double-batch the next month. Your content stays consistent.
Built in: a 2-month grace period of free Sage Flex. Your remaining editing credits roll over. We'll keep distributing whatever's already in the pipeline. Then you renew, downgrade, or cancel.
The 12-month commitment is the commitment. Concierge is built on long horizons because content compounds. If you need flexibility, Sage Flex or Production are better fits.
You. We write with standard compliance-safe language by default (no guarantees, no specific returns) and provide exports for your CCO in the formats most firms accept. Your firm's compliance process owns final approval. We are not compliance professionals, you are responsible for what ultimately is posted on your social media accounts.
During onboarding, you complete the Sage Idiolect questionnaire. It maps your vocabulary, cadence, metaphors, and tells our scripting team exactly how you talk. Every script is written to that profile.
We'll tell you. Concierge works for advisors at $100M-$10B firms with a single on-camera spokesperson (or a small group of desired on-camera spokespeople) who can commit to 4 hours a month of filming. If that's not you, we'll point you to Flex or Production.
We open 9 per quarter by default. We cap by design because the team is dedicated to clients and the studio day availability is limited. Demand exceeds capacity. Apply early.
Application
See if you qualify.
Concierge is selective by design. We take 9 new clients per quarter so the team can deliver at the level the price demands. Applications are reviewed within 48 hours. 3 of 9 spots remain this quarter.
A great fit usually
- Manages between $100M and $10B in client assets
- Has a single, designated on-camera spokesperson (a small group of spokespeople can make sense for larger firms)
- Wants YouTube and short-form videos running together as one engine
- Can commit to 4 hours of filming per month at the home office
- Is comfortable on camera or willing to get there with coaching