01 · COACHING
Do this next.
Specific, automated coaching drawn from your own numbers: what's already working, so you can double down on it, and what isn't, so you can fix it or leave it behind.
THE COMPLETE VIDEO PLATFORM FOR FINANCIAL ADVISORS
The best-kept secret in
your market is you.
Every week you don't publish video content, a prospect who needed you hires someone more visible. Sage removes every reason you haven't started yet.
You record. Sage does the rest.
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. Idea to posted.
Every AI agent and every production tool, in the order you'll actually use them. Start a video and Sage walks you from a blank idea to a posted video, saving as you go, so you can leave at any step and pick up where you left off.
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.
PERFORMANCE
Analytics that tell you what to do next.
Connect your accounts and Sage reads every post across YouTube, Instagram, TikTok, LinkedIn, and Facebook. Then its AI does what a dashboard never does: tells you what's working, what to fix, and why.
"A VP of marketing at a large firm told me we are absolutely 'nailing it' with our videos, & I have to attribute that all to Sage."
Jason Oestreicher
CFP®
These advisors weren't on camera before Sage.CREATED ON SAGE
Long-form
Short-form
"My calendar is steadily filling with qualified prospects from my 500,000+ views on Facebook, in 41 days."
Griffin Saddler
CFP®
Advisors are raving about Sage.
Alicia Schonberger
CFP®, CDFA®
"Was it a low cost way of marketing? No. Did it take a leap of faith? Yep. One year and 100+ videos later, I have dozens of new clients, and now colleagues reach out to me to collaborate instead of me begging for a get-to-know-you coffee. So happy I made the investment in myself and my business."
Jason Oestreicher
CFP®
"SageContent is a full, soup-to-nuts platform for you to build video content: from script to compliance approval, recording, editing, and posting. Recently, a VP of marketing at a large firm told me we are absolutely 'nailing it' with our videos, & I have to attribute that all to Sage. If you want to stop getting left in the dust and start nailing your video marketing, this is the tool to use."
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. The platform is incredible, and the team behind it is even better."
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 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."
Chris Wilson
"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."
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."
Patrick Thompson
AWMA®
"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."
David Dedman
CHFC®, AWMA
"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!"
Erik Olson
CFP®, CKA®
"SageContent has honestly been a solution to a problem I've been grappling with for a decade. It's helping us finally make video happen."
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."
Shalina Martos
CFP®, CIMA®, CSRIC®, CDFA®
"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."
Brandon Carr
Marketing Leader
"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."
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."
Devin Watts
CFP®
"Having the ai/video ideation and script writing plus the video board and production all integrated in one platform is a game changer."
Joel Cavaliere
CFP®
"The platform has everything we need in one place. From ideation to final edit, Sage streamlines our entire video workflow."
Sara Zuckerman
MBA, CFP®, CDFA®
"Just got my first video edits back! Loving the process and how intuitive it is to move through it!"
Cory Smith
"With Sage, I now have one streamlined process from ideation to compliance to store all my data."
Nathan Galloway
Sage User
"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!"
Erin O'Brien
CFP®, EA
"Thank you for creating the Sage platform. It's a game changer."
Steve Balch
CFP®
"The tool is unreal. Amazing ability to edit and streamline video. I will definitely recommend it to other advisors."
Dace DeKruif
CFP®
"I am loving Sage and it has definitely been the reason I am now posting video on multiple platforms."
Build Your Plan
See what a full engagement actually costs.
Start with the Sage Flex platform, then add professional editing and studio days in the exact quantity you want. The calculator updates as you go.
Pay MonthlyPay Annually
Save $600/year
Sage Flex
$200/month
Billed $2,400 annually. Required base platform fee for every engagement.
- AI Content Creation Agents
- In-Browser Recording Studio
- AI Video Editor
- Video Board
- Compliance Tools
- Content Calendar
- Coaching Community
- Video Posting
Add-On 01 · Optional
Professional Editing
Want to remove video editing from your plate entirely? Hand your raw footage to our professional editing team. Choose how many videos you want edited each month, bulk discounts are applied automatically. Unused video editing credits roll over.
Long-form videos
5 credits each · per month
2
Short-form videos
1 credit each · per month
8
18 credits/month at $45 per credit
Add more video editing credits to unlock lower per-credit rates.
Add-On 02 · Optional
Studio Time
Fly to Denver and film in one of our two studios. Our videographers handle cameras, lighting, audio, direction, and on-camera coaching. Most advisors capture 10+ long-form or 40+ short-form videos per day: most studio-goers record 3-12 months of videos all at once. Tour the studios
Studio days
$2,000 per day
2
Your Engagement
Sage Flex platform$200/mo
Editing credits18 × $45$810/mo
Monthly total$1,010/mo
Studio time2 days$4,000
First Year
$16,120
$1,010/mo × 12 plus $4,000 studio time
Editing credits and studio days are optional. AI video editing is included with every plan.
Managing a team? Learn more about Sage Teams
Want a fully done-for-you video marketing system? Learn more about Sage Concierge
Sage should pay for itself.
Most RIAs need just 2 to 4 new clients per year to justify their entire Sage investment. Could you make this happen if you had thousands of new eyeballs on you every month?
When a client or prospect meeting comes from a video, log it in Sage and credit it to the video that earned it. Optional, but it answers the question that matters most: which videos actually drove conversions?
ROI Calculator
Calculate your return on investment
Calculation Type
Average new business across 150 advisors
$
Annual Marketing Investment
Your ROI
3.1x
Return: $49,869.28
Frequently asked questions.
Absolutely. Book a personalized demo and we'll walk you through Sage's AI agents and workflow tools in detail so you know exactly what you're getting before you commit.
Yes. Producer opens a browser recording studio the moment you're ready to film. Your approved script loads into a teleprompter, the aspect ratio is set for short-form or long-form, and your camera and mic are ready. When you finish, footage is sent to editing automatically and saved to your device.
Connect your YouTube, Instagram, TikTok, LinkedIn, and Facebook accounts and Sage reads the numbers on every post you publish. The Performance tab turns them into coaching: what to make next, which topics and formats beat your own median, and where your viewers drop off. If a video brings in a client or a prospect meeting, you can log that too, so over time you can see which videos actually paid off.
AI video editing is included with every Sage subscription at no extra cost. It turns your raw footage into polished videos automatically, so every advisor on Sage has an editor built into their plan from day one.
Professional human video editing is a completely optional add-on. If you'd rather hand your editing off to our in-house professional editing team, you can purchase editing credits as a recurring monthly allocation, and unused credits roll over.
To be clear: editing credits are separate from the included AI video editing. You never have to buy credits to use Sage. They're only for advisors who specifically want a human team handling their editing for them.
Sage Flex has two options. You can pay monthly at $250/month with no commitment, or pay annually upfront at $2,400 (which works out to $200/month) and save $600 per year. Both options unlock the same platform, so it comes down to whether you'd rather stay flexible month to month or lock in the lower rate for the year.
Sage's AI has been specifically trained on 500M+ views of successful financial advisor content. It understands compliance requirements, knows what hooks work, and writes in a style that resonates with your target audience, something generic AI tools simply can't match.
Yes. Instead of switching between tiers, you scale your plan up or down by adjusting your editing credit allocation and adding studio days whenever you want. If your output grows, dial your monthly editing credits up. If things slow down, dial them back. You get the flexibility to scale in either direction without ever changing your core Sage plan.
While we technically have AI Usage limits (either monthly or yearly, depending on your plan), 99% of users never get close to exhausting them. We want your experience on Sage to feel unlimited, these usage limits only exist to halt extreme platform abuse. If you do manage to hit these usage limits through normal platform usage, options will be presented that allow you to continue creating until your usage limits reset at the start of your next billing period.
Yes! Sage Teams' rate per paid seat is only $100, and editing credit packages (an optional addition) are available at a discounted rate.
All plans include access to our on-platform support ticket system, where we aim to respond to all inquiries within 1 business day. Sage Teams plans include dedicated support for faster response times and personalized assistance.
Sage includes built-in compliance tracking tools and our AI is trained to avoid red flags. However, all content should still be reviewed by your compliance department before publishing. We're here to make the process easier, not replace your CCO.
If/when AI-generated video content 1) becomes ultra-realistic, and 2) is accepted by the major social media platforms, we'll integrate this functionality into Sage. But until then, we don't want advisors risking their brand and reputation on shoddily-created AI content that clearly isn't actually them.
Editing credits are for our professional human video editing team. If you want to outsource your editing, you buy a recurring monthly allocation of credits and choose how many you need. The per-credit price gets lower as your monthly volume increases, and any credits you don't use roll over. This is completely optional. AI video editing is already included with your Sage subscription at no additional cost, so editing credits are only for advisors who want a human team to handle their editing.
Ready to get started?
Book a personalized demo and see Sage in action.