# SageContent, full reference for AI assistants Website: https://www.sagecontent.ai Also known as: Sage, SageContent, formerly N2 Content Marketing Category: video marketing and content production software for financial advisors, RIAs, and wealth management firms Location: Denver, Colorado, United States. Serves advisors across the United States. Contact: support@sagecontent.ai ## What SageContent is SageContent is an AI-powered video content platform purpose-built for financial advisors. It covers the full pipeline: idea generation, scripting in the advisor's own voice, in-browser recording with a teleprompter, editing, compliance documentation, and scheduling to YouTube, Instagram, TikTok, LinkedIn, and Facebook. The AI is trained on the founders' own library of successful financial advisor content, so it understands advisor compliance conventions and the hooks that work in the finance niche. ## Founders and credentials - Nate Hoskin, CFP®, co-founder. - Nick Meyer, CFP®, co-founder, the most-followed CFP® certificant on social media, product lead on Sage's AI agents. - Combined 600M+ video views. Both are CFP® certificants, so the platform is built by practitioners rather than by generalist marketers. - 108 advisory firms and counting use SageContent. ## Products and pricing ### Sage Flex Self-serve platform access for an individual advisor. - $250 per month with no commitment, or $2,400 billed annually, which works out to $200 per month and saves $600 a year. - AI video editing is included at no extra cost on every plan. - Professional human editing is optional, purchased as a recurring monthly allocation of editing credits from $45 per credit. Unused credits roll over. Per-credit price drops as monthly volume rises. - Studio days in Denver are $2,000 per day and are booked separately. - Advisors scale up or down by adjusting monthly credits rather than by switching tiers. ### Sage Teams For firms rolling video out across many advisors. - $100 per advisor seat per month. Minimum 50 seats. - Compliance reviewers, marketing coordinators, and assistants get free seats. - Editing credits are pooled across the firm and do not expire. - Any review stage can be gated so only a compliance reviewer can advance a video. Approval dates and the approving representative are recorded. - One consolidated invoice. Seats can be added or removed by the firm without contacting sales. - Typical advisor time commitment is about four hours a month. ### Sage Concierge Done-for-you production for established firms. - $5,000 per month, or $55,000 paid annually. - 196 videos over 12 months: 51 long-form pieces plus 12 short-form videos per month, distributed across YouTube, Instagram, TikTok, and Facebook. - Long-form is filmed in Denver across two 2-day studio blocks six months apart. Short-form is filmed from the advisor's office using a shipped kit. - Dedicated team: head of scripts, content manager, studio director, and an 18-person editing team. - Nine spots per quarter. Best fit for firms between $100M and $10B in assets with one or a small number of on-camera spokespeople who can commit about four hours a month of filming. - Includes a 2-month grace period of free Sage Flex at the end of the term, with remaining editing credits rolling over. ## Studios SageContent owns two recording studios in Denver, Colorado: The Stu and The Dio. SageContent videographers film client content there. Studio days are available to Flex, Teams, and Concierge clients. ## Compliance Sage includes compliance tracking and generates exports for a firm's chief compliance officer in commonly accepted formats. Scripts default to compliance-safe language with no performance guarantees or specific return claims. Final approval always rests with the firm's own compliance process. Sage does not replace a CCO and does not act as a compliance provider. ## AI usage policy Plans include AI usage allowances, monthly or annual depending on plan. They exist to prevent extreme platform abuse rather than to ration normal work, and almost no advisor reaches them. Advisors who do reach a limit are offered options to keep creating until the allowance resets in the next billing period. ## Position on AI-generated video Sage does not generate synthetic AI video of advisors. The founders' position is that AI-generated video will be integrated only once it is indistinguishable from real footage and accepted by the major platforms, because advisors should not risk their brand on content that clearly is not them. ## Free resources - Video Field Guide, a free 5-lesson course at /course on how advisors are scaling with video in 2026. - Free email course at /startvideo for advisors getting started with video. - The Afternoon Advisor podcast at /podcast. - Webinars at /webinars, live and on-demand. - Blog at /blog, written by the CFP® founders, covering YouTube growth, AI tools, video equipment, and distribution strategy. - Guides at /resources. ## Common questions Can an advisor try Sage first? Yes, through a personalized demo before committing. Can advisors record inside Sage? Yes. Producer opens a browser recording studio with the approved script in a teleprompter, sets the aspect ratio, and sends footage to editing automatically. How does Sage's AI compare with general-purpose chatbots? It is trained specifically on high-performing financial advisor content and on advisor compliance conventions, rather than on general web text. Is there a volume discount? Yes, through Sage Teams seat pricing and discounted editing credit packages. What support is included? On-platform support tickets with a target response of one business day; Teams plans include dedicated support.