Dan Klein, MBA

CEO Sage Marketing

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Scale Your Business

Spend more time working with clients!

Stress Less. Do More.

At Sage Marketing, we understand Financial Advisors and the importance of having a strong local brand. We will work with you and your team to create the perfect combination of messaging and communications to keep your name in front of your targeted audience.

Our Advisor Leads Program is a turn-key system where you will ONLY pay for scheduled appointments of prospects that fit your unique profile.

Our Premium Digital Marketing Services

We offer three packages, each has a different goal which ranges from communicating better with your current clients, expanding your local reach, or attracting brand new qualified prospects to your practice!

Sage Marketing has given me back time to work more with my current clients and not focus on my marketing. The leads program provides a consistent stream of new prospects, which is really helpful!


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Rodney G.

Financial Advisor, Washington D.C.

How We Do It

Within each menu option we create a customized plan for your practice

Analyze

Strategize

Implement

Grow

Financial Advisors Can Pick the Option That Best Meets Their Needs

Each option is specifically designed to help you achieve your goals:

Build Your Brand

Goal: Consistent Client Contact

  • Create Monthly Marketing Calendar

  • Social Media Posts

  • Customization of Articles

  • Works with Your Current Content

  • Increased Engagement with Clients

Cost: $ 480 per month

Setup: $ 500 Waived!

Grow Your Brand

Goal: Client Contact and Organic Growth

  • Create Monthly Marketing Calendar

  • Social Media Posts

  • Customization of Articles

  • Works with Your Current Content

  • Increased Engagement with Clients

  • Customized Website Pages

  • Local Event Management

  • Multi-channel Media Management

  • Creation of Customized Articles

  • Branded Material Design

  • Client Onboarding Support

Cost: $ 1,500 per month

Setup: $ 750 Waived!

Get Me New Leads!

Goal: New Client Appointment Program

  • Social Media Lead Capture

  • Prospect Vetting

  • Appointment Confirmations

  • Prospect Follow-up

  • Drip Campaigns

  • Low Compliance Requirement

  • Guaranteed Monthly New Prospect Appointments

Cost: $ 2,500 per month

Setup: $ 1,000 Waived!

Frequently Asked Questions

Do I have to spend time posting on social media?

No! That's what we do. For the content programs we will select all of your content, create a monthly calendar and post for you

I want to meet with more new prospects, can we just focus on that?

Absolutely, you can use our advisor lead program for this. We will advertise in your local area, vet any prospects that come in, and schedule potential clients directly on your calendar.

Can you work with my existing content provider?

Yes, we can access the content you are already paying for, and is approved through your compliance policies, such as FMG, Advisor Websites, MarketingPro, etc.

Do you work with my local compliance?

Yes, we can work directly with you local compliance contact to make sure all communications are done correctly. For the leads program there is very limited compliance reporting.

Companies We Have Worked With:

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