Dan Klein, MBA
CEO Sage Marketing
Schedule Your Time With Dan Klein
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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