The Advisor Growth Engine
Outsourced marketing built exclusively for independent RIAs. A dedicated CMO and a full marketing department — without the overhead. We don't just produce content. We think like your CMO.
What a Sage partnership looks like
Why most advisors stall on marketing
Independent RIAs are competing for the same clients and the same top advisor talent — but marketing is where most firms fall behind.
Marketing gaps
Many RIAs lack a dedicated marketing team, leading to missed opportunities for growth and visibility.
Generic content
Cookie-cutter materials fail to differentiate advisors — costing brand identity, engagement, and SEO results.
Resource constraints
Hiring dedicated marketing is costly for an independent RIA. We give you an entire team for far less.
Competitive disadvantage
Without effective marketing, RIAs struggle to attract new clients — leaving growth potential untapped.
Custom vs. cookie-cutter
Most advisor marketing platforms send the same content to every firm they serve. That means you don't get SEO credit for anything you publish — and nothing you send out actually sets you apart.
The same content, everywhere
- ✕ Shared templates and recycled posts sent to hundreds of advisors
- ✕ Duplicate content means no SEO credit for what you publish
- ✕ Nothing you send differentiates you from the firm down the street
- ✕ A content vendor — not a marketing leader who owns your growth
FMG charges $895/mo for less than our Foundation tier.
100% custom, exclusive to your firm
- ✓ Original content crafted in your voice, your niche, your story
- ✓ Unique content earns real SEO advantage and online visibility
- ✓ Messaging that genuinely distinguishes you in a crowded market
- ✓ A real outsourced CMO driving strategy behind every piece
No cookie-cutter posts. No shared templates. Ever.
A marketing leader, not just a content vendor
Sage gives you a dedicated CMO and a full marketing department — without the cost or overhead of building one in-house. We own the strategy, hold the roadmap, and execute against it month after month.
That means your team stays focused on what matters most: serving clients and growing AUM.
- 1Strategy that fits your firmMarketing aligned to your unique vision, audience, and growth goals.
- 2Seamless executionWe implement the plan — calendar, content, web, email, and campaigns.
- 3Monthly reportingRegular performance insights that track results and optimize efforts.
- 4Advisor LMS trainingCustom video modules so your team executes initiatives with confidence.
A full marketing department for far less
Hiring a marketing manager — let alone a CMO — at your firm is a major investment in salary, benefits, and overhead. Sage delivers an entire team for a fraction of one hire.
You get leadership and a team that executes — for less than the cost of a single marketing salary.
Content & strategy, handled
Everything an independent RIA needs to show up consistently, professionally, and distinctively.
Marketing calendar
A tailored monthly social media calendar aligned with your firm's specific goals and initiatives.
Website updates
Regular updates that keep your site current, user-friendly, and optimized for performance.
Thought leadership
Original blogs and emails that showcase your expertise and engage your target audience.
Email creation & deployment
Custom emails written, designed, and sent — nurturing prospects and clients alike.
Monthly reporting
Performance insights to track results and measure your marketing success.
Advisor LMS training
Customized video modules that empower your team to execute marketing with confidence.
Choose the best fit for your firm
Transparent monthly pricing — every tier built around 100% custom content and real CMO-level strategy.
Foundation
The full marketing engine, running for your firm.
- ✓ Tailored monthly marketing calendar
- ✓ Custom social media posts
- ✓ Website updates
- ✓ Thought leadership blogs
- ✓ Email creation & deployment
- ✓ Monthly reporting
Growth
Foundation plus paid acquisition that fills your pipeline.
- ✓ Everything in Foundation
- ✓ Social media advertising
- ✓ Targeted lead-capture campaigns
- ✓ Enhanced client-acquisition outreach
- ✓ Ongoing campaign optimization
Elite
White-glove, fully custom outsourced CMO support.
- ✓ Everything in Growth
- ✓ Dedicated monthly hours
- ✓ Fully custom strategy
- ✓ White-glove CMO support
- ✓ Priority access
À la carte add-ons
Brochures, flyers, seminar support, website design, direct mailers, branded items, and custom presentations — available with any tier.
Built exclusively for independent RIAs
- ✓ Independent RIAs with $50M–$750M AUM
- ✓ Fee-only or hybrid fee structures
- ✓ U.S.-based firms with a nationwide presence
- ✓ Firms without a dedicated marketing team
- ✓ Advisors ready to grow their client base and attract top talent
Led by Dan Klein
Founder · Outsourced CMOTwo-plus decades in financial services — marketing and business development for nationally recognized advisors.
Frequently asked
How are you different from FMG Suite or Snappy Kraken?+
Those platforms send the same templated content to every advisor they serve. That means duplicate content (so you get no SEO credit) and nothing that actually differentiates you. We create 100% original content exclusive to your firm — in your voice, your niche, your story — backed by a real outsourced CMO driving your growth.
What exactly do I get for the monthly fee?+
A dedicated CMO and a full marketing department: marketing calendar, custom social posts, website updates, thought leadership blogs, email creation and deployment, and monthly reporting — with paid advertising and lead capture available on the Growth tier and up.
Why hire Sage instead of a marketing person in-house?+
A full-time marketing manager runs $75K+ and a CMO $200K+ per year, plus benefits and overhead — and you still only get one person's skill set. Sage gives you senior leadership plus an entire execution team starting at $749/month.
Will the content really be unique to my firm?+
Yes. Every piece is original and crafted specifically for you — no shared templates, no cookie-cutter posts. That's how your content earns real SEO advantage and sets you apart in a crowded market.
Who do you work with?+
Independent RIAs with $50M–$750M AUM, fee-only or hybrid, based in the U.S. and ready to grow their client base and attract top advisor talent.
Ready to transform your firm's marketing?
Schedule a complimentary 30-minute strategy call. We'll show you exactly what an outsourced CMO would do to grow your AUM.
Book your 30-min strategy call →