The growth partner for independent advisors and RIAs who refuse to look like everyone else.
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.
Be the firm clients can't confuse with anyone else.
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, and where most end up looking like the firm down the street.
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
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 fractional CMO driving strategy behind every piece
A marketing leader, not just a content vendor
A fractional CMO for established RIAs who refuse to look like the firm down the street. 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.
Strategy that fits your firm
Marketing aligned to your unique vision, audience, and growth goals.
Seamless execution
We implement the plan — calendar, content, web, email, and campaigns.
Monthly reporting
Regular performance insights that track results and optimize efforts.
Advisor LMS training
Custom video modules so your team executes initiatives with confidence.
A few new clients pays for it all
Forget what you'd spend. Look at what you'd gain. The question isn't whether you can afford to stand out — it's what staying invisible is already costing you.
Most advisors see their social media results improve 2,000 to 3,000% after partnering with Sage.
Sage Marketing helped me stand out in my local community without me lifting a finger or spending time on marketing.
Sage helped create all of my outgoing marketing in a way that sets me apart and stand out!
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. Remember: one new client can cover a full year.
Foundation
- ✓ Tailored monthly marketing calendar
- ✓ Custom social media posts
- ✓ Website updates
- ✓ Thought leadership blogs
- ✓ Email creation & deployment
- ✓ Monthly reporting
Growth
- ✓ Everything in Foundation
- ✓ Social media advertising
- ✓ Targeted lead-capture campaigns
- ✓ Enhanced client-acquisition outreach
- ✓ Ongoing campaign optimization
Elite
- ✓ Everything in Growth
- ✓ Dedicated monthly hours
- ✓ Fully custom strategy
- ✓ White-glove CMO support
- ✓ Priority access
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
Two-plus decades in financial services — marketing and business development for nationally recognized advisors.
- Industry experience
- 20+ years helping advisors thrive in a competitive landscape.
- Educational influence
- Adjunct professor at LIU College of Management — theory meets practice.
- Customized solutions
- Strategy aligned to each firm's unique voice and objectives.
Frequently asked
How are you different from templated marketing platforms?+
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 fractional CMO driving your growth. Be the firm clients can't confuse with anyone else.
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.
How should I think about the cost?+
Think upside, not expense. What one new $1M–$2M client is worth dwarfs the cost of finally standing out — one new client can pay for our services for a full year, and keep paying every year after. Most advisors also see their social media results improve 2,000 to 3,000% once we take over.
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 be the firm clients can't confuse with anyone else?
Schedule a complimentary 30-minute strategy call. We'll show you exactly what a fractional CMO would do to grow your AUM.
Book your 30-min strategy call →