Be the advisor they find, and the one they choose.
Prospects research advisors for weeks before a single call. Sage runs the system that wins that research, SEC/FINRA-aware from the first draft.
Growth is the part of the practice nobody staffed.
Most advisory firms grow on referrals, until referrals plateau. Meanwhile prospects are searching “fiduciary advisor near me,” reading reviews, and asking AI assistants who to trust with their retirement.
The advisors winning that research aren't better advisors. They're just present where the decision happens.
Present at every step of a slow decision.
A site that builds trust, not just traffic.
Pages written for how people choose an advisor: credentials, philosophy, process.
Found in AI answers.
When someone asks ChatGPT for a fee-only advisor in your city, structured content decides who gets cited.
The local system.
Profile managed, review replies drafted within testimonial rules. The map-pack fundamentals most advisors ignore.
Capture, yours exclusively.
Capture identifies interested visitors and closes the loop into booked meetings. We only sell it to advisors. More on Capture →
Wired into your stack.
CRM and scheduling connected at onboarding, so warm interest lands on your calendar.
The Marketing Rule is a design constraint, not an afterthought.
No performance promises. Every draft is checked against SEC/FINRA marketing rules, reviewed by our team, and published only on your approval, with the record to show for it. Your compliance officer can see everything.
You advise. The system runs.
A few minutes of approvals a week. No content calendar to feed, no vendor to manage. Growth stops being the thing you'll get to next quarter.
See how findable your practice really is.
The free audit maps your visibility the way a prospect's research sees it.