Advisor Ideas In Action

We lead by putting your ideas into action.

At SagePoint Financial, we understand that collaboration leads to innovation. We listen to our advisors, and as you’ll see from the videos below, your ideas help drive our ability to provide solutions that support your vision for success.

SagePoint Advisors

Six SagePoint professionals explain why — when you’re an advisor with SagePoint — innovation and success are “powered by you, and supported by us.”

Matthew O’Neal Davis

One man’s vision for a comprehensive business dashboard led to SagePoint’s powerful, highly efficient advisor portal.

John Unice, CFP

Enhancing the NEC was a great idea — now it’s easier to find learning that fits wherever you are in your career.

Stan Bivin, CFP/Julie Brown

An idea to make the trading platform easier helps to save time, and get clients the best executions at the best price.

George Hicks, MBA

Lowering E&O deductibles for independent RIAs was an idea whose time had come — we listened and made it happen