Why SagePoint Financial

Growing Your Business

With all the changes in the financial services industry, keeping up can be a daunting task. Having SagePoint Financial in your corner means that you can not only keep up, but build your business using our:

Personalized Marketing Support
Business Development Expertise
Unique Acquisition Services
Extensive Advisor Communications
Personalized Marketing Support

We take marketing to the next level by helping you leverage modern marketing techniques and making it easy for you to communicate in personal and authentic ways. All geared to drive referrals and brand awareness.

Advisor Marketing Team

is available to consult on your specific marketing challenges and opportunities. They can review your existing strategy and make customized recommendations to help you improve all aspects of your marketing.

Forefield Marketing Library

provides more than 4,000 pre-approved professional quality brochures, advertising copy, and other collateral that can be customized to enhance your marketing efforts.

Social Media Dashboard

allows you to supplement your marketing to clients and prospects through Facebook, Twitter, and LinkedIn. We've designed our policies to meet strict regulatory requirements-while still providing flexibility.

Marketing U

is a self-serve online platform that contains easy-to-access, video-based, peer-facilitated and virtually-led educational experiences for advisors at every stage of the marketing journey.

Business Development Support

Our business development support includes unique business building ideas, tools, and strategies focused on increasing your productivity and efficiency. Learn from our online, web-based, and in-person training opportunities, as well as our full calendar of meetings and events.

Regional Support

in the form of Regional Vice Presidents, are more than on-the-ground resources to help you grow, they are stakeholders in your success.

Advisor Business Intelligence

gives you insight into your clients’ needs, identifying cross-selling opportunities, maximizing profitability, and conducting cost/benefit analysis on various segments of your book of business.

Coaching Programs

geared toward advisors who want to take their successful practices to a higher level, are offered at deeply discounted prices and provide advisors with strategic growth advice and tactical tools.

Training and Education

at Advisor Group includes multiple programs and opportunities to help you stay competitive and compliant, including online, in-person, and live webcasts.

Sales Support

is provided by our Internal Sales Desk and our Investment Advisory, Insurance, and Retirement Plan consulting teams.

Meetings and Events

provide training, education, and networking opportunities that allow you to stay current on industry trends, marketing techniques, and investment solutions.

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Women Forward

is our initiative to bring more women into the industry, help the women in our network of firms reach their potential, and help all advisors better connect with their female clients.

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Unique Acquisition Services

Growing your business through acquisition can be complicated without the right match or the right team behind you. We can help.

In-House Consultants

serve as your point person through the acquisition process. Our team boasts more than 50 years of combined experience and hundreds of successful transitions.

A Modern Approach to Advisor Communications

Keeping the lines of communication open is critical to our shared success. We produce communications on a scheduled basis to keep our advisors current on important firm news, initiatives from our strategic partners, the state of the industry, and more. Furthermore, we enable you to opt out of communications and/or delegate them to others in your office to save you time and ensure the right person is getting the message at the right time.

Edge Newsletters

offer value-added content, including practice management ideas, success stories, industry trends, and more. Individual issues cover Wealth Management, Marketing, Technology, Succession Planning, Women Forward, and Compliance.We also send an “In Case You Missed It” newsletter highlighting the most important stories of the month.

Education & Training Edge

comes out every other week, and provides details on upcoming training sessions, webinars, and in-person meetings being offered by the firm and our strategic partners.

Ready for an Extraordinary Partnership?

Contact us

866.462.4432

20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

If you are an existing financial advisor interested in joining our firm, please complete the form below. All information is confidential.