Partner | SagePath + HeyAdvisor

Digital presence, elevated.

SagePath Consulting Ltd. brings over 100 years of combined experience working with Canada's largest financial institutions. They specialize in providing tailored marketing solutions and strategies for financial advisors. With SagePath’s help, advisors can leverage social media and other marketing strategies to engage current clients and secure new ones. This support allows advisors to focus on what matters most, meeting the needs of their clients and running their business.

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Enhance your digital presence with strategic marketing solutions.

Key Features

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Leading Social Media Management Solutions

Access to leading social media management platform, Hootsuite Amplify with a robust content library (including content from HeyAdvisor). Advisors can log into one place to post content, schedule deployments, review engagement and build campaigns across all connected social media properties.

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Website and Email Marketing Solutions

Customizable and compliant websites that showcase advisors brands. Their sites are inclusive of an article library advisors can publish as their own and an email marketing engine to engage clients with professional content.

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Social Media Strategy Development

Tailored strategies to build trust and deepen relationships with existing clients.

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Support Packages Aligned with Advisor Needs

Flexible solutions designed to fit advisors' business goals and growth plans. With everything from “here’s the keys” to “let us drive” - they’ve got you covered.

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Brand Strategy and Design

Graphic design capabilities to create strong, recognizable brands that help advisors stand out in a competitive landscape.

HeyAdvisor content enhancing SagePath’s expertise

90+ Original Content Pieces

Built for Canadian clients with Canadian terminology

More About The Partnership

HeyAdvisor's expertly crafted Canadian content - now available in all SagePath social media management packages
One-click access to compliant, engaging content
90+ engaging short videos and infographics – bite-sized “Quick Insights” perfect for social media sharing.
Consistent steam of content with new pieces added monthly
Content optimized for LinkedIn, Facebook, and Instagram
Solutions tailored specifically for Canadian advisors

Want to learn more?

Check out SagePath's offerings and enhance your digital presence with strategic marketing solutions.

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