Success stories from businesses like yours

Our clients range from solo advisors building their first marketing presence to large national organizations optimizing their distribution strategies. What they all share is a commitment to growth and a willingness to invest in strategic partnerships that drive measurable results.

We're proud to work with forward-thinking financial services professionals and organizations across Canada.

Who We Work With

Solo Advisors & Individual Practices

Building strong foundations for sustainable growth: Independent advisors who recognize that professional marketing and strategic planning are essential for practice growth. These professionals value expertise, efficiency, and results-driven partnerships.

Case Study 1

Challenge

An advisor practice with over $100M AUM had originally thought he was going to wind his practice down over the next 5 years as he and his clients aged. His brother-in-law and children expressed interest in joining the business and growing the practice, so he determined he needed to shift into growth mode. His aligned carrier used to provide business consulting and practice management support, but due to changes in their distribution model, this was no longer a service that was offered.

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Solution

SagePath was engaged to help with practice growth models, finding operational efficiencies to support more clients for sustainable growth, and key person and continuity risk.

Results

  • Implemented marketing strategies inclusive of client engagement and prospecting to help grow the brand within their service area and secure more business
  • Implemented Google Business strategy to increase local SEO, leading to two “walk-in” clients within the first week
  • Built out a practice management framework to share activities and knowledge within the firm to reduce key-person risk
  • Developed a COI program to help partner with local businesses for access to more clients
  • Providing regular coaching to the practice to help keep momentum on new path forward
  • Developed a new website with a tailored content stream to share with clients and leverage with prospects through email campaigns and social media

Multi-Advisor Practices & Regional Firms

Scaling operations while maintaining excellence: Growing practices that need comprehensive support for marketing, operations, team development, and strategic planning. These organizations are focused on building systems and processes that support sustainable growth.

Case Study 2

Challenge

A multi-advisor firm split up marketing and event management activities across advisors and operations team members within their firm. The result was people who didn’t understand marketing were performing inconsistently and lamenting the activities because it prevented them from doing what was more important – serving clients and generating business.

They had outsourced their social media management, but to a firm who didn’t understand financial services or advisor business models. This led to a lot of coaching and educating to develop social media content that worked for their business and their clients.

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Solution

Once SagePath was engaged, we interviewed several stakeholders within the firm and developed a comprehensive marketing strategy. This strategy involved:

  • Taking over their email communications and deployment strategy and cleaning up distribution lists
  • Developing a social media strategy and social media management
  • Coordinating the communications and logistics associated with their events
  • Developing a content strategy for their website to give advisors a repository of content to share with clients and leverage in the practice’s social media strategy
  • Cleaning up their Google Business profile and connecting it to our listing sync tool to increase local search engine performance
  • Coordinating their COI and key client events to free up internal capacity and create efficiencies

Results

  • Increased capacity within the firm to enable advisors, partners and operations team members to focus on their normal responsibilities
  • Grew their social media following with genuine followers by 25% in the first 6 months
  • Reduced their email bounce rates by 3%
  • Increased email open rates by 15%
  • Increased their website traffic by 20%
  • Increased their Google Business score by 196% through listing sync and keyword optimization
  • Decreased internal team’s need to organize events to free up time to focus on clients

Case Study 3

Challenge

A large and highly successful advisory firm – growing organically and through acquisitions – wanted to modernize their operations and increase service efficiency.

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Solution

SagePath was engaged to design and implement new operational processes, while maintaining the high-quality service the firm is known for. This entailed:

  • A high-level Discovery to uncover operational strengths and opportunities and to assess each team member’s readiness to embrace change.
  • Spending time in the firm’s office observing existing service processes, handoffs, and the technology ecosystem. SagePath also observed qualities that set this firm apart – strengths to build on as the firm evolves.
  • Team members working with SagePath to co-create a new, streamlined process for intaking all service requests and handling them digitally, with end-to-end tracking. This experience engaged all operations team members in eliminating wasted time and effort – while creating a better future for everyone.
  • Training team members on new processes and tools and a plan to cross-train team members to build their skills and to minimize key-person risk. As this advisory firm acquires other firms, they’re now well positioned to integrate staff from acquired companies into their high-performing operations team.

Modernized Operations

  • Adopted digital processing and eliminated paper
  • Implemented a single workflow system with enhanced tracking for all transactions

Increased Operational Efficiency

  • Single point of intake for new requests and notifications
  • Work is completed in a shared environment where nothing can be misplaced
  • New role of workflow coordinator ensures all transactions are tracked and flow efficiently, with workload balanced across team members

Improved Operational Readiness for the Future

  • Single, simplified workflow process and client data management are scalable to support future advisory firm acquisitions
  • Processes are designed for a dynamic business with employees smoothly onboarding and offboarding, as needed

Mitigated Risks

  • Decreased risk of service errors
  • Reduced key person risk
  • Introduced holistic skills inventory to proactively manage service capacity
  • New workflow process reduces risk of privacy breaches

Enhanced Operations Leadership Processes

  • Introduced coaching conversations for all operations team members
  • Greater transparency into the work of each team member

National Organizations & Enterprises

Optimizing distribution and market presence:
Large financial services companies that require specialized expertise for marketing, distribution support, technology implementation, and organizational development. These organizations value flexible capacity and deep industry knowledge.

Case Study 4

Challenge

A successful mutual fund dealership was at a tipping point in their growth. They’d been splitting marketing and communications activities for their aligned advisors across the leadership team for core business operations but continued to put active marketing and advisor recruiting and engagement efforts on the back burner. They had a consistent tagline but lacked repeatable proof points to drive their message consistently. Their needs were significant, but not enough to warrant hiring a full-time staff member. Their needs were also diverse, making it difficult to find a strategic partner with experience in all of the areas they required, and familiarity with a heavily regulated industry.

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Solution

Once SagePath was engaged we interviewed the senior leadership team and a number of their top advisors to uncover areas of opportunity and strength within their business. We then worked with them to create a new brand narrative so there was a consistent message and value proposition for all marketing messaging and efforts. We created a new advisor recruiting brochure to help with targeted advisor outreach as well as a client brochure so advisors who were aligning their business with the new dealer could articulate the changes to clients.

We began managing their LinkedIn and posting regular content to drive their message and support recruiting efforts. We helped them bring together a national advisor event by managing everything including: developing the agenda, developing sponsorship packages, managing all marketing and communications, managing registration, on-site coordination with hotel, AV requirements, and advisor experiences.

Results

  • Significant time savings on the leadership team
  • The ability to action items that continued to get bumped to the bottom of the to-do list
  • Giving the business a baseline of success with consolidated advisor feedback of areas of strength and opportunity
  • Grew their LinkedIn following by 22% in the first 3 months
  • Garnered 12k organic impressions of quality content on LinkedIn
  • Helped to successfully hold their first national advisor event

Case Study 5

Challenge

A large MGA with an in-house marketing team was struggling to balance capacity and priority between BAU initiatives and strategic initiatives focused on growth and advisor support. The result was a number of half-started initiatives that always felt rushed and were never activated. Budgets were conservative, so adding headcount when the true requirements and resources needed were unclear made it hard to justify the addition of more FTEs.

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Solution

SagePath became their marketing and creative agency of choice, able to offer flexible capacity when and how they needed it.

Results

  • We partnered with the in-house creative, marketing and communications teams to understand brand standards, business goals and work as a collaborative extension of their team
  • We managed the design and narrative rebrand of a top-tier advisor support program
  • We developed a suite of marketing content to support the MGA’s business goals that aligned advisors could share with clients as part of their individual client engagement and prospecting efforts
  • We designed and facilitated the production of trade show displays and promotional materials to help with national recruiting efforts
  • We enabled their business to complete projects that had been sitting on the back burner, or weren’t even possible without extra resources