WealthReach, an AI-powered organic growth platform for registered investment advisors and wealth management firms, has launched a two-way integration with SageContent, an all-in-one video content platform built for financial advisors.
The partnership allows a single piece of advisor video produced through SageContent to be turned, with one click, into website content that WealthReach then transforms into blog posts and transcripts.
These materials are designed to be found and referenced not only on Google but also on AI platforms such as Claude, ChatGPT and Perplexity, giving advisors greater visibility on the channels their prospective clients are already using to search for guidance.
Video has become one of the most widely consumed forms of online content, and financial advisors have increasingly leaned on it to build more personal connections with clients and their families. Until now, however, much of that video has stayed locked within social media platforms, where it can drive engagement but does little to strengthen a firm’s presence in Google or AI-driven search results.
Under the new integration, every video an advisor creates can be published directly to their firm’s website alongside content formatted so that Google and AI systems can crawl, index and cite it. Rather than producing a clip for a single social channel, advisors instead generate one asset that becomes a lasting addition to their website, continuing to attract attention long after its initial release.
That content is intended to draw potential clients in through search and lead them back to the advisor’s site. From there, WealthReach’s Convert tool applies an on-site pixel to track who is watching each video and which topics interest them, giving advisors a data-driven basis for more targeted, personalised follow-up.
The integration also functions in reverse. WealthReach’s content intelligence can flag topics that a firm’s target audience is actively searching for, which the advisor can then feed into SageContent. The platform produces a script, complete with an opening hook and call to action, that the advisor uses to film the video.
The result is a single piece of content that builds a full web presence optimised for current search and AI systems, without requiring additional effort from the advisor.
WealthReach co-founder and CEO Michael Barrasso said, “Advisors have been using video to show their personality and expertise and to stand out in a crowded RIA space.
“With the integration between WealthReach and SageContent, that video and related content now lives on a page of the advisor’s own website rather than stagnating on a social feed, so the firm knows exactly who is viewing each video and what topics they care about. Armed with that information, advisors can reach out to prospects in a hyper-personalized way, tailoring their outreach accordingly and starting a more meaningful conversation.”
SageContent co-founder and CEO Nate Hoskin said, “Advisors want to make videos to better connect with clients, and search engines and AI platforms want to read text. This integration is the bridge between the two.
“We’ve built the best video process in the industry for advisors, and pairing that with WealthReach’s organic growth platform means every video an advisor makes now works twice as hard, once as content their prospects want to watch and read, and once as content search engines and AI models can find.”
The integration is now available to shared clients of WealthReach and SageContent.
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