Sage Insurance Partners: The New 80/20 Standard

May 23, 2025 00:33:01
Sage Insurance Partners: The New 80/20 Standard
Advisor Advocates Podcast
Sage Insurance Partners: The New 80/20 Standard

May 23 2025 | 00:33:01

/

Show Notes

Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue. 

Talk to Kip: 

Call: 704-397-1640

Email: KKiser@Sageinsurancepartners.com

www.sageinsurancepartners.com

 

Talk to Garrett: 

Call: 919-561-2436

Email: Garrett@theadvisoradvocates.com

Schedule Meeting: 

Meeting Link: Firms 

Meeting Link: Advisors

Other Episodes

Episode

November 15, 2024 00:36:09
Episode Cover

Burn the Grid: Independent Advisor Alliance

Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor...

Listen

Episode

November 24, 2025 00:40:08
Episode Cover

The Team Based Approach for Independent Financial Advisors

Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial...

Listen

Episode

September 04, 2024 00:22:44
Episode Cover

Focus of the Firm: Part Two

Independent no longer means alone for Financial Advisors who want to own their book of business. In the second episode of the three-part series,...

Listen