Archives: Team Members
A custom post type to enter and organize your company staff
Top FinancialAdvisors
2022
3/11/2022
98%
Sage Financial
Client Retention
2017–2021
Client Retention
2017–2021
7/01/2022
98%
Sage Financial
Team Retention
2017–2021
Team Retention
2017–2021
7/01/2022
Best Placesto Work
2022
7/28/2022
Sage never pays a fee for any ranking or recognition.
Our client retention rate is calculated annually and a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.
Learn more about Sage Financial accolades.