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Every introduction arrives with the household's financial report card in hand — grades across their whole financial life. Your first conversation starts at "here's how we raise these grades," not at a blank fact-finder. Exclusively yours, at a transparent fixed price.
Why matching beats prospecting
The report card does the qualifying
Every match got graded before you ever hear their name — their needs are visible in the grades themselves. It's qualification that happens automatically, not a form someone skimmed.
Exclusive introductions
One match goes to one advisor. No shared lists, no racing three other firms to the phone.
Transparent fixed pricing
A simple fixed price per introduction. No bidding, no subscriptions, no surprises.
Your book is never inventory.
Every household we introduce came from Savology's own marketing. Your clients, your prospects, and anyone you invite onto the platform are never introduced to another advisor and never sold — and you never hand us a client list or connect a CRM to work with us.
How we enforce it, and what we audit →Getting to know — or getting to no
Why the survey is good friction, in our CEO's words:
"Every advisor thinks they have 200 prospects. The reality is you have 190 leads and 10 prospects — you just don't know which is which. So ask them to take the survey. If they won't, you just got to no: they're a lead, not a prospect, and you saved yourself the chase. If they do, you got to know: you're no longer fishing for pain points — you're both looking at their report card, and the conversation starts at 'you failed estate planning, so let's start there.' Either answer is a win. What kills practices is not knowing."
This is not lead generation
The distinction isn't branding. It changes what you actually receive, and what it's worth a month later.
A contact record, decaying from the moment it's made
Someone filled in a form, or a broker appended a number to a name. It's worth the most in the first hour and less every day after — which is why the same record is often sold to three firms at once, and why the whole model feels like a race to the phone. That industry is real. This isn't it.
A household we introduced you to, and keep working
They built a report card by answering 20 to 55 questions about their income, debts, insurance and estate gaps. They verified their email and their phone. They agreed to be introduced — to one advisor. And after the introduction our nurture keeps running, so they keep coming back to their plan whether or not you've called yet.
It doesn't go cold while you're busy
This is the part that has no equivalent in a lead purchase. The relationship we started doesn't pause when ownership changes — the emails keep landing, the plan keeps pulling them back. A week of silence on your side isn't a lost household.
You both read the same report card
No fishing for a pain point. You already know they scored an F in estate planning, or that savings is the grade keeping them up at night. The conversation starts where it would otherwise take you three calls to reach.
How pricing works
We don't publish a rate card, but we will publish the rules — because the rules are the product.
One price per introduction, known before you buy
Every introduction has a fixed price you see up front — set by the household's profile, not by an auction. No bidding against other advisors, no surge pricing, no per-seat platform fee hiding behind the lead.
You are the only buyer
An introduction is sold once. The moment it's yours, that household is out of every other channel we run — you are never racing another firm's dialer to the same person.
Nothing trailing, nothing on your book
No revenue share on the client relationship, no AUM trailer, no claim on anything the household becomes to your practice. The price of the introduction is the entire cost, forever.
Buy one, buy ten, or stop
There is no minimum commitment and no contract term. Buy a single introduction, judge the quality yourself, and scale or stop on the result.
Current prices are in the store itself, quoted per household before you commit — book an intro call to see live inventory and pricing for your market.
Common questions
Are these your own households, or could my clients end up in the pool?
They are ours, and your clients never enter it. Every household we introduce found Savology through our own marketing. Anyone who joins through your firm — or through an employer or plan sponsor — is excluded from introductions entirely: not sold, not shared, not listed. If you have plan sponsors of your own, we say the same to them, and you can send them the data separation page to read it themselves.
How is the Advisor Matching Program different from buying leads?
A lead is a contact record. It is worth the most the second it is created and decays from there, which is why buying leads feels like a foot race — and why the same record is often sold to three firms who all call at once. We do something different. Every person we introduce built their financial report card on Savology themselves, so they arrive qualified by their own answers rather than by a data broker's guess. The introduction is exclusive to one advisor at a fixed, visible price. And we don't stop when you buy: our nurture keeps running, so they keep hearing from us and keep coming back to their plan. You inherit a live relationship, not a row in a spreadsheet — if you can't call for a week, it doesn't go cold.
What do I learn about a match before the introduction?
The planning context that matters: household profile and the financial areas where the grades show need — so the first conversation starts from their actual situation, not a blank page.
Where do introductions come from?
Savology generates every one of them. People come to us for a free report card through our own marketing, and seeing their grades is what makes them act. When a report card shows a real need and a good fit, we make one exclusive introduction. Nobody who arrived through an advisory firm, an employer, or a plan sponsor is ever in that pool — the pool is ours to begin with.