Most firms do not have a lead problem. They have a timing problem.
A prospect who misses your minimum this year may clear it in three. But once the firm says no, the relationship ends there and nobody ever finds out.
WealthReach, Domain Money and Savology have put together one front door for an advisory firm’s website, where every visitor has somewhere to go and the firm keeps the relationship.
Thursday 8 October
12:00 p.m. Eastern
All three firms on one call, walking through what the partnership does and taking questions.
- Where the prospects a firm turns away actually go, and what comes back
- How planning under the firm’s brand works, and who owns the relationship
- What a firm can do with the contacts already sitting in its database
- What it takes to switch on, and what it does not touch
What each firm brings
Three companies, three different visitors, and between them all of them.
Advisor websites built to be found, on Google and on the AI answer engines where more people now start their financial questions.
Comprehensive planning from a CERTIFIED FINANCIAL PLANNER® professional, delivered under the firm’s brand, for the households a firm cannot take on yet.
A financial report card in minutes for everyone who did not book, then a guided path that keeps working them until they are ready.
Your firm’s name over the door.
Visitors take a three-minute survey on the firm’s own website, under the firm’s name. Everyone leaves with a report card, and their answers decide where each one goes next.
They tap through the firm’s survey
The firm’s masthead over Savology’s engine: about three minutes, tap-only answers, no documents to gather.
Their grades appear under the firm’s brand
A full report card, A to F across their financial life, built from their own answers.
The answers route them
Households at the firm’s minimum get its calendar. Everyone else gets a path that keeps them moving until they are ready.
Where each visitor goes
At the end of the survey, ten balance answers sort the household by investable assets. Three branches, one rule, and every one of them gets a Savology account in the firm’s organization.
At or above the firm’s minimum
A conversation with the firm
The result screen adds one next step: a time on the firm’s own calendar.
Preview this branch →Below the minimum, $250,000 and up
Domain Money
“A planner for where you are now.” The household meets Domain Money in the firm’s name. The free Savology plan stays theirs.
Preview this branch →Below $250,000
The Savology path
The report card and a guided path that keeps working. They stay in the firm’s organization and warm up on the firm’s own site.
Preview this branch →The minimum starts at $1,000,000 and the middle floor at $250,000. Both are the firm’s to change, any time, in its Savology console. The previews use test answers and record nothing.
What happens inside Savology
Within minutes of arriving, a visitor gets a personalized financial report card built from hundreds of indicators. No account linking and no Social Security number.
The grades drive a learning path matched to their situation, and as they work through it the platform produces specific action items.
Those action items connect them to people who can actually execute. The firm can use its own providers, or use ours and share in the revenue. Domain Money is ours for comprehensive planning.
Because it lives on the firm’s own website, it works on the whole pipeline. Referrals, conferences, newsletters and podcasts all reach the same front door.
Four ways the same website pays
Beyond the households the firm takes on itself, and the planning fee it shares on the ones it sends to Domain.
The bundle sends more of the right ones
The bundle is not limited to the firm’s own traffic. Every month it delivers prospects who already match the firm’s profile.
The ones outside the profile still pay
Households who fit neither the firm nor Domain join our marketplace, where advisors who fit them today choose who they want to serve, and the referring firm shares in that. Firms that would rather keep nurturing them can.
So do the providers
A report card surfaces something specific, an estate plan for instance. The firm can send it to its own providers, or use ours and share in what they pay.
And so do upgrades
A household can upgrade to Savology Essentials or Savology Elite, our paid software. Those subscriptions pay too, and the referring firm shares in them.
The firm never competes with any of this. A household an advisor wants is the advisor’s, and only what they pass on ever reaches the marketplace.
What it costs
One bundle, one invoice. It covers the website and the prospects.
$1,500 a month, twelve months WealthReach and Savology together
The website, from WealthReach
A Living Site: the firm’s website with an agent underneath it, watching search and answer engines and writing the pages that close the gaps.
On its own, a Pro Living Site is $1,000 a month.
The prospects, from Savology
Five Ready to Call and twenty Getting There prospects every month, sixty and two hundred and forty across the term.
On its own, $500 a month.
Scaling up the bundle
+ $90 a month
Each step adds one Ready to Call and four Getting There every month, for twelve months. Add as many steps as the firm can work. Volume discounts are available.
Work the Ready to Call households the way the course teaches and still not satisfied after twelve months? We send up to 30 more Ready to Call, free.
The exact terms of the guarantee
What it covers. The Savology bundle’s Ready to Call households: five a month, sixty across the term. Thirty more is half of those again. WealthReach and Domain Money set their own terms for their parts.
What satisfied means. What you take it to mean. There is no revenue bar, no client count and nothing to prove. The remedy is more households, not a cash refund.
What we ask, on the Ready to Call households. Complete the course before delivery starts. Then work every one the way it teaches: a first attempt within two business days, at least four attempts in thirty days, and the status kept current in Savology.
And on the Getting There households. Respond within two business days when we flag one that has added a phone number or booked a meeting. Report outcomes as your attestation asks.
How it is judged. From the activity recorded in your Savology organization, not from a form about yourself.
How you claim it. Tell us any time up to the end of the month after the term ends. The extra households then arrive at five a month, over six months.
Bad contact data. A Ready to Call with a dead number, or any household whose email bounces, is replaced when you report it. That replacement does not come out of the 30.
The same guarantee on our standard six month bundle is on the Advisor Prospects page.
Domain Money comes with it, as a provider inside Savology, and adds nothing to the invoice. WealthReach’s standalone prices are theirs to set, taken from their website in September 2026.
The contacts already in the database
Every firm has hundreds, sometimes thousands, of people it acquired at real cost, spoke to once, and filed away because serving them was not economical.
They reach the same front door. Savology’s intake has a consent gateway, so anyone who comes back opts in fresh in exchange for their report card.
To be straight about it, that does not authorize the first message inviting them back. The firm still needs its own basis for that. But the re-engagement is clean from the moment they respond, which is the first question a compliance officer asks.
Where the line sits
Savology provides planning tools and education, not investment advice. The household’s report card belongs to the household.
We do not make introductions. Households the firm passes on join our marketplace, where advisors choose who they want to serve. Each household goes to one advisor at most. How the boundaries work →
Domain Money Advisors LLC is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. See full disclosures at domainmoney.com/legal.
Come to the webinar
Thursday 8 October, 12:00 p.m. Eastern. All three firms, and your questions.