One client pays for it eighteen times over.
Built to put a new client on your books in six months. Twenty five exclusive households arrive every month, we keep doing the follow-up, and one new client adds about $54,000 to what your practice is worth.
$500 a month for your whole six-month term, our launch price.
Our 150% satisfaction guarantee. Work them properly and still not satisfied after six months? We send up to 15 more Ready to Call, free.
They arrive at one of two stages, and the only difference is a verified phone number.
Getting There DQP Twenty a month · Digital Qualified Prospect
Same report card, same consultation already offered, no phone yet. What we send follows their report card and how long they have been with us, and you can add your own on top.
Ready to Call MQP Five a month · Marketing Qualified Prospect
They typed in a phone number themselves. Call the day they land, about a free consultation they have already been offered.
One household, one advisor. Never bought from a broker, never resold while they are yours, and never handed to three firms who all dial at once.
What $3,000 buys
At launch the bundle is $500 a month, so six months is $3,000: the price of the platform on its own. Here is what comes with it.
One client is the low end of what we expect. Thirty Ready to Call at a 5% close rate is one to two new clients. That is an expectation, not a promise: the guarantee covers your satisfaction, not a client.
Faster, and less work
Your first households, within a business day
Take the course (about 25 minutes), sign the agreement and pay. Our team builds your organizations, and your first households land in them within one business day of payment, report card attached.
You only call people who are ready
We keep working the other 120 until they add a phone number. You spend your time on the households that want the call.
What's the difference between a lead and a Savology prospect?
Someone filled in a form
Or a broker appended a phone number to a name. You learn who they are by calling and asking. The clock starts against you the moment you buy.
What you know before you dial: a name and a number.
Someone who already did the work
They graded their whole financial life, saw where they were failing, and agreed to hear from someone. You open the first call already knowing which grade is costing them the most. No fact-finder, no discovery, no fishing.
What you know before you dial: nine graded categories, the gaps behind them, and what to open with.
Read how the offer actually works
What twenty five households a month buys, how the 150% satisfaction guarantee works, what stays yours at the end of the term, and what the first thirty days look like touch by touch.
If you would rather decide from a document than a web page, this is that document.
Get the Advisor Prospects guide
Ten pages, as a PDF, including the exact terms of the guarantee.
How it works
Apply
The same application every advisor here fills in. We review it individually and come back to you on the fit and the start date.
Take the short course
About 25 minutes. What you are buying, what the grades mean, and how the first call goes. Advisors who finish it do measurably better.
Start the term
Sign the agreement and make your first payment. One monthly price for six months, and no auction, no bidding, no per-household checkout.
Your organizations are built
Our team sets up your organizations. Your first households land in them within one business day of payment.
Choose your twenty five
Every month you pick them yourself from our marketplace, which refreshes every hour. Twenty Getting There and five Ready to Call, with grades, income, assets and location.
Work it
Follow the cadence from the course and log what happens. Do that, and if six months has not satisfied you, we keep delivering.
You see the whole household before you pick
Not a name and a number. Every prospect opens like this, and the profile knows which kind it is, so an MQP arrives with a calling playbook and a DQP arrives with an email one.
The example below uses a made-up household, so none of it is real data.
What they are worth to you
Age, state, income, net worth and investable assets, plus the estimated annual fee at 1%. You price the opportunity before you dial.
Their grades and their gaps
Nine categories, worst first, each with the reason behind it. Then the gaps called out plainly. An uninsured earner with dependents. A $1.24M estate with no will.
What they have already been told
Every action they took in Savology, and every email we have sent them. You can see what they read last before you call.
Where to start
Suggested openings for this household. Lead with what they just did, then the term life gap, then the estate.
Who is actually on the shelf
Counted from the marketplace, on the dates below. The mix moves week to week, but the shape holds.
These households are doing well
Almost all of them grade B minus or better overall. You are not calling people in trouble, so the conversation is optimization rather than rescue.
Estate planning is the opening
It is the weakest area for 45% of them, more than three times the next most common. Insurance is second at 14%. You know which door to knock on before you dial.
Counted from the live marketplace on 24 August 2026, except the median over $500,000, counted on 23 September 2026. Assets and income are what the household reported in their own survey, not figures we have verified. Grades are produced by Savology from those answers.
Three workspaces, and one of them is a factory
An organization is your own workspace inside Savology. It holds households, runs the campaigns that work them, and keeps the record of every interaction. The bundle sets up three of them for you.
Two hold the prospects we deliver, one for each stage, and we configure and run both. They are what turns twenty five households a month into a pipeline instead of a list.
The third is the parent organization, and it is yours to use however you like. Point your own website traffic at it, your referrals, your seminar and webinar lists, or the leads sitting in your CRM that you never got around to working.
Every one of them gets the same report card and the same nurture your purchased households get. It is the Savology advisor platform itself, included while the bundle runs.
Delivered, not exported The whole household, already in your org
The full survey, all nine grades, their action items and their financial plan. No import step. They are simply there.
The automations continue Nurture that runs without you
We keep sending planning nudges and education matched to their weakest grades for as long as they are yours. A slow start is not a dead start.
Your working surface Track it where the work happens
Your prospect list, an activity feed, statuses you keep current, and a library you can point them at by name. The cadence lives where the household does.
Three advisors, one household, and the household is the only one who does not know it is a race.
We think most of this industry is smarmy. The household never agreed to be chased by three firms, so they stop answering. The advisors did agree, because a foot race was the only thing on offer, and we have never met one who likes it. We are changing that.
How the organizations work
One works the households who are not callable yet. One holds the households you call. Both point at the same thing: a meeting on your calendar.
Child organization one Getting There
Your twenty a month land here. The nurture aimed at them has one job: get a phone number and consent to be called. We tell you the moment one adds a phone number and consent, so you can call them.
Child organization two Ready to Call
Your five a month land here, with a phone number and consent already on file. Our campaigns keep running alongside your calls, and every one of them points the household at booking a meeting with you.
Keep them after the term
After the term, keep them at $200 a month for the parent and $150 for each other one. Every household you were given stays yours.
Purchased prospects only
These two are for the households we deliver. Your own clients and your own leads stay in your parent organization, or in new ones you set up for specific purposes.
Point the same machine at them
Your parent organization runs the identical nurture against people you found yourself: referrals, event and webinar lists, website traffic, an old list you never worked. See what the platform does. More organizations are $150 a month.
While a household is still ours, we get them ready
Every unsold household in our marketplace is offered a meeting with one of our Certified Financial Planner® professionals. Not a sales call: they walk the report card and answer what the household actually asked.
The moment you pick one, that offer stops. From then on every campaign they receive points at one thing, which is booking with you.
What the call is for Education first
The household came for their grades. The call explains them, and what to do about the worst one. Nobody is sold anything on it.
What it produces A household who is ready
Where our CFP sees a real need and a good fit, they hand the household to an advisor on the platform. That household is a Sales Qualified Prospect.
Where it stops We never compete with you for your own household
Once a household is in your organization we stop offering our own meeting. You are the only appointment we point them at.
Why you get both kinds, always
You cannot buy only the callable ones. That is deliberate, and it is the part of the offer we would defend hardest.
The long run Twenty a month, maturing
Buy only callable households and every month starts from nothing. The pipeline is what makes month seven better than month one.
The floor Thirty Ready to Call is the minimum
Five a month for six months. That is what it takes to land a client, which is why we will not sell you less.
Your call How hard you work them is up to you
Leave them to our nurture and they mature on their own schedule. Add your own campaigns on top and they mature faster.
What it costs
One price, one term, and the mix does both jobs at once. The twenty Getting There build the year ahead. The five Ready to Call fill the near term.
The whole platform, plus twenty five households a month
Twenty Getting There and five Ready to Call, every month, exclusively yours, into two organizations we set up and run for you. The same bundle for every buyer.
- Twenty Getting There a month. No phone yet. We keep nurturing them, and we tell you the moment one adds a phone number and consent, or books with you.
- Five Ready to Call a month. A phone number they verified themselves, so you can call the day they land.
- Yours alone. Never resold or listed again while they are yours, and never handed to three firms at once.
- Two organizations for your prospects, configured and nurtured by us: one for the households you call, one that works the rest until they are callable.
- A parent organization, yours to point at your own website traffic and your own marketing.
- You pick them yourself, from a marketplace that refreshes every hour. Read the whole profile before you choose.
- They land inside Savology, not in a spreadsheet. Full survey, nine grades, action items and plan.
- Carries the Keep Delivering Guarantee. Work them properly and we make it right with up to 15 more Ready to Call, not in credits.
Our launch price, for your whole six-month term.
150 households across it, and three organizations
Paid monthly. Nothing else to buy: the platform is in the price.
Every firm is approved individually.
Two ways to pay less
Pay the six months up front: $2,700 in one payment instead of $3,000. That is 10% off, for a limited time.
Already use Savology? If your firm already licenses the Savology platform, every payment is 10% off: $450 a month.
Both? They add up to 20% off, so $2,400 up front.
Want more? Five more a month
+ $90 a month. Adds one Ready to Call and four Getting There every month, for six months, to a bundle you already hold. Add it as many times as you can work.
Each one carries the Keep Delivering Guarantee, scaled: up to 3 more Ready to Call. Already use Savology? It is 10% off too: $81 a month.
What six months should produce
Thirty Ready to Call households across the term. At a 5% close rate, which is what an advisor working them properly should expect, that is one to two new clients.
One of them is worth about $54,000 to your practice. See the arithmetic.
It is also the answer to why the term is six months and not one. One month is five Ready to Call, which is a quarter of a client and no kind of answer.
There is a short course before the first delivery. It is about 25 minutes, it covers what you are getting and how the first call goes, and advisors who finish it do measurably better.
The advertising you cannot run yourself
Savology does not give investment advice, manage assets, or sell products. Our consumer marketing therefore does not sit inside your compliance regime, and that is a large part of what you are actually buying.
Speed No approval queue
Every public communication you make goes through principal review first. Ours does not. We can test a message this week that would take yours a month to clear.
What we can say We can name the problem
We can advertise a failing estate planning grade, because we are describing a grade. The same sentence from you sits one step away from a recommendation.
The offer itself Free with nothing attached
A free report card creates no advisory relationship. Simple for us to offer, and awkward for a firm whose every free offer invites review.
Two things advisors ask before they can start
Adoption Use the platform, or don't
We recommend working prospects inside the full Savology experience, where our nurture keeps running alongside you. It is not required. You can work them entirely in the store, then download them or connect your CRM so they arrive automatically.
Approval Not on your firm's approved list?
Most often Savology can still be used as an Outside Business Activity. Ask your firm that question first. It is the one that decides everything else, and it is quicker to answer than a vendor review.
What we actually guarantee
We do not stop at the end of the term. We stop when you are satisfied.
Work every Ready to Call household the way the course teaches, and if six months has still not satisfied you, we keep delivering: up to 15 more Ready to Call, free.
Your order is 30 Ready to Call and 120 Getting There across the term. Fifteen more Ready to Call is half the callable part again, and it is the part that turns into clients.
Satisfied is your judgment. There is no revenue bar to clear and no books for us to audit, because what we are standing behind is the work being worth doing.
We expect the term to make you a client or two. We do not guarantee one, because your close rate is yours and not ours.
We ask one thing in return. Work them the way the course teaches.
First touch inside two business days
Not five minutes. You are not racing anyone.
Four touches in thirty days
The cadence the course teaches, sitting on top of about five of ours.
Status kept current
So we can both see what happened.
Not satisfied? We keep delivering
Do the work and this is not a negotiation. Tell us at the end of the term and the extra households start.
The exact terms of the guarantee
What satisfied means. It means what you take it to mean, and we are not going to argue you out of it. If at the end of six months you would not buy it again, that is the trigger. There is no number to hit and nothing to prove.
What we ask of you first, on the Getting There households. One thing: respond within two business days when we flag one. A household that has just added a phone number or booked a meeting with you is the entire point of that tier, and it is the only moment there that is time sensitive.
And on the Ready to Call households. The calling method the course teaches, on every one we sent: a first contact attempt within two business days of delivery, at least four contact attempts in the first thirty days, and the status kept current in your Savology organization. This is the whole qualification, and the log in your organization is what it is read from.
What you get. Up to 15 more Ready to Call households, at no cost. That is half the Ready to Call in a standard term again, delivered at the same five a month.
How you claim it. Tell us, any time up to the end of the month after your term ends. We look at the log together, because the work is the qualification, and then the delivery starts again.
What happens to those households. Exactly what happened to the ones you paid for. Exclusively yours, never resold or listed again while they are yours, and yours to keep whether or not you continue.
Where it ends. The extra delivery stops at 15 Ready to Call. If you have run the method on every prospect and are still nowhere, tell us and we will very likely keep going. That is our decision rather than your entitlement, which is the honest way to put it.
Bad contact data. A dead number or a bouncing email is replaced with another prospect, immediately. No requirements and no questions, and the replacement does not come out of the 15 above.
Common questions
Is the platform really worth $500 a month?
That is what it costs without the prospects. Once your term ends and no guarantee households are due, keeping your three organizations is $200 a month for the parent and $150 for each of the other two. During the term, the households come with them.
Where does the $57,000 come from?
Two numbers. Six months of the platform at its own price is $3,000. Among households over $500,000 on the shelf, the median holds about $1.8 million, so one new client is about $18,000 a year in fees. Advisory practices trade at roughly 2.5 to 3.5 times recurring revenue, so at three times that client adds about $54,000 to what your practice is worth. We do not add the first year of fees on top, because it is already inside that figure.
Are these your own households, or could my clients end up in the pool?
They come from our marketing, not from anybody’s book. Every household here found Savology through our own ads, our own report card, our own campaigns. Anyone who joined through your firm, an employer or a plan sponsor is excluded entirely: not sold, not shared, not listed. If you have plan sponsors of your own, send them the page below and they can read it themselves; it needs no sign-in. Read the data separation page →
If one becomes a client, whose client are they?
Yours. You choose the household; you own the relationship. From the moment you pick a household we never re-list them, never offer them to another advisor or a coach and never sell them again: not if you pause, not if you stop buying. They leave your hands only if you decide to release them. Savology stays their planning platform, which is the nurture that keeps working them between your calls. What you build with them is yours, including everything it becomes.
Why two more organizations, and what happens to them?
Because the two kinds of household need opposite handling. One organization holds the households you can call and runs campaigns alongside you. The other holds the households who are not callable yet and works them toward a phone number and consent, and we tell you the moment one adds a phone number and consent, so you can call them. They hold the households we deliver and nothing else, so your own clients stay where they are. A parent organization comes with the bundle as well, and that one is yours to use however you like. All three are included while you are buying and while any guarantee households are due.
Can I run my own leads through the same nurture?
Yes. The parent organization the bundle comes with is exactly the place for it: point your own website traffic and your own marketing at it. If you already license Savology, your existing organization does the same job. You can add more organizations at $150 a month. The two we set up for the prospects hold what we deliver and nothing else, which is what keeps the pools cleanly apart.
Does this change what I pay for Savology today?
No. Your license is untouched, for the same price, with the same seats and the same clients in it. The bundle is added alongside it, and as a current Savology user you pay 10% less for it: $450 a month. It is the only thing that ends when the term ends.
Is there a discount for paying up front?
Yes, for a limited time. Pay the six months in one payment and the bundle is $2,700 instead of $3,000, which is 10% off. It is the same bundle, the same households and the same guarantee.
Is there a discount if my firm already uses Savology?
Yes. If your firm already licenses the Savology platform, every payment is 10% off, so $450 a month. Tick the box on the application and our team confirms it. The two discounts add up: paying up front as well makes it $2,400 for the six months.
Can I get more than twenty five a month?
Yes, two ways. Buy a second bundle, with its own five Ready to Call and twenty Getting There a month on its own six month term. Or add five more a month: for $90 a month, one Ready to Call and four Getting There every month for six months, as many times as you can work.
Why six months, and not month to month?
Because one month cannot tell you anything. Six months is thirty Ready to Call households, and at a 5% close rate that is one or two clients. One month is five of them, a quarter of a client, which answers nothing. A household who books in March often arrived in January, so a thirty day trial measures your patience rather than the prospects.
Can I buy only the ones I can call?
No, and that is deliberate. Five callable households a month is a good month of calling and a poor year of pipeline. The twenty behind them are what makes month seven better than month one, and it is why we sell the two together rather than letting an advisor buy the easy half. What is up to you is how hard you work them: leave them to our nurture, or run your own campaigns on top and get there faster.
What happens at the end of the six months?
You decide whether to carry on, and nothing is taken away if you do not. Every household delivered during the term stays yours, the relationship included, and our nurture keeps working them. Once you stop buying and no guarantee households are due, keeping your organizations is $200 a month for the parent organization and $150 a month for each additional one. Stopping the bundle never puts a household you were given back into anyone's pool.
Where do the households come from?
Savology generates every one of them. People come to us for a free report card, and seeing their grades is what makes them act. When a report card shows real need and a good fit, the household joins our marketplace, where advisors choose who they want to serve. Nobody who arrived through an advisory firm, an employer or a plan sponsor is ever in that pool.
Apply for the Advisor Prospects bundle
Applications are reviewed and approved individually. Once approved you get an email with your next step: the short course, then the agreement, then the shelf once your organizations are ready.
Want to talk it through before you apply?
Book 30 minutes with us. You will be talking with someone who has advised households and built their own practice, so bring the questions you would actually want answered before committing to six months of anything.
Book a 30 minute callSavology is run by Brian Case, a Certified Financial Planner® with three decades in the industry. He built and sold his own advisory practice before taking over Savology.
His practice focused on physicians and healthcare professionals. He still holds his CFP®, he writes the advisor training himself, and the free working session that comes with Advisor Prospects is with him. A planner’s conversation, not a sales call.