Not leads. Prospects, developed and kept warm until they are ready for you.
A lead is a contact record that decays from the moment it is created. A prospect is a household who graded their own finances, consented to be contacted, and belongs to one advisor.
We keep sending Ready to Call prospects until you have made three times your money back in first-year revenue.
They come in two kinds, and the only difference is a verified phone number.
Ready to Call MQP Marketing Qualified Prospect
They typed in a phone number themselves. Call the day you pick them about a free consultation they have already been offered.
Getting There DQP Digital Qualified Prospect
Same report card, same consultation already offered, no phone yet. We nurture them every month for a year, and you can add your own nurturing through Savology on top.
One household, one advisor. Never bought from a broker, never resold, and never handed to three firms who all dial at once.
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
Ten pages. What you are buying, what a thousand dollars gets you, how the 3x guarantee is measured and where its limits are, 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
How it works
Apply
Tell us who you are and how you practice. Every application is reviewed. This is not an instant signup.
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.
Order your bundle
Once you are approved, you order inside Advisor Prospects. No auction, no bidding, no per-household checkout.
Pick from your shelf
Every available household, with grades, income, assets and location. Ready-to-call opens half your block in the first thirty days, the rest whenever you want. The year-long bundle opens ten a month.
Work it
Follow the cadence from the course and log what happens. Do that and we keep sending Ready to Call prospects until you have made three times your money back.
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
Every household on the shelf today, counted. 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 live inventory on 24 August 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.
They land inside Savology, not in your inbox
A prospect is delivered into your own Savology organization with everything the household built. The platform keeps working them the whole time you hold them.
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 nobody told either side it was 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 advisor never agreed to a foot race either. We are changing that.
Where do you need the most help?
Both are households who graded their own finances, consented to be contacted, and were offered a free consultation. Both are exclusively yours. What differs is when they are ready.
Empty calendar? Start with Ready to Call. Worried about next year? Start with Getting There. Many advisors take both.
Ready to Call
- A phone number they verified themselves. Call the day you pick them.
- Half the block opens in your first month, the rest whenever you want it.
- Yours alone. Never resold, never listed again, never raced.
- Carries the 3x guarantee. We keep sending until you are three times up.
- Fills this quarter's calendar.
Getting There
- No phone yet. That is the job we do. We keep working them all year.
- Ten open every month across the year.
- We tell you the moment one verifies a phone or books a consultation.
- Yours alone, exactly as an MQP is, and never taken out of an MQP block.
- Add your own nurturing on top of ours, from inside Savology.
- Builds next year's pipeline.
Take both and save 10%
They do different jobs, and most advisors should be running both at once. Take them together and both are 10% off.
Applying is not ordering. We review every application, then you take the short course. Both bundles are waiting for you inside Advisor Prospects at these prices when you are through.
Either way the Savology platform comes with it for the whole term, for your own clients as much as for the households we send.
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 when the prospects run out. We stop when you are ahead.
We keep sending Ready to Call prospects until you have made at least three times your money back in first-year revenue.
One household at $500,000 clears it on its own at a 1% fee, and one client is what the bundle is sized to produce.
We expect it to make you a client. We do not guarantee a client, because your close rate is yours and not ours.
Getting There builds a pipeline across a year, so first-year revenue is the wrong yardstick for it. It carries no guarantee.
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
The cadence the course teaches, sitting on top of about five of ours.
Status kept current
So we can both see what happened.
We keep sending until you are 3x up
Do the work and the prospects keep coming. If you have done it properly and are still short, we keep going.
The exact terms of the guarantee
What counts toward the 3x. Everything you earn in the first year from a household we introduced. Advisory fees at your own schedule, and also planning and coaching fees, commissions, trails, and anything else the household pays you or that is paid to you because of something they bought. If the money reached you because of that introduction, it counts. It has to be signed and funded, so a verbal agreement or a booked meeting does not, and neither does revenue from a household you found yourself.
What we ask of you. The method the course teaches, on every prospect: first contact attempt within two business days of delivery, at least four contact attempts, and the status kept current in your Savology organization. The guarantee is a promise that working them properly is never wasted, not that prospects convert on their own.
How you claim it. Tell us what closed and for how much. We may ask for the signed advisory agreement or a statement showing the account funded, and we may ask the household directly, since they are in our platform and we stay in touch with them either way.
This will move to a CRM connection. Reporting is self-serve today. At some point we will ask you to connect your CRM so closes are confirmed automatically rather than by hand. You will get notice well before that applies to you, and it will not change what counts or what we owe you.
How far it goes. We will send you half as many again as you bought, at no charge: up to ten more on a block of twenty, running 180 days from your order or until the free prospects are used up.
Growth is not covered by this. A Growth bundle is a year of pipeline being built, so first-year revenue is the wrong yardstick for it and we do not pretend otherwise. What Growth carries instead is the work: we nurture every household in it every month for the full term, and you can layer your own nurturing on top from inside Savology.
And past the limit. If you have run the method on every prospect and are still short, 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. The limit exists for advisors who do not work the prospects, not for advisors who do.
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 free ones above.
Common questions
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. We sell you the introduction; you own the relationship. From the moment you pick a household we never re-list them, never offer them to another advisor 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, and we never introduce them to anyone else. What you build with them is yours, including everything it becomes.
What do I learn about a prospect before I pick them?
The household profile and the areas where their grades show real need, so the first conversation starts from their situation rather than a blank page.
Why is the minimum twenty prospects?
Because one client out of twenty is roughly what this looks like when it works, and one client is the point. Buying five is the most common way to be disappointed: you do not get enough attempts to land anyone, so you conclude the prospects are bad when what actually happened is that you did not get a fair sample. Twenty gives you a real shot, and it is why the guarantee is built around a block rather than a single prospect.
What happens between orders, or if I stop buying?
Nothing dramatic. Savology is included while you order at least $1,000 a quarter. If you pause, keep everything for $200 a month: your organization, every household you bought, and the nurture that keeps working them. Your households are yours either way, the relationship included. Stepping back never puts them back in anyone's pool.
Where do introductions 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, we make one exclusive introduction. Nobody who arrived through an advisory firm, an employer or a plan sponsor is ever in that pool.
Apply for the Advisor Prospect Store
Applications are reviewed and approved individually. Once approved you get an email with your next step, the short course, and access to the shelf after it.
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 spending anything.
Book a 30 minute callSavology is run by Brian Case, CFP®, a CERTIFIED FINANCIAL PLANNER® professional 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.