We keep sending prospects until you make at least 3x your money back.
Introductions to households who graded their own finances — and already said yes.
Every prospect completed a Savology report card, consented to be contacted, and has already been offered a free consultation in the platform and by email. So your opening line is true rather than a pretext: you are calling about the consultation they were told to expect. One prospect, one advisor — never resold, never shared.
Applications are reviewed and approved individually
We don't sell leads. We can tell the difference.
A lead is a contact record — worth the most the second it is created, decaying from there, and often sold to three firms at once. A prospect is a household you already know. The entire reason this program works is that we can tell one from the other, whatever the traffic source: someone who grades their whole financial life and asks for the conversation has qualified themselves — and someone who stops halfway has answered too. Both answers are worth knowing. We only send you the first kind.
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, every action they have taken, and what to open with.
Read how the offer actually works
Ten pages, no gate on the ideas. What a marketing-qualified household is and how one becomes ours. What $100 — or $50 as one of the first ten — actually buys. How the 3x guarantee is measured, what we ask of you to keep it alive, and where its limits are. What arrives inside your Savology organization the day a prospect is delivered. And what the first thirty days should look like, touch by touch.
If you would rather decide from the document than from a page, this is that document.
Get the Advisor Prospects guide
How it works
Apply
Tell us who you are and how you practice. Applications are reviewed and approved individually — this is not an instant signup.
Take the short course
Once you are approved, a short course explains what you are buying, what the grades mean, and how the first call goes. It is the gate, and it exists because the advisors who complete it do measurably better.
Shop the marketplace
Open any prospect and read their whole profile before you spend anything — grades, gaps, what they have done in the platform, and the math behind the price. There is a full sample below.
Buy, exclusively
One prospect, one advisor. Never resold, never shared, never auctioned to three firms who all call at once.
Work it — and keep the odds
Follow the cadence from the course and log what happens. Do that, and we keep sending prospects until you have made at least three times your money back.
This is the whole profile, before you buy
Not a name and a number. Every prospect opens like this — a real example below, built on a synthetic household so nothing here is anyone's actual data.
Who they are, and what they're worth to you
Age, state, household shape, income, net worth and investable assets — plus the estimated annual advisory fee at 1% of investables, and the specific cross-sell values behind it. You price the opportunity before you dial.
Their grades, and the gaps behind them
All nine graded categories, worst first, each with the reason for the grade. Then the identified gaps called out on their own — an uninsured primary earner with dependents, a $1.24M estate with no will or POA.
What they've done, and what they've been told
Every action they took in Savology with dates, and every nurture email they have already received. You can see what they last read before you call, so the conversation starts from something real.
Where to start
Suggested openings drawn from this specific household — lead with what they just did, then the term life gap, then estate. Position around optimization, not rescue.
They land inside Savology, not in your inbox
This is the part that makes it not a footrace. A prospect is delivered into your own Savology organization with everything the household built — and the platform keeps working them the entire time you hold them.
Delivered, not exported The whole household, already in your org
The full survey, all nine grades, the action items their plan produced, and the financial plan itself. No CSV, no import step, no CRM to sync — they are simply there, in the platform you already use.
The automations continue Nurture that runs without you
Savology keeps sending — planning nudges, report-card follow-ups, education matched to their weakest grades — for as long as they are yours. A slow start is not a dead start, and you are always adding to a conversation rather than restarting one.
Your working surface Track it where the work happens
Your prospect list, an activity feed showing what they did and when, statuses you keep current, and the education library you can point them at by name. The thirty-day cadence lives in the same place as the household.
The offer is marketing qualified — and that is the tier that matters
Every prospect carries a tier. It is not a quality score we assign; it is a plain statement of how the household can be reached. Tiers come only from contact details the person gave us themselves — purchased or appended data never promotes anyone.
Marketing qualified
A household that completed the nine-category report card, saw their own grades, consented to be contacted, and gave us a phone number themselves — verified by text-message login or typed into their own profile. Never purchased, never appended.
- You can call them. And the free consultation they were already offered is a true reason to be calling, not a pretext.
- You open on a grade, not a fact-finder. Their retirement, debt, savings and estate scores are in front of you before you dial.
- Yours alone. Never sold to a second advisor, never listed anywhere else while you hold it.
- The 3x guarantee applies to these. It is the tier the whole programme is built on.
The other two tiers exist, and neither is the offer.
DQ — digitally qualified
Report card completed and a confirmed email, but no phone. You cannot call them, so these are for building an email nurturing campaign — a list you warm over months while our own emails keep working them alongside yours.
Priced well below MQ and sold separately. Ask if you want volume for a nurture programme.
SQ — sales qualified
A household that has already booked a consultation. It is the only event we treat as buying intent, and the meeting opens on their report card rather than a fact-finder.
Offered to advisors who have shown success with the MQ programme. We send the people furthest down the path to the firms we have watched convert them.
What it costs
One number, published — the number the rest of the industry hides.
Orders start at $1,000 — twenty households at the founding price — and go up from there if you want more. Lock founding pricing now and it is guaranteed for a year.
Fifty dollars for a household that handed you their own phone number and said yes to a call. Lead sellers price by auction and sell the same name to three firms who all dial at once. Matching services take a cut of your revenue for as long as the client stays. We publish one flat price, every household is exclusively yours, and you keep every dollar the relationship ever produces.
Now the other side of the ledger: one client at $500,000 — below this pool’s average — is $5,000 a year at a 1% fee. That is your entire twenty-prospect order back five times over, from a single close. And while you are ordering, prospects are the only thing you pay for: no subscription, no platform fee, no percentage of anything.
Every household is yours alone
When you buy one it is yours and nobody else’s. We never sell the same household to a second advisor and we never list it anywhere else while it is yours. No racing another firm’s dialer to the same person.
Nothing trailing, nothing on your book
No revenue share on the relationship, no AUM trailer, no claim on anything the household becomes to your practice. The price of the introduction is the entire cost, forever.
Savology is included while you order
Your organization is where every prospect lands — report card, assets, debts and goals already filled in — and the nurture layer keeps working your list between your calls. All of it is included while you keep at least $1,000 a quarter in orders. Pausing? Keep everything — the org, your households, the nurture — for $199 a month until you are ready to order again.
One client pays for it several times over
Two-thirds of this pool report over $500,000 in investable assets. Take one at exactly that — below the average here — and at a 1% fee it is $5,000 in year one. And it recurs; you paid once.
What we actually guarantee
We keep sending 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. Two-thirds of this pool report more than that.
Notice what that is not. It is not a promise of a client, because nobody can promise you a client — odds are odds, and anyone who tells you otherwise is selling you something. It is a promise about our side of the deal: we do not stop when the prospects run out. We stop when you are ahead.
We ask one thing in return, and it is the thing that makes the promise possible: 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 will keep going — that call is ours to make, and we make it in your favour when the work is there.
The exact terms of the guarantee
What counts toward the 3x. First-year advisory revenue from any household we introduced, at your own fee schedule. Signed and funded — a verbal agreement or a booked meeting does not count, 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 — they are in our platform and we stay in touch with them either way.
The limit. We keep sending up to one and a half times the number of prospects you bought — a twenty-prospect order can grow to thirty — or one hundred and eighty days, whichever comes first.
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 — but 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 credited in full, immediately. No requirements, no questions.
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.
What makes an Advisor Prospect different from a lead?
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. See the side-by-side against the services you have probably seen →
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.
What happens between orders — or if I stop buying?
Nothing dramatic. Savology is included while you keep at least $1,000 a quarter in orders. If you pause, you can keep everything — your organization, every household you have bought, and the nurture layer that keeps working them — for $199 a month, and pick ordering back up whenever you are ready. Your households are yours either way; stepping back never puts them in anyone else's pool.
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.
Apply for Advisor Prospects
Applications are reviewed and approved individually. Once you are approved you will get an email with your next step — the short course — and access to the marketplace after it.
Savology is run by Brian Case, CFP® — a CERTIFIED FINANCIAL PLANNER® professional with three decades in financial services who 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.