Getting found is half of it. The other half is everyone who does not book.
More traffic only pays if the visitors who are not ready today have somewhere to go. Most firms send them to a form, and the relationship ends there.
WealthReach and Savology have put together both halves. More of the right people reach the firm’s website, and every one of them has a next step.
Thursday 8 October
12:00 p.m. Eastern
WealthReach and Savology on one call, joined by Domain Money, 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
One company fills the top of the funnel. The other works everyone who reaches the bottom of it without booking.
Advisor websites built to be found, on Google and on the AI answer engines where more people now start their financial questions.
A financial report card in minutes for everyone who did not book, then a guided path that keeps working them until they are ready.
One front door, three steps
The booking flow is never touched. The partnership works the traffic around it.
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They have to arrive first.
WealthReach builds the firm’s website to be found, on Google and on the answer engines where more people now start. More of the right visitors reach the same front door.
→ The firm’s own website
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They fit the firm.
Nothing sits in front of the calendar. The prospect books with the advisor and the firm keeps the relationship exactly as it does today.
→ The advisor’s calendar
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They are not quite ready to book.
This is the one everyone lets bounce. Savology hands them a report card, teaches them what applies to their situation, and routes them back up when they are ready.
→ The Savology report card
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.
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.
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.
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 outside the firm’s profile 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.
Domain Money, if the firm wants it
We also work with Domain Money, for firms that want comprehensive planning in their marketing stack. A CERTIFIED FINANCIAL PLANNER® professional at Domain works with the household under the firm’s brand, and the firm shares in the planning fee.
Savology can route visitors there straight from the survey, or nurture them toward Domain as one of our providers. Whether to use it at all is the firm’s call.
Domain Money Advisors LLC is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. Full disclosures.
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 →
What it costs
One bundle, one invoice. It covers the website and the prospects.
$1,500 a month, six 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, thirty and one hundred and twenty 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 six 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 six months? We send up to 15 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, thirty across the term. Fifteen more is half of those again. WealthReach sets its own terms for its part.
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 three 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 15.
The same guarantee, in full, is on the Advisor Prospects page.
WealthReach’s standalone prices are theirs to set, taken from their website in September 2026.
Start the conversation
We will walk through what this looks like on your own website.