Guide for financial advisors

The Advisor's Guide to Savology

Six ways to run the financial report card across your practice, from prospecting to first meetings to annual reviews. Written by Brian Case, CFP®, CEO of Savology.

What's inside

  • What your clients experience: the three-minute report card
  • Prospecting with your own co-branded link
  • First meetings without the fact-finder
  • Annual re-grades that make your value visible
  • The workplace and retirement-plan channel
  • Client education between meetings
  • The Advisor Prospects program: exclusive, report-card-qualified introductions
A Savology survey question with tap-to-answer choices

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