One client pays for the whole term.
Built to put a new coaching client on your books in six months. Eighteen exclusive households arrive every month, we keep doing the follow-up, and one client commonly pays $2,000 or more.
$300 a month for your whole six-month term, our launch price.
Every household is under $500,000 in investable assets. Want larger households too? Coaches can buy Advisor Prospects.
Our 150% satisfaction guarantee. Work them properly and still not satisfied after six months? We keep delivering: up to 9 more Ready to Call, free.
D Emergency fund What $1,800 buys
At launch Coach Prospects is $300 a month, so six months is $1,800: less than the platform alone costs. Here is what you get.
One client covers the term, and it is the low end of what we expect: eighteen Ready to Call at a 10% close rate is one to two new clients. That is an expectation, not a promise.
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 reach out to people who are ready
We keep working the other ninety until they add a phone number. You spend your time on the households that want to hear from you.
Every month, two kinds
The only difference is a phone number the household gave us themselves.
Getting There
Same report card, no phone yet. Our nurture keeps working them, and we tell you the moment one adds a phone number and consent.
Ready to Call
They typed in their own phone number. Call within two business days about the free consultation they were offered.
What you see before you pick
Enough to know whether you can help, and where session one starts.
Who they are
State, life stage, income and net worth, as they reported it.
Where it hurts
Letter grades across income, savings, emergency fund, debt, housing, insurance and more, worst first.
What they have already done
Lessons they finished, modules they started, and the emails they have already received from us.
Larger households are Advisor Prospects, and you can buy them too
Coach Prospects stops at $500,000 in investable assets. That line decides which store a household is sold in, not who is allowed to work with them.
Households above it are sold as Advisor Prospects. Coaches can buy that bundle on the same terms an advisor does: twenty Getting There and five Ready to Call a month, at the $500 launch price.
What it costs
One price, one term, and the platform is in the price.
Our launch price, for your whole six-month term.
Paid monthly. Every coach is approved individually.
- Fifteen Getting There a month. They build the next quarter while we keep nurturing them, and we tell you the moment one adds a phone number and consent.
- Three Ready to Call a month. Phone on file, ready for this month's calendar.
- Two organizations for your prospects, set up and nurtured by us: one that works the households not yet callable, one for the households you call.
- A parent organization if you are new to Savology, yours to point at your own website and marketing.
- You pick every one. Nobody is assigned to you blind.
- Yours alone. Never resold or listed again while they are yours, and yours to keep after the term.
- The Keep Delivering Guarantee. Up to 9 more Ready to Call, free.
Two ways to pay less
Pay the six months up front: $1,620 in one payment instead of $1,800. That is 10% off, for a limited time.
Already use Savology? If your practice already licenses the Savology platform, every payment is 10% off: $270 a month.
Both? They add up to 20% off, so $1,440 up front.
What six months should produce
Eighteen Ready to Call households across the term. At a 10% close rate, which is what a coach working them properly should expect, that is one to two new clients.
It is an expectation, not a promise. The guarantee below does not promise a client, because your close rate is yours and not ours.
Applying is not ordering. We review every application, then you take the short course, then your term starts.
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 9 more Ready to Call, free.
Your order is 18 Ready to Call and 90 Getting There across the term. Nine 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 nothing to prove.
We ask one thing in return. Work them the way the course teaches.
On Getting There households, that means: respond within two business days when we flag one that has added a phone or booked a session with you. On Ready to Call households, it means this:
First touch inside two business days
While they still remember taking the survey.
Four touches in thirty days
The cadence the course teaches, on top of our own nurture.
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.
How it works
Apply
Tell us how you coach and how you charge. Every application is reviewed by a person.
Take the short course
About 25 minutes. How the households reach you, what they were offered, and the outreach method the guarantee asks for.
Start the term
Sign the agreement and make your first payment: $300 a month at launch. 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.
Pick your eighteen
Every month you choose them yourself: fifteen Getting There and three Ready to Call, with their grades.
Start coaching
They land in your own Savology organization, report card attached, and our nurture keeps running.
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 you pay $300 a month, and the households come with it.
Where does the $2,000 for a client come from?
Published prices for financial coaching. A six-month program commonly runs $2,000 to $2,500, and we used the low end. If you charge more, a client is worth more to you. The course walks through the arithmetic from your own price.
Who are these households?
People who took the Savology survey, got a report card, agreed to be contacted, and were offered a free consultation, which you provide. Every one has under $500,000 in investable assets, and most earn a solid income.
What is the difference between an MQP and a DQP?
A phone number. A Marketing Qualified Prospect gave us one themselves, so you can call. A Digital Qualified Prospect has not yet, so you start by email while we keep nurturing them.
Can I work with households over $500,000?
Yes. Coach Prospects covers households under $500,000. Households above that are sold as Advisor Prospects, and coaches can buy those too, as the advisor bundle at the same price.
Can an advisor pick the same household?
Advisors choose from the same households under $500,000. Whoever picks one first has them alone. Once a household is yours, nobody else can see or pick them.
Does Savology coach these households itself?
No. We do not compete with the coaches we work with. The coaching is yours.
Is there a discount for paying up front?
Yes, for a limited time. Pay the six months in one payment and it is $1,620 instead of $1,800, which is 10% off. Same households, same guarantee.
Is there a discount if I already use Savology?
Yes. If your practice already licenses the Savology platform, every payment is 10% off, so $270 a month. Tick the box on the application and our team confirms it. Paying up front as well makes it $1,440 for the six months.
Can I get more than eighteen a month?
Yes. Buy a second bundle. Each bundle is its own three Ready to Call and fifteen Getting There a month, on its own six month term, and you can hold more than one at a time.
Why six months, and not month to month?
Because one month cannot tell you much. Three callable households is a good week of outreach, not a practice. Someone who books with you in March often arrived in January, so six months is what shows whether this works for you.
What happens at the end of the six months?
Every household delivered during the term stays yours, and our nurture keeps working them. Once you stop buying prospects and no guarantee households are due, keeping your organizations is $200 a month for your parent organization and $150 a month for each additional one.
Apply for Coach Prospects
Applications are reviewed individually. Once approved you get an email with your next step and the short course.