Twenty five households a month who already know what to work on.
Every household graded its own finances, agreed to be contacted, and was offered a free consultation. You provide it as your first session, and they are yours alone.
Every household is under $500,000 in investable assets. Want larger households too? Coaches can buy Advisor Prospects.
Work them properly and still not satisfied after six months? We keep delivering, free, up to half your order again.
D Emergency fund Every month, two kinds
The only difference is a phone number the household gave us themselves.
Ready to Call
They typed in their own phone number. Call within two business days about the free consultation they were offered.
Getting There
Same report card, no phone yet. Our nurture keeps working them, and we tell you the moment one adds a phone.
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, at advisor pricing, and coaches can buy them on the same terms.
What it costs
One price, one term, and the platform is in the price.
- Five Ready to Call a month. Phone on file, ready for this month's calendar.
- Twenty Getting There a month. They build the next quarter while we keep nurturing them.
- Two organizations for your prospects, set up and nurtured by us: one for the households you call, one that works the rest.
- 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, never listed again, yours to keep after the term.
- The satisfaction guarantee. Up to 15 more Ready to Call and 60 more Getting There, free.
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 half your original order again, free.
Your order is 30 Ready to Call and 120 Getting There across the term. Half of that again is 15 more and 60 more, three further months at no cost.
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.
First touch inside two business days
While they still remember taking the survey.
Four touches
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.
On Getting There households we ask one thing: respond within two business days when we flag one that has added a phone or booked a session with you.
How it works
Apply
Tell us how you coach and how you charge. Every application is reviewed by a person.
Take the short course
How the households reach you, what they were offered, and the outreach method the guarantee asks for.
Start the term
Six months at $500 a month. No auction, no bidding, no per-household checkout.
Pick your twenty five
Every month you choose them yourself: five Ready to Call and twenty Getting There, with their grades.
Start coaching
They land in your own Savology organization, report card attached, and our nurture keeps running.
Common questions
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, at advisor pricing.
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.
Why six months, and not month to month?
Because one month cannot tell you much. Five 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.