WealthReach, Domain Money and Savology today announced a partnership that gives advisory firms a way to convert more of the people who reach their website, including the ones already sitting in their database.

Most firms do not have a lead problem. They have a timing problem. A prospect who does not meet the minimum this year may meet it in three, but once the firm says no, the relationship ends there. The same is true of the hundreds and sometimes thousands of contacts already in a firm’s CRM, acquired at real cost, spoken to once, then left alone because serving them was not economical.

Under the partnership, prospects who meet a firm’s criteria go straight to the advisor. Everyone else enters Savology. Within minutes they receive a personalized financial report card built from hundreds of indicators. That report card drives a curated learning experience 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 execute: Domain Money for comprehensive planning from a CERTIFIED FINANCIAL PLANNER® professional, or whichever providers the sponsoring advisor prefers. Where a firm has no provider relationships of its own, Savology supplies them and shares the revenue back with the referring advisor.

Prospects who qualify for comprehensive planning are introduced to Domain Money, where CFP® professionals work under the referring firm’s brand while the firm keeps the relationship and earns a share of the planning fee. As those clients build wealth and grow into the firm’s target profile, they transition back to the referring advisor. Prospects who are not ready to commit continue in a guided experience whose entire purpose is to bring them back to one of those two places.

Firms decide how their prospects are handled. Consumers who fall outside both the firm’s criteria and Domain Money’s service are matched by default with other firms where they fit today, with the referring firm sharing in the value. Firms that would rather keep nurturing those relationships can elect to retain them. Anyone still moving toward the advisor or toward Domain Money stays with the referring firm in every case.

Because the experience lives on the advisor’s own website, it works on the firm’s whole pipeline rather than only on traffic the partnership produces. Visitors arriving from referrals, conferences, newsletters, podcasts and campaigns the firm already runs all reach the same front door. Consumers opt in through a consent gateway in exchange for their report card, which lets firms re-engage dormant records on a permissioned basis.

The partnership also pairs two ways of generating new traffic. WealthReach specializes in organic visibility, helping advisors show up on Google and on AI platforms like ChatGPT, Claude and Perplexity, where more consumers now start their financial questions. Savology adds paid acquisition with a committed monthly volume of qualified prospects. Firms can subscribe to both as a single package.

“Advisors have been told for years that the answer is more leads,” said David DeCelle, Co-Founder of WealthReach. “The real answer is never losing one. We generate the demand, and now everybody who arrives has somewhere to go and somebody staying with them until they are ready.”

“Firms have had to choose between chasing every lead on their website or accepting that most of them go nowhere,” said Adam Dell, Founder and CEO of Domain Money. “This removes that trade-off. Advisors can serve prospects they used to turn away without adding hours or headcount.”

“A prospect who is not a fit today is not a bad prospect. They are an early one, and most firms are sitting on hundreds of them,” said Brian Case, CFP®, CEO of Savology. “We put a report card in their hands in minutes, teach them what applies to their situation, and give them action items that lead somewhere real. When they are ready, they come back to the advisor who first pointed them our way.”

The advisor webinar, 8 October

The three firms are hosting a webinar for advisors on Thursday 8 October at 12:00 p.m. Eastern, covering where the prospects a firm turns away actually go, how planning under the firm’s own brand works, what a firm can do with the contacts already in its database, and what it takes to switch on.

Register for the webinar, or read how the three pieces fit together.

About Savology

Savology is a financial wellness platform that turns a few minutes of input into a personalized financial report card, a curated education experience and a set of prioritized action items. Built to work alongside financial professionals rather than replace them, Savology is used by advisory firms, employers and distribution partners to engage consumers earlier and connect them to the right providers as their needs develop.

Savology provides financial planning tools and education, not investment advice.

Domain Money Advisors LLC is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. See full disclosures at domainmoney.com/legal.

Media contacts: Jason Lahita, StreetCred PR, 973-460-7837, jason@streetcredpr.com; Adam Redling, StreetCred PR, 440-773-9299, adam@streetcredpr.com