SavologyADVISOR MATCHING
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Exclusive prospects, priced in the open,
delivered into your Savology account.

Every prospect is a real person who just completed a Savology financial report card — never sold or shared anywhere else. You see every prospect, and the exact math behind every price, before you spend a dollar.

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Backed by our resale guarantee. A prospect is a prospect, not a client — we teach you exactly how to play the odds. Work the simple method (first touch in 2 days, four touches in 30, read the report card), and if a prospect still goes nowhere, hand it back: we resell it and split the proceeds with you. Bad contact data? Instant credit, no questions.

Exclusive, not auctioned

One prospect, one advisor. The moment you buy, the prospect is pulled from every other channel — no bidding wars, no shared lists.

Transparent pricing

Each price = our advisory-value formula plus the expected value of the planning gaps on the report card. Click any price in the store and see the full math. Tell us where we're wrong.

Delivered into Savology

Purchased prospects appear in your Savology account in their own organization, with full report cards and wellness metrics — no CSVs, no re-keying.

We teach the method

A short video course — minutes, not hours — plus a setup session with our team, so your account and your first calls are built to convert from day one.

Track everything in one place

Every prospect you own has a one-tap status right in the store. It keeps your resale guarantee active — and if a prospect truly goes nowhere, we resell it and split the proceeds with you.

For current Savology advisors. Accounts are approved by our team before the store unlocks — usually same-day. Guarantee terms in plain English on your dashboard once you're in.