WealthReach, Domain Money and Savology Partner to Launch a Combined Offering for Advisory Firms

16 minutes ago

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WealthReach, Domain Money and Savology have formed a partnership that lets advisory firms convert more website visitors and existing database contacts rather than losing prospects who do not currently meet firm minimums.
Prospects who meet a firm's criteria are routed directly to the advisor, while others are directed to Domain Money or Savology.
Individuals sent to Domain Money are served by CFP® professionals offering 0% AUM wealth management, personal tax filing and estate planning support, with the referring firm earning a percentage of the annual planning fee.
Individuals directed to Savology receive a personalized financial report card generated in minutes without personally identifiable information, followed by a curated learning experience that produces specific action items.
Because the experience operates on the advisor's own website, it applies to the firm's entire pipeline, and consumers exchange an email or phone number for their report card to enable permissioned re-engagement of dormant leads.
The offering combines WealthReach's organic visibility across Google and AI platforms such as ChatGPT, Claude and Perplexity with Savology's paid acquisition of committed marketing-qualified and digital-qualified leads, available as a single subscription package.
The three companies will host a joint webinar titled "From Rejected to Referred: A New Model for Prospects Who Don't Fit Yet" on October 8 at 12 p.m. ET.