A new partnership between WealthReach, Domain Money and Savology gives prospects somewhere to go for financial advice while creating passive revenue for advisors in the form of referrals.
WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, has partnered with Domain Money, a flat-fee financial planning and wealth management firm, and Savology to give 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 an advisor’s minimum this year may meet it several years down the line, but once the firm rejects a potential client, 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 is directed to Domain Money or Savology. For those funneled to Domain Money, their CFP® professionals step in to serve those clients directly, offering 0% AUM wealth management, personal tax filing, estate planning support and more, alongside expert financial planning, while the referring firm earns a percentage of the annual planning fee. Individuals directed to Savology receive a personalized financial report card built in minutes with no personally identifiable information. That report card drives a curated learning experience matched to their specific situation, and as they work through their tailored learning experience, the platform produces specific action items. Where a firm has no provider relationships of its own, Savology supplies them and shares the revenue back with the referring advisor. Firms that would rather keep nurturing those relationships can elect to retain them.
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 provide their email or phone number in exchange for their report card, which lets firms re-engage dormant leads 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 begin searching for financial advice. Savology adds paid acquisition with a committed monthly volume of marketing-qualified and digital-qualified leads. 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 and Chief Partnership Officer 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.”
“This is a groundbreaking and fundamentally different way to think about a firm’s revenue potential,” said Adam Dell, Founder and CEO of Domain Money. “It’s a win-win for everyone involved: firms earn passive income on prospects they used to turn away, and we take great care in every client referred through our team of expert CFP® professionals.”
“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.”
WealthReach, Domain Money and Savology will host a joint webinar on the partnership, “From Rejected to Referred: A New Model for Prospects Who Don’t Fit Yet,” on October 8 at 12 p.m. ET. Register at this link.
