Episode #41 – Resource Review – Savology Financial Wellness Platform
If you’re an advisor looking for ways to expand into new client segments and deliver meaningful financial planning at scale, this is a resource worth taking a look at.
In this episode of the 401k Best Practices (Ask the Experts) podcast, I sit down with Brock Klementson for a behind-the-scenes walkthrough of the Savology Financial Wellness Platform.
Savology is a client-led financial wellness solution that allows advisors to offer accessible planning tools to employees, middle-market clients, and prospects without adding more work to their plate. During our conversation, Brock walks through how the platform works, the advisor use cases he’s seeing most often, and how it’s being used as a wellness benefit, prospecting tool, and middle-market planning solution.
We also dig into what the end-user experience looks like, how advisors can customize the platform with their own branding and educational resources, and how Savology fits alongside existing planning tools many advisors already use.
If you’re exploring ways to differentiate your practice, add value to your retirement plan clients, or support people who aren’t quite ready for full-service planning yet, this episode will give you a clear look at whether Savology could be a fit.
Mentioned in this episode:
- Savology Financial Wellness Platform – learn more at savology.com
- To learn more, contact: Brock Klemetson
- Calendar link: https://calendly.com/bklemetson-savology
- Watch the YouTube version of this episode here to see the platform walkthrough and demo in action