We Just Added Something Powerful to Your WebPrez Account — Here's What You Need to Know

It's called the Smart Money Discovery. It runs automatically. And it may be the most valuable thing we've ever built into your system.

If you've been a WebPrez member for a while, you know the core promise: give your prospects a consistent, professional experience that builds trust, explains complex concepts clearly, and moves them toward a conversation with you — all without you having to reinvent the wheel every time.

The Smart Money Discovery is that promise, taken to a new level.

You may have seen a brief announcement about it a couple of weeks ago. This article is the full picture — what it is, why it matters, how it works, and what's already happening inside your account because of it.

What Is the Smart Money Discovery?

Let's start from the beginning, because this is worth understanding fully.

The Smart Money Discovery (SMD) is a three-part system built around a simple but powerful idea: before you can help someone, they need to understand their own situation. Most prospects don't. They have a general sense of their income, some idea of what they've saved, and a vague worry about taxes or retirement — but no clear picture of how it all connects.

The SMD fixes that. It's made up of three components:

Part 1: The Discovery

The Discovery is a guided intake experience your prospects complete on their own — typically in about 10 minutes. It's not a lead form. It's not a questionnaire. It feels more like a thoughtful conversation with themselves about their financial life.

It walks them through five sections:

• About You — Life stage, household, and family context
• Your Financial Focus — Their top priorities and biggest concerns, in plain language
• Your Financial Picture — Income and monthly spending (estimates only — no pressure for precision)
• Your Assets & Liabilities — A structured look at what they own and what they owe, grouped into logical categories
• Protection & Legal Planning — Existing coverages, legal documents, and estate planning elements

Every question is designed to reduce friction and encourage reflection — not interrogation. Rough estimates are explicitly welcomed. The goal is directional clarity, not accounting precision.

Part 2: The Snapshot

When a prospect completes the Discovery, something happens automatically: a personalized Smart Money Snapshot is generated from their inputs.

The Snapshot is a professionally formatted PDF document that reflects what they shared — their priorities, their financial structure, potential gaps, and areas worth exploring. It's not a financial plan. It's not advice. It's an orientation tool that gives both your prospect and you a clear, shared starting point for a real conversation.

Importantly, the Snapshot is branded to you. It includes your name, your contact information, and — if you've connected your calendar — a direct link for the prospect to book time with you. Every recommendation in the Snapshot also links to one of your WebPrez videos on that topic, so your prospect can keep learning from you specifically before they ever pick up the phone.

Here's why that matters: most advisors spend the first half of a first meeting just trying to understand where someone is. The Snapshot eliminates that — and replaces it with a conversation that can start at a much more meaningful place.

Part 3: The Blueprint

The Blueprint is where your expertise takes over. After reviewing the Snapshot together, you — the advisor — build a personalized Blueprint for your client: a holistic planning strategy based on their Discovery data, your conversation, and your professional judgment. The Blueprint isn't automated. It's yours. The Smart Money System is designed to do the heavy lifting on the front end so that by the time you reach this stage, you're spending your time where it matters most — crafting a real plan for a real person who already trusts you.

How the Discovery Flows — Section by Section

Here's a closer look at what your prospects actually experience when they go through the Discovery.

Section 1: About You

Sets the context for everything that follows. Captures life stage, household structure, and family situation so the resulting Snapshot feels personal and relevant.

Sample questions:

• What stage of life are you in?
• Which best describes your household? (Married, Single, Divorced, Widowed, Long-term partner)
• Do you have children with ongoing financial needs?

Section 2: Your Financial Focus

This is where the Discovery earns its name. Prospects aren't answering abstract questions — they're identifying what actually matters to them right now, in their own language.

Sample questions:

What feels most important right now?(Choose up to 3)

• Paying down debt or improving monthly cash flow
• Saving for retirement
• Growing my investments more effectively
• Protecting what I've built from market losses
• Creating a clear long-term financial plan
• Funding a child's education or major life event
• Taking care of aging parents

What concerns you most about your financial future?(Choose up to 3)

• Outliving my savings
• Paying more in taxes than necessary
• Market volatility disrupting my plans
• Rising healthcare or long-term care costs
• Not having a clear plan
• Losing income unexpectedly

By the time they finish this section, they've already done something most people never do — they've named exactly what they're worried about and what they want. That clarity is valuable for them. And it's invaluable for you.

Section 3: Your Financial Picture

A high-level view of income and spending. Estimates only, and the experience makes that explicit — "rough numbers are perfectly fine." This section is intentionally easy.

Sample questions:

• About how much does your household earn in a typical year (before taxes)?
• About how much does your household typically spend each month?

Section 4: Your Assets & Liabilities

The most detailed section — but structured to feel logical and approachable, not like an audit. Assets are organized into clear categories: cash and savings, retirement accounts, brokerage and investment accounts, annuities, real estate (by property type, with estimated equity), business ownership, and life insurance with cash value. Liabilities are captured with equal care — mortgage balances, consumer debt, and any other significant obligations.

Sample questions:

• About how much do you currently hold in retirement accounts (401k, IRA, pension, etc.)?
• Do you own any real estate? (If yes: which types — primary, vacation, or rental — and estimated equity for each)
• About how much do you owe in consumer or personal debt?

Section 5: Protection & Legal Planning

A single, clean multi-select screen. Prospects check off what they already have in place — wills, trusts, power of attorney, disability insurance, long-term care planning, medical directives, and more. It surfaces gaps without creating alarm.

Sample question:

Which of the following do you currently have in place?(Check all that apply)

• Testamentary Will / Living Trust / Power of Attorney / Medical Directive
• Disability Insurance / Long-Term Care Planning / Elder Care Provisions

What Happens When a Prospect Finishes

When the Discovery is submitted, here's exactly what happens:

The prospect receives their Smart Money Snapshot by email — a personalized PDF built from their inputs, delivered automatically. Not a thank-you screen. An actual, substantive document with their name on it that reflects their specific situation, includes your contact information and calendar link, and points them to your WebPrez videos for every recommendation inside it.

You receive a notification with a link to view their Snapshot in your dashboard. Before you ever get on a call, you can see exactly what they shared — their priorities, their concerns, their financial structure. You walk into the conversation already knowing what matters to them.

That combination — a prospect who has gained clarity, and an advisor who is already prepared — is what makes the Smart Money Discovery different from every other intake tool you've seen.

What We Just Deployed to Your Account

With Phase 1 now live, the Smart Money Discovery has been added to two places in your WebPrez account automatically. No setup required.

1. Your Campaign Emails

Every prospect on your list who receives one of your weekly video emails will now also see a clear invitation to complete their free Smart Money Discovery and receive their personalized Snapshot. It appears beneath the video — consistent, professional, and already running.

2. Your Video Pages

Your advisor video pages have received a meaningful upgrade. The overall look and feel has been decluttered, the header has been streamlined, and the response form has been improved. The Smart Money Discovery now appears as a dedicated section on every page — clean, professional, and already running.

What You Can Expect Going Forward

Here's what to start watching for in the coming weeks:

New Snapshot notifications in your dashboard. As your emails go out and prospects visit your video pages, some will click through and complete the Discovery. When they do, you'll get a notification and a direct link to their Snapshot.

Warmer first conversations. Prospects who have completed the Discovery arrive differently. They've already reflected on what they want and what worries them. They've taken stock of their financial picture. That changes the quality of the conversation from the very first minute.

Your system is already working. Prospects are already being invited into the experience. Snapshots are already being generated.

You just need to show up for the conversation.

The Bigger Picture

The Smart Money Discovery is Phase 1 of something larger. More capabilities are on the way — deeper personalization, richer Snapshots, and more ways to turn a completed Discovery into a faster path to a signed client.

But even at Phase 1, this is a meaningful shift in what your WebPrez system does for you every single week — automatically, consistently, and without adding a single task to your plate.

If you want a deeper look at how the system works, our support team is always a message away.