WebPrez Advisor Growth Pricing Overview

Essentials gives Members the core Smart Money System — Discovery, Snapshot, Blueprint — to run on their own. A prospect completes a short, guided questionnaire and receives a personalized Snapshot that surfaces what's actually worth talking about. Built for advisors who already have conversations happening and want those conversations to start sharper, not for advisors who need someone else to fill the calendar. Best for: Advisors generating their own appointments who want a compliant, professional way to open and frame the meeting.

Unlimited access to the WebPrez video library
A branded Video Gallery Homepage where prospects browse videos
Automated Email Campaigns
Smart Money Discovery — Discovery form → AI-generated Snapshot
14-day free trial; self-managed
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The Advisor Growth Plan is built for advisors sitting on a list of dormant contacts and burned by vendors who sold them software instead of results. WebPrez's team builds, deploys, and manages the full Smart Money System on the advisor's behalf — Discovery, Snapshot, Blueprint, and the video-driven follow-up that turns a name on a list into a booked appointment. The advisor shows up prepared; the system runs underneath them. Best for: Advisors with an underworked contact base who want appointments produced for them, not a dashboard to operate.

Full done-for-you implementation of the Smart Money System
Campaign build-out against the advisor's existing contacts
Managed video email sequences and automated follow-up
Ongoing management and optimization — no setup or maintenance required
Priority support
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Enterprise puts the Smart Money System in front of an entire producer force at once — built for IMOs, FMOs, BGAs, and multi-advisor agencies rather than a single advisor. Pricing, deployment, and support are structured around the organization's size and how it already operates, integrated into the group's existing marketing and CRM environment. Best for: Distribution partners and agencies deploying WebPrez across a team, book, or downline.

Bulk / group-account pricing structure
Centralized or delegated administration across advisor seats
Same Advisor Growth Plan foundation, scoped and rolled out across a group, agency, IMO, or FMO
Dedicated partnership support
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