WebPrez runs your outreach for you — your videos, your voice, your name, your calendar. Qualified appointments show up. You don't touch anything.
You're good in the room.
The problem is getting people into it.
You're good in the room.
The problem is getting people into it.
The problem is getting people into it.
Takes about 2 minutes. No call required to see it.
~1 hour
~1 hour
Your time
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15 days
15 days
Live in
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Month-to-month
Month-to-month
Commitment
We keep working, free
We keep working, free
If it doesn't work
THE REAL PROBLEM
You've never had a marketing problem.
You've never had a marketing problem.
You have a few hundred people who know you, trusted you once, and haven't heard from you in two years.
Not because you don't care. Because staying in front of them is a full-time job that has nothing to do with the thing you're actually good at.
Not because you don't care. Because staying in front of them is a full-time job that has nothing to do with the thing you're actually good at.
WHAT IT LOOKS LIKE IN PRACTICE
— A newsletter that goes out when there's time
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— Videos sent one at a time, to whoever comes to mind
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— Follow-up that depends on remembering
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— A database you know is worth something, untouched
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— Months that start with intent and end with three referrals
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That isn't a strategy. It's what's left over after the client work is done.
THE MATH NOBODY RUNS
Most advisors are sitting on the answer.
Most advisors are sitting on the answer.
Here's what a typical database looks like when you actually count it.
ILLUSTRATIVE EXAMPLE
CONTACT REACH — TRAILING 12 MONTHS
842
41
People in the database
Clients, past prospects, anyone whose email you have
Reached in the past year
Mostly the ones who called you first
801
People who know you and haven't heard from you
The warmest audience you will ever have access to
WHAT DONE-FOR-YOU ACTUALLY MEANS
You've heard "done-for-you" before.
Here's the version with the details.
You've heard "done-for-you" before.
Here's the version with the details.
Here's the version with the details.
Most systems hand you a login and call it done. This is the full list of what's yours and what's ours.
YOUR SIDE
Four things. Three happen once.
✓ Answer a profile questionnaire
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✓ Record 30 seconds of video or audio
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✓ Hand over your contact list and connect your email
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✓ Show up to the appointments
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TOTAL ONBOARDING TIME — ABOUT ONE HOUR
OUR SIDE
Everything else. And here's what you never do.
✕ Log into a dashboard
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✕ Write an email
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✕ Build or edit a campaign
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✕ Upload or segment a list
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✕ Configure a setting or connect a tool
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✕ Learn a piece of software
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✕ Approve individual sends
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ONE EXCEPTION — YOU APPROVE YOUR VIDEO SCRIPTS AND MESSAGING BEFORE ANYTHING GOES OUT IN YOUR NAME. ONCE, AT THE START.
THE SMART MONEY SYSTEM
How a name on a list becomes a conversation.
How a name on a list becomes a conversation.
Three stages. Two of them run without you.
STAGE ONE
Discovery
Your videos do the educating. When someone's paying attention, they're invited to answer a few short questions about where they stand — retirement income, taxes, what they haven't figured out yet.
STAGE TWO
Snapshot
They receive a personalized summary of their own situation, in your name and branding. Not a pitch. A mirror. Most people have never seen their picture laid out in one place.
STAGE THREE
Blueprint
They book time with you. They arrive knowing what they're missing and why they're there. This part was always yours — now the conversation starts further along.
THE ARTIFACT
This lands in their inbox before they ever sit down with you.
This lands in their inbox before they ever sit down with you.
The Snapshot does the thing that usually takes you two meetings: it shows a person their own gap, without you having to point at it.
By the time they're across from you, they've already reached the conclusion themselves. You're not creating urgency. You're answering a question they've started asking.
By the time they're across from you, they've already reached the conclusion themselves. You're not creating urgency. You're answering a question they've started asking.
call_made
Educational and illustrative only. No product names, no projections, no recommendations — every Snapshot is built to keep you inside the lines.
Smart Money Snapshot
PREPARED 03 / 12 Prepared by [Advisor Name]
[Firm Name]
[Firm Name]
What you told us
Age range58–62
SituationWorking, planning exit
Target retirement4 years
Guaranteed income sourcesSocial Security only
What stands out
Income need vs. guaranteedGap identified
Long-term care coverageNot reviewed
Tax treatment in distributionNot addressed
Based on what you shared, most of your retirement income would need to come from savings rather than guaranteed sources. That's a topic worth a conversation.
Educational and illustrative only. Based on self-reported information. Not a recommendation or an offer of any product. Discuss with your advisor.
YOUR AI AVATAR
One video in your voice. Built from a simple headshot.
One video in your voice. Built from a simple headshot.
Give us one photo. We write a custom script that carries your story, what you believe, and how you work — then produce one finished video and place it everywhere it needs to be.
YOUR INTRODUCTION 1:53 01 Who you are
02 Why you do this
03 What working together looks like
The short version of your story, and who you built your practice to serve. Enough for someone to decide you're worth two more minutes.
What you actually believe about retirement money. This is the part that separates you from whoever called them last week — and it's the reason they keep watching.
What happens on a first call, what it costs, and what it isn't. By the end, the reason to hesitate is gone.
ONE SCRIPT · WRITTEN FOR YOU · YOUR FACE AND VOICE · PLACED ON YOUR SITE, IN YOUR EMAILS, AND IN YOUR SIGNATURE
FROM SIGNUP TO LIVE
Fifteen days. One hour of it is yours.
Fifteen days. One hour of it is yours.
DAYS 1-3
Intake
One kickoff call. Questionnaire, 30-second recording, your list, email and calendar connected.
DAYS 4-9
Production
Scripts written and sent to you for approval. Your three videos produced and hosted.
DAYS 8-12
Build
List cleaned and segmented. Pages, sequences, and tracking built. Videos placed on your site.
DAYS 13-15
Launch
Full test, then a walkthrough where you see it running. First outreach goes out.
WHAT THIS REPLACES
You're already paying for appointments. Usually more than this.
You're already paying for appointments. Usually more than this.
The question isn't whether to spend money getting in front of people. It's what you're getting for it.
APPROACH
TYPICAL COST
WHAT YOU GET
Dinner seminar
$5,000–12,000 / event
A room of strangers, most there for dinner
Purchased leads
$500–2,500 / mo
Cold names, often sold to five other agents
Part-time marketing help
$1800–3,000 / mo
Someone to manage, and results that vary
Advisor Growth
$597 / mo
People who already know you, educated before they book
One closed case typically covers a year of this.
THE PART THAT MATTERS
You've paid for promises before.
You've paid for promises before.
If you don't have appointments on your calendar in 60 days, we keep working — at no charge — until you do.
Not a refund that ends the relationship. We stay on it. Because if the system doesn't produce appointments, we haven't done the thing you hired us for.
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Applies while the basics are in place on your side: a database of at least 300 contacts, open time on your calendar for us to book into, and responses to us within a few business days. If your market or database conditions make it unworkable, we'll tell you plainly and end the engagement with no further charges.
FIT
This works for some advisors and not others.
This works for some advisors and not others.
Worth knowing which one you are before we talk.
Built for you if
✓ You have a few hundred contacts you've lost touch with
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✓ You close well once you're in front of someone
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✓ You'd rather have conversations than configure software
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✓ You have room on your calendar for more appointments
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✓ You're independent — life, annuities, or both
Not the right fit if
✕ You're brand new and haven't built a database yet
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✕ You want to control every message before it sends
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✕ You're looking for cold leads rather than reactivating your own
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✕ Your calendar is already full and you can't take more
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✕ You're supervised by a broker-dealer with pre-approval requirements
Independent agencies and advisor groups running this system
Independent agencies and advisor groups running this system
FREQUENTLY ASKED QUESTIONS
The things advisors ask first
The things advisors ask first
Essentials gives you the video library. You decide where the videos go and when they get sent.
Advisor Growth is us doing that part. We build the campaigns, place the videos, run the outreach, and handle follow-up. If your videos are sitting unused, this is the difference.
No. If you have something, we work alongside it. If you don't, we set everything up. Either way you don't manage it.
Emails go out from your own address, and bookings land on the calendar you already use.
About an hour during onboarding — a questionnaire, a short recording, and connecting your email and calendar.
After that, your only job is taking the appointments.
Yes — from your address, in your voice, with your signature. Your prospects see you, not us.
That's why you approve your video script and your messaging before anything goes out. Once, at the start. You can also flag any individual contact you'd rather we leave alone.
Everything is written as education, not recommendation. No product names, no performance claims, no projections.
Every message and every Snapshot is archived, so there's a record of exactly what went out and when.
It's the point. Reactivating people who already know you is what this system is built to do.
We clean and segment the list first, and we start slowly to protect your email reputation.
You get a text the moment someone watches your video or books time with you.
Once a week you get a short summary: who engaged, who completed a Discovery, and what's on your calendar. No dashboards to check.
No. Month to month, no setup fee, cancel anytime from your dashboard.
You can move back at any time and keep your access to the video library. Your video stays on your site.
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