Video Marketing for Financial Advisors & Agents | WebPrez

Do I need to create my own videos or campaigns?

No. WebPrez includes a full library of professionally produced videos and ready-to-use campaigns. With Essentials, you choose what to use. With Advisor Growth, we customize and manage everything for you.

What’s the difference between Essentials and Advisor Growth?

Essentials gives you full access to the system so you can run campaigns on your own. Advisor Growth includes custom messaging, campaign setup, and ongoing management by our team for stronger execution and better results.

How much time does this take to set up?

Most advisors can get Essentials running in a few hours. With Advisor Growth, setup is handled by our team after a short intake—so your time commitment is minimal.

Is this hard to use if I'm not "tech-savvy"?

No. WebPrez is designed to be simple. And if you ever need help, our Help Desk is there to support you. If you prefer not to touch setup at all, the Advisor Growth Done-For-You option exists for exactly that reason.

Is there a contract or long-term commitment?

No long-term contracts. All plans are month-to-month, cancel anytime, and include Our Guarantee. Essentials includes 14-day free access.

Which option should I start with?

If you like being hands-on, start with Essentials. If you want the fastest, most polished setup with the least effort, Advisor Growth Done-For-You is the better choice.

What is a client education system for financial advisors?

A client education system is a structured process that educates prospects about financial products and strategies before the sales conversation. Instead of explaining concepts during meetings, advisors use pre-meeting videos, automated intake forms, and visual tools to help clients understand their options in advance. The Smart Money System is WebPrez's proprietary client education framework, designed specifically for insurance agents, annuity professionals, and financial advisors who sell complex products. It consists of three components: Smart Money Discovery (intake), Smart Money Snapshot (

How do you educate clients about annuities without sounding salesy?

The key is separating education from selling. A better approach: first, educate before the meeting using video-based explanations of how annuities work (not why they should buy one). Second, show their current situation using a Smart Money Snapshot to visualize gaps in their current plan. Third, present the annuity as part of their plan, not your recommendation. This removes the salesy perception because clients feel informed rather than pitched to. WebPrez's Smart Money System automates this entire process so advisors don't have to manually create educational content for every prospect.