What are the best ways to use the videos?
There isn’t just one “best” way — the most effective approach is using videos throughout your entire client journey.
That said, the highest-performing advisors tend to use WebPrez in three key ways:
🥇 1. Use Videos in Live Conversations (Most Effective)
The strongest results happen when you use videos while you’re with a prospect:
- In-person meetings
- Zoom / Teams / phone calls
- Screen sharing during appointments
Why this works:
When someone watches a video, they’re naturally prompted to ask questions.
If you’re there in real time:
- You can guide the conversation
- Answer questions immediately
- Move the conversation forward
👉 This is where videos consistently lead to the most productive outcomes
2. Use Videos to Pre-Educate Before Meetings
Send videos ahead of time to prepare prospects before you meet.
Examples:
- After booking an appointment
- Before a consultation
- As part of your intake or discovery process
Why this works:
- Prospects show up more informed
- Conversations are more focused
- You spend less time explaining basics
3. Use Videos for Follow-Up and Ongoing Nurture
Videos are powerful for staying in touch and moving people forward over time.
Examples:
- One-to-one follow-up emails
- Automated email campaigns
- Post-meeting recaps
- Long-term nurture sequences
Why this works:
- Keeps you top of mind
- Reinforces your message
- Helps prospects make decisions at their own pace
📣 Additional Ways to Use Videos
You can also use WebPrez videos across your marketing ecosystem:
- Website pages
- Social media posts
- Seminar invitations and follow-ups
- Referral conversations
How to Think About It
The most successful advisors don’t rely on just one method.
They use videos as part of a simple system:
Before the meeting → During the meeting → After the meeting
That’s where you get the most leverage.
🚀 Want Help Implementing This?
If you’d like help putting this into a system that actually drives results, our:
👉 Advisor Growth Plan
Includes:
- Strategic guidance on when and how to use videos
- Email campaign setup
- Proven workflows based on what’s working right now
👉 Learn more: https://www.webprez.com/advisor-growth
Updated on: 03/29/2026
Thank you!