What is the Smart Money Discovery?

Smart Money Discovery (SMD) – Overview & How It Works

What is Smart Money Discovery?

Smart Money Discovery (SMD) is a client-facing financial intake and analysis tool — often referred to as a fact finder, financial questionnaire, risk assessment, or client discovery form.

It’s designed to help you quickly understand a client’s full financial picture while giving them clarity on where they stand.

SMD is the first step in the Smart Money System:

Discovery → Gather financial data
Snapshot → Generate a clear, one-page financial summary
Blueprint → Create a personalized strategy

How It Works

Each advisor receives a unique Smart Money Discovery link, similar to your video links.

You can send it:

From your WebPrez dashboard
Through Campaigns
Or via your own email, text, or CRM

Step 2: Client Completes the Discovery

Your client completes a guided financial intake / fact finder covering:

Assets and income
Retirement accounts
Insurance coverage
Debts and liabilities
Financial goals and concerns

All questions are required to ensure a complete and accurate financial overview.

Step 3: Snapshot is Generated

Once completed:

A Smart Money Snapshot (PDF) is created within approximately 5–10 minutes
The Snapshot is emailed to both you and the client
A copy is stored in your WebPrez dashboard, tied to the contact record (if applicable)

This Snapshot acts as a financial summary, needs analysis, and gap overview — helping both you and your client clearly see key opportunities and risks.

Step 4: Build Your Blueprint

Using the Snapshot and your follow-up conversation, you develop a Smart Money Blueprint — your personalized strategy based on:

The Discovery data
Additional client insights
Your professional expertise

What Advisors Use This For

Advisors use Smart Money Discovery as a:

Client intake form before appointments
Risk assessment / financial overview tool
Pre-meeting questionnaire to qualify prospects
Needs analysis and gap identification system
Structured discovery process for better conversations

Key Benefits

Complete Financial Picture – No more missing or fragmented client data
Better Conversations – Spend less time gathering info, more time advising
Stronger Positioning – Lead with insight, not a sales pitch
Client Engagement – Prospects actively participate in their own discovery
Consistent Process – Standardize your discovery and onboarding workflow

Security & Data Handling

All Smart Money Discovery data is securely hosted by WebPrez
Information is encrypted in transit and at rest
Snapshots are stored within your dashboard and associated with the appropriate contact

Best Practices

Send SMD before your first call or meeting
Position it as a “financial clarity tool” or “quick discovery”, not just a form
Follow up shortly after the Snapshot is delivered (within minutes, not days)
Use the Snapshot as your conversation framework

Availability

Smart Money Discovery is scheduled for release in April 2026.

Updated on: 03/25/2026

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