How do I use my Smart Money Discovery (SMD)?
Turn Conversations Into Clarity — Before You Ever Make a Recommendation The Smart Money Discovery is a short, guided experience that helps prospects see their financial situation more clearly before you ever present a strategy. It’s designed to shift the conversation from: “What product should I buy?” to “What’s actually happening with my money?” 💡 What It Does The SMD helps your clients: • Understand how their money is currently structured • Identify potential inefficienFew readersWhat is the Smart Money Discovery?
Smart Money Discovery — What It Is, How It Works, and What to Expect Overview The Smart Money Discovery (SMD) is a guided client intake experience built into the WebPrez platform. It collects structured information about a prospect's financial situation, priorities, and concerns — and uses that data to generate a personalized Smart Money Snapshot delivered directly to the prospect. The SMD is designed to feel like a clarity exercise, not a form. Prospects who complete it arriveFew readers