For financial advisors
Defend your clients against scams and differentiate your practice.
Train clients to catch scams before money moves, protecting their financial well-being, defending your fees, and building a bridge to the next generation.
heirs switch advisors after inheriting
people each lost $100k+ to fraud in 2025
changing hands in the great wealth transfer
Why practices run ScamPrep
One convincing phone call can undo a decade of careful planning.
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Differentiate your practice from the pack
Demonstrate your unique value to clients. Show them, and their families, you have their holistic financial well-being in mind with scam defense training. No rate table or model portfolio says that.
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Keep the assets through the wealth transfer
When assets pass to the next generation, the financial advisor usually doesn't. The Resilience Report puts your firm’s name in front of clients' adult children every quarter, associated with good news about their parent.
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Scams threaten AUM
More than twelve thousand people reported losing $100k+ to fraud in 2025. Those are withdrawals no portfolio plans for. Trained clients lower the odds of unexpected loss to their portfolio and hits to your bottom line.
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Stop the drain on your time
Talking clients out of scams, or supporting them through the fallout, can take days or weeks. Trained clients spare your practice those unforeseen costs.
The deliverable
A quarterly report with your name on it
Every three months your client and their chosen family members receive a one-page Resilience Report: what was practiced, what was caught, and what comes next.
- Good news, on a schedule. Most alerts arrive after something goes wrong. ScamPrep provides recurring proof they’re getting harder to fool.
- Your name on every one. Each report is white-labeled with your firm and, if they choose, lands in the inboxes of the generation that inherits.
- Your view stays aggregate. Participation, catch rates, and who might need a closer look.
Good news with your name on it every quarter
Illustrative report
Alder Ridge Wealth Partners
Prepared for Mary Johnson
Mary’s Resilience Report
Fall
Spotted 12 of 15 practice scams this quarter
- Fake sheriff impersonation text ignored
- Prize-sweepstakes email deleted
- Fake family emergency call hung up
- Utility “past-due” email ignored
- Fake tech support email responded & coached
Plus: 10 more drills, and briefings on the newest scams in circulation
92% practice-wide catch rate with 34 clients enrolled
The stat your practice quotes
Simple to set up, runs on autopilot
A 2024 federal research review found one-time scam education fades within weeks. A University of Florida study showed performance on safe practice drills predicts real-world risk. ScamPrep uses the same simulate-coach-measure loop enterprise security teams have run for years. Read the full case
Questions advisors ask
How will my clients react?
Clients are worried about this too, and the program is offered as a benefit, never an accusation. It's the same simulate-and-coach training Fortune 500 firms require of every employee, including the CEO. Every participant opts in personally, drills are gentle, and coaching is private. Catching a practice scam feels good, and the quarterly report shows them the proof.
What will our compliance team ask?
The usual questions have short answers:
- Account access: none. ScamPrep never touches money, accounts, or credentials.
- Integrations and data feeds: none.
- Data held: the contact channels a participant consents to; nothing financial.
- Texts and calls: only with written consent, per the TCPA (enrollment starts with email).
What happens when a client misses a drill?
When a client slips (as we all do!) they see or hear a private, 30-second, friendly lesson. No shame or public score. Recipients of the resilience report see the quarter's trend, not a “gotcha” log, and you see aggregates. The design follows published research on older-adult learning: positive framing, immediate reassurance, never fear.
Where does this sit with the Senior Safe Act and trusted-contact rules?
ScamPrep is not a compliance product and doesn't satisfy any legal requirements. But the regulatory direction is clear: the Senior Safe Act protects firms that train and report, and trusted-contact rules push firms to engage families before there's a problem. A prevention program with quarterly family touchpoints is exactly that posture, documented.
What a founding pilot looks like
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A 20-minute call
Discuss whether ScamPrep fits your clients, what a pilot includes, and discounted pricing (for after the pilot). No pitch, no obligation.
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You select clients to enroll
We suggest enrolling every client, though you can also start with the clients who may benefit most.
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We handle invitations and consent
Participants opt in personally, families get visibility if they choose, and nobody is monitored behind their back.
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Drills begin within two weeks
You see your book's baseline catch rate in the first month. The first white-labeled Resilience Report lands at quarter's end, alongside your day-90 readout and founding pilot decision.
Simple, volume-based pricing
- Practice-sponsored. You cover enrollment for the clients you choose, at partner pricing.
- Practice-referred. Families pay for their own plan at a discounted rate. Your practice still gets the white-labeled Resilience Report.
Every founding pilot starts sponsored (90 days, a small roster), then you pick the model that fits.
On the house: every founding partner gets ScamPrep for their own family, free, so you can experience a drill before your clients do.
$4–8 per enrolled person, per month — volume-based: about $8/person at 10 people, scaling down to $4/person at 500+. A 60-person rollout ≈ $450/month.
$7.50/ person / month
≈ $450 / month for 60 enrolled people
- Everything in the Individual plan, for every enrolled person
- White-labeled Resilience Reports
- Aggregate resilience reporting and a marketable community stat
Founding-partner pilots: a discounted 90-day pilot for the first cohort of advisors.
Book a 20-minute callBecome a founding partner.
Book a 20-minute call to see whether ScamPrep fits your practice and get your pilot started.
Credit union, caregiving facility, wealth manager, or something else? Write to hello@getscamprep.com and we'll talk.
Sources: FBI IC3 2025 Internet Crime Report · Cerulli Associates, on the great wealth transfer and heir retention