For organizations
ScamPrep for financial advisors and credit unions.
Train your clients to catch scams before money moves, protecting their financial well-being and building goodwill with the next generation.
heirs switch advisors after inheriting
changing hands in the great wealth transfer
people each lost $100k+ to fraud in 2025
Why practices run ScamPrep
One convincing phone call can undo a decade of careful planning.
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Keep the assets through the wealth transfer
When assets pass on to heirs, the financial advisor usually doesn't. The Resilience Report puts your name in front of clients' adult children every quarter, associated with good news about their parent.
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A scam is an AUM event
More than twelve thousand people each lost $100k+ to fraud in 2025. And that's just what was reported. Those are withdrawals no portfolio plans for, and sometimes the greater cost is the family conversation after. Trained clients lower the odds of both.
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Differentiation that takes one sentence
Show you care for the whole of your client's financial well-being. “We train our clients against scams, and show their families the progress.” No rate table or model portfolio says that.
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Fewer fire drills of the bad kind
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, the family members each client chooses receive a one-page Resilience Report: what was practiced, what was caught, and what comes next.
- Good news, on a schedule. Monitoring tools write to families after something goes wrong. This is recurring proof their parent is getting harder to fool.
- Your name on every one. Each report is co-branded to your firm and lands in the inboxes of the generation that inherits.
- Your view stays aggregate. Participation, catch rates, and who might need a closer look.
Your name, in family inboxes, every quarter
Illustrative report
Alder Ridge Wealth Partners
Prepared for Margaret's family
Margaret's Resilience Report
Summer
Spotted 13 of 15 practice scams this quarter
- Fake bank “account locked” email reported
- Prize-sweepstakes email deleted
- Fake delivery text ignored
- Utility “past-due” email reported
- Fake bank text responded & coached
Plus: 10 more drills, and briefings on the newest scams in circulation
92% practice-wide catch rate · 34 clients enrolled
The stat your practice quotes
One program, built to run itself
Built for the people families already trust
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Financial advisors
A portfolio is only as safe as the person who can move it.
You can diversify away market risk. You can't diversify away a persuasive phone call. ScamPrep trains your clients to hang up on the scams aimed at their savings, and puts the proof in front of their families.
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Credit unions
Fraud prevention that starts with the member.
Every scammed member costs you twice: drained deposits, then the fraud-ops hours and the shaken trust. ScamPrep works upstream of transaction monitoring, training members to hang up before anything moves. Nothing for branch staff to run.
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Wealth advisors
The bridge to the next generation.
Estate plans assume the money is still there when it transfers. ScamPrep protects the balance sheet you plan around, and gives the heirs a reason to know your firm before the estate settles.
A 2024 federal research review found one-time scam education fades within weeks, and called training that simulates scams “promising.” A University of Florida study found performance on safe practice drills predicts real-world risk. It's 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 lets them show their family 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 a private, 30-second, friendly lesson in the moment, no shame or public score. The family sees 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 claim to 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. You can also start with the clients who may benefit most.
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We handle invitations and consent; nothing for your staff
Participants opt in personally, families get visibility, 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 co-branded 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. Reads as client appreciation, and you control the roster.
- Client-referred. Families pay for their own plan at a discounted rate. Your practice still gets the co-branded Resilience Report and the aggregate stat.
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
- Co-branded family Resilience Reports
- Aggregate resilience reporting and a marketable community stat
- Enrollment and consent workflow support and a dedicated onboarding partner
Founding-partner pilots: a discounted 90-day pilot for the first cohort of communities, agencies, advisory firms, credit unions, and banks.
Book a 20-minute callAdditional discounts are available for nonprofits and mission-oriented institutions — just mention it on your call.
Become a founding partner.
A 20-minute call is enough to see whether ScamPrep fits your practice or institution, and how a pilot works.
Sources: FBI IC3 2025 Internet Crime Report · Cerulli Associates, on the great wealth transfer and heir retention