(003) White Label Video: Avoiding Conflicted Financial Advice

Backed by our 7 day no risk refund policy!*

If you’re an independent fiduciary advisor, you know the value your objectivity brings to clients…but they usually don’t.


How can you get this critical information across?  Let an explainer video do it for you.

Our white label explainer videos allow you to enjoy the benefits of whiteboard video without the high cost and headaches of developing video from scratch.

This short financial whiteboard video is designed by our content experts and tested with users.

“I wish I would have known that when I worked with stock brokers in the past!”

“Thank you for explaining this.  I find it troubling but clearly I needed to know this.”

*No Risk Refund Policy.  Not sure it’s a fit?  Return it unused in 7 days for a full refund, no questions asked.


  • You’ll receive a white label version that includes your company name, logo and contact information at the end of the video.
  • This material is designed in its current form to promote the RIA business model.  It is designed with compliance in mind, and has been approved as is by other RIAs, but it has not been FINRA-reviewed.
  • The one-time license fee allows unlimited, non-exclusive use. Review license conditions.
  • If required, compliance adjustments can be provided for a $95 additional fee (please note that refund policy applicable only before compliance changes are requested).