(004) White Label Seminar: How to Find the Right Financial Advisor

Backed by our 7 day no risk refund policy!*

Looking for a financial seminar/webinar to revitalize your marketing efforts? General financial seminars may not move the needle, but our presentations are designed to effectively differentiate your services from the rest.


Complete with animation, interactive features, humor and speaker’s notes, this white label presentation is ready for you to use as is, or to personalize further.

View an excerpt from the seminar below:

Our white label seminars allow you to enjoy the benefits of a professionally designed powerpoint presentation without the headaches of developing it from scratch.

“Thank you for this easy to follow presentation on an important topic.”

“This presentation was very different from most financial seminars and webinars that I have seen, and was infinitely more practical.”

*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 name, logo and contact information.
  • This material is designed in its current form to effectively differentiate the RIA business model.  It is designed with compliance in mind, and has been compliance reviewed by other firms, but it has not been FINRA-reviewed.
  • The one-time license fee allows unlimited, non-exclusive use.  Review license conditions.
  • You may change or customize this material to your needs.