(002) White Label eBook: How to Build Wealth That Lasts

(002) White Label eBook: How to Build Wealth That Lasts


PREVIEW an excerpt.

Backed by our 7 day no risk refund policy!*

Looking for a high-quality whitepaper/lead magnet without the high cost and hassle of developing it from scratch?

This financial eBook is designed by our content experts and tested with users.

  • 15 easy-reading pages of practical content designed to emotionally engage the reader and promote action
  • Content builds awareness, but is not a “do it yourself” guide, always supporting the role of the advisor
  • While the tone is educational, indirectly positions your firm as an ideal solution
  • Designed for use as a lead magnet or free giveaway on your website
  • Note:  This version is designed specifically to differentiate the fee-only fiduciary business model.  If you’re a more general advisor or other professional such as a CPA, this general version will likely be a better fit. 

“I like how the guide addresses subjects that can be a huge surprise if not prepared in advance…but seem so obvious.  Very practical!”

“I found the section on avoiding bad advice to be really helpful.  It is nice to see that you can avoid those so-called professionals with a few simple questions.”

*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, contact information and a call to action link at the end to schedule a free consultation with your firm.
  • 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.
  • Delivery will include a pdf and a Microsoft Word version so you can easily modify or edit to your individual needs.
  • The one-time license fee allows unlimited, non-exclusive use with clients and prospects.  You may distribute via email or provide it in exchange for an email address online.  You may promote it as your work on your website and social media.  (The only thing you can’t do is post it as original content as an article or web page.) Review license conditions.
  • You may make any compliance adjustments in the word processing version or we can provide that service for a $50 fee.