Print builds your credibility.

Digital keeps them reading.

Thought leadership, researched, written, and designed in your authoritative voice.

Our Advisor White Papers

Every advisor has expertise worth publishing.

A white paper is thought leadership in its most durable form: one deeply researched, professionally designed document that establishes your authoritative voice and positions you as the advisor your best prospects are already looking for.


We research it, write it, design it, and produce it. You put your name on it.


We produce them two ways. A designed PDF edition, ready to print for meetings and events or send directly to clients and prospects, and a digital edition that lives on your website, where the key charts in your paper become interactive calculators. Prospects enter their own numbers and see the analysis applied to their own situation.

See it Live

Same pages, two editions. Here are two pages from a client white paper, shown twice. First, exactly as they appear in the print edition. Then, rebuilt as a digital page.


See for yourself. Click each PDF to view the full page, then explore the digital edition with its interactive retirement savings calculator that keeps your clients and prospects engaged and learning on your website.


See for yourself.The research, the copy, and the design are identical. The difference is what the viewer can do with it. In print, the chart makes the argument. Online, the viewer tests it against their own numbers. One version informs your prospects. The other involves them in the process.

PDF WHITE PAPER

DIGITAL WHITE PAPER

How We Build it

Phase 1: Research and outline

You choose the topic. We work with you to sharpen it against the questions your ideal clients are actually asking, then source the research and structure the argument. No recycled generic content. Every paper is built for your practice and your market.

Phase 2: Content development

A full draft written in your voice, with sourced data, proper citations, and the disclosure language your dealer expects to see.

Phase 3: Creative

Page design, custom charts and figures, photography direction, and full alignment with your brand foundation. The PDF edition is designed at 8.5 x 11, ready for print and for electronic sharing.

Phase 4: Production

Final PDF files for every tier. In the digital tiers, we build the web edition with interactive charts, calculators, and your video, delivered as files that embed directly on your website. Everything is packaged for dealer compliance review.

The Path to Publishing

Your expertise is the starting point. We bring the research, writing, and design to turn it into a polished white paper. Choose a print-ready PDF or an interactive digital edition that puts your expertise to work on your website.

White Paper Starter

ESTABLISH YOUR AUTHORITY IN PRINT:

The foundational credibility piece. Full research, writing, and creative in a designed PDF your clients can read on any device, forward to the people they care about, or hold as a printed piece at meetings and events.

IDEAL FOR:

Advisors adding a signature credibility piece to client meetings, seminars, and events.


DELIVERABLE:

Print-ready PDF white paper, up to 5 pages plus cover, 8.5 x 11, with images, custom charts, and figure design.


TIMELINE: 4 weeks

White Paper Foundation

PUT YOUR EXPERTISE TO WORK ONLINE:

Everything in the print edition, expanded to a longer format and rebuilt as a digital edition for your website, with three interactive charts or calculators and your own 30 second video, an introduction or explainer that puts you on the page in person.

IDEAL FOR:

Advisors whose website is a working prospecting channel, not a brochure.


DELIVERABLE:

Print-ready PDF up to 10 pages plus cover, plus an embed-ready digital edition with three interactive tools and one 30 second video.


TIMELINE: 6 weeks

White Paper Market Leader

MAKE IT YOUR LEAD ENGINE:

The full program. A longer paper in print and digital, with animation throughout the digital edition, six interactive charts or calculators, and up to two 60 second videos, built to anchor a lead generation campaign.

IDEAL FOR:

Practices building lead generation around thought leadership.


DELIVERABLE:

Print-ready PDF up to 10 pages plus cover, plus an animated digital edition with six interactive tools and up to two 60 second videos.


TIMELINE: 8 weeks

One White Paper. More Engagement.

A white paper is never just a white paper. One finished paper breaks apart into months of content:

  • One Asset, Every Channel  Turn your paper into newsletter articles, social posts, email sequences, seminar slides, and video scripts, all drawn from a single researched source.
  • A Consistent Message  Every piece traces back to one approved document, keeping your message aligned across channels and giving compliance a familiar starting point.
  • Built to Hold Attention Calculators, video, and interactive content give prospects a reason to stay on your website, keep reading, and explore what your expertise means for them.
  • Let Your Experience Make the Case as a Lead Gen Magnet Show the first page free. Let the prospect work through the calculator and see the value before asking them to take the next step.
  • Turn Viewers into Conversations A short form unlocks the rest of the paper. A reader becomes a name, an email, and a conversation you can start.


Ready to publish something worth your name? We will bring the research, the writing, and the build. You bring the expertise.

*Disclaimer: All projections (leads, conversion rates, ROI) are illustrative and not guaranteed; results will vary based on dealer approval, compliance requirements, audience, budget, and market conditions. Ad budgets, technology platform expenses and print deliverables are estimates and not included in fees.

Compliance Note: All activity is subject to dealer review and approval under CIRO DC Rule 3600. Email and SMS follow CASL requirements for consent, identification, and unsubscribe. †Bilingual pricing reflects additional translation, compliance review, and quality assurance costs.

Five to nine minutes. That’s the most popular white paper reading length among financial advisors, preferred by 31% of those surveyed.


FUSE Research Network, 2026. Survey of 552 financial advisors, reported by PLANADVISER.