This program utilizes materials published by Judy Diamond Associates to deliver training that can be customized to your company's experience level, products, time frame and needs. The training format may be self-study or instructor-led. Experienced instructors and personal coaching are provided by the SmartPros, an industry-leading training firm. If your goal is to increase the confidence, success and efficiency of wholesalers or retail sales professionals in today's retirement plan market, please take the time to evaluate our program.
White also develops customized sales training, selling tracks, and marketing materials for leading financial firms. A partial client list is below. To inquire about his services, please you may contact him at:
Phone: 914-380-4522
Fax: 914-693-5143
Email: richwhite8@yahoo.com
From 1977 to 1981, Mr. White worked as the first full-time Editor-in-Chief of Financial Planning magazine, the monthly trade journal then owned by the International Association of Financial Planning (IAFP). He graduated from Vanderbilt University in 1972. He lives in Dobbs Ferry, NY.
Partial Client List
Rich White has created programs for the following clients:
- American Express Financial Advisors
- AXA Financial
- AXA/Equitable
- Chase Manhattan Bank
- Citibank
- The Closed-End Bond Fund Association
- Coregis
- Dime Savings Bank
- Evergreen Funds
- First Union National Bank
- Fleet Boston Financial Corp
- Fortent
- Frank Russell Company
- GE Capital Guardian
- Guardian
- Invesco
- J. & W. Seligman
- MacKenzie Financial Services
- Mass Mutual
- MetLife
- Nationwide
- Prudential Financial
- Nathan & Lewis Securities
- National Life of Vermont
- RM Strategic Marketing
- SEI Investments
- Sentinel Funds
- TIAA-CREF
- Ulicny Consulting
- William Blair Funds
