Biography: Rich White
Rich White is a writer and sales training consultant with 25 years of experience in the financial services industry. He is the author of 12 Steps to Your Personal Success in the 401(k) and Small Plan Market, the leading retirement plan sales program in the industry.
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 Selbst Group, 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: 1-(914)-693-5105
Fax: 1-(914)-693-5143
Email: richwhite8@yahoo.com
Through an affiliation with RM Strategic Marketing, he works on a creative team that provides market planning, creative development, copywriting, professional graphic design, web site design and production of marketing materials. RM Strategic Marketing has the experienced financial professionals you need to get the job done fast and right, when your marketing staff is short-handed. To learn more about RM Strategic Marketing and its services: www.rmstrategicmarketing.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 with a degree in English. He lives in Dobbs Ferry, NY, with wife Meera and children Kamaran and Sanjeev.
Partial Client List
Rich White has created selling or marketing programs for the following clients:
- American Express Financial Advisors
- AXA Financial
- Beacon Hill Asset Management
- The Bond Marketing Association
- Chase Manhattan Bank
- Citibank
- The Closed-End Bond Fund Association
- Coregis
- Dime Savings Bank
- Evergreen Funds
- First Union National Bank
- Fleet Boston Financial Corp
- Frank Russell Company
- GE Capital Guardian
- Invesco
- J. & W. Seligman
- MacKenzie Financial Services
- MetLife
- Nationwide
- Prudential Financial
- Nathan & Lewis Securities
- National Life of Vermont
- SEI Investments
- Sentinel Funds
- TIAA-CREF
- William Blair Funds
