Rick White

Teaches Seminar Marketing

Next Level Seminars

Run Time: 28 Minutes The Seminar Marketing Process
Run Time: 24 Minutes The Perfect Course
Run Time: 22 Minutes Financial Lab Process
Run Time: 13 Minutes Maximizing Course ROI

What You're Going To Learn


Seminars have been the foundation of every successful financial practice for the past two decades. And yet, most advisors have a love / hate relationship with seminars. Declining direct mail response, Facebook prospects that register only to no show, vendors driving seminar marketing costs higher and higher, and every restaurant in town booked out for the next 12-18 months with other advisors running seminars in your market.

If you want to scale your business profitably, you need a new blue ocean. And Rick White has developed an approach to seminars that has now made it possible to enjoy the results of “the good ‘ol days”.


Why Doubling or Tripling the Number of Seminars You Run or Mailers You Send Will Not Scale Profitably (Changing Topics Doesn’t Work Either, So Stop Reinventing Yourself)


How We Grew Our Revenue From $280k a year to over $1Million and $100 Million Under Management in Just 24 Months


The Seminar Close We Scripted That Took Us From an Average 30% Appointment Set Rate to 76%!


The 20 Point Seminar Optimization Checklist We Use to Maximize Our ROI on Every Seminar We Run

Rick White

Teaches Seminar Marketing

Recognized as one of the top “Safe Money” and “Tax-Free Retirement” experts in the industry, Rick has helped countless individuals and families prepare for a secure retirement. Rick believes that managing risk and being able to keep your life’s hard-earned money protected is just as crucial as growing your money.

Rick is passionate about his clients’ financial education. Whether its on the radio or in the classroom, Rick strives to bring the audience to light with real world financial truths that help Carolinians make informed choices pre- and post-retirement.

Forrest Wallace Cato, Editor-In-Chief of the 88-year old Financial Services Advisor magazine said, “Rick White makes those in the financial planning industry very proud. He takes great care in listening to the needs and wishes of his clients. Then, he carefully designs suitable financial plans that help his clients enjoy life without financial worries. Rick is a man of integrity.”

Rick has appeared on the PBS television program Money Moves and on FoxBusiness.com. He is widely recognized as a contributor to Fortune/CNN/Money, FoxBusiness.com and popular trade publications such as the Financial Services Journal Online. He has also appeared in the Charlotte Observer.

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