Rick White

Teaches Seminar Marketing

Next Level Seminars

I currently own and operate my own million dollar practice, and run college courses personally (11 months out of the year). I’ve dedicated my career, the past 35 years to solving my own seminar marketing challenges, challenges that the industry has yet to solve.

What I’m going to share with you today is what I’ve learned the hard way over the past twenty years in hopes that you can take the short cut to the practice you really want.

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NEXT LEVEL SEMINARS

Run Time: 28 Minutes

Run Time: 24 Minutes

Run Time: 22 Minutes

Run Time: 13 Minutes

WHAT YOU'RE GOING TO LEARN

01

Tradition’s Failure

Why the traditional approach to seminars is no longer producing reliable results.

02

Topics

Why the seminar topic you choose isn’t the answer (save yourself the heartburn of reinventing yourself… again).

03

A Blue Market

How to tap into the Blue Ocean of retirees that will never attend a traditional dinner seminar.

04

Scale

Why doubling or tripling the number of seminars you run or mailers you send will not scale.

WHAT YOU'RE GOING TO LEARN

COURSE Description:

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”.

1 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)
2 How We Grew Our Revenue From $280k a year to over $1Million and $100 Million Under Management in Just 24 Months
3 The Seminar Close We Scripted That Took Us From an Average 30% Appointment Set Rate to 76%!
4 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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Next Level Transformations

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Michael

MDS Manufacturing

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Michael

MDS Manufacturing

“Sed ut perspiciatis unde omnis iste natus error voluptatem accusaium doloremque laudantium, totam rem eaque iapsa quae beatae vitae dicta sunt explicabo.”

Michael

MDS Manufacturing

Next Level Advisors Membership: $197/month

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