David White & Associates has developed this presentation to introduce our organization, the advantages of a financial planning career and the attributes of a successful financial planner.

Below you can view comments from our CEO, David White, CLU, ChFC. and other advisor's comments on the career advantages and the type of person we are looking to add to David White & Associates.

David White, CLU, ChFC - What Our Founder has to say...

• Founded Firm 1971
• Our Values and goals need to be similar
• This is an entrepreneurial career
  • Unlimited Income
  • Interdependence
  • Making a contribution
• There are challenges and also many benefits

Howard Barto, CLU, ChFC - Making a Contribution

• Began career in 1973 from teaching background
• One must want a long term career commitment
• You want to make a contribution
• You want to serve others and be worth your time
• Help build client's retirement future

Kirk Dobson, CFP, ChFC - Financial & Benefits of Career

• Began career in 1996 from management background
• Earn an Income from fees, commissions & trail commissions
• Be independent and receive benefits like 401k, group insurance, etc.
• Income continues at Retirement, Death or Disability

David Lucas, ChFC - Entreprenerial Aspect

• Began career in 1990 from college
• Entrepreneurial Aspect to our business
• Create financial security for clients and self
• Work with fascinating people who are successful

Pat Kelley, ChFC - Opening Closed Minds

• Began career in 1990 out of college
• Vice President David White & Assoc.
• Career builds strong relationships
• Must be able to open closed minds
• First clients must save on financial needs

Andy Nevin, LUTCF - Activity, Knowledge & People Skills

• Began career in 1998 from restaurant and golf industry
• Success attributes include
  • Activity: 8-10 prospects weekly
  • Knowledge – Trusted Advisor
  • People Skills-Communicate & Trust

Soozie McDonald, APA - Building Relationships

• Began career in 1998
• Build and maintain a relationship business through trust and respect
• Adding value to clients lives
• Referrals are key to staying in business
• We have experts in products and services
• You need to be motivated and want to build relationships

Chris White, CFP, LUTCF - Where do you go from here?

• President, began career in 1985 out of college
• 2 year training platform
• Marketing Assistance and associations
• Upfront Investment
  • Licensing: 3-6 months
• Earn 6-Figure Income

Phone: 1-800-548-2671 x 2666
Email: cwhite@dwassociates.com