During his thirty-two years in business Bill successfully bought and sold a family owned business, not once, but four times.
It is with this background that Bill offers Ownership Ladder. Using his mindset techniques and learned life skills he attained a dignified retirement. You can save for retirement, or you can create retirement. Which would you prefer?
During his thirty-two years as a business owner, Bill grew a company specializing in highly customized retirement, health and welfare benefits and business planning for client companies and their employees.
In 2017 Bill retired and relocated to Texas after closing the internal Ownership Ladder sale of his company. Following more than a year of taking stock, reflection, and fun, Bill created Ownership Ladder to share the mindset and life expertise to help potential intrapreneurs to the life they have been dreaming about.
WHAT DOES THIS MEAN TO READERS?
Bill used the techniques and strategies he talks about in the book to build this resume. You’ll notice it doesn’t include a college name or degree anywhere. That is because it is possible to learn highly technical and difficult ideas without a college of the typical sort. That doesn’t mean one can learn it without expert educational resources.
HOW HE BUILT HIS REPUTATION
Bill was considered a leader in his field. In addition to deep retirement plan expertise, he was a pioneer in consumer driven health care benefit financing. Major publications have featured his thoughts and he was a regular speaker at industry conferences.
Some of his press and speaking engagements included:
Million Dollar Round Table, The Premier Association of Financial Professionals®: 2018 Featured Interview - 7 ideas to build a marketable practice (succession planning)
Plansponsor National Conference, Succession Success, 2017
Participant Advice Conference, LPL Financial Retirement Partners Pebble Beach, 2016
“Retirement Income Smackdown”, Center for Due Diligence: 2010
“Using Technology in your Business”, NRP National Conference 2009
“Retirement Income Guarantees”, Plan Designs Conference 2009
“Target date vs. Risk Based Portfolios”, Asset Allocation Conference 2009
Featured in numerous publications:
Retirement Income Journal, Plan Advisor Magazine, Plansponsor Magazine, Portland Business Journal, US Department of Labor, Think Advisor.
Bill was acknowledged as one of the top retirement professionals in the country:
Plan Advisor Magazine’s “Plan Advisors of the Year” nominated 2007, 2008, 2009, 2010 & 2011
401(k) Wire’s “Most Influential Advisors” 2008, 2009 & 2010
He was member of the Committee for the Fiduciary Standard.
He held the prestigious designations CLU® PRP® AIF®
He was a Life & Qualifying Member of the Million Dollar Round Table®.
Several times he qualified for Court of the Table® and Top of the Table®.
Bill was a member of the Rotary Club of Portland for over 20 years.
He served on the Board of Directors and on numerous committees.
Bill is now a member of Toastmasters International.