LearnWell

• Advances executive and team leadership development programs, incorporating change management methodologies, achieving an 87% improvement in client operational effectiveness.
• Drives company growth and technology strategy, with a focus on developing initiatives and deploying tools to accelerate growth for our client and student participants.
• Develops budget forecasts, manages P/L, and leads profitable growth. 
• Recruits and leads hybrid teams composed of marketing, operations, and customer service professionals. These teams focus on digital transformation, QA, and technology innovation.
• Negotiates contracts and manages vendors to optimize service models.
• Develops and delivers leadership development and technical training, including: AI prompt engineering, management systems adoption, and change management at the speed of AI.
• Collaborates with client business unit leaders to establish KPIs, OKRs, and SOPs.

>> Change Management & Innovation toolkit: Active listening; ADDIE; ADKAR; RACI; AGES; SEEDS; Adult learning theory, LXD, work simulations; Kotter Change model; microlearning development, and content management. Alignment conversations; skills taxonomies. Gallup Strengths Finder; Predictive Index; MBTI; DISC.

>> Tech Stack: ChatGPT, Poe bots/agents/chatbots, Make.com workflows. WordPress; Drupal; Joomla; Hubspot; Workday; wikis. LMS: 360Learning, Adobe, Docebo, Cornerstone LMS, Moodle, Saba Cloud, TalentLMS; SCORM admin. Custom Notion, SmartSheets, Mural, Python, and AI-integrated solutions.

Managing Director, Innovation and Leadership Development

• Managed Agile project teams, applying Scrum and hybrid SDLC methodologies, with a focus on delivering educational technology projects, portals, and programs.
• Supported the successful delivery of software projects through technical program management for SaaS collaboration in IT, healthcare, education, and clean energy industries using Atlassian suite for cloud-based management and QA.
• Provided OD and Exec Coaching to strengthen client strategic alignment and team leadership.
• Advanced adoption efforts for managerial and leadership development with success in more than 96% (53/55) of initiatives.

>> Project Management tech stack: Atlassian Suite (Asana, Trello, Jira, etc.). SmartSheets, BaseCamp, Monday.com. Discrete AI/ML Models, SharePoint, MS Project.

>> Presentation tech stack: Canva, Figma, Visio. Google Analytics, Google Suite; Descript; Tableau, Zoho; Microsoft Office 365.

Strategic Execution Team Leader

• Developed and executed digital marketing strategies to increase audience engagement. 
• Created content marketing strategy for lead gen; improved TOFU, MOFU, and BOFU conversions. 
• Initiated and oversaw paid campaigns ($30-50K annually), both directly and via vendor relationship 
management.
• Designed and tracked advanced funnel solutions including workflow automations.

>> Primary Tech Stack: ClickFunnels, Adobe Creative Suite, Google Analytics, Facebook Ad Manager, Trello. Recorded and livestream webinars. Microsoft Office.

Fractional CMO - Digital Marketing

Wharton Executive Education

• Collaborated on strategic initiatives for program development, contributing to the ExecEd program's reputation and market leadership.
• Launched SEO initiatives, resulting in ExecEd programs moving from the back pages to the top 5 listings for selected programs on Google Search.
• Enhanced the Advanced Management Program and the Wharton certification programs through market research and data analysis insights.

Marketing and Program Developer

Drexel University

Developed and taught undergraduate, graduate, and on-site degree program courses in the College of Information Sciences and the College of Business.

Adjunct Faculty Instructor

StarComm Development

• Oversaw strategy, operations, and technology project management, focusing on delivering client projects with advanced web and database functionalities. 
• Grew gross revenue 2.5x.
• Clients included: DuPont, Apple Computer, Pitney Bowes, Gallup, GE, Discover Financial, Federal DoD, Federal IRS.
• Responsible for over 100 new/revised web site projects. Provided executive briefings on technology. Built web hosting and eMarketing center.

Managing Director

StarComm Development, Inc.

• Responsible for strategy execution, operations, account management, and delivery in a fast-paced, entrepreneurial company. 
• Created more than 35 specialized learning and intranet portals in 3 years. 
• Led dev and delivery for 48 commercial web development projects. 
• Provided executive briefings on technology. Built an Internet hosting hub and eMarketing center.
• Recruited, hired, and led engineering and design teams. 
• Established development project management for client work projects. Led teams of technical developers to create Internet- and intranet-based business solutions involving eCollaboration, eLearning, and eMarketing. Used structured project management, SOPs, and similar metrics to streamline processes and produce quality results consistently. 
• Provided a range of ISP services to hundreds of business customers.

Apple Computer

• Developed corporate strategy and program rollout for using Internet technology to drive support for worldwide salesforce and channel partnerships.
• Wrote and delivered corporate briefings and cross-industry presentations at conferences and executive briefings nationally and overseas.
• Initiated the "Learn and Earn" incentive program, which positively impacted retail store sales and staff capabilities worldwide. Still in use and responsible for educating more than 2,500 field sales and distributed sales channel representatives on new products and upgraded features sets each year.
• Led development and delivery project with $500K+ budgets and multi-city stops.
• Participated in the product teams for Apple Internet Connection Kit and Apple Internet Server Solution.
• Won awards and recognition for advancing the training function and making our key accounts more successful through application of technology insights. Served as a senior technical trainer for Internet technologies across the Americas.

Internet Program Manager for Worldwide Training

As a business growth strategist, author, and former Apple exec, I facilitate a 90 day process that transforms overwhelmed managers into admired leaders who are eager to grow the business and develop their team/dept/division.

What’s Going On
😖  Have you noticed that the regular tempo of productivity you rely on has taken unexpected dips and dives?

😖  Are you under pressure to produce growth while you’re barely getting by each week, performing heroic saves, yet unable to get to the longer-range planning & strategic steps?

😖  Are you surprised at all that your direct reports have not stepped up to claim more responsibility? Are you wondering who is interviewing for other opportunities?

💥  Senior managers – especially in the high tech, privately held firms that I work with –  want to see improvements in the business operations, processes, and relationships improve, not just suffer and endure.

💥  Business leaders are struggling to right the ship. Without an approach that addresses the underlying causes, behavior change initiatives fail more than 70%. 

💥  Half-hearted efforts produce not just poor results, but perhaps backlash from your people. It doesn’t have to be that way. 


When We Work Together
📈   You get the levels of engagement that are good for morale and measurable via market growth, reduced costs, improved profit margins, and lower turnover.

💪 You can see results for yourself in 2-weeks. 

👊  Stop settling for results that are below what you know your people are capable of producing.

👊  Escape the trap of solving your manager's problems and give them the support to become more effective.

What Other Senior Leaders Say
💬  "I highly recommend Bill for any company who is looking for a talented person to help them with things such as marketing strategies, product positioning, company presentations, and overall good judgment regarding personnel and the organization.”
Bret Dunlap, CEO/President • Advanced Mobile Solutions

💬   “Whenever I was stuck, I knew Bill would be able to listen, ask a few questions, and come up with insights that really made a difference, whether it was with a strategy decision, go-to-market opportunity, or de-risking a new venture. Bill is an invaluable asset to any technology leader.”
Nitin Khanna, CEO • Archer Insights
 
Connect with Me 
👉  Attend a live monthly event for senior managers who want more alignment and better execution. 
https://learnwell.com/reserve-30-min-workshop-seat

👉 If you'd rather talk directly, find 15 min. with me here:
https://learnwell.com/book-discovery-call

Bill Ringle

Forbes 2024 Best In State Financial Security Professional

This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2024 is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
Data provided by SHOOK® Research, LLC. Data as of 12/31/23.

Source: Forbes.com (July 2024).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes Award

Pacific Advisors

The future is fundamentally unpredictable and our clients don't have the option to fail. I teach clients how to powerfully position their income and assets. The objective is to have the highest probability of the best possible outcome in any situation. 
*Please see disclosures below in next profile experience.

Financial Advisor

The Guardian Life Insurance Company of America

I teach financial representatives, on a national basis,  the use of The Living Balance Sheet®-Innovative thinking & advanced web technology to help their clients achieve financial balance

LBS Faculty Member

Play The Infinite Game Insurance Services

It takes uncommon strategies and practices to succeed in an uncommon way. Our clients are already uncommon. They are willing to think different, to think expansively without setting limits on what they can achieve. 

The future is fundamentally unpredictable and our clients don't have the option to fail. Our objective is to help them to protect all they've accomplished and the future that awaits from the many threats that exist in our financial system-inflation, taxes, law suits, fluctuations in financial markets, health changes and unexpected events.

Owner

Industry and Regulation Required Disclosures

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian.  Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0605098. 
This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

(Note)

Clients have chosen to work with me since 1993 because of my genuine care for them and that I serve them with wisdom and integrity.

My passion is to help my clients experience a phenomenal financial future, craft and enjoy the masterpiece that's their life. 

Optimal financial wellness is the essential foundation  that makes that life become possible. 

I love photography. When I'm in photography mode, it makes me pause mentally. I see the world and the light differently and with greater appreciation. I enjoy snow skiing, golf, travel, wine tasting and a great day at the beach with my family.

I'm intrigued with new and valuable understandings and perspectives, especially when I can share them with family, friends, clients and colleagues.
/COMPLIANCE:2025-1235/

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The Battle

Bill Ringle

J Scott Foster CFP® RICP®

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