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

Accurate Advisory Group Inc.

Senior Wealth Advisor

Planning Network Partners

Planning Network Partners, LLC, was formed in 2022 because Brian George believed that his methodology of developing a tight network of seasoned professionals in different fields of finance could benefit other Financial Advisors.

Securities offered through AAG Capital, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

As an RIA, Planning Network Partners expands the abilities of our member Investment Advisor Representatives (IARs) to manage an expanded share of their Ultra High Net Worth clients’ portfolios. We are a growing and robust Network of Financial Advisors representing diverse specialties. By working with us, IARs add the capacity to provide complex, inter-disciplinary strategies for the financial challenges the ultra wealthy face. Join Planning Network Partners and move Up Market.

Managing Member

Charitable Planning Network

At Charitable Planning Network, we believe that good charitable decisions don't have to be confusing. We provide simple, proven techniques that can help you make the most of your money and help achieve more of your charitable goals.

We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on charitable issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming charitable workshops that you may want to attend.

Securities offered through AAG Capital, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Charitable Advisors Network

World Equity Group

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA/SIPC, a Registered Investment Advisor

Investment Advisor

Wells Fargo Advisors

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 

INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

Financial Advisor

J.P. Morgan

Financial Advisor, J.P. Morgan Securities LLC

Edward Jones

Financial advisor with focus on the long-term individual investor and small business.

Phunghi, Inc.

President/CEO

Information Control, Inc.

Fixing A Broken Wealth Management Industry One Happy Client At A Time

As a Senior Wealth Advisor for Accurate Advisory Group, I work to strategically empower every investor, including High Net Worth and Ultra High Net Worth individuals, with sophisticated tools and strategies for Estate Planning, Tax Planning, & Wealth Management.

The primary goal? To amplify wealth, protect assets, and promote charitable giving while minimizing tax burdens. 

Our Distinct Approach

Respect: We treat every client with the same level of care and respect that we would want for our own family members. My personal mantra, "Treat everyone the same way I would want my mother treated," serves as our guiding principle.

Client-Centric Innovation: We continuously stay updated on the latest financial products and services in the marketplace, as well as the ever-evolving regulatory landscape. Our commitment is to put our clients in the best possible position, always.

The Power of Our Network: We understand that we are stronger together. We actively seek opportunities to capitalize on and maximize the strengths of our network, resulting in exponential benefits for our clients.

The Power of Charity

I am particularly passionate about one aspect of our mission: leaving a legacy. Charitable organizations make a profound impact on communities, often more effectively than government programs. Helping charities benefit from increased donations while simultaneously enabling clients to defer and minimize their own tax liabilities creates legacies.

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

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The Battle

Bill Ringle

Brian George

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