William (Bill) Friess is a Regional Vice President with Woodbuyr Financial Services. He is the Distinguished winner of Investment Advisor’s Broker-Dealer of the Year for 2006, 2009 & 2011. He is also a member of Top of the Table, Court of the Table and MDRT Insurance and Investment Producers. Bill has extended experience in recruiting, developing and surpervising and coaching financial professionals with proven results.
Bill is dedicated to helping and coaching Advisors to achieve one of two things, either get to the next level or get happy with where they are. Bill focuses on practial “field tested” practice management skills and tools for Advisors to achieve their strategic goals. He is a “hands on” coach. He successfully developed the insurance industry’s TOT producers and brokerage industry’s Investment Advisor Representatives.
Bill has been with Pacific Life receiving Sales Manager of the year for two years and also MDRT producer. He was an Executive Director for Strategic Development for the MONY Group, and was President of MONY’s Field Advisory Board, and increased the organizations productivity by 17% in one year. He is a graduate of California State University Fullerton (CSUF) and AMTC graduate, series 7, 63, and 24 licensed.
Bill currently lives in San Diego, California where he enjoys spending time on the golf course, coaching others and exercising.