Billy Voyles Mba Ricp Email and Phone Number
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For over a decade, I worked in an executive role in the financial industry. During my career, I traveled 30-40 weeks per year to speak, coach, and advise other financial advisors on how to run/grow their businesses. It was a serendipitous meeting with a stranger looking for a financial advisor that changed the course of my career. While answering the man’s questions I realized that I could use my accumulated knowledge to help people like him and be home more with our growing family.With an aptitude for financial philosophies and an entrepreneurial spirit, I embarked on a new journey of launching Fundamental Wealth Designs. My life experiences have taught me to view retirement differently. I am dedicated to offering honest, reliable guidance to our clients that helps to empower them to build a sturdy foundation for retirement. At Fundamental Wealth Designs, we believe that a successful retirement means being prepared for anything life throws at you.I witnessed the value of planning for a secure retirement in my parents’ lives as my father’s health deteriorated. Although their retirement plans have altered, their foundation has not, and it has been critical to maintaining peace of mind in the face of life’s ups and downs. My parents aren’t going to have their dream retirement, but they can still make the most of it because they built the groundwork.I currently reside in Stillwater and enjoy spending time with my wife, Lindsey, and our four children: Bo, Sunny, JJ, and Cody. I enjoy golfing, fishing, and spending time with family at our cabin in Spooner, WI.Contact:https://linktr.ee/fundamentalwd(651) 461-6151https://fundamentalwd.com/DISCLOSUREInvestment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
Fundamental Wealth Designs
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President / FounderFundamental Wealth Designs May 2023 - PresentNorth Oaks, Minnesota, UsWe believe the fundamentals come first when planning for retirement.You've worked hard for your money, and now its time to make your money work hard for you.Our main question is, do you want to hope or know that your income will last as long as you do? We can help answer that today with our written retirement income plan. Come check us out and start your 'Retirement Designed Differently,' today. -
Investment Advisor RepresentativeFoundations Investment Advisors Jun 2023 - PresentPhoenix, Arizona, UsInvestment Advisory services offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor. -
Vice President - Advisor DevelopmentMagellan Financial & Insurance Services, Inc. Dec 2020 - May 2023Topeka, Kansas, UsMagellan is a true partner that helps you see more people, and spend less money doing it.We Are: More. Better. Different.- Building a group of special financial advisors that want more out of their business and life- Leading a team to support the growth and development of those advisors- Creating value through ideation, experience, and focusing on relationships -
Divisional Vice President -Allianz Life Sep 2019 - Dec 2020Minneapolis, Mn- Led team responsible for $2.5 Billion in annual sales- Established strategic direction of team supporting top independent distribution companies- Contributed to product development, BD & RIA strategy, service experience and advisor platforms -
National Sales Director - Fmo DistributionAllianz Life Feb 2017 - Dec 2020Minneapolis, Mn- Responsible for leading a team of external wholesalers focused on growing and retaining top producers for Allianz Life- Provide sales and marketing support for the distribution of FIAs into broker-dealers through FMOs- Utilize 10 years of experience to help financial professionals create retirement strategies that help their clients achieve long-term goals/objectives -
Director Of Sales - Allianz LifeAllianz Life Jun 2013 - Jan 2017Minneapolis, Mn- Responsible for marketing fixed and fixed index annuities for the West Region- Provide Sales and Marketing support of the distribution of FIAs- Draw from 8 years of experience to help financial professionals create retirement strategies that help their clients meet their long-term financial goals/objectives -
External Wholesaler - Allianz LifeAllianz Life May 2012 - Jun 2013Minneapolis, Mn- Responsible for marketing fixed and fixed index annuities for the West District- Provide FMO distribution support of the sales of fixed and index annuities -
Senior Marketing ConsultantAnn Arbor Annuity Exchange May 2011 - May 2012• Establish and build relationships with producers averaging over $1MM in FIA premium. • Conduct comprehensive consultations to guide producers through the sales process.• Leverage concierge service with strategic marketing plans in order to increase individual and overall production. • Execute strategies to ensure top line sales growth and ROI. • Expand strategic relationships with top producing agents within Ann Arbor Annuity Exchange. • Identify and target registered representatives who seek to learn the benefits of FIAs. • Recruit top registered representatives to an FIA friendly BD. • Author monthly sales article to "Annuity News & Lifelines". • Member of AAAE BD Success Team, Member of AAAE Innovations Committee.
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Marketing ConsultantAnn Arbor Annuity Exchange Oct 2007 - May 2011Responsible for establishing and growing relationships with independent insurance agents and financial advisors. Worked along side advisors to develop marketing strategies to expand their business. Provided marketing and client acquisition strategies that resulted in consistent growth of agents businesses year over year. Named member of AAAE Innovation Committee charged with fueling the growth of AAAE. Authored a weekly "Word on the Street" column recently adopted to AAAE's popular "Annuity News & Lifelines" industry publication.
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Marketing RecruiterAnn Arbor Annuity Exchange Mar 2007 - Oct 2007Recruited new agents and reps to Ann Arbor Annuity Exchange by discussing value-added services and support offered by one of the leading FMOs in the country. Led AAAE in recruiting for 2007 which led to a promotion to Marketing Consultant in Fast-Track fashion. Named Recruiter of the Year at AAAE in 2007.
Billy Voyles Mba Ricp Skills
Billy Voyles Mba Ricp Education Details
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Eastern Michigan UniversityFinance -
Eastern Michigan UniversityMarketing
Frequently Asked Questions about Billy Voyles Mba Ricp
What company does Billy Voyles Mba Ricp work for?
Billy Voyles Mba Ricp works for Fundamental Wealth Designs
What is Billy Voyles Mba Ricp's role at the current company?
Billy Voyles Mba Ricp's current role is Founder of Fundamental Wealth Designs🔹Retirement Income Strategies | Tax Planning | Risk Management | Legacy Planning | Investment Management.
What is Billy Voyles Mba Ricp's email address?
Billy Voyles Mba Ricp's email address is bv****@****ial.com
What is Billy Voyles Mba Ricp's direct phone number?
Billy Voyles Mba Ricp's direct phone number is +173478*****
What schools did Billy Voyles Mba Ricp attend?
Billy Voyles Mba Ricp attended Eastern Michigan University, Eastern Michigan University.
What skills is Billy Voyles Mba Ricp known for?
Billy Voyles Mba Ricp has skills like Fixed Annuities, Retirement, Life Insurance, Sales, Insurance, Marketing, Marketing Strategy, Business Development, Finance, Leadership, Strategy, Strategic Planning.
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