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How can you start being a better listener within your home and family?
In this episode, Jeff, Jeff, and Bill discuss:
Key Takeaways:
"Being listened to is so much like being loved that I can’t tell the difference." — Dr. Bill Hall
Episode References:
About Dr. Bill Hall: My Priority One objective is to help clients accomplish their key financial goals. Priority Two is to ensure the client has a will, trust, term insurance (if needed), and plans for passing wealth to spouse and children. Priority Three is to develop a custom investment plan.
Dr. Bill Hall has been active as a Certified Financial Planner since 1985 and with Securities America, Inc. since 1991. He is now with OSAIC Wealth Inc., which acquired SAI in 2023. He manages money primarily for senior executives and their families.
Bill’s academic credentials include a Doctor of Business Administration from the University of Southern California as a Ford Foundation Fellow, an MBA from San Diego State University, and a Degree in Mechanical Engineering from Georgia Tech.
Bill co-founded The Executive Committee, TEC (now Vistage), on the West Coast in 1969. Vistage is now a worldwide CEO organization with over 46,000 members.
He has held positions as Executive Vice President and Chief Financial Officer with Vedax Corporation, the former parent of Vistage.
Bill was a Registered Professional Engineer who worked offshore for Shell Oil and in marketing operations with Mobil Oil. He served as a first lieutenant in the Seventh Army in Germany and was a Professor at California State University, Fullerton, and Pepperdine University.
Bill’s past activities with nonprofit organizations include serving as Chairman and Vice Chairman of two Foundations and Chairman of the Board of a University. He frequently advises nonprofit organization CEOs and has served on several Advisory Boards for California Companies.
He serves on the Mission Hospital Foundation Board Finance Committee and the Haggai International Board.
His company manages $158,000,000 for 94 families.
Connect with Dr. Bill Hall:
Website: https://osaicwealth.com/
Connect with Jeff Thomas:
Website: https://www.arkosglobal.com/
Podcast: https://www.generousbusinessowner.com/
Book: https://www.arkosglobal.com/trading-up
Email: [email protected]
Twitter: https://twitter.com/ArkosGlobalAdv
Facebook: https://www.facebook.com/arkosglobal/
LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors
Instagram: https://www.instagram.com/arkosglobaladvisors/
YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw
5
3333 ratings
How can you start being a better listener within your home and family?
In this episode, Jeff, Jeff, and Bill discuss:
Key Takeaways:
"Being listened to is so much like being loved that I can’t tell the difference." — Dr. Bill Hall
Episode References:
About Dr. Bill Hall: My Priority One objective is to help clients accomplish their key financial goals. Priority Two is to ensure the client has a will, trust, term insurance (if needed), and plans for passing wealth to spouse and children. Priority Three is to develop a custom investment plan.
Dr. Bill Hall has been active as a Certified Financial Planner since 1985 and with Securities America, Inc. since 1991. He is now with OSAIC Wealth Inc., which acquired SAI in 2023. He manages money primarily for senior executives and their families.
Bill’s academic credentials include a Doctor of Business Administration from the University of Southern California as a Ford Foundation Fellow, an MBA from San Diego State University, and a Degree in Mechanical Engineering from Georgia Tech.
Bill co-founded The Executive Committee, TEC (now Vistage), on the West Coast in 1969. Vistage is now a worldwide CEO organization with over 46,000 members.
He has held positions as Executive Vice President and Chief Financial Officer with Vedax Corporation, the former parent of Vistage.
Bill was a Registered Professional Engineer who worked offshore for Shell Oil and in marketing operations with Mobil Oil. He served as a first lieutenant in the Seventh Army in Germany and was a Professor at California State University, Fullerton, and Pepperdine University.
Bill’s past activities with nonprofit organizations include serving as Chairman and Vice Chairman of two Foundations and Chairman of the Board of a University. He frequently advises nonprofit organization CEOs and has served on several Advisory Boards for California Companies.
He serves on the Mission Hospital Foundation Board Finance Committee and the Haggai International Board.
His company manages $158,000,000 for 94 families.
Connect with Dr. Bill Hall:
Website: https://osaicwealth.com/
Connect with Jeff Thomas:
Website: https://www.arkosglobal.com/
Podcast: https://www.generousbusinessowner.com/
Book: https://www.arkosglobal.com/trading-up
Email: [email protected]
Twitter: https://twitter.com/ArkosGlobalAdv
Facebook: https://www.facebook.com/arkosglobal/
LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors
Instagram: https://www.instagram.com/arkosglobaladvisors/
YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw
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