Bill Chadek

About Bill Chadek

My Mission: To save Financial Advisors time by using technology so they can see more people. Teaching technology is tough, but making it fun, engaging and interactive is how I succeed.I have a passion for helping financial advisors and their teams use Salesforce and technology to create processes, drive touches, manage their client service model, forecast revenue and to create workflow in their practices. I do this by learning the need during 1:1 consults and developing a solution through my vast knowledge of how Salesforce is used by advisors.As a Certified WalkMe builder and Digital Adaption Professional I am able to create unique onboarding experiences, just in time information and automated bots to help advisors use Salesforce to the best of its ability.

Experience

1. Manager, Practice Efficiency Solutions

   Thrivent

   Jan 2024 — Present · WI, US

   In this role I will lead a team to formulate and drive Advice, as well as advisor and practice productivity, across distribution with key partners in the enterprise with the buildout of the overarching CRM(Salesforce) strategy and function that supports and drives the distribution go-to-market strategy.

Education

• University of Wisconsin-Stout

  Bachelor's Degree, Hospitality and Tourism Management

  1996 — 2000

Skills

• Leadership
• Management
• Team Building
• Customer Service
• Microsoft Office
• Sales
• Banking
• Strategic Planning
• Loans
• Finance