Bill Walton
Bill Walton is the nation’s leading authority on Client Acquisition for professionals in wealth management. His clients Include Bank of America Merrill Lynch, Merrill Edge, US Trust, Chubb, and Prudential Retirement to name a few. Walton works ex¬tensively with Institutional salespeople, Financial Advisors, Insurance Brokers, High Net Worth PCAs, and the wholesalers of strategic asset management and insurance solution with an 18-year history of client acquisition success. He is an amazon Best-Selling Author and received the Quilly Award from the National Academy of Best Selling Authors. Walton has a deep background in helping financial professionals acquire net new clients and has particular coaching and training expertise in Sales, Executive Leadership, and Value Proposition Development. Walton publishes the Client Acquisition Blog™ and was a featured guest on CNN. He's a past contributor to HR Executive Magazine and a guest facilitator at The Wharton School of Executive Education.
