Kaleidico
High-performance B2C lead generation agency helping mortgage lenders, law firms, and senior living communities build sustainable, scalable sales pipelines.
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Fintech Marketing Pioneer & Lead Generation Strategist
30+ years building lead generation platforms and revenue systems for financial services companies. Coined “lead management.” Built platforms at DeepGreen Bank and Quicken Loans.
New Book
The Enterprise Guide to Buying and Converting Leads Profitably
Stop treating lead generation as a procurement problem. Learn the systematic approach that transforms lead buying from a cost center into a competitive advantage. Drawing on 30+ years of experience in lead generation and mortgage lending, this book covers strategic foundations, risk management, operational excellence, and financial intelligence for enterprise lead acquisition.
I started as a Special Agent and case officer with the U.S. Air Force Office of Special Investigations (AFOSI), running counterespionage operations, then became Employee #7 at DeepGreen Bank—one of the first internet-only banks. At Quicken Loans, I built EquityOnline, their first true online lending platform.
I coined the term “lead management” to differentiate platforms that work leads from CRMs that manage customers. I authored the original Wikipedia page for the category. The frameworks I built are now industry standard.
Today I run three companies—Kaleidico, Bill Rice Strategy Group, and Verified Vector—and operate a portfolio of authority content sites across lead generation, real estate investing, and fintech.
Strategic marketing solutions across multiple ventures
High-performance B2C lead generation agency helping mortgage lenders, law firms, and senior living communities build sustainable, scalable sales pipelines.
Visit KaleidicoB2B consultancy helping fintech founders and marketing leaders replace guesswork with data-driven frameworks that generate predictable revenue.
Visit Bill Rice Strategy GroupProgrammatic SEO and AI marketing agency for fintech companies. Compliance-ready content and marketing systems at scale.
Visit Verified VectorAuthority-driven education platforms and resources across lead generation, real estate investing, and crypto lending
Weekly newsletter and podcast on lead generation strategy. Tactics for buying, generating, and converting more leads.
Visit The Lead BriefSales training and education platform for working aged leads. Playbooks, calculators, and industry-specific strategies for insurance, mortgage, legal, and solar professionals.
Visit Aged Lead SalesPractical strategies and proven techniques for converting leads into customers, from first contact to close.
Visit How to Work LeadsReal estate investing education platform with expert guides, interactive calculators, market data for 50+ cities, and a weekly investor newsletter.
Visit ProInvestorHubData-driven crypto lending education with platform reviews, rate comparisons, risk assessments, and DeFi protocol analysis. No hype — just data.
Visit CryptoLendingHubFree AI-powered tools and strategic playbooks
Competitive intelligence and strategic insights
Visit B2B Marketing BattlecardComplete Notion-based growth system for B2B founders and lean GTM teams
Get it for $9 →Step-by-step guide to designing, writing, and optimizing sales scripts for consistent results
Get it for $9 →Transform dormant aged leads into active customers with proven scripts and strategies
Get it for $9 →Complete mortgage sales system with scripts, strategies, and lead management automation
Get it for $9 →Weekly tactics for buying, generating, and converting more leads. Newsletter and podcast for founders, agency owners, and sales teams.
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