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About

Bill Rice

Bill Rice — Founder & Chief Strategist

Founder & Chief Strategist

I help fintech and financial services companies build demand generation programs that fuel their sales teams and revenue growth. I've spent 20+ years inside this industry — as a marketing leader, agency founder, and strategic advisor.

Background

I started my career in mortgage marketing, building lead generation programs for lenders during one of the most volatile periods in the industry's history. That experience taught me something that still drives my work: growth only matters if it's predictable, and marketing only works when it's tied directly to revenue.

Over two decades, I've built marketing functions from the ground up for companies at every stage — from pre-revenue startups to established enterprises. I've hired and led teams, selected and managed agencies, and built the systems that turn marketing activity into qualified pipeline.

Industry Expertise

Mortgage & Lending

Origination, servicing, fintech, non-QM, private credit, HELOCs

Fintech

Payments, blockchain, DeFi, banking-as-a-service, RegTech

Financial Services

Wealth management, insurance, compliance, third-party review

B2B Growth

Demand generation, pipeline building, content & SEO, fractional CMO

Career Timeline

2004-2012

Built and led marketing for multiple mortgage and financial services companies through the housing crisis and recovery

2012-2020

Founded Kaleidico, a digital agency serving mortgage and fintech companies — grew it to a team of 25+

2020-Present

Launched Bill Rice Strategy Group to provide fractional CMO and demand generation strategy for B2B fintech

Published Work

  • Sales Team of One — A practical guide to building a solo sales engine
  • The Lead Brief — Weekly demand generation strategy newsletter for fintech and financial services leaders
  • YouTube Channel — 56+ videos on B2B marketing, demand generation, and fintech growth

How I Work

I don't believe in marketing for marketing's sake. Every engagement starts with your revenue goals and works backward to the marketing strategy that gets you there. I focus on building systems — not running campaigns — so that what we build together continues to compound after our engagement.

I work with a small number of companies at a time because the fractional CMO model only works with deep context and sustained attention. If we work together, I'll know your product, your buyers, your competitors, and your sales team as well as any full-time executive would.

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