There has never been a better time for advisors to build massively successful practices that win the clients of today and the next generation of wealth creators.
Lifeworks used digital marketing campaigns to grow from zero assets to over $250m in less than five years. We believe that the future of advice will be won by advisors who use digital marketing to narrowcast and deliver personalized content to their ideal client. Just as our clients have unique stories and purposes for their lives, we believe you, the advisor, has a story to tell. We built our digital marketing platform to help you tell your story, share your expertise with the right clients, and rapidly grow your business.
Lifeworks built the first subscription-based financial planning platform. We know that clients want a transparent and simpler fee structure from advisors and at the same time they are demanding a more personalized and connected experience.
Our platform allows you to build a profitable and scalable subscription-based financial planning practice that aligns your fees with the most valuable work you do for your clients.
Lifeworks developed the first liability-driven wealth management system that fixes the flawed traditional approach to financial planning and investing. Our seamless technology makes delivering modern, elegant, and highly personalized financial planning and investing accessible for everyone.
In this short video, Ron Bullis shares the ten trends that will shape the future advice.
Lifeworks is taking on a limited number of qualified financial advisors in 2023. To get started, schedule an intro call with us. Let’s discuss the future of your practice and how Lifeworks can help you win the future of advice.