From $0 to $250M AUM in five years

Ron shares how he grew Lifeworks to $250M AUM by breaking advisor conventions, leveraging digital marketing, and building a differentiated client experience.
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Presented by

Ron Bullis

CEO & Co-Founder

The Challenge

New client acquisition
How do you win new clients and grow your firm in a digital environment? Wealthy young investors don’t care for steak dinners and golf outings – some of them even told the Wall Street Journal about it. How do you win clients with investable assets today and the next generation of wealth holders?

Disconnected client experience
Financial advisors are losing ground to the ease and personalization of robo-advisors and fintech apps (but clients are desperate for human-led financial advice). How do you deliver an elegant, seamless, and personalized experience that delivers real value to clients and doesn’t cost you your time and sanity?

Outdated business model
Nearly half of all wealth management clients are dissatisfied with the fees they pay and do not trust that they are being charged fairly. How do you deliver a scalable business model with fees clients are happy to pay?

The Solution

Embrace technology
Leverage digital marketing and social media to build a scalable and predictable new client acquisition system.

Break the mold
Implement a fee-based planning model that rapidly builds trust and helps you win assets faster. Get paid to do the work that most advisors give away or do for free… you will grow faster and win better clients.

Personalize client experience
Build an elegant, scalable, hyper-personalized experience that delivers real value to clients and turns your clients into loyal ambassadors for your firm. You must standardize your processes and systems to deliver a personalized client experience.

Limited space available

Doors close after 150 registrants – grab your spot before seats run out.

5 years of growth and innovation distilled into a 60-minute presentation.

Here's a small sample of what you'll take away:

What the largest transfer of wealth in human history will mean for advisors and firms.

Why you must build a firm that wins Gen X and Millennials as clients.

Why you must build a firm that wins Gen X and Millennials as clients.

The easiest way to capture the next generation of wealthy clients that large firms acknowledge they’re missing out on.

80% of clients want more personalized planning, yet half feel left out. But there’s a scalable way to give them the attention they crave.

Why standardizing your systems, processes, and deliverables is the key to delivering a personalized client experience. 

Our financial planning process and the easy quarterly roadmap we use with our clients.

33% of clients plan on leaving their advisor in the next three years…why you need a new game plan if you want to be on the right side of this trend.

The surprisingly simple fee structure that skyrocketed Lifeworks’ growth.

Why 50% of clients are unsatisfied with the fees they’re being charged.

The surprisingly simple fee structure that skyrocketed Lifeworks’ growth.

The truth about advisor demographics – and what it means for the future of your firm.

Paid advertising isn’t feasible for your firm, right? Wrong! See the surprising ROI of running pay-per-click advertising.

The proven growth strategy that most firms admit to ignoring.

The three-step planning process we use to guide clients toward wealth with a purpose.

What advisors are saying about The Future of Advice®

We are constantly looking at new and innovative advisor solutions that will become the future of advice. We believe that Lifeworks Advisors along with Ron as the leader and visionary, will be the next great advisor platform and client solution that will transform the wealth management space, and couldn’t be more excited to become an investor and partner in helping them reach their vision.

Marty Bicknell

Mariner Wealth Advisors

*** Disclaimer: Marty is now an investor in Lifeworks, The Future of Advice’s parent company.

The entire experience was eye-opening and validated many of my observations in this business going many years back.

Eric Shoenfeld

Prime Capital Investment Advisors

I have seen the future of wealth management and its name is Lifeworks... They have everything you would need to grow and manage your business.

Frank O’Hara


Don't miss this opportunity to learn how to build a 21st-century wealth management practice and turbocharge your growth.