The future of advice™
Ron Bullis & Anders Jones
Anders Jones is the CEO of Facet Wealth, a modern RIA that’s transforming the way advisors serve clients. As of September 2021, Facet Wealth has raised over $80M in funding as they seek to change wealth management for the better.
Ron Bullis & Marty Bicknell
Marty Bicknell is the CEO and president of Mariner Wealth Advisors, a nationally recognized registered investment advisor with over $33.5 billion in assets under advisement, 346 advisors, and 40 offices across the country.
Ron Bullis & Bill Capuzzi
As Chief Executive Officer at Apex Clearing, Bill sets the vision and strategy to help Apex identify and realize new areas of growth and opportunity in a changing landscape for advisors and clients.
Ron Bullis & Mark Ford
Mark Ford runs Castor Abbott, an incredibly successful consulting firm that helps advisors re-think their client acquisition strategies (or lack thereof), get clear on what they actual do for their clients, and then helps them develop winning digital marketing campaigns.
Ron Bullis & Michael Nathanson
Michael Nathanson is the CEO of The Colony Group and has been selected ten times by Barron’s magazine as one of the top 100 independent financial advisors in the nation and included in Worth magazine’s list of the country’s top 250 wealth advisors.
Ron Bullis & Steve Lockshin
Steve Lockshin is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors, a company he founded in 1994. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Lydian Wealth Management was acquired by City National Bank (NYSE:RY) in 2007. He is also the founder and visionary of Vanilla, a tech-enabled platform to automate estate planning for advisors and lawyers.
Ron Bullis & Megan Carpenter
Megan Carpenter is the CEO and founder of FiComm Partners. She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences.
Ron Bullis & Doug Fritz
Doug Fritz is the founder of F2 Strategy and former wealth management CTO. His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience.
Ron Bullis & Aimvest Technologies
Aimvest Technologies is a startup technology company that is focused on changing the way advisors invest client assets and manage the risk of their clients not achieving their financial goals. Their founders, Hugo Castalan and Alex Mathé-Cathala, have a vision and a deep desire to change the way advisors and clients manage their wealth.
Ron Bullis & Megan Carpenter + Mark Tibergien
Megan Carpenter is the CEO of FiComm Partners, an award-winning marketing and communications firm for financial and advisory services. Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry. He is also the former CEO of Pershing Advisor Solutions.
Ron Bullis & Rachel Carpenter
Rachel Carpenter is the co-founder and CEO of Intrinio, a modern platform where you can access fast, accurate, and affordable financial data through a powerful, easy to use API and marketplace. Software developers, financial innovators, analysts, educators, institutions, and startups are building tomorrow’s innovations with their data.
Ron Bullis & Ray Sclafani
Ray Sclafani is one of the most effective coaches and developers of advisors in the wealth management industry. He is the CEO and Founder of ClientWise, the premier business, executive coaching, and consulting firm working exclusively with financial professionals.
Interested in learning more?
Lifeworks is taking on a limited number of qualified financial advisors in 2021. For a confidential conversation about our platform and the future of your practice, schedule a time to talk with one of our team members.