The Future of Advice® Academy

The opportunity to build a massively successful practice has never been better—if you’re willing to build a practice of the 21st-century.

How do you build a practice for the 21st-century?

Do you have a scalable and predictable growth engine that allows you to “narrowcast” to your ideal client? Do you have business model and service offering that wins the clients of today and the next generation of wealth creators? Do you have a seamless and elegant client experience that stands up to the expectations of the digital native client? 

In The Future of Advice® Academy, I will share with you how my team used digital marketing to scale from $0-$250M in AUM in 5 years; how we built a subscription based financial planning model that rapidly builds trust with clients and helps us win assets faster; and how we built our firm to scale while delivering an elegant and hyper-personalized client experience. I will open up my playbook, show you how we built our firm, our client deliverables, operational strategies, and our sales language.

WATCH AN OVERVIEW OF THE ACADEMY

What's in the Academy?

Below is the module and lesson breakdown of the Academy as of May 7th, 2024. Why so specific? Because Ron (Lifeworks’ CEO) is doing 2-3 live trainings every month for Academy members, which get chopped up and added as new lessons – so the course is constantly growing.

1. Crash Course Recordings

→ 1-hr crash course on branding, modern marketing, and client acquisition.

→ 1-hr crash course on sales psychology, effective communication, and building your own Sales Playbook.

→ 1-hr crash course looking ahead 10 years in the industry and developing a client experience roadmap.

→ 1-hr crash course on strategic planning, business forecasting, and compensation & team-building.

2. Business Development

→ Our $45M AUM Marketing Campaign

→ Improve Your Win Rate & Scale

→ Creating a Facebook Business Account

→ Setting up your Meta Ads account

→ Creating your Meta Pixel

→ Building a landing page for free

→ Connect Calendly w/ your Meta Pixel

→ Check that your Meta Pixel is working

→ Launching your first Meta Ad

→ “Best Retirement Strategy” Campaign

→ “Protected Portfolio” Campaign

3. Sales Strategy

→ Selling to Business Owners

→ Sales Strategy Playbook Explainer & Download

→ Family Wealth Management Proposal

→ Pitch Deck

→ Sales Process

→ Family Strategic Assessment

4. Client Experience

What is Client Experience? ←

Welcome to the Jungle ←

→ What is Client Experience?

→ Welcome to the Jungle

Keep. Stop. Start. ←

New Client Sales Funnel ←

Investment Strategy Sales Flowchart ←

Client Experience Map ←

→ Keep. Stop. Start.

→ New Client Sales Funnel

→ Investment Strategy Sales Flowchart

→ Client Experience Map

New Year Client Letter & Kickoff ←

Family Cash Flow Diagram ←

Family Strategic Budget Sheet ←

→ New Year Client Letter & Kickoff

→ Family Cash Flow Diagram

→ Family Strategic Budget Sheet

Financial Discovery Worksheet ←

Investment Strategy Doc ←

Investment Planning & Cash Flow Allocation ←

→ Financial Discovery Worksheet

→ Investment Strategy Doc

→ Investment Planning & Cash Flow Allocation

Q1 Goals Worksheet ←

Key Objectives Worksheet ←

Quick Check-In ←

“My Values” Worksheet ←

Values & Vision Workbook ←

Vision Drawing Worksheet ←

→ Q1 Goals Worksheet

→ Key Objectives Worksheet

→ Quick Check-In

→ “My Values” Worksheet

→ Values & Vision Workbook

→ Vision Drawing Worksheet

5. Business Strategy

10 Questions, Trends & Truths ←

Critical Business Planning Questions ←

→ 10 Questions, Trends & Truths

→ Critical Business Planning Questions

Example Roles & Responsibilities ←

Team Roles & Comp Spreadsheet ←

Benchmarking Reports ←

→ Example Roles & Responsibilities

→ Team Roles & Comp Spreadsheet

→ Benchmarking Reports

Business Forecast Worksheet ←

Unit Economics Spreadsheet ←

→ Business Forecast Worksheet

→ Unit Economics Spreadsheet

6. Popular Resources

Ideal Client Persona Questionnaire ←

Sales Strategy Playbook  ←

Values & Vision Workbook ←

Team Roles & Comp Spreadsheet ←

Business Forecast Worksheet ←

→ Ideal Client Persona Questionnaire

→ Sales Strategy Playbook

→ Values & Vision Workbook

→ Team Roles & Comp Spreadsheet

→ Business Forecast Worksheet

The Game of Numbers ←

Real Influence ←

Storytelling for Financial Advisors ←

Personal Benchmark ←

You’ve Been Framed ←

Differentiate or Die ←

Scripts ←

Emotional Intelligence ←

→ The Game of Numbers

→ Real Influence

→ Storytelling for Financial Advisors

→ Personal Benchmark

→ You’ve Been Framed

→ Differentiate or Die

→ Scripts

→ Emotional Intelligence

The blueprint for building a 21st-century wealth management practice

When you join The Future of Advice® Academy, you have access to the tools and templates we used to build Lifeworks and the training on how to implement it in your practice.    
  • Every portfolio is constructed from scratch and driven by your unique financial plan.
  • We use individual equities to reduce unnecessary fees and provide complete customization of your portfolio.
  • Our investment strategies are built on scientific research and leverage factor-based investing and smart beta techniques.
  • Every portfolio can be optimized for any asset a client already owns (public or private).
  • Every portfolio is recalibrated dynamically according to your plan’s evolutions.
  • Live-streamed training sessions focusing on critical areas of advisor planning  and business strategy
  • Includes a live Q&A session 
  • Access to live interviews with industry leaders
  • Lifeworks financial planning deliverables
  • Our subscription-based financial planning system
  • Values, Vision, Strategy client workbooks
  • Client experience map
  • Discovery, onboarding, and planning deliverables
  • Sales language
  • Team development tools
  • Craft a compelling values and vision statement
  • Develop the right business model for your practice
  • Cash flow projections
  • Team development and compensation planning
  • Build a strategic actionable roadmap for your practice
  • Create ideal client personas and how to use them in your marketing 
  • How to create a detailed buyer’s journey that identifies the most complex problems your clients need help with 
  • Example landing pages, sales funnels, pitch decks
  • Workflows from our marketing automation
  • Past digital marketing campaigns used by Lifeworks
  • How to standardize your services and client deliverables 
  • How to create a highly-personalized client experience
  • The Lifeworks new client onboarding process
  • How to run and implement a subscription based financial planning service
future of advice

Before you can lead your clients into the future, you need a clear and compelling vision for where you are going.

As advisors and firm leaders, we need to do the same work for ourselves that we do for our clients. We must develop a clear, written, and actionable strategic plan that connects our values and vision to the business we need to build for our clients. 

The Future of Advice Academy® is a unique training program and roadmap designed to help growth-focused advisors build 21st-century practices. 

A simple, transparent membership fee

One simple price.

$ 1500 one-time payment
  • Access to Lifeworks materials
  • Digital marketing resources
  • 4 live in-person workshops
  • Monthly livestreams with Q&A session

Have a question about the academy?

We’re happy to answer any questions you may have.

What advisors are saying about the Academy

The advice we implemented from this course has made a huge impact on our business and our clients.

Dave Zoller

Streamline Financial Services

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

“The entire experience was eye-opening and validated many of my observations I have had in this business going many years back. Thank you. You have taught me a ton and have inspired me to re-imagine my business moving forward.”

Eric Shoenfeld

Prime Capital Investment Advisors

They have everything you would need to grow and manage your business.

“I have seen the future of wealth management and its name is Lifeworks. Ron Bullis is super smart and passionate about helping people. They have everything you would need to grow and manage your business, processes, workflows, marketing, money management, and technology. I would highly recommend spending time with Ron and his team!"

Frank O’Hara

Advisor

Build a practice for the 21st-century.

Join The Future of Advice® Academy to get everything you need to start rapidly growing your practice.