The old advisor playbooks are dead.

Want a simpler way to attract and close more clients—without competing on price or luck?

You’ve been to the Altruist Academy, so you know new strategies are needed to win the future of advice.

We created The Future of Advice Academy to help advisors adapt and thrive in this era of unprecedented change.

To reward you for attending Altruist San Diego, you’re eligible for a $1,000 discount when you join The Future of Advice Academy. Register now with coupon code “Altruist1225”. But don’t delay. Your discount expires 12/15/2025.

Order Before December 15 and Save $1,000

⬛️ What It Is

The Future of Advice Academy teaches you how to attract and close more clients with a customized, step-by-step plan on how to do it.

You’ll learn the same positioning, marketing, and sales systems that Ron Bullis used to grow Lifeworks Advisors from $0 to over $800M in AUM—and that Dave Zoller used to generate 80+ monthly client requests at Streamline Financial Planning. These aren’t theories from consultants. They’re battle-tested playbooks from advisors who are doing this work today.

Plus, you’ll get bi-weekly live coaching sessions with Ron and Dave, where they’ll personally review your work and answer your specific questions.

⬛️ How It Works

First, we help you improve your firm’s positioning.
We’ll help you position your firm as the clear choice for your best-fit clients and craft a sustainable winning advantage. Our guided workbooks and video lessons make creating your winning position as easy as filling in the blanks.
Then we help you turn your positioning into marketing that works.
You’ll see exactly how Lifeworks is acquiring clients right now through digital marketing, in a step-by-step format you can adapt to your firm. And then we’ll show you how to adapt your firm’s new positioning to our proven digital marketing strategy.
Finally, we’ll help you sell like a 9-figure firm.
You’ll get the exact sales process that Lifeworks uses today to win with both mass-affluent and UHNW clients. Plus, you’ll get 37 of the word-for-word scripts our team uses to open meetings strong and handle every objection.
Every step of the way, you’ll have ongoing support from two CEO’s with over $1.5B AUM.
Bring your questions, your work, and your challenges to bi-weekly live sessions with Ron and Dave. They’ll give you direct feedback and make sure you’re implementing everything correctly. And if you can’t attend, post your question to the discussion forum, and they’ll answer your question—you’ll always get an answer..

⬛️ What It Will Do For You

You’ll get absolute clarity on what to do next to grow your firm.
No more paralysis trying to figure out which marketing tactic to try or whether your positioning actually works. Our self-guided academy, with proven templates, scripts, and step-by-step tutorials, will help you grow your firm faster with less trial and error. And it’s designed to meet you wherever you are, whether you’re a solo advisor just starting out or running a $500M firm.
You’ll finally have confidence that what you’re building will actually work.
Instead of second-guessing every decision or wondering if you’re wasting time and money, you’ll have two 9-figure CEOs personally reviewing your work and telling you exactly what to fix. No more expensive mistakes. No more wondering “is this right?” You’ll know.
You’ll stop feeling like you’re building this alone.
You’ll join a community of nearly 80 other driven advisor CEOs who are implementing these same strategies—sharing wins, troubleshooting challenges, and holding each other accountable. Ron and Dave participate actively, so you’re getting guidance from people who are in the trenches doing this work, not theoretical coaches.

⬛️ You Also Get

The $800M Sales Scripts

You’ll get 37 word-for-word scripts that Ron and his team used to attract over $800 million in AUM for Lifeworks Advisors in just eight years. This isn’t generic sales advice. These are the same scripts that everyone at Lifeworks uses to close, retain, and expand our services with digital marketing leads.

Practice In A Box

Stop reinventing the wheel. You’ll get instant access to our complete library of battle-tested templates, scripts, and systems for every phase of the client relationship—from prospecting and proposals to client onboarding, our quarterly meeting cadence, and our financial planning deliverables. These are the same resources Ron and his team spent over 1,000 hours developing and refining. Even implementing just 10% of these resources could save you 100s of hours of work.

The Future of Advice Community

You’ll join an exclusive community of driven advisors who are implementing these same strategies. Ron and Dave are actively involved, so you get support between our coaching calls. It’s a private community where the industry’s most forward-looking advisors gather to share wins, workshop challenges, and shape the future of wealth management.

Billion Dollar Mentors Interview Series

Ron secured in-depth, no-holds-barred interviews with the brightest stars in the RIA universe, the founders and CEOs who’ve built the industry’s top firms. These leaders reveal the secrets behind their success and share their most potent advice for building a thriving practice.

⬛️ Instant Access

You get immediate access to the entire Academy as soon as you enroll. Start taking advantage today.

BONUS: Enroll before December 15th and you’re also eligible to attend our exclusive in-person gathering in Dallas on January 22-23, 2026.

⬛️ Availability

This offer expires December 15th at midnight.

⬛️ The Investment

The regular investment for The Future of Advice Academy is $5,000.

But because you attended Altruist San Diego, you can enroll save $1,000 when you register before December 15th and use the coupon code “Altruist1225”.

I’m offering this discount because you took the time to show up in San Diego, and I know that advisors who invest in their own development are the ones who actually succeed in a program like this.

But don’t delay. You’re discount expires December 15.