A self-paced course (with downloadable assets) for growth-focused advisors:

The Future of Advice Academy

Discover the strategies and tactics that Ron and Kurt used to scale a 21st-century RIA from Scratch to $250M AUM in five years by putting clients’ needs first and focusing on operational efficiency. 

 

with limited-time pricing

get temporary access

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

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

Ways to generate new clients

We’ll show you our exact digital marketing and social media strategies to build a scalable and predictable new client acquisition system.

How to use modern pricing structures to win more clients

You’ll then learn how to 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… and land more of the clients you want to work with.

Deliver a better 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.

We've distilled the $0-$250M playbook into a self-paced course:

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®

I had this vision for what I wanted to create for the client that I had...after seeing Lifeworks, I was like holy crap, this is exactly what I wanted to build...What if I had those resources behind me?

Chris Bowman

Professional Wealth Advisors

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 now have a story to tell...I follow the lifeworks script..I have a marketing program in place that works..I have all the processes and things to make it easier to do business.

Frank O’Hara

Boelte O’Hara Wealth Management

Build Your Dream Practice: Freedom and Flexibility with Lifeworks