Join The Future of Advice® Academy

What you get:

Lifetime Access

$1,500

One-time payment

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