Join Us In Person: The Future of Advice Live Event
January 22-23 | Dallas, TX
Most advisors leave conferences inspired but unchanged. Our live events work differently.
You’ll walk out with a clear action plan, the systems to support it, and the confidence to execute. We’ve designed these workshops to bridge the gap between learning and doing, working directly on your practice with Ron Bullis, Dave Zoller, and advisors who are just as committed to growth as you are.
This isn’t about motivation. It’s about strategic momentum. Two focused days in Dallas where you’ll turn strategy into action.
Event Details
When:
Thursday, January 22nd: 8:00 AM – 5:00 PM (Group dinner at 6:00 PM )
Friday, January 23rd: 8:00 AM – 12:00 PM
Where:
Altruist Office
300 S. Pearl Expressway, Suite 250
Dallas, TX 75201
Host Hotel:
The Adolphus, Autograph Collection
1321 Commerce Street, Dallas, TX 75202
(Academy room rate: $299/night)
Investment:
Access to the event is included with your Academy membership
Over two intensive days in Dallas, you'll learn about:
Building the Tech Stack That Scales With You
Nimesh Patel from Altruist reveals how to build technology infrastructure that serves your clients better while positioning your firm for long-term growth.
Leading Through Change in the Era of Personalized Investing
Doug Scott, CEO and Founder of Ethic, shares what it takes to build teams that thrive and prepare your firm for a future where personalized investing becomes the baseline.
The Digital Marketing That’s Actually Working Right Now
Matt Anderson breaks down the exact digital marketing strategies driving real results for Lifeworks Advisors and shows you how to focus your efforts.
Exit Strategy as Growth Strategy
Ron Bullis explains why developing a cogent exit strategy helps you maximize the value you’re building today, whether you’re planning to sell in two years or twenty.
Hear from members who’ve experienced the impact of these events firsthand.
These aren’t conferences where you sit through lectures and hope to walk away with one useful idea. You’ll refine your strategy alongside other advisors, get direct feedback from Ron and Dave during guided work sessions, and leave with a clear game plan you can start implementing immediately.
“Not only are the conceptual conversations happening, but the tangible deliverables of those are happening. You’re actually getting the concept of what’s changing in the industry, why it matters, and why you should be paying attention if you’re not. But then you’re also getting the practical applications of someone that’s actually guiding you… so you have something on Monday you can start implementing.”
– John R., CFP®
“My expectation coming in was that there was going to be a bunch of talking at me and I’d just be taking notes the whole time. What I got was a lot of workshop opportunities… It was a good mix of people talking, but also time for me to work. It felt like everybody here was here for the same purpose and wanted to help each other. There was no ‘you’re my competition.’ Everybody was an open book. It was really nice to come and have that opportunity”
– Stephen N., CFP®, CEPA®, AIF®
“ You go to different types of events and maybe you pick up a tactic or one strategy or one thing you can do for your business, and sometimes you even pay more for it. This is the equivalent of an MBA course. Real actionable things to do that you have to put your head down, do the work, and if you do them, it’ll pay you back 10 times or a hundred times over.”
– Michael D.
Register Today
If you’re ready to close the gap between learning and doing, register now. Save your seat and let’s get to work.
Questions? Email heather@lifeworksadvisors.com or reach out in the Academy.