April's Event is Sold Out!
Join the waitlist and get early access register for June’s event.
Two Days to Build What Takes Most Advisors Years to Figure Out.
You’re not here to watch. You’re here to build. Most advisory events leave you with highlights from someone else’s journey. This one is structured differently. You’re not watching Ron and Matt present their results. You’re working through your own plan using the same process they used to build theirs. The agenda below shows you exactly what that looks like.
DAY 1
8:00 AM–5:00 PM
Strategy: Building a Firm That Doesn't Compete on Price
Led by Ron Bullis, Founder & CEO of Lifeworks Advisors, a nine-figure RIA he built using the same framework you’ll work through here.
→ The strategy that drives everything else
Before you touch marketing, you need a strategy worth marketing. Ron walks you through the Play to Win framework, the same one guiding Lifeworks today, so your 2026 decisions connect instead of conflict with each other.
→ Who you’re actually for (and the money hiding in that answer)
Most advisors say they serve “successful professionals.” We’ll get specific. ICP selection, niche identification, and the psychological profile of the client worth building your whole firm around. The narrower your focus, the faster you grow.
→ Making fee comparisons irrelevant
If prospects are comparing you on fees, your offer architecture isn’t working. Ron shows you how to bundle your services into a named product so specifically designed for your ideal client that the right people stop shopping and start signing. You’ll build your own version in the room.
→ Pricing your offer for real profit
Most advisors track AUM and guess at everything else. This session goes into deliverables, hours, the true cost of servicing a client, compensation structure, and what it actually takes to price an offer that’s profitable at the unit level. You’ll know your numbers before the day is over.
DAY 2
8:00 AM–5:00 PM
Lead Gen & Conversion: How to Fill Your Calendar With the Right People
Led by Matt Anderson, CMO of Lifeworks, who built the digital marketing system generating 200 to 300 qualified leads per month.
→ A full look at what’s actually running at Lifeworks
Matt shows you the complete digital marketing system behind Lifeworks’ growth. What it costs, what it produces, what got tested and cut, and how to adapt it to your firm’s current size. This is the real system, explained from the inside out.
→ Funnel architecture: which approach fits your firm (and why most advisors pick wrong)
Educational content funnels. VSL funnels. Event funnels. Direct offer funnels. Each has a different cost structure, lead quality, and sales process requirement. You’ll understand the tradeoffs clearly enough to pick the one that matches your capacity, not just the one that sounds most impressive.
→ Writing ad copy that stops the scroll
The ad is where it all starts. Matt breaks down what’s working in financial services advertising right now. The hooks, the angles, and the specific language patterns that make your ideal client lean in instead of scroll past.
→ Unique mechanisms: turning interest into meetings
There’s a gap between “this looks interesting” and “I want to talk to someone.” Unique mechanisms close that gap. You’ll learn how to build one for your firm, a concept so specific to your approach that booking a call feels like the obvious next step.
→ Closing language for high-net-worth prospects, from a former Barron’s Top 100 Advisor
Erin Botsford built her practice to over $1B before selling it. She walks you through the conversion language that works with high-net-worth clients. The questions, the reframes, and the phrases that move someone from “I need to think about it” to “let’s get started.”
Throughout both days, you’ll have direct access to Ron, Matt, and Erin to get feedback on your specific situation. You’re building your plan inside a room full of people doing the same work.
Join the Waitlist.
To get notified when registration for our June event opens, fill out the form below.