Back to the top


Wealth management is broken.

According to the Ernst & Young 2019 Global Wealth Management Report:

  • One-third of clients plan to switch wealth management providers within the next three years, with the youngest and wealthiest being the most likely to switch.
  • 80% of the clients stated that they wanted more personal planning and advice…yet half remained on the sidelines.
  • 50% of clients said they were dissatisfied with the fees and didn’t feel like they were being charged fairly.

On top of all of that, in the last 6 months, the entire industry has changed—and it is not returning to the way it used to be. Seminars are all canceled. Meeting people face to face in your office is over. Networking and business events, gone. The need for brick and mortar offices, transformed. Yet client acquisition and servicing remain the biggest challenges advisors and firms are facing today.

To win the future, advisors and firms must find solutions to these 3 significant challenges:

Client Experience + Advisor Technology

A disconnected client experience and advisor technology that lags way behind modern FinTech.

Outdated Business Model

An outdated business model that is focused on charging asset management fees and then giving away the one thing clients want more of and are willing to pay for: personalized advice and financial planning.

Predictable + Scalable Client Acquisition

Lack of a scalable and predictable client acquisition system that targets and wins ideal prospects month after month

Clients are looking to capture more value from their advisory relationships. They are demanding seamless and intuitive digital platforms that deliver more personalized advice and planning. Traditional models are failing to deliver it.

It is time to build a smarter advisory practice and deliver to your clients the future of advice — today.

One-third of clients have switched providers or moved assets in the past three years and another third plan to do so in the next three years.

Research says more than 80% of wealth management clients express interest in financial advice and planning, yet half of these remain on the sidelines.

45% of clients do not trust their wealth manager or advisor to charge them fairly.

EY 2019 Global Wealth Management Research Report

Win the client experience. Win the future.

The Lifeworks Solution

The Future of Advice Today

New Flexible Business Model

Develop a service and fee structure that allows you to charge fairly for your time, expertise, and advice.

Seamless + Intuitive Client Experience

Lifeworks has developed a seamless and intuitive client experience that connects all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management.

Dynamically Grow Your Practice

Our digital marketing platforms allow you to build a scalable and predictable client acquisition system that wins your best clients month after month.


Lifeworks vs Everyone Else

See how Lifeworks compares against other firms, how our advisors P&Ls compare to other platforms, and some of the key tools and features that our advisors can use to build a smarter advisory practice.

Interested in learning more?

Lifeworks is taking on a limited number of qualified financial advisors in Q1 2021. For a confidential demo of our platform and conversation about the future of your practice, schedule a time to talk with one of our team members.

Copyright © 2020 Lifeworks Advisors. All Rights Reserved | Lifeworks Advisors is a registered investment advisor | Visit | Privacy Policy | Disclosures