We are an RIA and technology firm building the future of advice.
Grand Rapids, MI
Joined November 2020
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A good quick read on the state of the U.S. equity markets from our CIO @MatheCathala
Lifeworks’ co-founder and CEO @ronbullis was a panelist at the 2022 Vision conference in Austin last week.
Thank you @ricedelman and congratulations on hosting the most popular blockchain conference in our industry.
"Whatever the firm, all roads lead back to a risk score and a model portfolio."
Watch Lifeworks’ co-founder and CEO @ronbullis share our vision as a panelist at the #WealthStack conference this week in Hollywood, FL.
OUT NOW: Ben Carlson (@awealthofcs). The Future of Advice® podcast.
Ben and the team at @RitholtzWealth have been revolutionary for firms who are thinking about creating their own content.
Our conversation about how to drive value with content 👇
youtu.be/gIcxbkzehq0
Is bitcoin used for illegal activity?
Chris King (@cjking711) lays out the truth on The Future of Advice® podcast with Ron Bullis (@ronbullis) 👇
#wealthmanagement #bitcoin #crypto
OUT NOW: What do we do with crypto? For clients? For advisors?
Ron Bullis (@ronbullis) and Chris King (@cjking711). The Future of Advice™ podcast.
How advisors should think about crypto, where fintech is headed, and how to win the future 👇
youtube.com/watch?v=mvZBxA7b…
Doug Fritz (@dougofritz) brings it.
Is charging only for asset management a dying method?
"...The world is certainly moving to a pay-for-service model."
Doug Fritz (@dougofritz) tackles the reality that most advisors will face in their careers
(on The Future of Advice™ podcast with Ron Bullis)
Big news 👇
Spotify has approved Lifeworks as part of a small group of creators across the country to be the first to use its video podcasting feature.
Now, every The Future of Advice™ episode on Spotify will have both full video and audio 🔥
This was a fun one. If you don't know Gavin Spitzner (@gspitzner), it's time.
He's been a consultant to the biggest firms in wealth management.
His advice for advisors, firm leaders, and evolving client needs on The Future of Advice™ 👇
youtu.be/tQQHdRG_akM
Lifeworks Advisors retweeted
One of my favorite podcast's to date! Thank you @ronbullis and @lifeworks_mills for the opportunity.
Excited for this podcast to drop soon.
What do we do with crypto?
Chris King (@cjking711).
Ron Bullis (@ronbullis).
The Future of Advice™ Podcast.
Coming soon!
(Subscribe w/link in bio)
#wealthmanagement #crypto #fintech
👇
Also looking for talented frontend/hybrid app developers. Here is the job posting: linkedin.com/jobs/view/27196…
We're hiring!
Our team is growing and we need smart, strategic and discipline Sr. Backend Developers! Here is the job posting: linkedin.com/jobs/view/27196…
Facet Wealth (@FacetWealth) has made some headlines.
@ronbullis sat down with @andersjones to talk about the changing needs of today's wealth management clients and how to break old models to deliver new value.
See the full conversation here 👇
youtu.be/u61R2AWZE_Y
The Future of Advice™. Gavin Spitzner (@gspitzner). Ron Bullis (@ronbullis).
Coming soon!
#wealthmanagement #financialplanning #fintech
Congrats to Steve Lockshin (@OpenAdvisor) and Vanilla (@getvanilla) on their recent $11.6m raise!
They're changing the way estate planning is done today.
Steve joined The Future of Advice™ to talk about his vision for modernizing wealth mgt (link in bio)
Lifeworks Advisors retweeted
Most crucial line in Powell's JH speech: "The timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff, for which we have articulated a different and substantially more stringent test."
Lifeworks Advisors retweeted
Facet Wealth CEO @andersjones is seeking to change the ugliest parts of wealth management.
A recent clip on the culture @FacetWealth and the impact they're seeing in people's lives 👇
(with @ronbullis on The Future of Advice™ | Full episode coming next week)
Lifeworks Advisors retweeted
"The greatest indignity that one person can commit against another is to underestimate them."
@MarkTibergien (Former CEO of @Pershing) on building diversity in wealth management.
The latest from Mark and @megan_ficomm (CEO of FiComm) on The Future of Advice™ 👇
For Bill Capuzzi, comparing custodians to gas stations is the wrong analogy.
"You can't fake real-time."
Bill, his team at @apexclearing, and the changes they're pushing for on The Future of Advice™👇
“Why does it take more than 5 seconds to open an account?”
- Bill Capuzzi, CEO of @apexclearing on the ancient infrastructure of today’s custodians
Full interview with @ronbullis on YouTube (link in bio)
#WealthManagement #Custody #FinTech #WealthTech
Lifeworks Advisors retweeted
Hellen Keller once said, “The only thing worse than being blind is having sight but no vision.”
Our team helps you and your family develop a vision for how you want to live and a roadmap to get you there. Because when you do, life works.
#WealthManagement #FinancialPlanning