Head of Digital Content @Lifeworks_RIA | 2020 ScratchWorks winner | Co-creator of award-nominated The Future of Advice™ Podcast 🎥 | All tweets are my own
Grand Rapids, MI
Joined July 2021
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- Following578
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We spent the first part of this week shooting promo videos for some exciting new projects for advisors! More announcements to come soon.
Skyler Mills retweeted
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
Skyler Mills retweeted
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
Skyler Mills retweeted
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…
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)
Skyler Mills retweeted
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 🔥
Wealth management firms aren't spending money on marketing.
"They're woefully behind." says Megan Carpenter (@megan_ficomm), CEO of @FiCommPartners
(on The Future of Advice™ with Ron Bullis (@ronbullis)
#wealthmanagement #marketing
We asked Steve Lockshin (@OpenAdvisor) – what's the future look like?
Here's his 3 predictions for the future of our industry:
1. Fiduciary / Non-fiduciary clarity
2. Major improvements in tech
3. Automation will take over mundane tasks
#thefutureofadvice #fintech
Start your week with some advice from Colony Group CEO Michael Nathanson (@Nathanson_MJ) -
"If your primary stakeholder is you – you might be in for a rude awakening."
#wealthmanagement #fintech #finserv
Ben Carlson (@awealthofcs) came on The Future of Advice™ today to talk about creating content in this industry with Ron Bullis (@ronbullis)
Excited to share in a few weeks!
Skyler Mills retweeted
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
"The future of financial advice involves a lot more crying."
- Gavin Spitzner (@gspitzner) on The Future of Advice™ with Ron Bullis (@ronbullis)
Fantastic podcast dropping tomorrow at 10AM ET.
(Subscribe w/ link in my bio)
#fintech #wealthmanagement
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
Skyler Mills retweeted
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
Incredible quote from Anna Wintour on in-person work:
“I’m not a social scientist. I don’t study productivity….what I can tell you is that the sense of community - is real, sustaining and not replaceable through our screens.”
Taking this from an email from @FeldmanEquities 👇
Skyler Mills retweeted
The Future of Advice™. Gavin Spitzner (@gspitzner). Ron Bullis (@ronbullis).
Coming soon!
#wealthmanagement #financialplanning #fintech
Skyler Mills retweeted
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)
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)