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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Ron Bullis
Co-Founder & President at Lifeworks Advisors

Profile

Ron co-founded Lifeworks Advisors in 2016 after more than ten years in the financial services industry. He developed and designed the Family Strategic Planning System™ to help individuals and families simplify their financial lives, focus on what matters most, and live an intentional life. In 2020, after experiencing exponential growth and recognition across the wealth management industry, Ron and the Lifeworks team began building the Lifeworks solution, which seeks to fix the broken wealth management industry for advisors and clients. Ron is a sought after speaker and influencer in the financial services industry.

Agenda Sessions

  • The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects

    1:15pm