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

Ron Bullis
CEO at Lifeworks Advisors

Profile

After spending nearly a decade at a large insurance company, Ron Bullis broke away from his successful career and started Lifeworks Advisors in 2017 with 0 clients and $0 in revenue. Since then, Lifeworks has become one of the fastest growing wealth management firms in the country, now managing $150 million of assets and overseeing hundreds of clients. In 2019, on top of serving clients, Ron directed Lifeworks to begin creating their own software that would vastly improve the advisor-client relationship. As a result, Lifeworks won the ScratchWorks FinTech competition in 2020 and was recognized as a startup to watch, securing funding from the CEO of the 3rd largest wealth management firm in the US (Marty Bicknell, Mariner Wealth Advisors) At the end of 2020, Ron launched a new podcast to teach advisors and firm leaders how to best serve clients. That podcast, called The Future of Advice™, was selected as a finalist for the largest awards show in the wealth management industry, WealthManagement.com’s Wealthies awards. Ron has grown from a traditional career as a financial advisor into a industry-shaking CEO, making strategic hires to grow Lifeworks Advisors from a team of 2 to 20 – which now consists of financial advisors, technologists, creatives, marketers and business analysts from a wide variety of backgrounds. Lifeworks now serves advisors and clients all over the United States, seeking to deliver The Future of Advice

Agenda Sessions

  • The Advisory Firm of the Future: Leading with Technology to Reinvent the Client Experience

    3:00pm