LIVE WEBINAR

Grow from $0-$250M AUM in less than 5 years

Thursday, January 10 at 12:00 PM ET

Join us for a free lunch webinar where Ron Bullis shares the key strategies to rapidly scaling a business.

Save your spot now!

Event details

In this live webinar event, Ron will share some of the key strategies we used at Lifeworks to rapidly scale our RIA from $0 to $250 million AUM in less than 5 years including:

  • How we use digital marketing sales funnels to attract our ideal clients
  • Why our subscription-based business model rapidly builds trust with clients– plus, we get paid to do the work most advisors give away for free
  • How we created a “Netflix-style” business model to deliver ongoing hyper-personalized advice to our clients

 

This event is limited to 25 spots, so don’t wait to register!

Once you register, you will receive an email with the event details, log-in information, and your free lunch options (Yes, you read that right– Lifeworks will buy lunch for all attendees).

Is this event for me?

This event is for advisors who want to grow their business rapidly and win the next generation of wealth creators. If you have a big vision for your practice and want to adapt to your client’s changing needs, this live event is for you.

Why are you doing this event?

There has never been a better time for advisors to tell their unique story, build a community of clients that value their services, and focus on delivering the advice and services clients will need today and in the future.

I am doing this event because I am passionate about helping people grow and succeed. If sharing what I have learned on my journey can help other advisors reach more clients and build better businesses, I consider that a win.

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Meet the presenter

Ron Bullis

CEO and Co-founder

Ron Bullis is an ambitious FinTech innovator, industry speaker, and lifetime builder. He founded Lifeworks in 2015 as he realized that the wealth management industry was broken– for both advisors and clients.

At Lifeworks, he leads a team of wealth advisors, quant strategists, and software engineers who are developing the first liability-driven wealth management system to fix the flawed traditional approach to financial planning and investing.

Register today

This event is limited to 25 spots– save your spot now!

Disclosures: Lifeworks Advisors, LLC is a registered investment advisor. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. For more information please visit lifeworksadvisors.com/legal