Lifeworks Advisors

We are an RIA and technology firm building the future of advice.

[Lifeworks Advisors @Lifeworks_RIA]

https://t.co/tuCze2KkO6

A good quick read on the state of the U.S. equity markets from our CIO @MatheCathala

[Lifeworks Advisors @Lifeworks_RIA]

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.

[Lifeworks Advisors @Lifeworks_RIA]

"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.

[Lifeworks Advisors @Lifeworks_RIA]

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 👇

https://t.co/8yr4KMizZT

[Lifeworks Advisors @Lifeworks_RIA]

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

[Lifeworks Advisors @Lifeworks_RIA]

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 👇

https://t.co/vel11vcQyc

[Lifeworks Advisors @Lifeworks_RIA]

Doug Fritz (@dougofritz) brings it.

[Skyler Mills @lifeworks_mills]

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)

[Lifeworks Advisors @Lifeworks_RIA]

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 🔥

[Lifeworks Advisors @Lifeworks_RIA]

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™ 👇

https://t.co/0vZC8BrSCb

[Chris King @cjking711]

One of my favorite podcast's to date! Thank you @ronbullis and @lifeworks_mills for the opportunity.

Excited for this podcast to drop soon.

[Lifeworks Advisors @Lifeworks_RIA]

👇

[Ron Bullis @ronbullis]

Also looking for talented frontend/hybrid app developers. Here is the job posting: https://t.co/kL8ND9Mek3

[Lifeworks Advisors @Lifeworks_RIA]

We're hiring!

[Ron Bullis @ronbullis]

Our team is growing and we need smart, strategic and discipline Sr. Backend Developers! Here is the job posting: https://t.co/MQlxXiZK1K

[Lifeworks Advisors @Lifeworks_RIA]

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 👇

https://t.co/KcWTnzRwSx

[Lifeworks Advisors @Lifeworks_RIA]

The Future of Advice™. Gavin Spitzner (@gspitzner). Ron Bullis (@ronbullis).

Coming soon!

#wealthmanagement #financialplanning #fintech

[Lifeworks Advisors @Lifeworks_RIA]

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)

[Alex Mathé-Cathala @MatheCathala]

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."

[Skyler Mills @lifeworks_mills]

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)

[Skyler Mills @lifeworks_mills]

"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™ 👇

[Lifeworks Advisors @Lifeworks_RIA]

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™👇

[Skyler Mills @lifeworks_mills]

“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

[Skyler Mills @lifeworks_mills]

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