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.
"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.
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
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
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)
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 🔥
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
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
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)
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."
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)
"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™ 👇
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™👇
“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
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