The Wealth Management Company of the Future: Ron Bullis of Lifeworks


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The most successful companies in the wealth management industry over the next five years are likely to be those that truly master their technology, a defined and unique customer experience, and ultimately can deliver hyper-targeted services to their main markets.

Lifeworks, an up-and-coming RIA with an integrated technology team directly aligned with its advisors, is clearly paving the way as a company to watch, now and in the years to come.

In this inaugural episode of the NEXT podcast, Mark Bruno, Managing Director of Informa Wealth Management, speaks with Ron Bullis, CEO of Lifeworks Advisors, about his company’s strategy, business model and ability to create technology aligned with the biggest growth opportunities in wealth management.

Specifically, Mark and Ron discuss:

  • The challenges of delivering “hyper personalized” portfolios while increasing the number of customers
  • The Role of Technology in Creating Seamless Customer Experiences and Digital Marketing
  • How Lifeworks Defines a Positive Customer Experience and Evaluates Customer Experiences
  • How Lifeworks Benchmarks and Measures Its Leading Customer Acquisition Strategies
  • And more

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