The RIA industry is undergoing major upheaval, capturing the attention of advisors everywhere. In this episode of Advisor Confidential, we spoke with Ron Bullis, a trailblazing advisor who is redefining how the business operates—from client engagement to tech integration—ushering in a bold new era for the advisory world.

Key Takeaways:

• Ron is reinventing the advisory business through innovative approaches to client engagement and technology
• How organic growth remains a top challenge for advisory firms
• Ongoing growth to define and refine a scalable, sustainable model

About our Guest:

Ron Bullis – CEO & Founder of Lifeworks

A lifetime builder turned into an ambitious FinTech innovator, Ron founded Lifeworks in 2017 as he realized that the wealth management industry, with its 200,000 advisors serving millions of clients, was broken—both for advisors and clients. At Lifeworks, he leads a team of wealth advisors, quant strategists, and software engineers, together developing the first liability-driven wealth management system to fix the flawed traditional approach to financial planning and investing.

Ron is passionate about providing hyper-personalized planning and investment strategies to everyone. Lifeworks has built one of the first subscription-based financial planning services for clients that has no minimum investment or net worth requirements.

Ron won the Scratch.Works FinTech accelerator program in 2020, has been featured in numerous industry publications, and is a regular speaker at industry events.

His podcast, The Future of Advice® features conversations with industry leaders and entrepreneurs who are disrupting the wealth management industry.

Ron is also the proud father of five beautiful children and founder of the Ella Bullis Foundation, a 501(c)(3) that provides financial support to families who have recently lost a child or have a child in a neonatal intensive care unit.

About Our Host:

Jenny is a career writer with experience across numerous media formats. Over the years, she has worked as a reporter, editor, and group publisher for print publications; a scriptwriter, story editor, and digital content producer for video; a curriculum writer for educational projects; and a ghostwriter for executive bios, blogs, and general social media content.

She is currently immersed in writing a middle-grade fiction series, in addition to her ongoing work with Financial Advisor Magazine and LiftMedia360. 

Connect with Ron Bullis:

https://www.linkedin.com/in/ronbullis/

Connect with Jenny Reed:

https://www.linkedin.com/in/jennifer-lea-reed-8826b72/

Connect with Financial Advisor Magazine:

https://www.linkedin.com/company/1333963/