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The most successful firms in the wealth management industry over the next five years will likely be those that have a true command on their technology, a defined and unique client experience—and ultimately can deliver hyper-targeted services to their core markets. 

Lifeworks—an up-and-coming RIA with a built-in technology team that is directly aligned with its advisors—is clearly charting a path as a firm to watch, now, and over the next several years. 

In this inaugural episode of the NEXT Podcast, Mark Bruno, managing director at Informa Wealth Management, speaks with Ron Bullis, CEO of Lifeworks Advisors, on his firm’s strategy, business model and ability to build technology that is aligned with the largest growth opportunities in wealth management. 

More specifically, Mark and Ron discuss:

  • The challenges of delivering “hyper personalized” portfolios while increasing the number of clients
  • The role of technology in creating seamless client experiences and digital marketing
  • How Lifeworks defines a positive client experience and evaluates client experiences
  • How Lifeworks is benchmarking and measuring its cutting edge client acquisition strategies
  • And more

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