Ron Bullis's guest appearances

Ron Bullis

The Model FA

MSUWMA Podcast

Mark Maiocca

David Meltzer

Scott Nelson

Michael Kitces

Whitney Hansen

Aaron Miller

Michael Cohen

Daniel Crosby

Carl Richards

Eric Roberge

John Kennedy

Luke Acree

Joseph Anthony

Brittney Castro

Will Richardson

OwlTail

Ron is the CEO and Co-Founder of Lifeworks Advisors, a small RIA Firm in Grand Rapids Michigan. Ron has over 10 years of experience in the Financial Advising industry, working 8+ years at Northwestern Mutual and now over 5 years at Lifeworks. Ron is also the founder of the Ella Bullis Foundation, a nonprofit organization to help and support families impacted by premature birth and infant loss. Company Website: https://lifeworksadvisors.com/ Linkedin: https://www.linkedin.com/in/ronbullis/ Book Recommendations: "7 habits of highly effective people" by: Stephen Covey, "Mastery" by: Robert Greene, "Essentialism" by: Greg McKeown WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Ron is the CEO and Co-Founder of Lifeworks Advisors, a small RIA Firm in Grand Rapids Michigan. Ron has over 10 years of experience in the Financial Advising industry, working 8+ years at Northwestern Mutual and now over 5 years at Lifeworks. Ron is also the founder of the Ella Bullis Foundation, a nonprofit organization to help and support families impacted by premature birth and infant loss. Company Website: <a href="https://lifeworksadvisors.com/" rel="nofollow" target="_blank">https://lifeworksadvisors.com/</a> Linkedin: <a href="https://www.linkedin.com/in/ronbullis/" rel="nofollow" target="_blank">https://www.linkedin.com/in/ronbullis/</a> Book Recommendations: "7 habits of highly effective people" by: Stephen Covey, "Mastery" by: Robert Greene, "Essentialism" by: Greg McKeown WMA website: <a href="http://msuwma.com/" rel="nofollow" target="_blank">http://msuwma.com</a> WMA YouTube: <a href="https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ</a> Contact: <a href="mailto:msuwma@gmail.com">msuwma@gmail.com</a> Song credits: Frank Ocean – Swim Good <a href="https://www.youtube.com/watch?v=ic1nhvWBvIo" rel="nofollow" target="_blank">https://www.youtube.com/watch?v=ic1nhvWBvIo</a>

The Future of Advice with Ron Bullis

Ron Bullis is the Co-Founder and CEO of Lifeworks Advisors, a modern Registered Investment Advisor (RIA) and technology firm striving to push the boundaries of wealth management. Lifeworks Advisors disrupts outdated business models and delivers personalized solutions to clients and advisors through their modern software platform. After working as a Wealth Management Advisor for almost a decade with Northwestern Mutual, Ron co-founded Lifeworks to help people simplify their financial lives, live “above the grind,” and focus on what matters most. In addition to his work with Lifeworks, Ron is also the President and Founder of The Ella Bullis Foundation, an organization dedicated to supporting families impacted by premature birth and infant loss.   Ron joins me today to discuss the keys to RIA growth through a solid client acquisition process. He shares his principles for building a team and explains why leaders shouldn’t only choose team players based on the revenue they can deliver for the business. He underscores the importance of cultivating relationships with clients based on trust and emphasizes why advisors need to deliver value beyond their clients’ assets. He also highlights how social media and digital platforms can bridge the most challenging gaps financial advisors face.   “One of the keys to building a business is creating a scalable and predictable client acquisition system.” - Ron Bullis   This week on The Model FA Podcast:    How Ron’s business model and mindset have evolved after coming into the RIA industry Ron’s insurance philosophy and how it has shifted over time Ron’s success principles and how he and his team grew Lifeworks Advisors Building a scalable and predictable client acquisition system Growing and scaling a business in the new normal Leveraging social media platforms to grow an RIA in uncertain times Designing a client acquisition system based on trust and why Ron is passionate about client experience Cultivating an enterprise value that serves clients across generations Leading a world-class team that adds value beyond revenue The Feedback Marketing Method and the difference between fee compression and margin compression How financial advisors can communicate their organization's exceptional value The importance of focusing on a specific demographic  The role of a digital marketing platform in a sustainable client acquisition system    Resources Mentioned:    Book:  Delivering Happiness by Tony Hsieh Book:  Essentialism: The Disciplined Pursuit of Less by Greg McKeown Book:  The Council of Dads: My Daughters, My Illness, and the Men Who Could Be Me by Bruce Feiler  The 2019 FA Insight Study of Advisory Firms: People and Pay Vanilla    Our Favorite Quotes:    “There’s something about meeting an advisor for the first time that has some level of intimidation. If you can soften that by exposing them to who you are, it’s only going to help.” - David DeCelle “Advisors who don’t focus on a specific group of people get stuck on making different types of promises upfront and later realize they can’t scale it.” - David DeCelle “The work advisors do is noble. We have an important role to play, whether we envision ourselves as a life coach, accountability partner, or co-pilot.” - Ron Bullis    Connect with Ron Bullis:    Lifeworks Advisors The Future of Advice Lifeworks Advisors on LinkedIn Lifeworks Advisors on Instagram Lifeworks Advisors on Facebook Lifeworks Advisors on YouTube Ron Bullis on LinkedIn Email: ron@lifeworksadvisors.com    About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Ron Bullis is the Co-Founder and CEO of Lifeworks Advisors, a modern Registered Investment Advisor (RIA) and technology firm striving to push the boundaries of wealth management. Lifeworks Advisors disrupts outdated business models and delivers personalized solutions to clients and advisors through their modern software platform. After working as a Wealth Management Advisor for almost a decade with Northwestern Mutual, Ron co-founded Lifeworks to help people simplify their financial lives, live “above the grind,” and focus on what matters most. In addition to his work with Lifeworks, Ron is also the President and Founder of The Ella Bullis Foundation, an organization dedicated to supporting families impacted by premature birth and infant loss. Ron joins me today to discuss the keys to RIA growth through a solid client acquisition process. He shares his principles for building a team and explains why leaders shouldn’t only choose team players based on the revenue they can deliver for the business. He underscores the importance of cultivating relationships with clients based on trust and emphasizes why advisors need to deliver value beyond their clients’ assets. He also highlights how social media and digital platforms can bridge the most challenging gaps financial advisors face. “One of the keys to building a business is creating a scalable and predictable client acquisition system.” - Ron Bullis This week on The Model FA Podcast: <ul> <li>How Ron’s business model and mindset have evolved after coming into the RIA industry</li> <li>Ron’s insurance philosophy and how it has shifted over time</li> <li>Ron’s success principles and how he and his team grew Lifeworks Advisors</li> <li>Building a scalable and predictable client acquisition system</li> <li>Growing and scaling a business in the new normal</li> <li>Leveraging social media platforms to grow an RIA in uncertain times</li> <li>Designing a client acquisition system based on trust and why Ron is passionate about client experience</li> <li>Cultivating an enterprise value that serves clients across generations</li> <li>Leading a world-class team that adds value beyond revenue</li> <li>The Feedback Marketing Method and the difference between fee compression and margin compression</li> <li>How financial advisors can communicate their organization's exceptional value</li> <li>The importance of focusing on a specific demographic </li> <li>The role of a digital marketing platform in a sustainable client acquisition system</li> </ul> Resources Mentioned: <ul> <li>Book: <a href="https://www.amazon.com/Delivering-Happiness-Profits-Passion-Purpose/dp/0446576220" rel="nofollow" target="_blank"> Delivering Happiness</a> by Tony Hsieh</li> <li>Book: <a href="https://www.amazon.com/Essentialism-Greg-McKeown-audiobook/dp/B00IWYP5NI/ref=sr_1_1?dchild=1&amp;keywords=essentialism&amp;qid=1626727428&amp;sr=8-1" rel="nofollow" target="_blank"> Essentialism: The Disciplined Pursuit of Less</a> by Greg McKeown</li> <li>Book: <a href="https://www.amazon.com/Council-Dads-Daughters-Illness-Could-ebook/dp/B003GFIW38/ref=sr_1_1?dchild=1&amp;keywords=the+council+of+dads&amp;qid=1626733569&amp;sr=8-1" rel="nofollow" target="_blank"> The Council of Dads: My Daughters, My Illness, and the Men Who Could Be Me</a> by Bruce Feiler</li> <li><a href="https://www.amtd.com/news-and-stories/research/research-details/2019/The-2019-FA-Insight-Study-of-Advisory-Firms-People-and-Pay/default.aspx" rel="nofollow" target="_blank"> The 2019 FA Insight Study of Advisory Firms: People and Pay</a></li> <li><a href="https://www.justvanilla.com/" rel="nofollow" target="_blank">Vanilla</a></li> </ul> Our Favorite Quotes: <ul> <li>“There’s something about meeting an advisor for the first time that has some level of intimidation. If you can soften that by exposing them to who you are, it’s only going to help.” - David DeCelle</li> <li>“Advisors who don’t focus on a specific group of people get stuck on making different types of promises upfront and later realize they can’t scale it.” - David DeCelle</li> <li>“The work advisors do is noble. We have an important role to play, whether we envision ourselves as a life coach, accountability partner, or co-pilot.” - Ron Bullis</li> </ul> Connect with Ron Bullis: <ul> <li><a href="https://lifeworksadvisors.com/" rel="nofollow" target="_blank">Lifeworks Advisors</a></li> <li><a href="https://thefutureofadvice.com/" rel="nofollow" target="_blank">The Future of Advice</a></li> <li><a href="https://www.linkedin.com/company/lifeworksadvisors/" rel="nofollow" target="_blank">Lifeworks Advisors on LinkedIn</a></li> <li><a href="https://www.instagram.com/lifeworksadvisors/" rel="nofollow" target="_blank">Lifeworks Advisors on Instagram</a></li> <li><a href="https://www.facebook.com/lifeworksadvisors" rel="nofollow" target="_blank">Lifeworks Advisors on Facebook</a></li> <li><a href="https://www.youtube.com/channel/UC-gngqcFyFLV9qlCqJNVSoA" rel="nofollow" target="_blank">Lifeworks Advisors on YouTube</a></li> <li><a href="https://www.linkedin.com/in/ronbullis/" rel="nofollow" target="_blank">Ron Bullis on LinkedIn</a></li> <li>Email: ron@lifeworksadvisors.com</li> </ul> About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the <a href="https://www.facebook.com/groups/modelfa/" rel="nofollow" target="_blank">Model FA Community on Facebook</a> to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

RIA Growth through Scalable Client Acquisition Models with Ron Bullis