Sponsored By
NEXT Podcast
A podcast series that focuses on the evolution of financial advice and the future of the wealth management business.

The Wealth Management Firm of the Future: Lifeworks’ Ron BullisThe Wealth Management Firm of the Future: Lifeworks’ Ron Bullis

The CEO of Lifeworks Advisors details his firm's strategy, business model and ability to build technology that is aligned with the largest growth opportunities in wealth management.

Mark Bruno, Managing Director, Wealth Management

July 7, 2022

 

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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

Listen to the NEXT Podcast

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.