The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis
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The most effective firms in the wealth management industry above the upcoming 5 yrs will very likely be those people that have a true command on their technologies, a outlined and exclusive customer experience—and eventually can produce hyper-targeted expert services to their core marketplaces.
Lifeworks—an up-and-coming RIA with a developed-in technologies staff that is specifically aligned with its advisors—is evidently charting a path as a business to watch, now, and around the next quite a few many years.
In this inaugural episode of the Next Podcast, Mark Bruno, handling director at Informa Wealth Administration, speaks with Ron Bullis, CEO of Lifeworks Advisors, on his firm’s system, enterprise product and potential to establish technologies that is aligned with the largest growth possibilities in wealth management.
Far more specially, Mark and Ron go over:
- The troubles of delivering “hyper personalized” portfolios when rising the number of purchasers
- The part of engineering in generating seamless client experiences and digital marketing
- How Lifeworks defines a beneficial customer experience and evaluates client activities
- How Lifeworks is benchmarking and measuring its chopping edge shopper acquisition methods
- And much more