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A podcast series focused on the evolution of financial advice and the future of the wealth management business.
The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis
Next Podcast: The Wealth Management Firm of the Future
32 minutes 30 seconds
3 years ago
The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis
The most successful firms in the wealth management industry over the next five years will likely be those firms 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 … Continue reading The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis →
Next Podcast: The Wealth Management Firm of the Future
A podcast series focused on the evolution of financial advice and the future of the wealth management business.
