Ron Bullis Email & Phone Number

After spending nearly a decade at a large insurance company, Ron Bullis broke away from his successful career and started Lifeworks Advisors in 2017 with 0 clients and $0 in revenue.Since then, Lifeworks has become one of the fastest-growing wealth management firms in the country, now managing $150 million of assets and overseeing hundreds of clients.In 2019, on top of serving clients, Ron directed Lifeworks to begin creating their own software that would vastly improve the advisor-client relationship.As a result, Lifeworks won the ScratchWorks FinTech competition in 2020 and was recognized as a startup to watch, securing funding from the CEO of the 3rd largest wealth management firm in the US (Marty Bicknell, Mariner Wealth Advisors)At the end of 2020, Ron launched a new podcast to teach advisors and firm leaders how to best serve clients. That podcast, called The Future of Advice™, was selected as a finalist for the largest awards show in the wealth management industry — WealthManagement.com’s Wealthies awards.Ron has grown from a traditional career as a financial advisor into an industry-leading CEO, making strategic hires to grow Lifeworks Advisors from a team of 2 to 30 — which now consists of financial advisors, software engineers, quantitative investment managers, designers, and digital marketers from a wide variety of backgrounds.Lifeworks now serves advisors and clients all over the United States, seeking to deliver The Future of Advice™

Listed skills include Strategic Planning, Public Speaking, Strategy, Small Business, and 25 others.