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Ron Bullis

CEO & Founder at Lifeworks Advisors, LLC

Ron Bullis is the Co-Founder and CEO of Lifeworks Advisors, a modern Registered Investment Advisor (RIA) and technology firm.1 He has been in the wealth management industry for over two decades, managing hundreds of millions in assets.2

Bullis started his career as a Wealth Management Advisor at Northwestern Mutual in February 2008, where he worked for nearly nine years before co-founding Lifeworks Advisors in November 2016.14 At Lifeworks, he aims to push the boundaries of wealth management by disrupting outdated business models and delivering personalized solutions to clients and advisors through their modern software platform.1

Under Bullis's leadership, Lifeworks Advisors has experienced significant growth, expanding from $0 to $600M of Assets Under Management (AUM) since 2017, utilizing unique Facebook and Instagram ads for client acquisition.3 The company has developed innovative approaches to financial planning, including:

  1. A subscription-based financial planning platform
  2. The first liability-driven wealth management system
  3. A digital marketing platform to help advisors grow their businesses3

In addition to his work at Lifeworks, Bullis is also the President and Founder of The Ella Bullis Foundation, an organization dedicated to supporting families impacted by premature birth and infant loss.14

Bullis is known for his insights on industry trends and has shared his views on the future of wealth management, including the importance of digital marketing, transparent fee structures, and personalized client experiences.23

Highlights

Sep 29 · youtube.com
The Future of Advice with Ron Bullis - S6 Ep.3 - YouTube
The Future of Advice with Ron Bullis - S6 Ep.3 - YouTube
May 4 · PR Web
Lifeworks Advisors Acquires Aimvest Technologies - Innovative Risk ... - PR Web
Apr 20 · RIABiz
Fresh off buying Totum and selling 55ip, TIFIN loads up on capital ... - RIABiz
Fresh off buying Totum and selling 55ip, TIFIN loads up on capital ... - RIABiz

Related Questions

What inspired Ron Bullis to co-found Lifeworks Advisors?
How does Lifeworks Advisors' modern software platform differ from traditional wealth management tools?
What are some key principles Ron Bullis follows for building a successful team?
How does Ron Bullis' background in wealth management at Northwestern Mutual influence his current approach at Lifeworks Advisors?
What is the mission of The Ella Bullis Foundation, and how does it relate to Ron Bullis' professional goals?
Ron Bullis
Ron Bullis, photo 1
Ron Bullis, photo 2
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Location

Grand Rapids, Michigan, United States