Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

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Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor

Lifeworks Advisors’ advisor solution consists of an, “all-in-one” technology system that includes CRM, financial planning, reporting, compliance and digital client engagement tools deeply integrated into custody, trading, and clearing to provide a truly differentiated advisor and client experience.

Lifeworks Advisors, a fast-growing independent RIA firm, announced today the launch of a complete and unified financial advisor technology platform intentionally designed from the ground up to provide all of the financial planning, onboarding and digital marketing components needed to build a sustainable and fast-growing, fee-based financial planning practice.

Lifeworks Advisors’ advisor solution consists of an, “all-in-one” technology system that includes contact and client management, financial planning, reporting, compliance and digital client engagement tools deeply integrated into custody, trading, and clearing to provide a truly differentiated advisor and client experience.

“As breakaway advisors ourselves, we needed to solve for all of the components needed to provide a winning client experience and found ourselves with a disparate array of dozens of unconnected software applications and were unable to deliver the type of personalized advice and planning clients want today.” said Ron Bullis, President and Founder of Lifeworks Advisors. “So, we decided to build it from the ground up, using a unified data model and cutting edge, Cloud Native technologies to create one environment for advisors to collaborate with their clients in a fee-based financial planning and wealth management relationship.”

Lifeworks Advisors financial advisor platform provides growth-minded advisors with proven systems, tools and templates to support a scalable, fee-based, subscription model for financial planning and wealth management, including automated digital onboarding, ACH and credit card processing, combined with a digital marketing solution to drive growth of ideal prospects, all delivered under one modern and unified advisor and client technology experience.

“Current research with clients shows that wealth management is broken. Clients are dissatisfied with the lack of transparency into how they are paying for their financial advisor and fundamentally don’t trust how financial and investment products are priced and delivered,” said Bullis. “Our vision and mission is to change that perception through our unified technology and fee-based financial planning model, so that advisors can gain powerful efficiencies and scale while delivering a transparent, personalized and winning client experience.”

Lifeworks Advisors’ proprietary Family Strategic Planning System® (FSPS) is a proven methodology, platform and approach for delivering fee-based financial planning advice, guidance and overall wealth management. FSPS provides all of the tools, templates, training and support advisors need to get up and running to provide fee-based financial planning that can scale through automation, client engagement and digital tools.

Additionally, Lifeworks Advisors platform includes powerful digital marketing solutions that can drive growth for advisors, particularly in these social-distancing times where traditional marketing methods such as prospecting seminars and networking at events are just not available channels for the foreseeable future.

“We know that Lifeworks Advisors works for clients and advisors, so much so that we have grown our own business past the $100 mm AUM mark in just three years,” said Bullis. “We are excited to be able to extend the platform to other growth-minded advisors who are frustrated with the limits put on them by the inefficiencies, lack of digital tools and inability to offer fee-based financial planning by their current platforms. We look forward to aggressively onboarding advisors and making a foundational difference in the industry for both advisors and their clients.”

To learn more about the Lifeworks Advisors platform and sign up for a live demo, head to http://www.thefutureofadvice.com

About Lifeworks Advisors

Founded by breakaway advisors frustrated with current technology platforms and the way financial advice traditionally has been priced and delivered, Lifeworks Advisors provides a complete, end-to-end, technology platform that seamlessly enables advisors to create their own scalable and winning client experience. Lifeworks Advisors is an innovation hub in the industry, where new ideas, new approaches and new models of doing business are being created by an experienced, inter-disciplinary team of financial advisors, technologists, marketers and business analysts. Growth-minded advisors who are looking for a change to realize their full potential and work with clients in an authentic and transparent way will be the future of Lifeworks Advisors. Join us at http://www.thefutureofadvice.com

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