This partnership will accelerate our growth and provide us with the key resources, insight and positioning to immediately place us as a prime choice for breakaway advisors looking for a modern and scalable platform that provides a superior client and advisor experience.
GRAND RAPIDS, Mich. (PRWEB) November 16, 2020
Lifeworks Advisors, a fast-growing independent RIA firm, announced today that the company has received a strategic investment by one of the wealth management industry’s most successful and well-known executives to help fuel the growth and expansion of Lifeworks advisor technology platform and digital marketing capabilities.
Through the innovative ScratchWorks fintech accelerator, Marty Bicknell will take a 12% stake in Lifeworks through a capital investment of $1.8 million, creating a $15 million valuation for a growing RIA firm and advisor technology platform that is just 2 years old, with $100mm in AUM. Bicknell and Kenny Pointer, SVP of Operations at Mariner Wealth Advisors, will join Lifeworks Advisors’ Board to provide key insight and advice on how to scale Lifeworks Advisors into the RIA industry.
“We are beyond thrilled to have Marty, Kenny and the entire team at Mariner Wealth Advisors as strategic partners as we look to grow Lifeworks Advisors’ advisor platform.” said Ron Bullis, President and Founder of Lifeworks Advisors. “This partnership will accelerate our growth and provide us with the key resources, insight and positioning to immediately place us as a prime choice for breakaway advisors looking for a modern and scalable platform that provides a superior client and advisor experience.”
Lifeworks Advisors financial advisor platform provides growth-minded advisors with proven systems, tools and templates to support and enable 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, comprehensive and unified advisor and client technology experience.
“We are constantly looking at new and innovative advisor solutions that will become the future of advice,” said Marty Bicknell, CEO, president and founder of Mariner Wealth Advisors. “We believe that Lifeworks Advisors, along with Ron as the leader and visionary, will be the next great advisor platform and client solution that will transform the wealth management space. I couldn’t be more excited to become an investor and partner in helping them reach their vision.”
Key to the success and early fast growth of Lifeworks Advisors is the proprietary Family Strategic Planning System® (FSPS) which 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, technology, 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.
To learn more about the Lifeworks Advisors platform and sign up for a live demo, head to http://www.thefutureofadvice.com.
To watch Ron and Marty’s conversation about the future of advice in wealth management, visit http://www.thefutureofadvice.com/Today
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