Looking forward to speaking at the WealthStack conference next week. informaconnect.com/wealthstack/sp…

"When we look at a traditional risk score or investor classification, it's really one-dimensional and static," said Lifeworks Advisors CEO Ron Bullis at the WealthStack conference this week in Hollywood, Florida. #WMEDGE wealthmanagement.com/wealthstack/we…

This just made my day. I had to do a compliance review (denied) for one of our advisors who was sold a digital marketing campaign where the marketers used the "secrets of the wealthy" in their copy. The entire campaign was bull sh$t.

I respect the Second Amendment. I am not going to take people's guns away. #Kennedy24

The opinion of the Colorado Supreme Court is shameful and runs completely counter to our constitutional system. Donald Trump was not removed from office by Congress for engaging in insurrection. Donald Trump has not been criminally convicted in a court of law of engaging in

The National Toxicology Program (NTP) has declared, “… the data support a consistent inverse association between fluoride exposure and children’s IQ.” In the meta-analysis by NTP, 52 of 55 studies revealed a decrease in children’s IQ with an increase in fluoride. Internal

Let us not seek the Republican answer or the Democratic answer, but the right answer. Let us not seek to fix the blame for the past. Let us accept our own responsibility for the future. - John F. Kennedy

Ep. 73 The Vladimir Putin Interview

This is the old way of selling financial services: 1. Identify prospect 2. Pitch them relentlessly 3. Persuade the prospect they need you 4. Push for the close The new way of selling in 2024 and beyond: 1. Seek to understand the prospect’s needs 2. Establish common ground 3.

I’ve talked with hundreds of advisors and industry leaders. These are the 3 biggest challenges facing advisors today: 1/ Delivering a seamless client experience 90% of advisors still use manual processes and legacy technology. The result is a completely fragmented client

If I had to start my RIA all over tomorrow, with zero clients, zero AUM, and zero marketing budget...I would use the sales playbook we built with Wealth.com to rapidly scale my firm. I can't wait to share this with other growth-focused advisors. Join me on May 14 for

Get married, have kids, and stop partying into oblivion. Leave a legacy, be courageous. Happy Sunday God Bless all the parents out there 🙏

Praying for the Kirk family.