Hellen Keller once said, “The only thing worse than being blind is having sight but no vision.” Our team helps you and your family develop a vision for how you want to live and a roadmap to get you there. Because when you do, life works. #WealthManagement #FinancialPlanning

For Bill Capuzzi, comparing custodians to gas stations is the wrong analogy. "You can't fake real-time." Bill, his team at @apexclearing, and the changes they're pushing for on The Future of Advice™👇

"The greatest indignity that one person can commit against another is to underestimate them." @MarkTibergien (Former CEO of BNY Pershing) on building diversity in wealth management. The latest from Mark and @megan_ficomm (CEO of FiComm) on The Future of Advice™ 👇

Facet Wealth CEO Anders Jones is seeking to change the ugliest parts of wealth management. A recent clip on the culture @FacetWealth and the impact they're seeing in people's lives 👇 (with Ron Bullis on The Future of Advice™ | Full episode coming next week)

Most crucial line in Powell's JH speech: "The timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff, for which we have articulated a different and substantially more stringent test."

Congrats to Steve Lockshin (Steve Lockshin) and Vanilla (Vanilla) on their recent $11.6m raise! They're changing the way estate planning is done today. Steve joined The Future of Advice™ to talk about his vision for modernizing wealth mgt (link in bio)

The Future of Advice™. Gavin Spitzner (Gavin Spitzner). Ron Bullis (Ron Bullis). Coming soon! #wealthmanagement #financialplanning #fintech

Facet Wealth (@FacetWealth) has made some headlines. Ron Bullis sat down with Anders Jones to talk about the changing needs of today's wealth management clients and how to break old models to deliver new value. See the full conversation here 👇 youtu.be/u61R2AWZE_Y

We're hiring!

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One of my favorite podcast's to date! Thank you Ron Bullis and Skyler Mills for the opportunity. Excited for this podcast to drop soon.

This was a fun one. If you don't know Gavin Spitzner (Gavin Spitzner), it's time. He's been a consultant to the biggest firms in wealth management. His advice for advisors, firm leaders, and evolving client needs on The Future of Advice™ 👇 youtu.be/tQQHdRG_akM

Big news 👇 Spotify has approved Lifeworks as part of a small group of creators across the country to be the first to use its video podcasting feature. Now, every The Future of Advice™ episode on Spotify will have both full video and audio 🔥

Doug Fritz (Doug Fritz) brings it.

OUT NOW: What do we do with crypto? For clients? For advisors? Ron Bullis (Ron Bullis) and Chris King (Chris King). The Future of Advice™ podcast. How advisors should think about crypto, where fintech is headed, and how to win the future 👇 youtube.com/watch?v=mvZBxA…

Is bitcoin used for illegal activity? Chris King (Chris King) lays out the truth on The Future of Advice® podcast with Ron Bullis (Ron Bullis) 👇 #wealthmanagement #bitcoin #crypto

OUT NOW: Ben Carlson (Ben Carlson). The Future of Advice® podcast. Ben and the team at Ritholtz Wealth have been revolutionary for firms who are thinking about creating their own content. Our conversation about how to drive value with content 👇 youtu.be/gIcxbkzehq0

"Whatever the firm, all roads lead back to a risk score and a model portfolio." Watch Lifeworks’ co-founder and CEO Ron Bullis share our vision as a panelist at the #WealthStack conference this week in Hollywood, FL.

Lifeworks’ co-founder and CEO Ron Bullis was a panelist at the 2022 Vision conference in Austin last week. Thank you Ric Edelman and congratulations on hosting the most popular blockchain conference in our industry.

linkedin.com/pulse/one-step… A good quick read on the state of the U.S. equity markets from our CIO Alex Mathé-Cathala