The Future of Advice™

Lifeworks Advisors
  • 5.0 (5)
  • Investing

A conversation with leaders in wealth management and technology around the future of financial advice, the biggest challenges facing advisors today, and how to build a business to win the future.

  1. 12/17/2021

    Ben Carlson | Video Podcast

    Ben Carlson serves as the Director of Institutional Asset Management at Ritholtz Wealth Management. His writing can be seen in almost every top financial publication and in 2017 he was named to the InvestmentNews 40 under 40 list.  He is the author of four books about the investing and is known as one of the most commonly read financial bloggers across the wealth management industry. His work, along with the team at Ritholtz Wealth Management has been revolutionary for advisors who are thinking about creating their own content. Lifeworks is a registered investment advisor.

    1h 7m

  2. 11/15/2021

    Chris King | Video Podcast

    Chris King is the Founder and CEO of Eaglebrook Advisors, a tech-driven investment manager that provides independent financial advisors with streamlined, secure, and compliant access to bitcoin and digital assets.  The firm has created the first bitcoin and crypto separately managed accounts (SMAs), which are designed to seamlessly integrate with an advisor’s current portfolio management systems and workflows. The company is backed by leading wealth management executives and financial institutions. Lifeworks is a registered investment advisor.

    1h 8m

  3. Season 1 Trailer

    Introducing The Future of Advice™

    A conversation with leaders in wealth management and technology around the future of financial advice, the biggest challenges facing advisors today, and how to build a business to win the future.

    28 sec

  4. 11/10/2021

    Gavin Spitzner | Video Podcast

    Gavin Spitzner is founder and president of Wealth Consulting Partners. He has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing strategic consulting, business development, product development, digital strategy, marketing, professional development and practice management. Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and Fintech/WealthTech firms to develop and implement innovative advisor and client experience solutions leveraging modern technology and processes to improve top and bottomline business performance.  Lifeworks is a registered investment advisor.

    1h 33m

  5. 11/10/2021

    Anders Jones | Video Podcast

    Anders Jones, CEO of Facet Wealth, is an entrepreneur and early stage tech investor. Prior to Facet, Anders was a founding partner of Argyle Ventures. Argyle invests in emerging startup markets, with a focus on advertising, technology, financial technology, and healthcare IT. Prior to Argyle, Anders was on the early team at LiveRamp (acquired by Acxiom for $310 million), and has been involved as an investor or advisor in many other startups in Silicon Valley.    Lifeworks is a registered investment advisor.

    1h 14m

  6. 11/10/2021

    Ray Sclafani | Video Podcast

    Ray Sclafani is someone who I have been following and learning from for the last 6 years.  He is one of the most effective coaches and developers of advisors in the wealth management industry. His advice and teaching has been instrumental in helping thousands of advisors across the world.   He is the CEO and Founder of ClientWise, the premier business, executive coaching, and consulting firm working exclusively with financial professionals.   He is a highly respected and experienced leader with an extensive resume and history of high impact in our industry. More importantly, he is passionately and tirelessly focused on leading the professionalization of the wealth management and financial advising industry and the transformation of advisors from lone rangers to leaders of interdependent teams.    Lifeworks is a registered investment advisor.

    1h 29m

  7. 11/10/2021

    Rachel Carpenter | Video Podcast

    Rachel Carpenter is an entrepreneur who is leading an effort to reinvent the financial data supply chain.   She is the co-founder and CEO of Intrinio, a modern platform where you can access fast, accurate, and affordable financial data through a powerful, easy to use API and marketplace. Software developers, financial innovators, analysts, educators, institutions, and startups are building tomorrow's innovations with their data.   She has a unique vision for the future of FinTech and an incredible story.    Lifeworks is registered investment advisor.

    1h 10m

  8. 11/10/2021

    Megan Carpenter and Mark Tibergien | Video Podcast

    Megan Carpenter is the CEO and founder of FiComm Partners.   She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences.    Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.   Mark’s professional background spans Executive Leadership, Consulting, Training, Writing, and Speaking. He has led organizations from start-up to exit, from dynamic growth to turn-around.   Together, they discuss where the industry is headed and what advisors and firms can do to set themselves apart.   Lifeworks is a registered investment advisor.

    1h 2m
See All (32)

Trailer

Ratings & Reviews

5
out of 5
5 Ratings

About

A conversation with leaders in wealth management and technology around the future of financial advice, the biggest challenges facing advisors today, and how to build a business to win the future.

Information

  • Creator
    Lifeworks Advisors
  • Years Active
    2020 - 2021
  • Episodes
    32
  • Rating
    Clean
  • Copyright
    © Lifeworks Advisors