Financial Advisors: Want a simpler way to attract and close more clients → without competing on price or luck?

Let’s face it.

Building a thriving advisory practice is tough.

Really tough.

Some days, you feel alone, stuck, maybe even ready to quit.

But here’s the truth: You don’t have to go it alone.

➡️ You’ll have direct access to Dave Zoller and Ron Bullis bi-monthly through video conference for the first year.

Ron and Dave aren’t just any mentors.

They’ve been in your shoes.

They’ve faced the same fears and challenges. And they’ve come out on top.

This isn’t just a chance to pick their brains.

It’s your lifeline when things get tough, your sounding board for new ideas, and your secret weapon for overcoming any obstacle.

You’ll have direct access to ask any question, get any answer.

Don’t let another sleepless night pass wondering if you’re on the right track.

Don’t face another challenge alone.

Tap into the wisdom of those who’ve been there, done that, and come out on top.

Building a CEO-style advisory practice isn’t just about knowledge—it’s about having the right tools, templates, and systems.

Most advisors spend years—and fortunes—developing these resources from scratch.

But when you join the Future of Advice Academy today, you’ll get instant access to our complete library of battle-tested resources.

This isn’t theory.

These are the exact tools, templates, and systems that have built multiple seven-figure practices.

Here’s just a glimpse of what’s waiting for you:

1. The client onboarding system that turns new relationships into raving fans (includes 27 proven templates and checklists).
    
2. A practice financial model that took 1,000+ hours to perfect (and continues to evolve).
    
3. The exact investment philosophy presentation that closes 80% of qualified prospects.
    
4. A complete “done-for-you” quarterly planning system that makes you indispensable to clients.
    
5. The prospect-to-client conversion framework that eliminated “think it overs” forever.
    
6. The precise email templates that keep your pipeline full (and your calendar booked).
    
7. A comprehensive estate planning system that positions you as the family’s trusted advisor.
    
8. The “quick win” assessment tool that hooks prospects in the first meeting.
    
9. The exact slide deck that’s gathered over $100M in AUM.
    
10. A complete social security analysis framework that showcases your expertise.
     
11. The client communication system that transforms satisfied clients into enthusiastic referrers.
     
12. A tax planning integration blueprint that multiplies your value proposition.
     
13. The investment process documentation that eliminates compliance headaches.
     
14. A complete practice management system that runs your firm like clockwork.
     
15. The client service calendar that ensures nothing falls through the cracks.

This isn’t just another resource library.

It’s the product of more than a decade of relentless refinement by Ron and his team.

They’ve invested thousands of hours—and millions of dollars—developing, testing, and perfecting these systems.

The practice financial model alone represents nearly 1,000 hours of development.

And now you can add any—or all—of these resources to your practice instantly.

Sign up for Future of Advice Academy today and get instant access to our game-changing Sales Playbook.

This isn’t just another collection of generic sales advice.

It’s a treasure trove of 37 battle-tested scripts that Ron and his team used to attract nearly $700 million in AUM for Lifeworks Advisors in seven years.

Imagine having a cheat sheet for every client interaction. That’s exactly what you’ll get with this playbook. Here’s a taste of what’s inside:

1. The exact 5-minute opener that sets the tone for a successful first meeting
    
2. A word-for-word script to overcome the “I already have an advisor” objection
    
3. The 3-question technique that makes prospects sell themselves on your services
    
4. A proven script for explaining your fee structure that turns price objections into value appreciation (without ever having to use the dreaded words, “Here’s how I get paid…”)
    
5. The precise language to use when asking for referrals (without feeling pushy)
    
6. A step-by-step guide for conducting a “Successful Client Interview” that uncovers hidden opportunities
    
7. The exact words to say when a client wants to pull out during a market downturn
    
8. A script for explaining complex financial concepts in simple, compelling terms
    
9. The “Logical Next Step” close that feels natural and leads to commitment
    

These aren’t theoretical concepts—they’re the exact words and phrases that have generated millions in real-world results.

Each script is annotated with insights on why it works and how to adapt it to your style.

Remember, this playbook isn’t available for purchase anywhere.

It’s a special bonus exclusively for Future of Advice Academy members who sign up today.

Don’t just hope your next client meeting goes well. Know it will.

This playbook alone could be worth hundreds of thousands of dollars to your practice in the next few years.

And today, it’s yours when you join Future of Advice Academy.

Don’t leave your success to chance. Sign up now and start closing bigger deals faster.

Imagine a place where the industry’s brightest minds gather.

Where game-changing ideas are born.

Where you’re not just keeping up with the future of wealth management—you’re shaping it.

Welcome to the Future of Advice Community.

This isn’t just another Facebook group. It’s your backstage pass to the inner workings of the industry’s most innovative minds. Here’s what awaits you:

1. Rub virtual shoulders with advisors who are redefining the game.
    
2. Finally, people who get it when you talk about your wins (and your fears).
    
3. Got a thorny client issue? Tap into centuries of combined experience.
    
4. Celebrate victories with peers who truly understand the climb.
    
5. Stuck on implementing a new strategy? Get unstuck in minutes, not months.
    
6. Pay it forward: Be the mentor you wish you’d had when starting out.
    
7. Forge connections that could lead to your next big opportunity.
    
8. Your safe space to vent, brainstorm, and dream big without judgment.

This is where advisors at the top of their game come to stay sharp.

Where those on the rise come to accelerate their journey.

Where you come to be part of something bigger than yourself.

Ron and Dave will be participating in the group, so you’ll be getting support in between our mentoring calls.

Don’t just witness the future of advice.

Shape it.

Your peers are waiting.

Your voice matters.

Join the conversation that’s defining our industry today.

Sign up for Future of Advice Academy today and gain unprecedented access to the minds of wealth management’s most successful leaders!

Imagine having the founders and CEOs of the industry’s top firms as your mentors.

That’s exactly what you’ll get with our exclusive “Billion Dollar Mentors” interview series—available only to Future of Advice Academy members who join today.

Ron Bullis of Lifeworks Advisors has done what no one else could: he’s secured in-depth, no-holds-barred interviews with the brightest stars in the RIA universe. These titans of wealth management reveal the secrets behind their meteoric success and share their most potent advice for the future.

Here’s just a glimpse of who you’ll learn from:

1. Marty Bicknell, Mariner Wealth: Learn how he built an $81.9 billion AUM empire with just 38 employees. Discover his strategies for explosive growth and efficient scaling.
    
2. Ric Edelman, founder Edelman Financial Engines: Uncover the tactics behind this staggering $281 billion AUM. Get insights on how they’ve dominated the market and continue to innovate.
    
3. Jason Wenk, Altruist: Find out how he rocketed Altruist to become the 3rd largest RIA custodian, achieving 300% year-over-year AUM growth in just seven years. Learn his secrets for disrupting established markets.
    
4. Steve Lockshin, Advice Period: Dive into the mindset that built a $5.1 billion AUM firm. Understand his unique approach to client service and practice management.
    
5. Anders Jones, Facet: Explore the strategies that led to the meteoric rise of this $3.2 billion AUM. See how they leveraged technology to enhance client experiences and firm growth.
    
6. And more…

Don’t just wonder how the best in the business did it.

Learn directly from them and apply their billion-dollar strategies to your business.

In the beginning of our partnership, there will be 2 required calls with a content strategist.

After that we will have enough information to write content for at least 2 months.

And from that point on our touches with your team will be down to reporting duties and the occasional scheduled meeting to get specific internal wisdom that is required for a content piece.

After that, your team will only have to post the content we write and nothing else.

 Yes, of course.

We will make sure that your content is optimized to capture traffic from search engines.

We use tools like Frase.io to make sure we are 100% compliant with the best SEO practices - plus your content will target keywords with high conversion intent.

Not all companies need content written regularly for them - not even most companies.

But let's do a check-up on yours - are these 3 points happening at your company today?

• More than 90% of your website visitors leave without signing up OR booking a call.
• Your product costs more than $200/mo OR $1000 lifetime.
• You don't have a B2B product/service that is considered an "impulse purchase".

If all 3 of these are true, then most likely your company is leaving some money on the table.

1️⃣ Because of wasting (too many) leads that are still on the fence - but that could be converted with just a little push.

2️⃣ Because your company also has big enough margins to still be worth it to chase after bounced leads.

So, if this makes sense to you and your company matches the above - AboveWord is a good fit.

Hi, I'm Louis 👋

Over the last 4 years, I've helped more than +30 companies unlock an extra $11M in profit through user acquisition.

Almost all of that profit happened because of content marketing (and running ads for that content) - so I've decided to start AboveWord.

Plus, you can also say 'Hi' to me on Linkedin ⬅️

Right now your company has leads that have spent more than 3 minutes on your website BUT left without signing up OR booking a call.

They're the hottest leads your company can get - but if they left without leaving any contact information, how will your company reach them again?

Well, thanks to ad retargeting - we can actually keep hitting those red-hot leads with ads and content until they convert.

That's why not running ads for your content in 2023 is out of the question for AboveWord - we've acquired and revived more than 12k paying customers with this advertising process.

➡️ (And also, because this is a common question, the costs of the ads and their management are already included in all plans)

It will take 4 weeks from signing a contract to having your first post ready.

In that period, our Content Strategist will meet up with your company and also get a content calendar ready and set.