Tag Archives: MarkBruno


The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience

Over the next several years, the most successful firms in the wealth management industry will be those that have a clear vision for how human capital, technology and client service intersect to drive growth. 

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Martine Lellis, Chief Talent and Administrative Officer at Mercer Advisors, about creating a defined client experience, attracting and retaining NextGen talent – and how the role of financial advisor is evolving in line with client need. 

Mark and Martine discuss:

  • The key elements of a great client experience
  • How specialists can integrate within financial advisory firms
  • The role “curiosity” will play in driving growth
  • What advisors can learn from the medical profession about supporting clients 

Connect With Mark Bruno:

Connect With Martine Lellis:

About Our Guest:

Martine oversees Talent Management, HR, and Compliance at Mercer Advisors as well as leads cross-functional initiatives aimed at improving offerings for clients. Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney, an RIA in Mclean, VA.

Martine has a degree in Mathematics from Duke University and an MBA from Georgetown University. She’s a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. She consulted with Keir Educational Resources as a writer and instructor for CFP® exam review courses. In addition, Martine served as a member of the Schwab Advisor Services Technology, Operations & Service Advisory Board.


The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice

Artificial intelligence has become a mainstream tool everywhere, from Siri and Alexa to trend monitoring software for Netflix. How can financial advisors leverage this technology to grow their business?

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Andrew Altfest, President of Altfest and Founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients. 

Specifically, Mark and Andrew discuss:

  • How AI can be used to make complex estate planning and trust issues more efficient
  • Popular digital marketing strategies for prospecting to HNW and UHNW investors
  • How “mass personalization” will help advisors accelerate the growth of their businesses moving forward

Connect With Mark Bruno:

Connect With Andrew Altfest:

About Our Guest:

Andrew Altfest, CFP®, MBA is the founder and CEO of FP Alpha, the first AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines, and is complementary to their current retirement planning software, starting where it stops.



The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis

The most successful firms in the wealth management industry over the next five years will likely be those firms that have a true command on their technology, a defined and unique client experience — and ultimately can deliver hyper-targeted services to their core markets. 

Lifeworks — an up-and-coming RIA with a built-in technology team that is directly aligned with its advisors — is clearly charting a path as a firm to watch, now, and over the next several years. 

In this inaugural episode of the NEXT Podcast, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Ron Bullis, CEO of Lifeworks Advisors, on his firm’s strategy, business model and ability to build technology that is aligned with the largest  growth opportunities in wealth management. 

More specifically, Mark and Ron discuss:

  • The challenges of delivering “hyper personalized” portfolios while increasing the number of clients
  • The role of technology in creating seamless client experiences and digital marketing
  • How Lifeworks defines a positive client experience and evaluates client experiences
  • How Lifeworks is benchmarking and measuring its cutting edge client acquisition strategies
  • And more

Connect With Mark Bruno: 

Connect With Ron Bullis:

About Our Guest:

After spending nearly a decade at a large insurance company, Ron Bullis broke away from his successful career and started Lifeworks Advisors in 2017 with 0 clients and $0 in revenue.

Since then, Lifeworks has become one of the fastest-growing wealth management firms in the country, now managing $150 million of assets and overseeing hundreds of clients.

In 2019, on top of serving clients, Ron directed Lifeworks to begin creating their own software that would vastly improve the advisor-client relationship.