Advisors
You can finally get the leads, the infrastructure, and the equity.
We deliver qualified prospects to your calendar every month, while you focus on clients, build your practice, and earn equity in a firm that’s actually growing.
Do any of these sound like you?
You’re building someone else’s wealth.
You’re producing and growing, but the wealth you’re creating isn’t yours. Partnership keeps moving out of reach while you carry the burden of marketing, compliance, and outdated systems designed to extract your talent and limit your upside.
You went independent and now you’re drowning.
You went independent for freedom, control, and better client service, but now you’re doing everything and going nowhere. Instead of freedom, you got stalled growth, wasted marketing spend, and a second full-time job.
You don’t feel prepared for the market shifting.
Your clients are aging, assets are shifting from accumulation to distribution, but most advisors are not ready for it. In order to thrive over the next decade you need these 3 things: predictable lead flow, scalable infrastructure, and real equity upside.
Lifeworks gives you the growth engine + partnership track you've been looking for.
We have more highly qualified leads than we have advisors. And we’re growing fast.
At Lifeworks, we’ve built what every advisor dreams of: a predictable pipeline of qualified prospects, world-class infrastructure, and a clear path to equity ownership.
No more guessing where your next client will come from. No more cobbling together technology. No more working on an island. No more watching other people get rich off the firm you’re building.
We’re a growth-focused partnership designed to help you build wealth—not just AUM.
Here's what you get as a Lifeworks advisor
We believe a truly effective financial plan goes far beyond just managing investments. Our comprehensive approach addresses all your financial opportunities and risks, from tax strategies to estate planning. And with our quarterly process, you will have confidence that your plan is always current—for whatever life throws your way.
A predictable pipeline of qualified prospects
We have more leads than we have advisors. That’s your opportunity. Forget feast or famine. We deliver 200-300 qualified leads to our advisors every month—and that number is growing.
• 22% close rate (2x industry average)
• $2.2M average new client assets
• We pay for the leads. You get the benefit.
• Proven sales process and playbook
You focus on discovery calls and closing. We handle everything else. This is how you build a $100M+ practice in 4 years instead of 10-15.
Industry-leading economics & clear path to partnership
Build your wealth, not just your AUM.
Most firms dangle partnership as a carrot they’ll never let you reach. We’ve created a transparent path to ownership that rewards growth.
• 40% payout on client revenue
• Path to Senior Advisor within 12 months based on performance
• Annual equity awards tied to new client revenue
• Grow a team around you as your practice scales
This isn’t a buyout at an inflated valuation. This is equity in a growing firm you’re helping build.
A planning-first culture that lets you serve clients right
Charge for planning. Not just AUM.
We don’t force you to shoehorn every client into an AUM model or push products to hit a quota. Our planning-first membership model gives you the freedom to serve clients the way they deserve.
• Charge directly for comprehensive planning (not AUM-dependent)
• Quarterly meeting cadence with every client
• Time to do deep, meaningful work (not just portfolio reviews)
• No product-pushing pressure
You became an advisor to change lives. We’ve built a model that lets you.
World-class infrastructure so you can focus on advising
High-tech + high-touch = the future of advice.
Stop wasting time on technology headaches, compliance questions, and operational fires. We give you the infrastructure of a billion-dollar firm so you can focus on clients.
• Modern tech platform: Mobile-first experience that makes you look like the future
• Integrated tax planning: Partnered with leading CPAs nationwide
• Estate planning: Free comprehensive plans for all clients and prospects
• Life-driven investment platform: Nobel Prize-winning research, personalized to each client
• Marketing, compliance, ops: We handle it so you don’t have to
All the benefits of a family office. None of the overhead.
You're not working on an island anymore
Build your practice with a team behind you.
At Lifeworks, you’re part of a collaborative environment where advisors support each other and share best practices. No internal competition for leads. No politics. Just a team that wants each other to win.
Three paths to partnership:
Associate Advisor: Learn the process, support senior advisors, and build your skills
Lead Advisor: Run your own relationships, build your book, 40% payout
Senior Advisor: Equity eligible within 12 months depending on performance
Advisors are already building wealth at Lifeworks.
Real advisors. Real results. Real equity.
“Being able to simply focus on being an advisor and now growing to a spot that I’m able to hire on team members to be able to continue that growth, it’s been really exciting.”
Grew his AUM by 80% this past year
Chris Bowman
“Lifeworks were doing the things that I wanted to do better, faster, more efficiently, and that’s really what drew me to them. Working with Lifeworks, my ability to serve clients has grown infinitely.”
Grew his AUM by 40% this past year
Chris Patterson
$900M+
in assets under management (AUM) and growing rapidly
40%+
Compound annual growth rate (CAGR) since inception
80%
of lead gen paused this fall because our advisors were booked & busy
Your path to partnership starts here.
Your dream life is waiting. At Lifeworks, we make it simple to begin your journey to financial freedom. Follow these three easy steps to get started.
Book your discovery call.
We’ll simply explore whether Lifeworks fits your goals, values, and vision. No pressure—just alignment.
Dive in deeper.
You’ll submit your P&L (confidential, NDA protected), and meet with our CRO to understand everything that Lifeworks can offer you.
Make the decision.
Meet with our CEO to finalize your offer. If it’s a mutual fit, we’ll get you onboarded and handling leads within 45 days.
Three Paths. One Destination: Ownership.
Associate Advisor
Learn the process. Support senior advisors. Salary & benefits with a clear path to Lead.
Best for: Newer advisors or wirehouse transitions
Lead Advisor
Run your own relationships. Access qualified leads. 40% payout on clients you close.
Best for: Experienced advisors who are ready to scale
Senior Advisor → Partner
Everything in Lead Advisor—plus equity awards for net new revenue and the opportunity to build your own team. Partnership eligible within 12 months.
Best for: Top producers who want ownership
Questions? We’ve got you covered.
If the leads are so good, why do you need more advisors?
Because we’re growing faster than our capacity. This fall, we reduced lead generation by 80% because our advisors were overwhelmed with onboarding new clients. We’re recruiting because we’re succeeding faster than we can serve.
What if I don't have a book of business?
Perfect. You’ll start as an Associate Advisor or Lead Advisor, and we’ll provide the qualified leads. Your job is to convert them into clients. With our 22% close rate and proven sales process, you can build a substantial practice faster than you can on your own.
Can I bring my existing book of business?
Yes. We offer flexible transition options tailored to your situation and goals. During your deep dive with our CRO, we’ll discuss the best structure for your existing clients and how to integrate them into the Lifeworks platform.
How is this different from an aggregator or roll-up?
Night and day. Aggregators are buying your book to extract value. We’re building a growth-focused partnership. You sell under the Lifeworks brand, you get access to our innovative membership model and industry-leading investment platform, and you benefit from consistent lead flow. We’re investing in your growth, not just acquiring your assets.
What about compliance and E&O insurance?
We handle it. You’re covered under our RIA, our compliance team manages the heavy lifting, and your E&O is included. You stay compliant without the headache.
Do I have to move to a specific location?
No. We’re building a distributed team of advisors. As long as you’re licensed in the states where we’re operating and can serve clients effectively (video calls, in-person when needed), you can work from anywhere.
What if I don't hit the partnership threshold?
You’ll still have excellent economics as a Lead Advisor (40% payout), consistent lead flow, and world-class support. Not everyone will become a partner, but everyone who performs well will build a great practice and earn well above industry averages.
How quickly can I start getting leads?
If we’re aligned and you’re ready to move, we can have you onboarded and receiving qualified leads within 30 days. Our digital marketing engine is running 24/7—we just need advisors to take the discovery calls.
What's the catch?
There isn’t one. We’re growing rapidly and need talented advisors to serve the demand we’re generating. If you can advise, build relationships, and close, we’ll give you everything else you need to succeed. The “catch” is that you have to actually perform—we’re investing in you, and we expect results.
Ready to build something that’s actually yours?
Book a confidential discovery call. No pressure. No obligation. If we’re aligned, we’ll move fast. If not, you’ll have a clearer picture of what you’re looking for.