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The Model FA

Sep 21, 2021

Will Bressman is the CEO of RIA in a Box, a leading provider of compliance and operations solutions for RIAs and investment advisors. RIA in a Box products are built by RIA advisors and developers and backed by a team of regulatory experts. Will graduated with a degree in History from Harvard University and completed...


Sep 14, 2021

Kevin Lozer is the co-founder of Holistiplan, a tax planning software solution that helps financial advisors provide robust tax planning services to their clients. Kevin co-founded Holistiplan to help financial planners serve more clients that need comprehensive financial planning at all stages of life. In addition to...


Sep 7, 2021

Ron Bullis is the Co-Founder and CEO of Lifeworks Advisors, a modern Registered Investment Advisor (RIA) and technology firm striving to push the boundaries of wealth management. Lifeworks Advisors disrupts outdated business models and delivers personalized solutions to clients and advisors through their modern software...


Aug 31, 2021

Jordan Montgomery is a performance coach, speaker, and the Founder and CEO of Montgomery Companies, a coaching and consulting organization. Jordan serves a diverse range of clients, including business executives from Fortune 500 companies, professional athletes, salespeople, and entrepreneurs. Jordan, a...


Aug 24, 2021

Richard Chen is the Founder and Managing Partner of Richard L. Chen PLLC. Through his law firm, Richard provides practical legal advice to financial advisors, investment managers, and other financial institutions, helping them focus on serving their clients better. Richard completed his undergraduate degree in...