Moving firms is one of the biggest decisions an advisor can make. It’s not just “where” you work, it’s who you partner with to protect clients, preserve revenue, and build long-term equity. Rich Landi’s message on The Resilient Advisor Podcas is simple and actionable: do the work, ask the right questions, and focus on three things — feel, fit, and financials.

Learn how culture, leadership, TAM360, operational excellence, and advisor independence help firms hire and develop young planners—insights from Texas A&M’s program.

Finny CEO Eden Ovadia joins Jay Coulter to share how AI and marketing focus are transforming organic growth and firm value for RIAs.

Discover how Jason Wenk says advisors can build billion-dollar RIAs using AI, automation, and focus—without losing independence.

Imagine scaling your advisory practice, reducing your workload, and deepening client relationships—all without hiring another team member. It’s not a fantasy; it’s what today’s top advisors are achieving by leveraging Artificial Intelligence.

The Future Proof Conference has quickly become one of the most important events in the wealth management calendar. This year, my partner J.B. O'Banion and I walked away more convinced than ever that we are standing at the crossroads of one of the biggest shifts our industry has ever seen.