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

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.

Jay Coulter sat down with Parker Ence of Jump.AI to discuss how AI is creating better client outcomes, preparing firms for the great wealth transfer, and empowering advisors to build stronger, more efficient practices.

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.