Summary

01:16 - 05:26
Brett & Justin Joffe discuss the $2T+ opportunity in supporting the emerging affluent and how Flux helps advisers build scalable relationships with the next generation. 

05:27 - 09:27
Clayton Daniel explains how Ensombl uses community‑generated insight and AI to create a feedback loop that shapes better products and outcomes for advisers. 

09:28 - 13:17
Andrew Inwood shares findings on financial wellbeing, the behavioural impact of advice, and the scale of the $4.9B+ intergenerational wealth transfer underway. 

13:18 - 16:30
Dan Solin outlines why AI and avatars will transform adviser scale, customisation and lead generation  -  including 24/7 intelligent avatars.

16:31 - 21:23
Michael Heine reflects on recognising when older business models need reinvention and why strategic pivots are essential for long‑term success.

21:50 - 24:14
Kon Costas shares lessons in leadership, transparency and trust when guiding teams through change and periods of hyper‑growth.

24:15 - 26:59
Danni Le Grande cautions against hype‑driven AI adoption and highlights where technology is genuinely adding value - with file‑noting as the standout use case.

27:00 - 29:59
Michael Goodman explains how building a positive, empowering culture became one of the biggest levers in growing a multibillion‑dollar advice firm.

30:00 - 35:11
Alex Zaccaria outlines why businesses must rewire for AI - not just add tools - to increase time on craft and scale with confidence.

35:12 - 39:13
Eliza De Pardo highlights strategic clarity, modern marketing and AI adoption as the defining differentiators for next‑generation advisory firm growth