Next up, the Miami Beach stage: our home for the conversations every firm is having behind closed doors, brought out into the open. From client listening and operational drag to 2026 tax planning, succession, ownership and the mindset shift from adviser to firm owner, here is what is on.
Breakout sessions on the stage
Planners TED Talks: three perspectives changing the shape of advice 10:35 to 11:15am
Three experienced practitioners share real-world insight on what drives better advice businesses. Across three focused ten-minute talks, you will explore the human, operational and leadership shifts that separate firms that feel constrained from those that grow with clarity, confidence and control.
The lost art of listening to clients
Dennis Hall, Yellowtail Financial Planning
Why listening, empathy, and presence are being quietly lost from advice, and how AI can help advisers rediscover what made advice valuable in the first place.
You are not short on capacity, you are choked by constraints
Chris Hindle, Frazer James
How a single operational choke point, not headcount, usually limits growth, and how removing it unlocks capacity without burning out your team.
From adviser to firm owner, the mindset shift that changes everything
Lisa Johnstone, VWM Wealth
The identity, leadership and decision-making shift required to move from being a great adviser to building a great firm.
From friction to flow, the tech decisions that drive adviser scale 11:45am to 12:30pm
Nick Eatock, intelliflo, Tom Dunbar, Transact, hosted by Nicky Sevel, Woven
As advice firms grow, it is rarely the advice that breaks first, it is the plumbing. In this unscripted panel, Nick Eatock and Tom Dunbar discuss where complexity emerges, why disconnected systems erode margins and morale, and how better integration between planning software and platforms can improve the adviser’s day to day experience.
2026 tax efficient wealth planning essentials. 2:10 to 2:55pm
Tony Wickenden, Technical Connection
Recent Budgets have reshaped most aspects of a financial plan, including investment, business, employment and property income, as well as capital gains, pensions, inheritance and UK tax residency. As choices become more complex and the consequences of errors increase, accumulation, decumulation, and intergenerational planning require review. Tony Wickenden outlines the changes most relevant for 2026 and the practical considerations advisers should be aware of.
Financing MBO at the coal face, from people who have done it. 4:05 to 4:50pm
Kevin McCarthy, Eldon, Ashton Critchlow, IFAMax, Louise Jeffries, Gunner and Co
Ownership, succession and financing are increasingly central issues in financial planning. In this discussion, practitioners with direct experience outline the considerations behind management buyouts and employee ownership trusts, including funding structures, suitability for different firms and the trade offs that influence outcomes.
Want to know more? Find out about Adviser 3.0 on our website or view the full agenda here.