Ep 106: The insights powering advice in the year ahead – The 2025 roundup

To kick off the new year, this special roundup episode reflects on themes shaping the advice profession as we enter 2026. Drawing on key conversations from 2025, it revisits ideas that resonated most, including AI, client engagement, firm culture, simplicity, growth and more. It offers a concise year-in-review and a forward-looking view on what advice firms should consider in the year ahead; also…