Core Insights - The Osaic conference highlighted the growing interest among financial advisors in succession planning, AI integration, and transitioning to fee-based models as the industry evolves [1][2][4][6]. Group 1: AI Integration - Financial advisors expressed significant interest in AI tools for notetaking and compliance, with Osaic providing access to platforms like Jump and Zocks [4]. - Advisors noted that AI can enhance client interactions by summarizing meetings and preparing for future discussions, indicating a shift towards leveraging technology for efficiency [5]. Group 2: Fee-Based Models - There is a notable trend towards adopting fee-only or fee-based models among advisors, as they seek to emphasize the human aspect of financial planning amidst increasing AI capabilities [2][3][4]. - The conference facilitated discussions on how to implement these models effectively, with advisors eager to learn more about the transition [3]. Group 3: Networking and Community Building - The conference served as a platform for advisors to connect across various niches, including institutional and wealth management sectors, fostering a sense of community within Osaic's large network of over 11,000 advisors [9][10][8]. - Advisors highlighted the importance of networking opportunities to share experiences and best practices, particularly in navigating the complexities of the financial advisory landscape [10][12]. Group 4: Business Growth and Financing - Advisors discussed strategies for acquiring other practices, with many seeking financing options to support growth initiatives [12]. - The conference emphasized the availability of resources and consulting services to help advisors manage their businesses more effectively, including technology evaluations and client experience enhancements [11][13].