The conversations that matter: How FutureProof Festival 2025 confirmed what we already knew

The Industry's defining moment

FutureProof Festival 2025 transformed Huntington Beach Boardwalk into wealth management's most important conversation. September 7-10 saw 80% C-level executives gathering not for theory, but for action. The message was clear: AI has moved from PowerPoint promises to production reality, with firms already saving 11-19 hours per advisor weekly.

But here's what really mattered - while speakers debated the future of AI, advisors at our booth were asking about implementation today. The disconnect between stage presentations and boardwalk conversations revealed the truth: the industry is ready to move faster than even the thought leaders realize.

The productivity paradox and its solution

Michael Kitces dropped the conference's most discussed insight: "Tech gives you 3%, teams give you 300%." His research showed solo advisors max out at one-third the revenue of advisors with teams.

This sparked a heated debate, but missed the real point. It's not tech versus teams - it's about using tech to multiply team capacity. That's exactly what Mili delivers.

Mili’s Meeting Agent doesn't just save the 10+ hours advisors waste weekly on notes and follow-ups. It transforms that time into revenue-generating activities. Multi-billion dollar RIAs using Mili report their advisors now handle 40+ additional client touchpoints monthly - not because they work harder, but because AI handles the grunt work.

Think about it: every advisor at FutureProof complained about the same things. Hours reconstructing meeting notes. Days waiting for data updates across systems. Weeks of onboarding new clients. These aren't technology problems - they're workflow problems. And workflow problems need agent solutions.

The compliance framework that actually works

The conference's compliance sessions revealed a critical tension: firms know they need AI, but they're terrified of regulatory risk. Tom Fields from Fynancial warned against banning AI outright: "Your business gets left behind when the RIA down the street implements safe AI and grows quicker."

This fear-based paralysis is exactly why we built Mili with compliance at its core. Every interaction is archived. Every output is traceable. Our agents work within your existing compliance framework, not around it.

While conference speakers discussed theoretical frameworks, our clients are already running compliant AI workflows. Our Data Management Agent updates information across CRMs, Financial Planning tools & Custodians simultaneously - with full audit trails. No manual entry. No compliance gaps. Just clean, documented processes.

The firms winning today aren't waiting for perfect compliance guidelines. They're using solutions built with compliance in mind from day one.

The consolidation reality and how to survive it

Peter Mallouk's prediction sent shockwaves through the conference: "When markets normalize, there will be a mass slaughter." He sees 4-12 mega-firms dominating, with everyone else fighting for scraps.

But he revealed the escape route in the same breath - operational efficiency. The firms that survive won't be the biggest. They'll be the most efficient. That's where Mili changes the game.

Our Onboarding Agent compresses weeks into days. Instead of 17 different forms and manual data entry across five systems, everything flows automatically. Our clients onboard new accounts 80% faster than their competitors. In Mallouk's consolidation scenario, that's the difference between growth and extinction.

Our Scheduling Agent eliminates the 5-7 hours advisors waste weekly on calendar Tetris. Our Prospect Research Agent delivers comprehensive background automatically - no more scrambling on LinkedIn minutes before meetings. These aren't nice-to-haves. They're now survival & growth tools.

Why traditional tech stacks are already obsolete

The most revealing moment came during a panel on technology integration. An advisor stood up and said, "I have 15 different tools that don't talk to each other. Adding AI on top of this mess won't help."

He's right. That's why Mili takes a fundamentally different approach. We don't add another layer to your tech stack. We create an agent mesh that connects everything you already have.

Our agents work across your entire ecosystem:

• Meeting Agent captures conversations and updates your CRM instantly
• Data Management Agent syncs changes across all platforms simultaneously
• Prospect Research Agent pulls from multiple sources to build complete profiles
• Ask Anything Agent pulls any information on demand from your tech stack
• Onboarding Agent fills forms and opens accounts from raw conversations

While others at FutureProof discussed "future interoperability," our clients already have it. One Mili implementation replaces dozens of point solutions. More importantly, it makes your existing tools actually work together.

The real transformation happening now

Walking the boardwalk, the same pain points emerged in every conversation. But what struck us was the gap between problems and solutions. Advisors described workflows that take hours. We've already automated them down to minutes.

Take meeting workflows. The traditional approach: take notes, type them up, update CRM, draft follow-ups, create tasks, schedule next steps. That's 2-3 hours per meeting. Our Meeting Agent handles everything in real time. No post-meeting work. No missed details. Just complete, actionable intelligence delivered automatically.

Or consider client onboarding. Conference speakers celebrated reducing account opening from 45 to 17 minutes. Our Onboarding Agent does it in under 5. The difference? We don't just digitize forms. We eliminate them. Data flows from prospect to client without manual intervention.

This isn't an incremental improvement. It's operational transformation. And it's available today.

The agent revolution is already here

The conference kept talking about 2026 as the "year of AI agents." But for Mili clients, 2026 arrived months ago. Our specialized agents don't just assist - they execute:

• Meeting Agent: Captures everything, identifies opportunities, updates systems, creates follow-ups
• Scheduling Agent: Handles all coordination, eliminates back-and-forth, protects advisor time
• Data Management Agent: Syncs across platforms, maintains a single source of truth, and ensures accuracy
• Onboarding Agent: Automates account opening, document collection, and form filling
• Prospect Research Agent: Delivers comprehensive backgrounds, identifies connections, and prepares talking points

Each agent handles specific workflows completely. Together, they transform operations entirely. This is the "agent mesh" architecture that conference speakers described as the future. For our clients, it's the present.

The competitive reality no one wants to discuss

Here's what FutureProof speakers wouldn't say directly: the advisors adopting AI agents today will dominate tomorrow. The efficiency gap is too large to overcome through traditional means.

Consider two RIAs, identical in every way except that one uses Mili. The Mili firm handles twice the meeting volume with better preparation. Onboards clients 80% faster. Never loses track of tasks or follow-ups. Spends zero time on data entry.

Over a year, that efficiency compounds. More clients served. Higher satisfaction. Better margins. Faster growth. The non-Mili firm can't compete on service, speed, or scale.

This isn't speculation. We see it happening with our clients daily. Multi-billion-dollar RIAs and solo practitioners alike are pulling away from their competition. Not through harder work, but smarter workflows.

Your choice: Transform now or play catch-up forever

FutureProof 2025 made one thing crystal clear: the transformation isn't coming - it's here. The advisors filling those boardwalk sessions weren't there to debate. They were there to decide.

The decision is simple. Stick with current workflows and watch competitors pull away. Or deploy AI agents and reclaim your time, scale your practice, and deliver the experience clients expect.

At our booth, advisors kept saying the same thing: "I've been waiting for this my entire career." They're done waiting. They're ready to transform. The question is: are you?

The wealth management industry is splitting into two groups - those using AI agents and those losing to them. Every day you wait, the gap widens. Every manual workflow you maintain is time your competitors are spending with clients.

Ready to join the advisors who've already transformed their practices? See how Mili's AI agents are delivering tomorrow's efficiency today. Book your demo today!

‍