May 12-15, 2025 | THE BROADMOOR | COLORADO SPRINGS

Join the
Leading Meetings Program in
Wealth Management

Participate in this groundbreaking program that will facilitate more than 5,000 pre-scheduled, 1-to-1, 15-minute meetings. Breakthru Meetings are the best way to meet everyone you want to meet at the Future Proof Retreat!

Vadim Avdeychik

Future Proof exceeding the bar on how to run a conference!!

Dr. Daniel Crosby

I’ve never been a part of a conference where I felt a greater sense of community.

Joining the Breakthru Meetings Program

Every Future Proof Retreat attendee participates in the Breakthru Hosted Meetings Program to connect with decision-makers and maximize ROI. You can attend up to 10 Breakthru Meetings, limited only by availability and mutual interest.

All meetings are double opt-in (both people agree to meet each other) and held at tables in a dedicated meeting space inside the legendary Broadmoor resort.

Breakthru Hosted Meetings

Pre-Event Process:

Complete Your Profile

Tuesday, February 20

Complete your profile, letting participants know about you, your organization, & your goals.

Request Meetings & Opt in

Monday, March 4

Review profiles & request meetings with everyone you want to meet. Afterwards, we’ll share all meeting requests, & you can opt-in to the meeting requests you receive.

Accept Meetings & calendar Invites

Monday, March 18

Review and accept your meetings, we’ll automatically schedule them and send you calendar invites. Remember, all meetings are double opt-in, so you'll only meet people with mutual interest.

ATTEND ONSITE MEETINGS

March 25-26

Attend the Hosted Meetings at the Futre Proof Retreat.

How It Works

The entire process of scheduling Breakthru Meetings is automated using our technology platform. You complete a short profile, mark your availability, request meetings, and opt in to meeting requests. Our algorithm schedules high-quality, double opt-in meetings based on your interest level and availability.

Simply accept your scheduled meetings and attend them at the Future Proof Retreat. It's that easy!

WHAT ARE YOU WAITING FOR?

Join 500+ Wealth Management Execs Building the Future of Wealth

FREQUENTLY ASKED QUESTIONS

Breakthru Meetings at Future Proof Retreat are pre-scheduled one-on-one, 15-minute introductory meetings that connect Financial Advisors, Wealth Management Execs, & Limited Partners with Asset Managers, Fintechs, and Financial Services Providers. These meetings are double opt-in, ensuring mutual interest and maximizing the value of each interaction.

All Future Proof Retreat attendees, who complete the pre-event process, can participate in the Breakthru Hosted Meetings Program.

All Breakthru Meetings are pre-scheduled. During the pre-event process, you can view the list of other participating attendees. From there, you can send meeting requests and then opt in to meeting requests that are sent directly to you. Our meeting algorithm will schedule your double opt-in meetings based on your interest level and availability. 

Expect a focused, 15-minute conversation where both parties have expressed a mutual interest in each other’s services or products. It’s a quick but effective way to assess potential business collaborations, making every minute count.

We cannot change any meeting times (fun fact: we’re enabling 5,000+ Meetings!) and cannot reschedule meetings once they’ve been confirmed and accepted by both individuals. If you have accepted a meeting and are no longer available, please notify us. 

People do have emergencies, so this can happen occasionally.

You can be scheduled for up to 16 Breakthru Meetings across Monday, March 25 and Tuesday, March 26.

What is Breakthru?

Breakthru is Future Proof’s groundbreaking new one-to-one meetings program that will facilitate more than 10,000 pre-scheduled onsite 15-minute introductory meetings, making Breakthru the largest ever meetings program in the wealth management industry. Breakthru is the best way to meet everyone you want to meet at Future Proof! There’s no additional cost to participate, but you must get your ticket by August 15 and complete the meetings program pre-event process. No agenda sessions will be scheduled during the hours dedicated to Breakthru Meetings.

All Future Proof attendees can participate in Breakthru to make meaningful connections with decision makers and allocators, forge valuable partnerships, maximize ROI and meet their business objective. Register by August 15 to join up to 24 Breakthru meetings, limited only by availability and mutual interest. 

Is the Hosted Financial Advisory Firms & Limited Partners Program right for me?

Our Hosted Program provides complimentary tickets and a travel/hotel reimbursement of $750 to Financial Advisors, Limited Partners, and Wealth Management Execs (non-advisor decision-makers) who are interested in buying or allocating to (a) investment products and funds, or (b) technology and solutions for their companies, and (2) attend up to eight (8) 15-minute double opt-in hosted meetings with participating investment managers, fintech companies, and other solution providers. You must get your ticket by August 15.

Hosted meetings will be held as part of our broader Breakthru meetings program and will help you quickly and easily find solutions that are right for you, and create incredible opportunities and meaningful connections that result in positive outcomes for you and your clients. You can also join additional, non-hosted meetings (total of up to 24 hosted and non-hosted meetings) as part of Breakthru.

Apply for the Hosted Program and get a free Future Proof ticket and up to $750 in hotel/travel reimbursement. Space is limited and approvals are made on a rolling basis.

Pre-Event Process: Hosted and Non-Hosted 

To make the most of your Breakthru experience, it’s crucial to understand the pre-event process. Let’s walk through the three essential steps:

Step 1: Profile Completion (opens August 2)

Completing your profile is the first step to success. Maximize the chances of making meaningful connections by providing comprehensive information about yourself, your organization, and your goals. Take the time to showcase your expertise and aspirations, allowing other participants to understand how they can collaborate with you.

Step 2: Meeting Selection & Opt-In (August 2-August 15)

Next, look through a vast array of profiles and select the individuals or organizations you want to meet. With strategic filters, finding the right matches is easy. Thousands of other attendees will also browse profiles and select their preferred connections. Check back regularly throughout this time period as you can continue to select more people to meet with and will receive more meeting requests. Opt-in to the ones that align with your objectives, ensuring mutual interest and a productive conversation. 

Step 3: Meeting Acceptance & Scheduling (August 16-September 9)

After reviewing and accepting your selected meetings, the Breakthru platform will schedule a tentative hold on your calendar, based on the availability of both parties. Once both parties confirm, your calendar will be automatically populated with the meeting time and place. When you arrive at Future Proof, you can focus on engaging in beneficial conversations with like-minded professionals, knowing that every meeting is double opt-in. This guarantees that you’ll only connect with individuals who share a mutual desire to meet and collaborate.

Join us September 10-13 at Future Proof and experience the power of modern, innovative networking!

About Future Proof

Future Proof is the world’s largest wealth festival. Each year, the groundbreaking event brings together the world’s most prominent figures and emerging minds to explore the intersection of money, technology, culture, and impact. The event brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, financial creators, activists, artists, musicians, and other key stakeholders around an unprecedented experience and agenda. Future Proof provides an unmatched opportunity for conversation and collaboration that serves as a catalyst in developing the future of wealth management.

The four-day citywide event will be held September 10-13, 2023, in Huntington Beach, California. More than 3,000 attendees are expected, including 2,000+ financial advisors, institutional investors, and over 150 sponsor companies. Follow Future Proof on Twitter, Instagram, and LinkedIn.

About Advisor Circle

Advisor Circle is a venture studio that aims to modernize the financial services industry through design, experiences, and technology. Its goal is to create a financial services industry that is more creative, impactful, innovative, and fun. It builds products that push the industry in this direction.

Since its founding in 2021, Advisor Circle has developed and launched multiple successful brands and businesses. These include Breakthru, a tech-enabled event meeting platform, Future Proof, the world’s largest wealth festival, and Exchange: an ETF Experience, the world’s largest event dedicated to the exchange-traded funds industry, which the company successfully exited in October 2022. For more information, visit advisorcircle.com.

Join the largest Meetings Program in Wealth Management

Breakthru is Future Proof’s groundbreaking new one-to-one meetings program that will facilitate more than 30,000 pre-scheduled onsite 15-minute introductory meetings. Breakthru is the best way to meet everyone you want to meet at Future Proof! 

MICHAEL KITCES

Breakthru meetings are a breakthrough. . . The pre-vetting and matching effect of the app increased the likelihood of good conversations.

DIANA CABRICES

Future Proof set the industry event bar HIGH last year. But their introduction of Breakthru meetings takes the cake. . . EVERY industry event needs this!

Joining the Breakthru Meetings Program

All Future Proof attendees who registered by the deadline, can participate in Breakthru to make meaningful connections with decision makers and allocators, forge valuable partnerships, maximize ROI and meet their business objectives.

Each attendee can join up to 24 Breakthru meetings, limited only by availability and mutual interest. All meetings are double opt-in (both people agree to meet each other) and held at tables in an acre of dedicated meeting space at the north end of the boardwalk.

Breakthru Meetings

Pre-Event Process:

Complete Your Profile

Complete your profile, letting participants know about you, your organization, & your goals.

Request Meetings & Opt in

Review profiles & request meetings with everyone you want to meet. Afterwards, we’ll share all meeting requests, & you can opt-in to the meeting requests you receive.

Accept Meetings & calendar Invites

Review and accept your meetings, we’ll automatically schedule them and send you calendar invites. Remember, all meetings are double opt-in, so you'll only meet people with mutual interest.

ATTEND ONSITE MEETINGS

Attend the Hosted Meetings at the Futre Proof Festival.

How It Works

The entire process of scheduling Breakthru Meetings is automated using our technology platform. You complete a short profile, mark your availability, request meetings, and opt in to meeting requests. Our algorithm schedules high-quality, double opt-in meetings based on your interest level and availability.

Simply accept your scheduled meetings and attend them at the Future Proof Festival. It's that easy!

WHAT ARE YOU WAITING FOR?

Join 4,500+ Financial Professionals Building the Future of Wealth

FREQUENTLY ASKED QUESTIONS

Yes! There is no additional cost for any attendee of Future Proof to participate in any of the more than 30,000 Breakthru meetings we will be facilitating at Future Proof 2024.

When you register to attend Future Proof, you will be asked if you want to get the most out of the event by participating in Breakthru meetings. Simply check the box, and you will be enrolled in the event!

There are three steps to ensure that you can participate in Breakthru meetings: profile completion, meeting selection & opt-in, and meeting acceptance & scheduling. All steps are important, but completing your profile before the deadline is crucial.

All meetings are double-opt-in, meaning both parties must indicate that they would like to meet for the meeting to be scheduled and take place.

Each meeting is 15 minutes long, the perfect amount of time to discover whether or not there is a greater opportunity to work together.

There will be no content sessions during Breakthru meetings. All meetings will take place on Monday and Tuesday in three one-hour sessions.

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