Webinar Recap: Unlock the Power of Alternatives
Future Proof recently hosted a Future Proof webinar that was nothing short of a goldmine for those interested in alternative seed-stage investments and the changing landscape of the investment world. The highlights of the discussion came from three expert speakers: Howard Lindzon, Meb Faber and Sylvia Kwan, each bringing their unique perspectives forward.
Unlock the Power of Alternatives: Separate Your Practice from Your Peers
Future Proof Digital hosted industry experts Dani Fava, Brian McLaughlin, and Christopher Cook to discuss the transformative power of technology in reshaping the client experience. Join us as we recap the key insights and takeaways from this engaging discussion, and how you can best apply them to your practice.
Efficiency 2.0: How the Top Advisors are Using Technology to Transform the Client Experience
Future Proof Digital hosted industry experts Dani Fava, Brian McLaughlin, and Christopher Cook to discuss the transformative power of technology in reshaping the client experience. Join us as we recap the key insights and takeaways from this engaging discussion, and how you can best apply them to your practice.
Webcast Replay: Revolutionizing Advice on the Industry’s Transformation
Future Proof Digital was thrilled to feature Michael Kitces, Penny Phillips, and Josh Brown for a discussion of all things advisor-related! We covered a variety of topics in a compelling discussion, including referrals, capacity, marketing, and technology.
Building the Ria Business of the Future
The financial services and wealth management landscapes are constantly evolving, driven by ever-changing regulations, market forces, and emerging technologies. It can be challenging to stay ahead of the curve, especially when the stakes are so high, and the pace of change is so unpredictable. That’s where leaning into the insights and experiences of current industry […]
Befi for the Win: How Behavioral Finance Can Change the Game
Behavioral finance (”BeFi”) is the principle that we allow our emotions to prevent good investment practices. Clients are emotional, and money is emotional. You need a toolset to help clients manage the rollercoaster of investing.
Overcoming Irrational Client Biases Through Behavioral Finance
As a wealth manager, your clients come to you seeking financial advice and strategies to grow their wealth. While traditional finance focuses on rational decision-making, behavioral finance recognizes that emotions and biases can heavily influence investment decisions.
Webcast Replay: the 2023 Marco Outlook
Is it really different this time? The Short Answer: Yes. Hear from Barry Ritholtz, CIO of Ritholtz Wealth Management, Marta Norton, CIO of Americas for Morningstar, and Jay Pelosky of TWP, to take a closer look at the macro environment for 2023.
