Join Modern Wealth Management Decision-Makers
At Future Proof Retreat, you’ll be part of a distinct gathering of top-tier wealth management decision-makers, including CEOs, CIOs, CTOs, COOs, CMOs, and fast-growing financial advisors. Discover, meet, learn, and do business together.
Future Proof is pushing the boundaries of the traditional finance experience.
Kudos for an incredible conference. Easily the best in the industry!
THE Future proof COMMUNITY
Get to know the profile of hosted attendees who are registered for the Future Proof Retreat.
DATA VIA ADVISOR CIRCLE AS OF DECEMBER 1, 2023
Where ELITE Advisors & WEALTH Execs UNITE
Connect with Industry EXECUTIVES
REAL ROI Before You Even Arrive
INDUSTRY LEADING PARTNERS
WHAT ARE YOU WAITING FOR?
Join 500+ Wealth Management Execs Building the Future of Wealth
FREQUENTLY ASKED QUESTIONS
Future Proof Retreat attracts a diverse crowd that sets it apart from other wealth events. Here, you’ll find Financial Advisors, Limited Partners, Asset Managers, and Fintech professionals all under one roof. The focus is on building meaningful connections and deepening business relationships, rather than just attending talks. It’s a dynamic mix that promotes real business growth.
Absolutely, Future Proof is designed to be a networking goldmine. The Breakthru Programs, for example, offer one-on-one meetings and small-group discussions that are curated to introduce you to peers, solution providers, and industry leaders. You won’t just be exchanging business cards; you’ll be building relationships that matter. So yes, if you’re looking to meet a diverse range of professionals, from thought-leaders to mentors, this is the place to be.
We pride ourselves on co-mingling emerging talent with veteran juggernauts. Of the current registrations, more than half of the financial advisors state that they directly manage more than 100M in assets on a discretionary basis. Expect to meet CEOs of multi-billion dollar firms, as well as startup talent!
The key is to look at your role and objectives for attending Future Proof Retreat. The hosted program is for Financial Advisors & Limited Partners. If you fall into one of these categories and aim to make high-impact connections, Breakthru would be a good fit for you. To confirm eligibility, email [email protected] with more information and we will let you know which is best suited for your role!