Join the
Leading Meetings Program in
Wealth Management

Participate in this groundbreaking program that will facilitate more than 2,400 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

Friday, February 16

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

Request Meetings & Opt in

Thursday, March 7

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.


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!


Join 500+ Wealth Management Execs Building the Future of Wealth


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

To qualify for Breakthru Meetings, you’ll need to be a Hosted Financial Advisor or Limited Partner. You can indicate your interest during the registration process, and specific guidelines will be provided on how to opt into these exclusive meetings.

Breakthru Meetings are both pre-scheduled and customizable. During the pre-event process, you can opt into meeting requests and also send out your own meeting requests to Asset Managers & Fintechs. This way, you have control over who you meet.

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.

Yes, you can opt out of a Breakthru Meeting during the pre-event process. However, once the meeting has been confirmed and scheduled, opting out may not be possible. Make sure to review your choices carefully.

You can be scheduled for up to 10 Breakthru Meetings. This allows you to have a range of discussions without overwhelming your schedule, so you can also enjoy other aspects of Future Proof Retreat.