Future Proof Partners to Stage March Event

“If you’re a senior advisor or wealth management executive, the Future Proof Retreat is your go-to Q1 event for learning, networking, and growing your business,” said Matt Middleton, Advisor Circle’s CEO.

The March retreat is “smaller by design” than the beachfront festival held in September, Middleton says. Also, attendees need to apply to attend or sponsor the program. 

The 40 industry partners of Future Proof Retreat so far include Altruist, Dynasty Financial Partners, FP Alpha, Franklin Templeton, Grayscale Investments, Morningstar, Nuveen, Orion Advisor Solutions and State Street Global Advisors.

“We expect it could fill up by year-end,” Middleton said in an interview. “The retreat we want to stage is one with an intimate setting at scale — the largest retreat in the industry at about 500 or 600, at most.”

The goals of Future Proof Retreat are to facilitate over 2,000 pre-scheduled 15-minute introductory meetings between financial advisors and wealth management professionals with investment managers, fintech firms and other financial services providers. 

In addition, attendees can attend roundtable discussions for between five and eight attendees focused on key industry issues and action steps that can be taken after these sessions. Some 100 pre-scheduled Breakthru Talk sessions, covering 12 critical industry topics, are planned. Finally, a program with more than 35 experiences, such as networking dinners, indoor and outdoor group activities, and specialized content will be offered so guests can “develop and strengthen” business relationships.