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!
Participate in the leading meetings program in wealth management that will facilitate 5,000+ pre-scheduled, 1-to-1, 15-minute meetings. Breakthru Meetings are the best way to meet everyone you want to meet!
DR. DANIEL CROSBY
I’ve never been a part of a conference where I felt a greater sense of community.
VADIM AVDEYCHIK
Future Proof exceeding the bar on how to run a conference!!
Gain Access to the Entire Wealth Management Community
Connect with everyone for every reason across Firm Asset Levels, Company Types, Job Title Levels, Job Functions, Solutions and Services, and more.
Decision-makers attending the Future Proof Leaders Retreat in Colorado Springs
Fast-growing financial advisors, wealth management executives, and family offices
Pre-scheduled one-to-one introductory meetings
Breakthru Meetings Satisfaction Rate
FIRM TYPE
FIRM ASSETS
JOB TITLE LEVEL
DECISION-MAKER STATUS
How It Works
Every Future Proof Leaders Retreat attendee participates in the Breakthru Meetings Program to connect with decision-makers and maximize ROI. The entire process of scheduling Breakthru Meetings is automated using our technology platform.
Complete your profile
Fill out your profile to share details about yourself, your company, and your goals.
Request meetings & opt-in
Browse profiles and request meetings with anyone you would like to meet. We'll then share all meeting requests with you, allowing you to opt into the ones you receive.
Accept Meetings & receive calendar invites
Once you review and accept your meetings we'll automatically schedule them and send you calendar invites. All meetings are double opt-in, ensuring there's mutual interest in meeting.
Experience your personalized event
Attend the event and participate in all your pre-scheduled Breakthru Meetings.
FREQUENTLY ASKED QUESTIONS
Breakthru Meetings at Future Proof Leaders 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 Leaders 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 attend up to 16 Breakthru Meetings.
