Join Modern Wealth Management Decision-Makers

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 hello@advisorcircle.com with more information and we will let you know which is best suited for your role!