Join the Most Impactful Networking Program in All of Wealth Management
Your one-of-a-kind Retreat will feature three Breakthru Networking Programs, making it easy for you to meet new people, discover new companies, make new memories, and create incredible opportunities that deliver real results.
Join the most impactful program in wealth management featuring three Breakthru Networking Programs, making it easy for you to meet new people, discover new companies, make new memories, and create incredible opportunities that deliver real results.
ELIZABETH KOEHLER
The event provided a great platform to unpack the latest trends in our wealth management industry and exchange the knowledge and insights.
BOB ELLIOTT
Great time connecting with so many thoughtful advisors, innovative investors, and passionate members of the media at Future Proof.
Explore A New Era Of Networking
Your one-of-a-kind Leaders Retreat will feature three Breakthru Networking programs, making it easy for you to meet new people, discover new companies, make new memories, and create incredible opportunities that deliver real results.
Breakthru Meetings
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, connecting you with the entire wealth management community.
Breakthru Talks
Unlock Insightful Conversations That Matter
Engage in curated interactive roundtables with peer groups to share insights, address issues, and generate actionable takeaways on key industry topics that help drive your business forward.
Breakthru Experiences
Exceptional Experiences Tailored for Growth, Learning, and Business Enhancement
Dive into 30+ exceptional experiences tailored for growth, learning, and business enhancement. It’s where sophistication meets adventure.
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 Program to connect with decision-makers and maximize ROI. The entire process of scheduling is automated using our technology platform.
Complete your profile
Fill out your profile to share details about yourself, your company, and your goals. Then, choose from group activities, peer group discussions (Breakthru Talks), content topics, and networking dinners that interest you.
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 Experiences & receive calendar invites
Once you review and accept your meetings, talks, and experiences, 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, Breakthru Talks, and Breakthru Experiences.
Where Professional Growth & Personal Interests Seamlessly Intertwine
All Future Proof events are tech-enabled, which means you can customize your own unique event experience through our Breakthru Networking Programs before you even arrive on-site. This gives you the freedom to choose exactly how you want to spend your time. You can participate in as much or as little programming, meetings, or activities over the two and a half days as you prefer, as long as you meet your attendee requirement.
FREQUENTLY ASKED QUESTIONS
The Breakthru Hosted Program is a specialized part of Future Proof Leaders Retreat that includes Breakthru Hosted Meetings, Experiences, and Talks. It’s designed to connect Financial Advisors and Wealth Management Executives with key players in the industry.
Qualification is through an application process. Only decision-making Financial Advisors and Wealth Management Executives are eligible. A limited number of slots are available for those who gain entry through company sponsorships.
These are 15-minute, double opt-in meetings where you can meet with Asset Managers and Fintech companies. You’ll be part of facilitating over 5,000+ such meetings at the event.
Breakthru Experiences are unique activities like ziplining, hiking, or special dinners. They offer a less formal setting for networking and are exclusive to the Breakthru Hosted Program attendees.
Breakthru Talks are peer group roundtable discussions on key industry topics. Unlike general sessions, these are smaller, focused groups of 5-8 peers, making for in-depth conversations.
You will receive email updates and calendar holds for the Breakthru activities you’ve opted into. Make sure to accept these to finalize your participation.
Yes, you can. After qualifying, you’ll have the opportunity to select which Breakthru Talks and Experiences interest you the most. However, Hosted Meetings are double opt-in, ensuring mutual interest.
Qualified attendees may be eligible for up to $1,500 in travel and hotel reimbursement. This is part of the exclusive benefits of being in the Breakthru Hosted Program at Future Proof Leaders Retreat.
Unlike casual networking, these are pre-scheduled, 15-minute, focused meetings. Both parties have to “swipe right,” meaning there’s a mutual interest in meeting, which increases the chances of a beneficial interaction.
If you can’t attend a scheduled activity, it’s crucial to notify the Future Proof Leaders Retreat team immediately. Failure to participate in scheduled activities may affect your eligibility for reimbursements and future participation.
You’ll receive timely updates and reminders via email and text. Make sure to check your spam folder and keep an eye on communications from our registration team.
You’ll select your preferred Talks and Experiences during a designated period before the Future Proof Leaders Retreat. These are filled on a first-come, first-serve basis, so act quickly to secure your spots.
The program is designed for decision-making Financial Advisors and Wealth Management Executives. If multiple members of your team fit this profile, they can apply but must go through the qualification process individually.
Each Breakthru activity has its own deadline for profile completion. Typically, you’ll have a window of about a week for each. All deadlines will be communicated well in advance.
