Future Proof
@FutureProofAC
Step Into a New Era of Wealth Management with Future Proof Retreat & Future Proof Festival. An @advisorcircle Company.
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http://linktr.ee/futureproofac 16-04-2021 00:17:32
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Future Proof Festival has been featured in MichaelKitces Master List of Financial Advisor Conferences for 2024-2025!
Join us on September 15-18 in Huntington Beach for the industry's only entirely outdoor event. Future Proof Festival will feature exclusive content, special…
A little play money is ok!
Kunal Kapoor is joined by Sarah Levy, Bill Capuzzi, and Ryan Lawler at Future Proof 2023 to share insights on how to survive and thrive in today's evolving industry.
Want to hear more? Click here to watch their full session: youtu.be/44pY_jISzTo?si…
Our Beacon Pointe #CEO , Shannon Eusey, teamed up with Kate Healy in a #DavidLetterman inspired session at Future Proof #ColoradoSprings Retreat, providing real-world tactics and examples for growing a top-notch, engaged professional team.
.Future Proof hosted a thrilling retreat for wealth advisors in Colorado Springs, featuring high-altitude ziplining over Seven Falls Canyon. The event offered excitement, new connections, and unforgettable experiences, with participants conquering heights over 500 ft!
Leaving Colorado Springs, CO after an incredible week at the first-ever Future Proof Retreat.
Full of great conversations that motivate us to keep future-proofing the financial advice space. See you there in 2025!
#WealthManagement #FinancialAdvice
Live recording of The Compound podcast at Future Proof retreat! It’s been an awesome experience meeting other advisors and industry experts like Brian Portnoy. As an added bonus, we survived driving through a literal blizzard and zip-lining at 7000 ft in 25 degrees 🥶🥶
I love the Future Proof community and am grateful I was able to keynote this morning with a talk on a favorite topic: Storytelling.
At the Future Proof Retreat today, Dave Barton spoke with Christine Cherry about “The Evolution of Advisor M&A.”
Dave said, 'Many firms think M&A is a growth strategy. But, what happens when two firms that aren't already growing merge together? They're still not growing.'
Closing out Future Proof Retreat with a fish, a falcon, and a great night with friends in the mountains. Thanks to all who made our time at the Broadmoor inspirational and actionable. ‘Til next time… Future Proof
On this special episode of TCAF taped live at Future Proof Retreat, Downtown Josh Brown and Michael Batnick are joined by Dave Albrycht, President and CIO of Newfleet to discuss the fixed income landscape, private credit, commercial real estate, and more!👇🔥🎙️…