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Breakthru Experiences at Future Proof Leaders Retreat are built to help you reset, connect, and grow personally and professionally. With 30+ experiences to choose from, you’ll explore everything from outdoor adventure to leadership development, wellness, and creativity. A few

While Coachella rocks the stage this weekend… Future Proof is setting the stage for wealth. Big names. Bigger conversations. All on the beach. 🎟️ Book through our exclusive Canadian link to lock it all in: bit.ly/42D52Yw #WealthFestival #WealthEvents

What drives the next stage of growth? Sean Allocca, Andree Mohr, and Natalie Wolfsen deliver sharp insights on how to lead and win in a fast-moving industry. Watch now: youtube.com/watch?v=gf22cL…

One breach can change everything. Amy DeTolla, Bart McDonough, Shane Cummings, and Mario Chilin show how to spot risks early, strengthen defenses, and build a culture of cybersecurity that protects everyone. Watch the session: youtube.com/watch?v=waUCnb…

Investing is entering a new era. Dominic Chu, Jan van Eck, Matt Hougan, and Zach Pandl unpack the rise of direct indexing, tokenization, and the next generation of financial products. Stay ahead of what’s coming. Watch now: youtube.com/watch?v=hJFCq2…

Smart investing starts with the right playbook. Samir Kaji and Mark Suster sit down with Jordan Stein and share what it really takes to assess venture opportunities and win as an LP. Clear insights. No fluff. Catch the session here: youtube.com/watch?v=dib8pv…

ICYMI: Michael Batnick and I's panel at Future Proof on Exhibit A launch day. Mastering Visual Storytelling: Show, Don’t Just Tell Financial Advisors: Worth a listen! 🎧 youtube.com/watch?v=iifz3B…

Smart compensation builds strong teams. Mark Bruno, Alison Burkett, and Shannon Spotswood share how to design scalable plans that recruit top talent and drive long-term success. Watch the session: youtube.com/watch?v=5Ufkcr…

Growth isn't the goal. It's the outcome of doing the better things better. But the rules have changed. 🚫 Organic growth is down 30% 🚫 Industry growth has slowed by 25% 🚫 Referrals are declining, even though they still drive 60% of new clients 🚫 Only 32% of firms even have

Looking forward to speaking at the Future Proof Retreat next week first thing Tuesday morning. Make sure to say hi if you are around!

Big insights from one of finance’s most watched minds. Thomas (Tom) Lee (not drummer) FSInsight.com joins Julie Hyman to share where he sees opportunity and why it might surprise you. Watch now: youtube.com/watch?v=Pg5kaR…

Amy DeTolla has built 50+ wealth firms, scaled platforms to $13B in AUM, and led transformation from the inside out. As Founder & CEO of Aureus Advantage, Amy brings unmatched expertise in M&A, integration, and platform strategy. Next week, she'll be taking the stage at Future

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Bob Elliott is the CEO & CIO of Unlimited, the firm behind the HFND and HFGM ETFs - low-cost index products bringing hedge fund-style strategies to all investors. Before co-founding Unlimited, Bob spent a decade at Bridgewater Associates, where he served on the Investment

Breanna Rae Blaney helps leaders reconnect with purpose so they can lead, build, and live from the inside out. As Founder and Chief Evolution Officer at the Anya Institute for Human Revolution, she’s redefining how we work, lead, and grow. With a decade in finance, 1,000+ hours

Seven fintech companies. Seven minutes each. Live from the 2024 Future Proof Festival - your first look at the tools reshaping wealth management. Watch here: youtube.com/watch?v=PWiXoh…

Bryce Carter helps the industry’s top firms scale smarter. As Director and Head of Client Engagement at F2 Strategy, he leads strategic accounts, working directly with C-suite teams to drive growth, optimize operations, and deliver exceptional client experiences. With over 20

Jessica Polito is behind some of the most active dealmaking in wealth management today. As Principal at Turkey Hill Management, she brings a fiduciary-first approach to advising RIAs and asset managers backed by deep industry expertise and a commitment to objective guidance.

Jason Hsu is the Founder and Chairman of Rayliant, where he's reshaping the future of investing across Asia and global markets. A globally recognized investor and academic, Jason blends research and innovation to build strategies that deliver real value for investors,