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Future Proof
Приєднався 27 вер 2021
Future Proof is a groundbreaking new wealth festival set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact. The event brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda. Future Proof will provide an unmatched opportunity for conversation and collaboration that will serve as a catalyst in developing the future of wealth.
The four-day citywide event will be held September 15-18, 2024, in Huntington Beach, California. More than 4,500 attendees including 1,500+ financial advisors and institutional investors, as well as over 150 sponsor companies are expected at the inaugural event.
The four-day citywide event will be held September 15-18, 2024, in Huntington Beach, California. More than 4,500 attendees including 1,500+ financial advisors and institutional investors, as well as over 150 sponsor companies are expected at the inaugural event.
Navigating Cyber Threats and Compliance Workshop
As cyber threats rise and regulations tighten, wealth management firms face growing risks. This workshop delivers actionable insights for CEOs, covering the SEC’s new cybersecurity rules and practical steps for protection. Industry leaders will break down common myths, introduce key cybersecurity strategies, and share detailed protocols to shield your firm and clients from today’s most sophisticated threats.
Переглядів: 3
Відео
Presidential Politics and Market Strategy: Preparing for 2025
Переглядів 79 годин тому
The upcoming presidential election could have significant effects on market trends and investor sentiment. In this fireside chat, an expert on economic volatility will break down the likely outcomes and their potential impact on the markets. Gain practical insights on making strategic investment decisions during and after an election year and learn how to safeguard portfolios against unpredicta...
India’s Moment: Emerging Markets and Untapped Potential
Переглядів 129 годин тому
India is undergoing a transformation that’s turning it into one of the most compelling emerging markets. From digital infrastructure and expanding internet access to a rising young consumer class, the nation’s growth story is just beginning. Join this fireside chat to discover how these trends are positioning India at the forefront of emerging market investing and what opportunities lie ahead f...
Integrate Tax Services to Turbocharge Your Firm
Переглядів 29 годин тому
Elevate your wealth management practice by integrating tax services for a competitive edge. Discover how offering comprehensive tax planning and preparation can boost client satisfaction and drive growth for your firm. Learn actionable strategies to implement these services, whether in-house or through strategic partnerships, and watch your business thrive.
Do Business. Do Life Podcast: An Interview with Author Shawn Sparks
Переглядів 39 годин тому
The Five Keys to Unlocking Unlimited Growth & Freedom in Your Business & Life
Standard Deviations Podcast: Beyond the Numbers - The Future of Human-First Advice
Переглядів 79 годин тому
Join us for an insightful episode of Dr. Daniel Crosby’s podcast as he interviews Breanna Blaney, Director of Life, Invested, Dimensional’s pioneering program that explores the deep connections between life and investing. In this conversation, Breanna shares how a human-first approach to financial advice is revolutionizing the industry and why she believes it’s here to stay. They’ll discuss the...
Psychology of Wealth: Innovative Applications for WM Firms
Переглядів 69 годин тому
Move beyond theory and explore how cutting-edge companies are applying behavioral finance to enhance wealth management practices. Learn how to serve your clients better through in-house specialists or outsourced technology tools and services. Discover how these innovations can improve client outcomes and drive firm growth.
Beyond Tactics: Building a Winning Marketing Function from the Ground Up
Переглядів 49 годин тому
Join three top CMOs as they discuss how to build a powerful marketing function tailored to your firm’s unique strengths. Move beyond basic marketing tactics and discover strategies, budgeting approaches, and key roles essential for driving organic growth.
To Build or Outsource: The Future of Investment Delivery
Переглядів 69 годин тому
Financial advice has evolved from focusing solely on investment expertise to embracing a holistic, personalized, and human-centric approach. This shift is reshaping the financial advice landscape, as advisors prioritize comprehensive wealth management offerings and focus attention on client engagement and experience over their in-house investment management capabilities. Learn how to adapt to t...
Cracking the Code: Capturing the Next Generation of Investors
Переглядів 89 годин тому
Dive into the minds of young investors and uncover the behaviors, habits, and trends shaping their financial decisions. Leaders from top modern advice platforms reveal insider insights and actionable strategies to attract and retain the next generation of clients. Learn how to secure new young clients and retain assets when wealth is passed down, addressing the crucial challenge of client reten...
Direct Indexing, Tokenization… What Comes After ETFs?
Переглядів 59 годин тому
Explore the next frontier of investment management, where customization and innovative technology redefine portfolio construction. Is direct indexing, tokenization, or another innovation poised to transform the industry? Discover what comes after ETFs and prepare for the next wave of financial products, offering new tools to serve clients more effectively.
“I’m Not a Doctor-I’m Your Wealth Manager!”
Переглядів 19 годин тому
Transform your role as a wealth manager by integrating healthcare into financial planning. Learn strategies to tackle longevity planning, rising healthcare costs, and holistic client well-being. This session offers practical insights to elevate your services and meet the growing demand for comprehensive financial and health planning. Walk away with actionable strategies to enhance your client o...
What Am I Worth?
Переглядів 89 годин тому
Discover how strategic capital partners and acquirers value firms and advisors’ books of business in this unique open mic session. Advisor founders will share details about their businesses, while an on-stage panel of experts breaks down the valuation process and explains the key factors that determine worth. Gain valuable insights into what makes a business attractive to investors and acquirers.
The Destiny of Demographics: It’s a Woman’s World
Переглядів 79 годин тому
Learn expert strategies for engaging female clients and capturing the growing client opportunity among women. As the majority of the US population, women are earning degrees at a faster rate than men and are key decision-makers in household buying and investment decisions. Discover how these trends can impact your practice and learn strategies to effectively engage and serve this influential de...
Animal Spirits Podcast Live
Переглядів 139 годин тому
The Animal Spirits Podcast is live on The PCH Stage at Future Proof Festival 2024!
Jill on Money Live: Real Estate Investing with Bill McBride
Переглядів 109 годин тому
Jill on Money Live: Real Estate Investing with Bill McBride
Modern Estate Planning: Safeguarding Your Clients’ Afterlife in the Cloud
Переглядів 19 годин тому
Modern Estate Planning: Safeguarding Your Clients’ Afterlife in the Cloud
Maximizing Client Cash: Strategies for a 5% Interest Rate World
Переглядів 139 годин тому
Maximizing Client Cash: Strategies for a 5% Interest Rate World
Unlocking the UHNW Market: Secrets to Attract & Serve Elite Clients
Переглядів 39 годин тому
Unlocking the UHNW Market: Secrets to Attract & Serve Elite Clients
Fill Up Your Cup: Optimizing Health, Wealth, and Mindset
Переглядів 59 годин тому
Fill Up Your Cup: Optimizing Health, Wealth, and Mindset
Hype Vs. Reality: Tech's Transformation of Wealth Management
Переглядів 19 годин тому
Hype Vs. Reality: Tech's Transformation of Wealth Management
How to Access Hidden Gems in Private Markets
Переглядів 69 годин тому
How to Access Hidden Gems in Private Markets
Navigating the Future of Digital Asset Investing
Переглядів 139 годин тому
Navigating the Future of Digital Asset Investing
The Compound and Friends Live: Peter Mallouk’s Blueprint for Success
Переглядів 99 годин тому
The Compound and Friends Live: Peter Mallouk’s Blueprint for Success
Masters in Business Podcast: An Interview w/ Joe Lonsdale
Переглядів 409 годин тому
Masters in Business Podcast: An Interview w/ Joe Lonsdale
Inspired Growth: The Secret to Explosive Engagement and Success
Переглядів 29 годин тому
Inspired Growth: The Secret to Explosive Engagement and Success
Creating a Behavioral Policy Statement
Переглядів 39 годин тому
Creating a Behavioral Policy Statement
How Pro Bono Financial Planning Benefits Advisors, Firms, and People in Need
Переглядів 49 годин тому
How Pro Bono Financial Planning Benefits Advisors, Firms, and People in Need
I really appreciate your efforts! I need some advice: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
Greetings from Canada. India about to become a great economic power house. The likes of what china WAS!
Greetings from Canada! This looks like one great event. Will attend next year.
absolutely let's do it Bob
Key insights discussed aimed to equip you with a better understanding of the evolving landscape of asset management and investment opportunities.: 1. Manager selection challenges 2. Alternative investment trends 3. Market dynamics 4. Investment strategies 5. Data utilization
Wow !!
Great stuff - thanks Gabe
On subject G. Michael. His name is spelled wrong. His name is G/e/o/r/g/e /e...nada..GORGE. WRONG. George. jr....org.
You think seeding accounts to people who have never been educated on how to invest will magically create wealth? You might as well give out free powerball tickets
Looking to go to the 2024 FP
This is so good!
Nicole is very informative and entertaining.
"Control over time " is simply superb - Do what you want to do in this life ...... Try and squeeze as much happiness as possible at each moment of life
Judas they look like crap.
Gundlach's predictions are wrong more than right. He takes credit for being right about the past.
Love the Rational Reminder Podcast!
That bald baddie is hot 🥵
I like Gundlach…Ive also appreciated all of his personal insights, as well as professional, throughout the years.
Great interview, thanks for sharing it on UA-cam
Holy crap, I'm wearing that same cheap Atari t-shirt from Wal-Mart right now.
Power couple ....💪🏾💪🏾
Lord have mercy!
<3
Excellent Webinar
Thanks for taking the time to check it out, Paul!
interesting.
Well, Josh loves Penny, Penny loves her opinions and Kitces is the best!!
I’m second then lol, just saw a snippet on LinkedIn.
I found the "future self" concept very intriguing. Also liked Morgan's take on having a barbell personality of save like a pessimist and invest like an optimist. : 47:43
How in the world I'm the first one to comment on this great interview almost 3 months after it's been online? Great job by Bob Pisani. Morgan Housel's book is a must read.
❗ *Promo sm*.
Thank you Future Proof for the opportunity to present with Michelle, Justin and Andrea. As we talk to advisors this fall, growth, scale and technology are all top of the list -- so this session was right on the mark.
The inaugural wealth FESTIVAL! Such a blast. Thanks to my fellow panelist Kyla Scanlon and moderator Nicole Casperson for a great conversation! See you next year #futureproofac
I appreciate the glimpse and hearing (and seeing) the speaker. I would love to also see the demo shown in presentation
The presentation may partly be seen in that video ua-cam.com/video/Tg5QkLA7SlM/v-deo.html
pքɾօʍօʂʍ 😌