Recapping the 2024 Future Proof Retreat
Colorado Springs, CO
March 24-27, 2024
2024 Future Proof Retreat: connections, insights, and new perspectives
A few intelliflo team members had the incredible opportunity to attend the first-ever Future Proof Retreat, an event hosted by the same group that brought you the bold, award-winning Future Proof Festival. The retreat was hosted at the historic Broadmoor resort & hotel in Colorado Springs, where over 500 financial advisors, wealth management professionals and industry leaders came together to brainstorm, collaborate, and spark industry advancement.
Gone were the big booths of other major events, and instead, they were replaced with intimate conversations and a focus on connections.
Day one: redefining expectations
Day one kicked off with Matt Middleton, CEO & Founder of Future Proof, and Josh Brown, CEO of Ritholtz Wealth Management, setting the stage for what to expect throughout the event. It was clear from the beginning that this wasn’t just another gathering of industry professionals – it was an experience designed to challenge norms and inspire innovation.
Next up was Mark Hurley, CEO of Digital Privacy & Protection, LLC, who delved into the evolving landscape of wealth management and how to navigate industry shifts and changes. A highlight for many, Breakthru Meetings facilitated intimate, one-on-one conversations between advisors and industry experts. Our team engaged in dozens of meaningful exchanges and identified many opportunities where firms could drive efficiency through more modern technology.
The afternoon reached an exciting peak with a live recording of The Compound and Friends podcast, featuring Josh Brown, Michael Batnick, and Jason Hsu, CEO of Rayliant Global Advisors. The trio dove into the complexities of the Chinese markets and the synergies between the U.S. and international economies, providing attendees with fascinating perspectives on global financial dynamics.
The day concluded with plenty of Colorado adventures, including axe throwing and an up-close falconry experience, underscoring the retreat’s balance of professional development and genuine human connection.
Day two: unleashing the power of storytelling
Brian Portnoy, PhD, CPA, Founder at Shaping Wealth, began day two by captivating attendees with his session, “Storytelling is your Superpower.” Portnoy challenged advisors to redefine their approach, emphasizing the human aspect of client relationships over numbers and figures.
Advisors were encouraged to view themselves as ghostwriters to their clients’ stories, engaging in creative collaboration to guide them through their life’s financial journey. Portnoy’s session showcased the importance of empathy, active listening, and understanding your clients’ unique narratives.
As the day drew to a close, attendees gathered for the Mile High Closing Night Party at the Cheyenne Lodge. Against the backdrop of the Rocky Mountains, attendees celebrated and reflected on their time spent together. The food spread was also one we’ll never forget.
Looking ahead
As the curtain falls on the 2024 Future Proof Retreat, we can’t wait for the Future Proof Festival this September; this group really does flip traditional wealth management events upside down. With over 1,300 one-on-one meetings each day, sessions packed with actionable insights and an overall emphasis on innovation and human connection, we walked away from this event even more energized and excited about our company, mission, and industry as a whole.
See you in 2025, Future Proof Retreat!
