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Can’t wait for this one MichaelKitces Future Proof

The night before Future Proof. One wine only. Downtown Josh Brown Barry Ritholtz Matt Middleton

Barron’s Top 100 Most Influential Women in Finance … Kyla Scanlon! Well deserved. 👏🏼

The great wealth transfer will likely move from one boomer spouse to another. The client of the future is less golden goose and more Golden Girl. -Aneri Ambusaria at Future Proof Citywide Future Proof Matt Middleton

Amazing discussion about #breakingbarriers by Mellody Hobson at Future Proof ! CNBC Ariel Investments Ariel Alternatives

Great conference! Thank you to Matt Middleton Downtown Josh Brown for this super fun conference. Mary Kate Gulick and Marwa Zakharia Chris Cherry. It is great spending time with you. Future Proof

At Future Proof today! #miami #Finance

New York City today...Miami Beach for Future Proof Citywide tomorrow...it's the beginning of a great week on Halftime Report! #TuneIn to @cnbc

I've read a ton of article written by this guy and listened to a ton of podcast interviews of this guy, but have never seen him live until Future Proof -- Michael Saylorb on Bitcoin and Beyond

Looking forward to this today at 2:45pm ET at Future Proof Citywide in Miami 👇 Lots to discuss given the turbulent markets

Begin your crypto journey today. Check in and meet the team at Future Proof Citywide booth #114.

💡Key Theme: It is never too early to start working on succession planning. John C Manganaro from ThinkAdvisor interviewing Ed Friedman from Summit Financial & Lisa Crafford from Constellation Wealth Capital at Future Proof

If you're at #FutureProofCitywide, don’t miss Kathy Wunderli on the South Beach Stage at 2PM! 🎤 She’s tackling "The Great Wealth Transfer" & sharing key strategies to: ✔️ Prep for the biggest wealth shift ever ✔️ Engage next-gen clients with confidence ✔️ Ensure smooth wealth

Ready for opening night of ⁦Future Proof⁩ in Miami!

Advisors and clients struggle with private markets’ transparency, liquidity, and high fees, but opportunities exist if you know your “why.” Fantastic talk with Morningstar, Inc. Laura Lutton, NB Private Wealth Shannon Saccocia, and The Daily Upside Sean Allocca at Future Proof

Future Proof you never disappoint. Until next time 💋

Wrapping up at Future Proof in Miami! Easily one of the best conference experiences I've had. The breakthrough sessions were immensely helpful in getting in front of the right people and more than 2,000 attendees made it well worth the trip. * Attendees from 13 countries *

Executive-led sessions. Capped group discussions. Conversations grounded in experience, not theory. Designed for leaders who value time, depth, and practical insight. Register to attend before April 16th: bit.ly/4iNSHHL

Introducing Future Proof Growth Retreat, October 27–30, 2025 at the Grand Hyatt Baha Mar in Nassau, Bahamas We're bringing together 500+ growth-minded CEOs, senior executives, ambitious advisors, and decision-makers who are focused on one thing: building what’s next. Utilizing

Our 2024 Future Proof Festival campaign showcased our commitment to the positive portrayal and inclusion of women in wealth management. And with that, we're pleased to share that work is now a finalist for the 2025 B2 SeeHer GEM Award! 🎉