Still surprised – The Reformed Broker

Posted September 20, 2023 by Joshua M Brown

Kristen Oliveri wrote this on the new Crain Foreign money – {a magazine} protecting household workplaces and wealth administration – yesterday afternoon:

Enter Future Proof: a wealth administration pageant that’s determined to shake issues up. Founders Josh Brown and Matt Middleton of Ritholtz Wealth Administration knew the trade was due for some change, so that they boldly determined to cleared the path.

The complete occasion was exterior on the seaside. Phases have been erected, meals vehicles have been displayed, huddle tables and excessive prime tables have been scattered all through the pageant web site to make sure that spontaneous networking may occur at any time, wherever.

It was by far probably the most various group of individuals I’ve ever seen gathered to debate the way forward for wealth—to not point out the staggering variety of ladies in attendance.

The content material was extraordinarily various as effectively. Whereas there have been the standard main-stage panels, additionally they did stay classes of podcast episodes, fireplace chats, private progress workshops in addition to wellness and meals and beverage networking actions. You possibly can get up and do yoga on the seaside and catch a fast salsa lesson mid-afternoon.

We’ve had different write-ups with a equally shocked tone. It’s nonetheless a bit stunning that we may pull one thing like this off, on the scale we did it. Nobody else has ever tried it, which is why persons are nonetheless incredulous. “They really did it. All of the stuff they promised would occur has occurred!” 

Yup.

And we’ll do it once more subsequent yr, even greater. As a result of my folks at Ritholtz Wealth Administration and the Advisor Circle persons are a part of the identical tribe. The “Simply you wait and see” membership. The over-deliver membership. Worst factor you are able to do is inform folks like us that we will’t do one thing. You don’t need to do this.

Because of all the nice reporters who made it out to Future Proof this week to doc the occasion. Because of all the parents who got here as company however wrote about their experiences for LinkedIn, Instagram, Fb, Twitter or their very own blogs. We see you and we respect the fervour with which you’ve informed the story of your personal journey out west.

We’re coming again in 2024. See you there.