Can Technology and Human Connection Coexist in Wealth Management?
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Can Technology and Human Connection Coexist in Wealth Management?
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Future Proof CEO Matt Middleton organizes annual industry events that use technology to encourage networking and engagement among financial advisors, with over half of attendees being first-timers. The festival avoids traditional paid speaking slots, instead focusing on shared experiences and group activities to build professional relationships. Middleton invested heavily in this model, leading to the expansion of Future Proof into executive retreats and citywide editions. Upcoming events will address the integration of artificial intelligence into wealth management, with Middleton forecasting that advisor businesses will adopt AI-driven operations within three to five years. The events aim to enhance, not replace, human connections through technology.
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