Kristen Oliveri wrote this on the new Crain Forex – {a magazine} masking 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 business was due for some change, so that they boldly determined to paved the way.

All the occasion was exterior on the seashore. Phases have been erected, meals vehicles have been displayed, huddle tables and excessive high tables have been scattered all through the pageant website to make sure that spontaneous networking might occur at any time, anyplace.

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

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

We’ve had different write-ups with a equally stunned tone. It’s nonetheless a bit stunning that we might pull one thing like this off, on the scale we did it. Nobody else has ever tried it, which is why individuals 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 individuals 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 wish to try this.

Because of all the good 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 eagerness with which you’ve advised the story of your personal journey out west.

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