Join the team from Evermont Wealth as they take you behind the scenes of the Future Proof Conference, the largest gathering of financial advisors and FinTech leaders. Hosted by seasoned financial planners Brent Pasqua, Matthew Theal, and Joshua Winterswyk, this episode delivers key insights on the latest advancements in AI, wealth management technologies, and strategies for staying ahead in a rapidly changing world.
[00:00] - Introduction: Hosts Brent, Matthew, and Joshua introduce the episode and discuss the Future Proof Conference.
[00:01:30] - Overview of the Future Proof Conference: Importance of the event and its focus on cutting-edge FinTech.
[00:02:30] - The Conference Experience: The beachside location and ease of attending close to home.
[00:03:30] - Major Themes: AI advancements, new technologies, and tools for financial advisors.
[00:05:00] - Networking and Learning from Vendors: Value of in-person meetings with vendors and its impact on client services.
[00:06:00] - Notable Speakers: Insights from key industry figures like Jeffrey Gundlach and Dan Ives.
[00:08:30] - The Role of Technology and AI: AI's role in wealth management over the next 2-3 years.
[00:10:00] - Recap of Key Speakers: Takeaways from prominent speakers and their contrasting views.
[00:12:00] - CNBC Moment: Brent shares a personal story of being on CNBC during the live broadcast.
[00:14:00] - Financial Markets & Federal Reserve: Discussion on interest rate cuts and their impact.
[00:16:30] - Real Estate and Bond Markets: The impact of rate cuts on real estate and bond markets.
[00:22:00] - Apple Event Recap: Reflections on Apple's latest iPhone and AI features.
[00:29:00] - Purchasing an iPhone: Best practices for buying a new iPhone.
[00:33:00] - Annuities: Pros, cons, and how annuities are often mis-sold.
[00:39:00] - Final Thoughts on Annuities: Appropriate uses for annuities and warnings on aggressive sales tactics.
[00:42:00] - Recommendations of the Week: Joshua recommends upgrading to the new iPhone; Brent suggests adding electrolytes for hydration, Matthew suggest Camphor.
Connect with Evermont Wealth:
Popular Podcasts
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Clay Travis and Buck Sexton Show
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.