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Join the team from Evermont Wealth as they take you behind the scenes of the Future Proof Conference,
[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:
5
2727 ratings
Join the team from Evermont Wealth as they take you behind the scenes of the Future Proof Conference,
[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:
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