Inside the Flows - After the Conference episode artwork

EPISODE · Mar 13, 2026 · 20 MIN

Inside the Flows - After the Conference

from Inside The Flows · host Inflows

Inside this special episode of Inside the Flows, Iyassu and Inflows Contributor Nisheet Patel share their on the ground experience from the Future Proof conference in Miami, reflecting on the energy, networking, and breakthrough meetings that brought advisors, fintech innovators, and asset managers together on the beach. They discuss how the conference format removes barriers to conversation, why the speed meeting structure creates meaningful industry connections, and what themes dominated discussions across wealth management and fintech.00:00 Introduction and Conference Overview01:23 Breakthrough Meetings and Networking Strategies02:21 What is Future Proof? Conference Goals and Atmosphere03:19 The Speed Dating Format for Networking04:38 Conference Layout Designed for Engagement05:33 Keynote Highlights06:39 Themes of Innovation07:33 Kathy Woods and Future Outlooks in Wealth Management08:27 Advisors Sharing Best Practices and Peer Learning09:40 Community and Peer Support on Inflows10:45 DeepVest and AI-Powered Investment Platforms11:22 Agentic CIOs and AI in Portfolio Management13:59 Young Entrepreneurs and the Future of Advisory Firms15:53 Conference Growth and Industry Trends16:36 The Value of Engagement and Learning at Future Proof17:54 Conference Highlights: Music and Networking Events18:51 Closing Remarks and joining Inflows#financialadvisor #financialplanning #wealthmanagement #futureproofcitywide #deepvest NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229

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This episode was published on March 13, 2026.

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