2025-09-10 - Future Proof 2025 panel moderator

 

From Sept. 7 to 10, 2025, the fourth annual Future Proof Festival was held in Huntington Beach, California.

In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “From Values to Value: Personalization Without the Politics,” on Sept. 10, 2025 on the Ocean Stage.

(I also moderated a panel at Future Proof in 2023.)

Here is the description:

“Clients want their investments to reflect their personal values without turning their portfolios into political statements. This panel explores how to help investors define what matters most and translate it into clear, actionable portfolio decisions. You’ll learn how to deliver personalization that builds trust, keeps the focus on performance, and supports long-term client goals.”

Here is a video of the session on YouTube: https://www.youtube.com/watch?v=vst-JgMFytU

I have also uploaded this video to the Internet Archive: https://archive.org/details/future-proof-from-values-to-value-personalization-without-the-politics

*(Photos courtesy of Harris Nydick, StreetCred PR and Ethic.)

And here are the stories I wrote about the conference before, during and after:

2025-09-02 - FP - Matt Middleton on future proofing Future Proof

https://www.financial-planning.com/news/matt-middleton-on-future-proofing-future-proof

2025-09-09 - FP - How advisors can get noticed in a no-click search world

https://www.financial-planning.com/news/how-advisors-can-get-noticed-in-a-no-click-search-world

2025-09-09 - FP - Tech serving higher-value clients beats expanding capacity – Kitces

https://www.financial-planning.com/news/higher-value-client-tech-beats-expanding-capacity

2025-09-11 - FP - AI takes the spotlight as 7 fintechs pitch their products to advisors

https://www.financial-planning.com/list/future-proof-debuts-inaugural-ai-demo-drop

2025-09-15 - FP - How advisors can scale their firms with talent, organization, empathy

https://www.financial-planning.com/news/how-wealth-management-firms-can-scale-growth

2025-09-18 - FP - Why wealth firms shouldn't settle for 'mediocre' culture

https://www.financial-planning.com/news/how-financial-advisors-can-build-intentional-firm-culture

Finalist – Range of Work by a Single Author – B2B Category – 2025 Folio: Eddie and Ozzie Awards

 

On Sept. 2, 2025, the finalists for the finalists for the 2025 Folio: Eddie and Ozzie Awards were announced. (The Eddies honor the best editorial content and the Ozzies highlight the best in design.)

In my capacity as Reporter for Financial Planning Magazine, in the Range of Work by a Single Author > B2B category, I was a finalist for my entry, “An Eye on Wealth Management.”

My entry included the following stories:

2024-08-01 - FP - What advisors (and their clients) can learn from celebrity estate debacles

https://www.financial-planning.com/news/what-estate-debacles-of-aretha-franklin-james-caan-and-tony-bennett-can-teach-the-rest-of-us

2024-10-07 - FP - New CFP Board ads incite fierce backlash from advisors

https://www.financial-planning.com/news/new-cfp-board-ads-incite-fierce-backlash-from-advisors

2024-10-21 - FP - CFP Board updates ads after backlash from advisors

https://www.financial-planning.com/news/cfp-board-updates-ads-after-advisors-complaints

2025-02-06 - FP - How advisors are using podcasts to educate, engage and win clients

https://www.financial-planning.com/news/financial-advisors-use-podcasts-to-connect-win-clients

2025-02-10 - FP - These are the tools advisors prefer for creating top-notch podcasts

https://www.financial-planning.com/news/podcast-tools-advisors-prefer-for-the-best-audio-and-video