Bringing Humanity Back to In-Person Networking with Matt Middleton

The financial services industry has historically relied on in-person events to drive revenue, but the global pandemic forced professionals to rethink their approach to networking. While the in-person conference is fundamental to building a business, it can also feel transactional, overly formal, and awkward.

In this episode, Ryan Donovan and George Svagera speak with Matt Middleton, Chief Executive Officer at Advisor Circle, about modernizing the financial services industry with experiential events, such as the Future Proof festival and the Exchange ETF conference. Matt’s creative approach to networking in a post-pandemic world leads to genuine conversations that build stronger relationships, both personally and professionally.

Matt talks to George and Ryan about the successes and challenges of hosting Advisor Circle’s Future Proof event, the world’s first wealth festival bringing vibrancy, humanity, and culture to the traditional networking environment. Advisor Circle revolutionizes an industry rooted in routine and targets financial professionals looking to learn, grow, and adapt to change.

Key Takeaways

[01:49] - The uncertain fate of live events in a post-pandemic world.