Where: Desktop or Future Proof Event Mobile App
How to Make the Most of Your Meetings:
- Request strategically
- Select everyone you want to meet!
- We recommend requesting 4x the number of your available time slots. Your actions will stay "pending" until you reach this number of recommended requests.
- Use Filters and Predefined Lists to save time and focus on the best matches.
- Prioritize wisely
- Mark your interest level: ‘Very Interested’ gets priority scheduling, followed by ‘Interested.’
- Stay organized
- Bookmark profiles to revisit later.
- Don’t wait until the last minute—start early and refine as needed!
If You’re a Meetings Rep:
Hosted Meeting Requests:
- Select all Hosted Financial Advisors, Limited Partners & UHNW Investors you’d like to meet.
- Request 4x the number of Hosted Meetings your organization purchased.
Example: If you purchased 10 Hosted Meetings, make at least 40 Hosted Meeting requests. - Your organization will only have one Hosted Meeting per organization.
Non-Hosted Meeting Requests:
- Request meetings with multiple people from the same organization.
- These will only be scheduled once we’ve exhausted all unique organization matches.
Tips for Org Admins:
- You can make meeting requests on behalf of your participants