Sponsors: Breakthru Meetings
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      1. Breakthru Knowledge Hub
      2. Sponsors: Breakthru Meetings

      Request Meetings



      Where: Desktop or Future Proof Event Mobile App

      How to Make the Most of Your Meetings:

      1.  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.

      • AI Target Finder: Skip the scroll—get up to 200 handpicked connections the moment you open the Request Meetings screen.

         
      2.  Prioritize wisely
        • Mark your interest level: ‘Very Interested’ gets priority scheduling, followed by ‘Interested.’ 
      3.   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
      Key Reminder: Start early! The tools (like Bookmarks) make it easy to request and refine over time.