- Gain actionable insights into building scalable, future-proof business models that go beyond traditional practices.
- Discover the latest innovations and tools to enhance leadership, client engagement, and market adaptability.
- Learn strategies to deepen client trust, improve satisfaction, and drive long-term loyalty.
- Explore proven techniques to increase referrals, boost revenues, and solidify your professional relevance.
- Equip yourself with the knowledge and tools to lead in a constantly shifting professional landscape.
DISCOVER INNOVATIVE STRATEGIES TO ADAPT AND THRIVE IN 2025 AS A MORTGAGE, REAL ESTATE, FINANCIAL, OR INSURANCE PROFESSIONAL.
JOIN US OVER COFFEE
FOR A FIRESIDE CHAT ON THE FUTURE OF PROFESSIONAL SUCCESS
LEAN IN, LISTEN, AND LEARN ABOUT CREATING ADAPTABLE, SCALABLE BUSINESS MODELS FOR 2025 AND BEYOND
The Institute of Futurization is delighted to host this LIVE in-person discussion, featuring today’s leading thinkers and innovators in professional services. This session will explore how professionals across industries can leverage innovation, leadership, and technology to redefine success in a rapidly changing world.
Richard Dolan, visionary leader and renowned facilitator, will moderate the session alongside special guest Mike Lipkin, offering actionable insights and strategies to transform your business model and achieve sustainable growth.
Join us LIVE and in person for this exclusive event, made possible by our generous sponsors, where we’ll explore:
- How to future-proof your business model for success in 2025.
- Strategies for increasing client retention and building lasting relationships.
- Innovative tools to enhance your leadership and decision-making capabilities.
- The role of technology in creating scalable and impactful professional practices.
- Proven techniques to boost revenue, referrals, and long-term growth.
You deserve the opportunity to create a future-ready business model.
Whether you’re a mortgage professional, real estate expert, financial advisor, or insurance agent, this event is designed to help you adapt, thrive, and lead in the years ahead.
Limited to 50-seats
February 27, 2025
2:00 – 5:00 PM EST
The National Golf Club of Canada
Days
Hours
Minutes
Seconds
The Future Business Model For Professionals Symposium is ideal for:
Forward-Thinking
Professionals
Designed for mortgage professionals, real estate experts, financial advisors, and insurance agents who are ready to embrace new opportunities, adapt to challenges, and drive growth for themselves and their clients.
Dynamic Business
Leaders
Perfect for professionals managing diverse portfolios or leading teams in evolving industries. Learn how to implement advanced strategies, leverage data insights, and create scalable solutions for sustained success.
Growth-Oriented
Innovators
For those seeking to maximize revenues, improve client retention, and future-proof their services in a competitive and ever-changing market.
Promises of Symposium include:
Hosting The Future Business Model For Professionals Symposium is Richard Dolan
Richard Dolan serves The Institute of Futurization as Vice Chancellor, Head of The Global Wealth & Asset Management Project.
Richard is a globally recognized thought leader in the financial services, wealth management, and real estate investment industry of over thirty-years. Working with some of the world’s most iconic wealth, bank and investment brands; Richard has come to be called the advisor to advisors.
Richard has provided strategic counsel to high-profile clients, including world champions of sport, CEOs, billionaires, political leaders and heads of state. His leadership has led to aggregation of billions of dollars in assets measurably across a half a dozen ventures.
Thought Leadership
Richard is the author of two certificate programs at Schulich School of Business (Executive Development division) Marketing and Selling Wealth Management Services and The Wealth Management Program. He is the creator of an Urban Financial Life Philosophy, fusing research areas such as performance psychology, happiness economics, behavioural finance and investor resilience.
The Futurization Project
As the head of The Global Financial Life Research project, Richard is pioneering efforts to explore the evolving relationship between people and their advising professionals given their newly emerging financial lives and futures. His work equips professionals and institutions with data-driven insights and innovative strategies to navigate the future conversations on matters of money, wealth and worth. Richard operates from offices in New York, Toronto, and Miami.
The Future Business Model For Professionals Symposium
TESTIMONIALS
"Richard Dolan and Patrick Francey are at the forefront of financial thought leadership. Their expertise on the evolving landscape of real estate investing provided me with actionable strategies that have already started yielding results for my practice."
"This event opened my eyes to the global shift in real estate investing trends. The knowledge I gained about passive investments and the opportunities in international markets has given me the confidence to diversify my portfolio and better serve my clients."
"The IOF Symposium was packed with valuable insights and strategies that were immediately applicable to my business. The focus on innovation and future-proofing has allowed me to better navigate the challenges of today’s real estate market."
"The level of expertise and forward-thinking strategies shared at this event was unparalleled. I left the IOF Symposium feeling equipped with the tools to not only grow my portfolio but also to lead my clients toward long-term financial security."
"The insights shared at the IOF Symposium completely transformed the way I approach real estate investing. The focus on future-proofing portfolios and understanding new investment vehicles like REITs has helped me make smarter, more strategic decisions for my clients."
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Event Agenda
Below you'll find important information about the event such as the schedule, times, dress code, hotel and travel information plus the amenities around you.
Thursday, February 27th
Registration Time: 1:30 PM – 2:00 PM
Location: The National Golf Club of Canada
Session 1: 2:00 PM – 3:30 PM
Welcome and Opening Remarks
Master of Ceremonies: Richard Dolan, CEO of Legacy
Topic: The Future of Professional Success
Break: 3:30 PM – 3:45 PM
Session 2: 3:45 PM – 4:45 PM Shaping the Future of Professional Practices
Closing Remarks: 4:45 PM – 5:00 PM
Topic: The Future of Professional Success
- Building Resilient Business Models: Adapting for 2025 and Beyond Speaker: Richard Dolan Topic Highlights: Discover how innovative strategies can reshape your professional model for sustained growth in a changing market.
- Embracing Leadership for Transformational Growth Speaker: Mike Lipkin Topic Highlights: Unlock strategies to inspire and lead in an era of constant change and redefine professional success.
Break: 3:30 PM – 3:45 PM
Session 2: 3:45 PM – 4:45 PM Shaping the Future of Professional Practices
- Panel Discussion: Future-Proofing Your Business Model for Long-Term Success
- Moderator: Richard Dolan
- Participants: Mike Lipkin
- Topic Highlights: Explore strategies for scaling business models, enhancing client relationships, and thriving in a competitive environment.
Closing Remarks: 4:45 PM – 5:00 PM
- Summary and Key Takeaways Recap of the day’s discussions and actionable insights for financial professionals.
- Networking Opportunity Time for attendees to connect, collaborate, and discuss future opportunities.
*Agenda times and sessions are subject to change.
The Future Business Model For Professionals Symposium Venue
Nestled at the prestigious National Golf Club of Canada, this venue offers an inspiring environment for thought leadership and meaningful dialogue. Surrounded by serene landscapes, it provides the perfect blend of elegance and focus, creating an ideal setting for the Financial Leaders Symposium.
Join us in this exclusive space, designed to facilitate insightful conversations, intellectual engagement, and innovative thinking. The carefully curated venue ensures that attendees will experience a seamless and enriching event, setting the stage for future-focused discussions on real estate investing and financial strategies.
For more information contact
Additional Information
Nearest airports:
- Toronto Pearson International Airport (YYZ) Approximately 15 miles (24 km)
Other useful information:
- Shopping nearby - Vaughan Mills Shopping Centre – 7 miles (11 km)
- Dining - Several restaurants within a 5-10 minute drive from the venue
- Dress Code - Business casual; please bring layers as temperatures can vary indoors and outdoors.
We recommend arriving early to enjoy the serene surroundings of the National Golf Club of Canada.
Other accommodations nearby:
Element Vaughan Southwest
(Approximately 5 miles – 8 kms)
6170 Highway 7, Vaughan, ON L4H 0R2
Phone: +1 905 264 6474
Monte Carlo Inn Vaughan Suites
(Approximately 6 miles – 10 kms)
705 Applewood Crescent, Vaughan, ON L4K 5W8
Phone: +1 905 761 7170
Aloft Vaughan Mills
(Approximately 7 miles – 11 kms)
151 Bass Pro Mills Dr, Vaughan, ON L4K 0E6
Phone: +1 905 695 0500