Wednesday, May 3rd
3:00 p.m.-8:30 p.m.
Conference Hospitality & Welcome
Mariposa Ballroom Foyer
6:30 p.m.-9:30 p.m.
Opening Party
Primrose Ballroom & Ironwood Terrace
Thursday, May 4th
6:30 a.m.-6:00 p.m.
Jolt! Event Desk
Mariposa Ballroom Foyer
7:00 a.m.-8:00 a.m.
Opening Breakfast & Exhibits
Primrose Ballroom
8:10 a.m.-8:30 a.m.
Opening & Welcome
Mariposa Ballroom
Robert Sofia
CEO, Snappy Kraken
8:30 a.m.-9:15 a.m.
Opening Keynote
Human Connection in a Digital World
Mariposa Ballroom
Ramon Ray
Small Business Expert & Serial Entrepreneur
BREAKOUT THEME: Market Like a Human - At Scale
9:20 a.m.-9:50 a.m.
Forge Stronger Bonds and Drive Client Loyalty With "Personal" Video
Mariposa Ballroom
Katie Braden
Chief Video Officer, Advisor Video Marketing
Candice Carlton
EVP, Advisor Growth Marketing - FiComm Partners
Angel Gonzalez
Chief Marketing Officer, Snappy Kraken
Rea Ross
9:20 a.m.-9:50 a.m.
Build Trust and Accelerate Connection With (Compliant) Text Messaging
Joshua 5
9:20 a.m.-9:50 a.m.
Ignite New Relationships and Expand Existing Ones With the Highest ROI Channel: Email
Joshua 6
Francesca McLin
Chief Content Officer, Snappy Kraken
9:20 a.m.-9:50 a.m.
Harness the Power of Your Uniqueness Through Podcasting
Joshua 9
Matt Halloran
Your Friendly Neighborhood Podcasting Expert
Megan Carpenter
CEO & Co-Founder - FiComm Partners
9:20 a.m.-9:50 a.m.
Coming Soon!
9:50 a.m.-10:20 a.m.
Networking Break & Exhibits
Primrose Ballroom
10:20 a.m.-11:05 a.m.
General Session
Creating Superfans -- How to Turn Customers Into Lifelong Advocates
Mariposa Ballroom
Brittany Hodak
Award-winning Entrepreneur, Author & Superfans Expert
BREAKOUT THEME: Meaningful Connection Drives Growth
11:10 a.m.-11:40 a.m.
How Profile Videos Build Connection Faster And Increase Website Conversions
Mariposa Ballroom
11:10 a.m.-11:40 a.m.
Fuel Rapid Growth By Catering to the Psyhcographic Profile(s) of Your Ideal Clients
Joshua 5
Penny Phillips
President & Co-Founder, Journey Strategic Wealth
11:10 a.m.-11:40 a.m.
Event Moments that Generate Business: Attract More than Plate-lickers and Freeloaders!
Joshua 6
Elyse Stoner & Angela York
Co-founders, Custom Strategic Marketing
11:10 a.m.-11:40 a.m.
How to Create an Elite Client Experience With Great Marketing + Technology
Joshua 9
Mary Rose Eagan
Head of Customer Experience, Snappy Kraken
Kristen Schmidt
Founder & Owner, RIA Oasis
11:10 a.m.-11:40 a.m.
Coming Soon!
11:40 a.m.-12:40 p.m.
Networking Luncheon & Exhibits
Primrose Ballroom
12:45 p.m.-1:15 p.m.
General Session
Zero Fox Given: Branding that Leads to Growth
Mariposa Ballroom
Manish Khatta
Chief Executive Officer and CIO, Potomac Fund
1:20 p.m.-1:50 p.m.
General Session
Building a New Brand: Mistakes to Avoid and Steps to Succeed
Mariposa Ballroom
Emily Binder
Founder, WealthVoice
BREAKOUT THEME: Branding for Reach and Impact
1:55 p.m.-2:25 p.m.
Personal Branding: Making Genuine (And Profitable) Connections on Social Media
Mariposa Ballroom
Sheryl Hickerson
CEO, Females and Finance
Tina Powell
Partner, Chief Growth Officer - Intention.ly
Lindsey Gladstone
Head of Marketing, Snappy Kraken
Kian Salehizadeh
VP, Finance - LPL Financial
1:55 p.m.-2:25 p.m.
Websites That Set You Apart And Get Results
Joshua 5
1:55 p.m.-2:25 p.m.
Unapologetically Real: Using Your Voice and Vision to Create the Business of Your Dreams
Joshua 6
Christopher Norton
Chief Marketing Officer, Potomac Fund
Justin Castelli
Founder, RLS Wealth
1:55 p.m.-2:25 p.m.
How Process, Planning, and Consistency Generated $600k+ in Recurring Revenue in Three Years
Joshua 9
Taylor Schulte, CFP®
Founder & CEO, Define Financial
2:25 p.m.-2:55 p.m.
Networking Break & Exhibits
Primrose Ballroom
2:55 p.m.-3:15 p.m.
Big Risks, Big Rewards -- How Advisors Who Don’t Play It Safe With Design Are Winning Clients and Growing Massive Business
Mariposa Ballroom
Patrice Kelly
Chief Creative Officer, Snappy Kraken
3:20 p.m.-3:40 p.m.
Mainstage Spotlight
Mariposa Ballroom
Aaron Klein
Chief Executive Officer, Riskalyze
BREAKOUT THEME: COMING SOON!
3:45 p.m.-4:10 p.m.
Riches in the Niches: How Advisors Are Expanding Opportunities By Narrowing Focus
Mariposa Ballroom
Marlon Wesh
Owner, Wesh Financial
Danika Waddell
President & Founder, Xena Financial Planning
Nitesh Verma
Head of Enterprise & Partnerships, Snappy Kraken
3:45 p.m.-4:10 p.m.
SEO For Advisors Looking to Rank (and Increase Lead Volume)
Joshua 5
Christel Chan
Senior Manager, Engagement - Snappy Kraken
Leighton Langan
Content Marketing and Campaign Manager, Snappy Kraken
3:45 p.m.-4:10 p.m.
Expanding Awareness While Building Credibility and Trust with Public Relations (PR)
Joshua 6
Jason Lahita
Founding Partner, StreedCred PR
3:45 p.m.-4:10 p.m.
The Art of Storytelling & Story Listening: Developing Better Engagement & Trust Through Money Vulnerability & Authenticity
Joshua 9
Dr. Preston Cherry, CFT-I™, CFP®
Founder & President, Concurrent Financial Planning
3:45 p.m.-4:10 p.m.
Coming Soon!
4:10 p.m.-4:25 p.m.
Networking Break & Exhibits
Primrose Ballroom
4:25 p.m.-5:10 p.m.
Day One Closing Keynote
INSPIRED: How Brilliant Brands Create a Sudden Urge to Act!
Mariposa Ballroom
Andrew Davis
Author & Keynote Speaker
5:10 p.m.-5:15 p.m.
Day One Closing Remarks
Mariposa Ballroom
Brad DeLoatche
Chief Product Officer, Snappy Kraken
Sponsored dinners, VIP experiences, and free time to enjoy Las Vegas!
Friday, May 5th
6:30 a.m.-2:00 p.m.
Jolt! Event Desk
Mariposa Ballroom Foyer
7:00 a.m.-8:00 a.m.
Breakfast & Exhibits
Primrose Ballroom
8:05 a.m.-8:10 a.m.
Day Two Opening Remarks
Mariposa Ballroom
THEME OF THE DAY: Lead Generation - Attracting and Converting Ideal Clients
8:10 a.m.-8:55 a.m.
General Session
Crushing It: How Advisors Are Using Radio, TV, and Automation to Generate and Pre-Qualify Hundreds of Leads Every Month
Mariposa Ballroom
Matt Neuman
Chief Strategy Officer, Advisors Excel
Marvin Mitchell
Founder & President, Compass Retirement Solutions
9:00 a.m.-9:30 a.m.
General Session
Prospecting Events that Connect, Energize, and Drive Business
Mariposa Ballroom
Matt Middleton
President & CEO, Advisor Circle
Samantha Allen
Vice President, Digital Marketing - Carson Group
Alicia Howard
Chief Operating Officer, Snappy Kraken
Cici Prsha
CEO & Founder - CJN Communications
9:35 a.m.-10:05 a.m.
General Session
Finding Ideal Clients With Webinars and Courses
Mariposa Ballroom
Isaac Presley
CEO, Cordant Wealth
Pamela Capalad
Founder & CEO - Brunch and Budget
10:05 a.m.-10:30 a.m.
Networking Break & Exhibits
Primrose Ballrooms
10:30 a.m.-11:00 a.m.
General Session
Advisor Lead Machine: Why Lead Generation Doesn't Have to Be Hard (or Expensive) And What the Fastest Growing Advisors Are Doing to Drive Demand
Mariposa Ballroom
Robert Sofia
CEO, Snappy Kraken
11:05 a.m. - 11:45 a.m.
General Session
Dancing with Dragons
Mariposa Ballroom
Carl Richards
The Society of Advice
11:45 a.m.-11:50 a.m.
Closing Remarks
Mariposa Ballroom
Mary Rose Eagan
Head of Customer Experience, Snappy Kraken
Angel Gonzalez
Chief Marketing Officer, Snappy Kraken
BOXED LUNCHES & WORKING SESSIONS: Choose Your Path
11:50 p.m.-1:20 p.m.
Snappy Kraken Members Only Workshop & More Sessions - Coming Soon!
Mariposa Ballroom & Joshua Rooms
11:50 p.m.-1:20 p.m.
Coaching Workshop - Coming Soon!
Primrose Ballroom