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Schedule

This is our current agenda at-a-glance. Keep checking this page for the most updated program information!

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

Register Now!