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This is our current schedule. As we add or update sessions, our agenda will change. Continue checking our website for the most current information available!

Wednesday, May 4th

3:00 p.m.-8:30 p.m.

Conference Hospitality & Welcome

Mariposa Ballroom

5:00 p.m.-8:00 p.m.

Welcome Reception

Mariposa Ballroom

Thursday, May 5th

6:30 a.m.-6:00 p.m.

Jolt! Event Desk

Mariposa/Orovada Ballrooms

7:00 a.m.-8:30 a.m.

Breakfast & Exhibits

Mariposa/Orovada Ballrooms

8:30 a.m.-8:40 a.m.

Opening & Welcome

Mariposa Ballroom

Robert Sofia

CEO, Snappy Kraken
8:40 a.m.-9:25 a.m.

The Science Behind Content Creation—Becoming a More Creative Influencer

Opening Keynote

Mariposa Ballroom

Adam Morgan

Creative Director, Author, Master Storyteller
9:25 a.m.-10:05 a.m.

Captivate Your Audience With Breakout Creativity

If you've seen it before, you'll probably ignore it, and your clients and prospects are no different. It takes bold, creative, unique approaches to captivate an audience -- something these panelists know all about! From Manish's entertaining YouTube channel, to Johnny's weekly "Mixtape," and Patrice's creative direction of the Snappy Kraken brand and content style -- the marketing insights you'll gain from this panel will be enough to justify your whole trip to Jolt!

Mariposa Ballroom

Patrice Kelly

Chief Creative Officer, Snappy Kraken

Manish Khatta

Chief Executive Officer and CIO, Potomac Fund

Johnny Sandquist

CEO & Founder, Three Crowns Copywriting and Marketing

Timothy D. Welsh, CFP®

President, Nexus Strategy
10:10 a.m.-10:40 a.m.

The Secret Behind Content That's Impossible to Ignore

Snappy Kraken is known for its bold, unique style that motivates clients and prospects to take action at a much higher rate than industry averages. What is behind content that performs better? Francesca (Snappy Kraken's Chief Content Officer), and Lindsay (Snappy Kraken's Creative Director) will pull back the curtain on the creative, psychological, and research-backed content strategies that advisors need to implement if they want to break through the noise.

Mariposa/Orovada/Starvine Ballrooms

Angel Gonzalez

Chief Marketing Officer, Snappy Kraken

Francesca McLin

Chief Content Officer, Snappy Kraken

Lindsay Warden

Creative Director, Snappy Kraken
10:10 a.m.-10:40 a.m.

Drive Engagement With Exceptional Video

Video continues to be the hottest channel for advisors -- getting more clicks and views than any other type of content. But most advisors still struggle with making good videos. They can do better! Join a video coach for advisors (Candice), the mastermind behind Potomac's killer videos (Christopher), and Snappy Kraken's own Video Production Director (Kyle Cyr) as they spill the secrets behind video that will suck viewers in!

Mariposa/Orovada/Starvine Ballrooms

Diana Cabrices

VP of Enterprise Development, Snappy Kraken

Candice Carlton

Head of Advisor Education, FiComm Partners

Kyle Cyr

Video Production Coordinator, Snappy Kraken

Christopher Norton

Chief Marketing Officer, Potomac Fund
10:10 a.m.-10:40 a.m.

How Defining Your Purpose Leads to Tangible Growth

Early in our careers, we all learn that developing a unique purpose will help our brands stand out in a crowded marketplace. But does it really affect the bottom line? And how can your firm's brand actually help grow the business? We'll hear from advisors who have built purpose-led firms that are gaining new clients because of their values - not in spite of them.

Mariposa/Orovada/Starvine Ballrooms

Marci Bair, CFP®

President, Bair Financial Planning

Zach Pentel

Chief Marketing Officer, Altruist

Dasarte Yarnway

Managing Director, Berknell Financial Group
10:10 a.m.-10:40 a.m.

Authority Marketing: 5 Ways to Build Thought Leadership in a Post-COVID Landscape

While most financial professionals are conditioned to focus marketing efforts on their corporate brand – a process that takes significant time, money, and resources – there's a shift underway for leaders to be more intentional about growing their own brand to connect more authentically with their audience – a strategy called Authority Marketing. This presentation from ForbesBooks Publisher and author of Authority Marketing, Rusty Shelton, walks through the changing media landscape and how to use a 5-step roadmap to build a meaningful authority brand to build your business and make an outsized impact with your message.

Mariposa/Orovada/Starvine Ballrooms

Rusty Shelton

Publisher and Senior Marketing Strategist, ForbesBooks
10:40 a.m.-10:55 a.m.

Networking Break/Exhibits

Mariposa/Orovada Ballrooms

10:55 a.m.-11:35 a.m.

Make Your Marketing Memorable With Visual Storytelling

General Session

Mariposa Ballroom

Ekaterina Walter

Bestselling Author, International Speaker, Business Innovator
11:35 a.m.-12:15 p.m.

Modern Strategies for Maximum Reach and Impact

Great marketing builds relationships. But this is easier said than done. First, you have to ensure that people consume your content. Second, you have to ensure that it affects them in a positive way. This doesn't happen by accident. These panelists have a track record of building an audience and engaging that audience in ways that leave an impression. They're here to share their top techniques with you!

Mariposa Ballroom

David Armstrong

Editor-in-Chief & Executive Director of Content,

Emily Binder

Founder, WealthVoice

Alex Cavalieri

Co-Founder, Seven Group

Matt Halloran

Co-Founder and Chief Relationship Officer, ProudMouth

Taylor Schulte, CFP®

Founder & CEO, Define Financial
12:15 p.m.-1:15 p.m.


Mariposa/Orovada Ballrooms

1:15 p.m.-2:00 p.m.

Technology Hacks for Increased Sales

Mariposa Ballroom

Crystal Washington

Futurist, Technology Strategist, Author
2:00 p.m.-2:40 p.m.

Building Trust and Earning Credibility in a Digital World

Consumers are more skeptical than ever and unscrupulous "advisors" have tarnished our industry's reputation. As a result, earning trust is one of the foremost priorities of advisor marketing. But how can trust be earned when you aren't meeting face to face? These panelists are all trusted experts in their own right, and have helped other advisors build trust with better marketing. Learn how they've done it.

Mariposa/Orovada/Starvine Ballrooms

Eric Clarke

CEO, Orion Advisor Solutions

Peter Lazaroff, CFA, CFP®

Chief Investment Officer, Plancorp

Tina Powell

CEO, C-Suite Social Media

Abby Salameh

Strategic Consultant

Marie Swift

President and CEO, Impact Communications, Inc.
2:45 p.m.-3:15 p.m.

Narrow the Gap Between Cold Lead and New Client

Getting a fresh lead is great, but what if they're not ready to take action yet? Or what if they should take action, but don't feel motivated to do so? You could just take the low hanging fruit, closing the business that comes easily, but that won't get you far. Hear from advisors and marketing experts who go the extra mile to turn prospects into clients with long-term, consistent nurturing strategies that get results.

Mariposa/Orovada/Starvine Ballrooms

Josh Leonard

Vice President & Financial Advisor, Leonard Advisory Group

Kelly Waltrich


Megan Whittaker

Director of Community, Snappy Kraken
2:45 p.m.-3:15 p.m.

You Have a Lead. Now What?

Mariposa/Orovada/Starvine Ballrooms

Stephanie Bogan

Founder and Chief Possibility Officer, Limitless Adviser Coaching
2:45 p.m.-3:15 p.m.

Case Study: How To Survive The Disruptive Changes In Our Industry

This session will expand on industry trends, where advisors can turn for support and help growing their business during this disruptive time in the industry. Case studies and examples help bring this session to life.

Mariposa/Orovada/Starvine Ballrooms

Brian Leitner

Head of Mariner Platform Solutions
3:20 p.m.-3:50 p.m.

You're on Social Media, But Can You Really Get Clients There?

Does this sound familiar? You set up your LinkedIn, Twitter, and Facebook profiles. You post occasionally. You get some engagement. But clients certainly aren't flooding to you like those consultants and social media "experts" said they would. Is it something you're doing wrong, or are these platforms just a waste of time? Learn from three panelists who know what it takes to get clients from social media. They're ready to spill the inside scoop!

Mariposa/Orovada/Starvine Ballrooms

Michael Baker

Founding Member, Vertex Capital Advisors, LLC

Shawna Ohm

Founder, Content 151

Charlie Van Derven

President, Social Advisors
3:20 p.m.-3:50 p.m.

Elevating Your Marketing Mindset

Mariposa/Orovada/Starvine Ballrooms

Coach Joe Lukacs

Founder, Magellan Mastermind & Network
3:20 p.m.-3:50 p.m.

Scaling Smarter (and Faster) With Defined Marketing Processes

Is your marketing like a leaky bucket -- lots of effort going in, but little coming out? Don't miss this session! Most marketing failures aren't from bad ideas -- they're from poor execution. Even great marketing strategies will fall apart without the right processes and workflows behind the scenes to ensure positive outcomes. Learn from four panelists who are experts at scaling marketing systems and maximizing every opportunity.

Mariposa/Orovada/Starvine Ballrooms

Nolan Baker

Founding Member and Managing Partner, PEAK Reps

Nyle Bayer

Chief Marketing Officer, Onramp Invest

Alicia Howard

Chief Operating Officer, Snappy Kraken

Christa Spencer

SVP Marketing & Communications, Mariner Wealth Advisors
3:20 p.m.-3:50 p.m.

Marketing Topic TBD

Sponsor Breakout

Marketing Topic TBD

3:50 p.m.-4:05 p.m.

Networking Break/Exhibits

Mariposa/Orovada Ballrooms

4:05 p.m.-4:50 p.m.

The Curiosity Factor: The psychological phenomena creative brands employ to earn and own attention in a noisy world.

General Session

Mariposa Ballroom

Andrew Davis

Author & Keynote Speaker
4:50 p.m.-5:00 p.m.

Closing Remarks

Mariposa Ballroom

Aaron Klein

Chief Executive Officer, Riskalyze

Evening at Leisure

Friday, May 6th

6:30 a.m.-2:00 p.m.

Jolt! Event Desk

Mariposa/Orovada Ballrooms

7:00 a.m.-8:30 a.m.

Breakfast & Exhibits

Mariposa/Orovada Ballrooms

8:30 a.m.-8:35 a.m.

Opening Remarks

Mariposa Ballroom

Mike Yebio

VP of Sales, Snappy Kraken
8:40 a.m.-9:10 a.m.

New Normal: Reaching Investors of Tomorrow

In this session, you'll learn how understanding the motivations, behaviors, and trends of modern, digital-focused audiences can help you build a durable brand and marketing strategy for the future. Drawing on examples from some of the most notable big and small brands of the last several years, we'll paint a picture of the future consumer (or investor, in this case), and how to angle your firm's messages to fit their evolving expectations.

Mariposa Ballroom

Zach Pentel

Chief Marketing Officer, Altruist
9:15 a.m.-9:45 a.m.

General Session

General Session

Mariposa Ballroom

9:50 a.m.-10:30 a.m.

Authenticity: Attract Ideal Clients by Being Yourself

While financial planning processes and investment products are largely commoditized, individual personalities are impossible to duplicate. It's highly possible that your unique approach to life, your interests, your personal values, and even your style could be among your greatest marketing assets. These panelists all have dynamic personal brands and will share how showcasing what makes them truly unique has been one of their greatest growth drivers.

Mariposa Ballroom

Justin Castelli

Founder, RLS Wealth & VP Marketing and Brand, Onramp Invest

Brittney Castro, CFP®, AAMS®, CRPC®

Founder & CEO, Financially Wise Inc.

Marguerita Cheng, CFP®

CEO, Blue Ocean Global Wealth

Ryan Shanks

Co-Founder & CEO, FA Match

Anthony Stich

Chief Operating Officer, NaviPlan
10:35 a.m.-11:15 a.m.

From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World

DO YOU BLEND OUT? You’re skilled, you’re smart, and you know how much you can accomplish, so why aren’t prospects beating down your door? It’s because they don’t know who you are. In this presentation based on his new book, Snappy Kraken CEO Robert Sofia dives into the marketing history of some of the world’s most successful companies, exploring the steps they took that left an unshakable impression with their target audiences and then applying those steps in such a way that any advisor can recreate them.

Mariposa Ballroom

Robert Sofia

CEO, Snappy Kraken
11:20 a.m.-11:30 a.m.

Closing Comments

Mariposa Ballroom

Brad DeLoatche

Chief Product Officer, Snappy Kraken
11:30 a.m.-1:30 p.m.

Implementation Workshop with Spot-Coaching/Consultation

(to-go lunches available for those staying or departing)

Mariposa Ballroom

Meeting Adjourns

Register Now!