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
Mary Beth Storjohann, CFP®
Chief Marketing Officer & Partner, Abacus Wealth Partners
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, WealthManagement.com
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.
Lunch/Exhibits
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
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
Ariel Veltre
Success Operations and Communications Manager, Snappy Kraken
Kelly Waltrich
Co-Founder, Intention.ly
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 -- an advisor who's done it, a LinkedIn marketing expert, and a Facebook advertising expert. They're ready to spill the inside scoop!
Mariposa/Orovada/Starvine Ballrooms
Michael Baker
Founding Member, Vertex Capital Advisors, LLC
Caitlin Keller
Member Success Manager, Snappy Kraken
Charlie Van Derven
President, Social Advisors
3:20 p.m.-3:50 p.m.
Practice Power -- Building a Predictable Growth Model
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, Helios
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