Schedule - Jolt Conference

Wednesday, May 4th

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

Conference Hospitality & Welcome

Mariposa Ballroom Foyer

6:30 p.m.-9:30 p.m.

Opening Party

What Vegas conference would be complete without a great party? Jolt! will be no exception! Join us and our Party Sponsor, MarketCounsel, as we enjoy food and drinks on a rooftop under the stars, accompanied by energizing beats, acrobatic entertainment, and a rare chance to mingle with the brightest minds in financial services marketing. Plus, you won't want to miss this chance to participate in a silent charity auction for traditional and NFT artwork from Carl Richards for the benefit of Invest In Girls. There's one more surprise you won't want to miss, but we're keeping that quiet until the event. Can't wait to see you there!

Ironwood Terrace

Thursday, May 5th

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

Jolt! Event Desk

Mariposa Ballroom Foyer

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

Benedicts & Mimosas Breakfast

Join us for benedicts and mimosas and network on the exhibit floor!

Orovada Ballroom

8:00 a.m.-8:15 a.m.

Opening & Welcome

Mariposa 4 - General Session

Robert Sofia

CEO, Snappy Kraken

8:15 a.m.-9:00 a.m.

The Science Behind Content Creation—Becoming a More Creative Influencer

Opening Keynote

Mariposa 4 - General Session

Adam Morgan

Executive Creative Director

9:05 a.m.-9:45 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 4 - General Session

Justin Barish

SVP, Head of Digital Marketing, Dynasty Financial Partners

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

9:45 a.m.-10:15 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 1

Angel Gonzalez

Chief Marketing Officer, Snappy Kraken

Francesca McLin

Chief Content Officer, Snappy Kraken

Lindsay Warden

Creative Director, Snappy Kraken

9:45 a.m.-10:15 a.m.

LI$T Marketing: Creating a Database Money Machine

#LI$TenUP ... It's time you stop leaving money locked inside your database! Learn the TOP 10 strategies that America's most elite producer group is using to build, organize and monetize your list of leads in 2022.

Mariposa 2

Matt Neuman

Chief Strategy Officer, Advisors Excel

9:45 a.m.-10:15 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 6

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

9:45 a.m.-10:15 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 7

Rusty Shelton

Publisher and Senior Marketing Strategist, ForbesBooks

10:15 a.m.-10:35 a.m.

Networking Break/Exhibits

Orovada Ballroom & Mariposa 3, 5, 8

10:35 a.m.-11:15 a.m.

Make Your Marketing Memorable With Visual Storytelling

General Session Keynote

Mariposa 4 - General Session

Ekaterina Walter

Bestselling Author, International Speaker, Business Innovator

11:20 a.m.-12:00 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 4 - General Session

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

12:00 p.m.-1:00 p.m.

Lunch/Exhibits

Orovada Ballroom

1:00 p.m.-1:45 p.m.

Technology Hacks for Increased Sales

General Session Keynote

Mariposa 4 - General Session

Crystal Washington

Futurist, Technology Strategist, Author

1:50 p.m.-2:20 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 1

Tim Franklin, CFP® CKA® CWS® AIF®

Franklin Wealth Advisors, Inc.

Josh Leonard

Vice President & Financial Advisor, Leonard Advisory Group

Akshay Singh

President & CEO, IndyFin

Kelly Waltrich

Co-Founder, Intention.ly

Megan Whittaker

Program Manager, Snappy Kraken

1:50 p.m.-2:20 p.m.

You Have a Lead. Now What?

Mariposa 2

Stephanie Bogan

Founder and Chief Possibility Officer, Limitless Adviser Coaching

1:50 p.m.-2:20 p.m.

Meetings, Letters, & Calls, Oh My!

So, your lead becomes a client. How do you keep that client? Redwood leadership serves up the meat and potatoes of ongoing client satisfaction. Learn the building blocks of a scalable, repeatable process that has clients sending their advisors thank-you cards.

Mariposa 6

Richard Duff, JD

Portfolio Manager, Managing Partner - Redwood Investment Management

Conner Small

Head Advisor Analyst, Redwood Investment Management

1:50 p.m.-2:20 p.m.

Differentiate your Practice & Stay Relevant with Prospects and Clients

Our industry has experienced many disruptions and changes in the last few years. Some have entirely shifted how we spend our time every day. In addition, the way we find and nurture prospects and communicate with clients has changed too. If you aren't embracing digital, you may find yourself struggling to stay relevant in the eyes of the younger generations. Is your digital footprint differentiating your practice? In this session, Brian Leitner, Head of Mariner Platform Solutions, gives his perspective on how the industry will continue to evolve. He will provide insights and tips on how advisors can position themselves and build their brand to capitalize on future opportunities. Finally, Brian will provide an overview of Mariner Platform Solutions and how they help advisors grow their practices.

Mariposa 7

Brian Leitner

Head of Mariner Platform Solutions

2:20 p.m. - 2:35 p.m.

Networking Break/Exhibits

Orovada Ballroom & Mariposa 3, 5, 8

2:35 p.m.-3:05 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 1

Michael Baker

Founding Member, Vertex Capital Advisors, LLC

Sheryl Hickerson

CEO, Females and Finance

Shawna Ohm

Founder, Content 151

Charlie Van Derven

President, Social Advisors

2:35 p.m.-3:05 p.m.

Elevating Your Marketing Mindset

Mariposa 2

Coach Joe Lukacs

Founder, Magellan Mastermind & Network

2:35 p.m.-3:05 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 6

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

2:35 p.m.-3:05 p.m.

How To Attract and Capture the Attention of Wealthy Prospects with Over $10 Million in Assets

Business Owners and Affluent Individuals are constantly chasing new investment opportunities. Understanding and appreciating the idea of leverage (a.k.a, using other people's money to create more wealth), they often carry big business debt at all times. Their ambition is admirable, it's true, but what happens if something unexpected happens? Too many investors are leaving their legacy to chance and their family and business partners unprotected. Learn how to get in front of and capture the attention of this elite market and provide sophisticated solutions that will give them the opportunity to create the growth they want, while securing the protection they need.

Mariposa 7

Vincent Munno, CFP®, CLU®

President & CEO, Universal Financial Consultants

3:05 p.m.-3:25 p.m.

Networking Break/Exhibits

Orovada Ballroom & Mariposa 3, 5, 8

3:25 p.m.-4:25 p.m.

Get Jolted: Powerful Ideas from Powerful Voices

During this special hour at Jolt!, you’ll have the rare opportunity to hear from four of the most insightful, prolific, and impactful experts in financial services. This action-packed keynote-symposium will come at you fast as Sonya Dreizler, Brian Hamburger, Penny Phillips, and Patrice Kelly each deliver one powerful idea designed to open your mind, expand your horizons, and fuel your business growth. Don’t miss it!

Mariposa 4 - General Session

Sonya Dreizler

Co-founder, Choir

Brian Hamburger

President & CEO, MarketCounsel | HamburgerLaw

Penny Phillips

President & Co-Founder, Journey Strategic Wealth

Patrice Kelly

Chief Creative Officer, Snappy Kraken

4:25 p.m.-4:30 p.m.

Closing Remarks

Mariposa 4 - General Session

Aaron Klein

Chief Executive Officer, Riskalyze

Sponsored dinners, VIP experiences, and free time to enjoy Vegas!

Friday, May 6th

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

Jolt! Event Desk

Mariposa Ballroom Foyer

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

Chicken & Waffles with Bloody Mary Bar Breakfast

Join us for chicken & waffles and some blood marys while we network on the exhibit floor!

Orovada Ballroom

8:00 a.m.-8:05 a.m.

Opening Remarks

Mariposa 4 - General Session

Mike Yebio

VP of Sales, Snappy Kraken

8:10 a.m.-8:40 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 4 - General Session

Jason Wenk

Chief Executive Officer, Altruist

8:45 a.m. - 9:25 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 4 - General Session

Justin Castelli

Founder, RLS Wealth

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

9:25 a.m. - 9:45 a.m

Networking Break/Exhibits

Orovada Ballroom & Mariposa 3, 5, 8

9:45 a.m. - 10:15 a.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 4 - General Session

Peter Lazaroff, CFA, CFP®

Chief Investment Officer, Plancorp

Tina Powell

CEO, C-Suite Social Media

Abby Salameh

Chief Marketing Officer, CAIS

Marie Swift

President and CEO, Impact Communications, Inc.

Stephanie Sager

Advisor Marketing Lead, Orion Advisor Technology

10:20 a.m. - 11:00 a.m.

Harness the Power of Visuals: Using Art To Connect Faster, Earn Trust, and Grow Stronger Relationships

Human beings learn from and remember concepts from images better than from text or the spoken word. Yet, most financial advisors stubbornly cling to verbose, technical jargon and boring charts in their marketing and communications. As an industry, we can do so much better! Even those who don’t consider themselves to be creative or artistic can accomplish this — distinguishing themselves from their competitors in a powerful way! Don’t miss this special session where Robert Sofia and Carl Richards will introduce you to specific, practical ways you can accomplish this for yourself!

Mariposa 4 - General Session

Robert Sofia

CEO, Snappy Kraken

Carl Richards

The Society of Advice

11:05 a.m. - 11:50 a.m.

The Curiosity Factor: The Psychological Phenomena Creative Brands Employ to Earn and Own Attention in a Noisy World

Closing Keynote

Mariposa 4 - General Session

Andrew Davis

Author & Keynote Speaker

11:50 a.m. - 12:00 p.m.

Closing Comments

Mariposa 4 - General Session

Brad DeLoatche

Chief Product Officer, Snappy Kraken

12:00 p.m.-2:00 p.m.

Snappy Kraken Member - Exclusive Workshop

Mariposa 1, 2

Mary Rose Eagan

Director of Experience, Snappy Kraken

Megan Whittaker

Program Manager, Snappy Kraken

12:00 p.m.-2:00 p.m.

Implementation Workshop with Spot-Coaching/Consultation

Mariposa 6, 7