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


Emily Binder
Founder, WealthVoice


Stephanie Bogan
Founder and Chief Possibility Officer, Limitless Adviser Coaching


Justin Castelli
Founder, RLS Wealth


Brittney Castro, CFP®, AAMS®, CRPC®
Founder & CEO, Financially Wise Inc.


Candice Carlton
Head of Advisor Education, FiComm Partners


Alex Cavalieri
Co-Founder, Seven Group


Matt Halloran
Co-Founder and Chief Relationship Officer, ProudMouth


Coach Joe Lukacs
Founder, Magellan Mastermind & Network


Christopher Norton
Chief Marketing Officer, Potomac Fund


Tina Powell
CEO, C-Suite Social Media


Johnny Sandquist
CEO & Founder, Three Crowns Copywriting and Marketing


Marie Swift
President and CEO, Impact Communications, Inc.


Charlie Van Derven
President, Social Advisors


Rusty Shelton
Publisher and Senior Marketing Strategist, ForbesBooks
12:00 p.m.-2:00 p.m.
Exhibits/Networking/Lunches Available To-Go
Orovada Ballroom & Mariposa 3, 5, 8