Wednesday, May 3rd
3:00 p.m.-8:30 p.m.
Conference Hospitality & Welcome
Mariposa Ballroom Foyer
6:30 p.m.-8:30 p.m.
Opening Party
Primrose Ballroom
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
Field Marketing Manager, NACM
9:20 a.m.-9:50 a.m.
Making the New SEC Marketing Rules Work for You
Joshua 5
Brian Hamburger
President & CEO, MarketCounsel | Hamburger Law
Dan Bernstein
Dan Bernstein, Chief Regulatory Counsel, MarketCounsel | Hamburger Law
9:20 a.m.-9:50 a.m.
3 Ways To Ignite New Relationships and Expand Existing Ones With the Highest ROI Channel: Email
Joshua 6
Francesca McLin
Chief Content Officer, Snappy Kraken
Mike Rinard
Head of Demand Gen, Snappy Kraken
Kendra Wright
Owner & Head Strategist, Rebel Media Marketing Agency
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
Misty Lynch
Owner, Sound View Financial Advisors
Luis Rosa, CFP®, EA
On My Way to Wealth Podcast/Creator & Host
James Werner
Co-Founder, Silicon Hills Wealth Management
9:20 a.m.-9:50 a.m.
Marketing Yourself Into Millions
Joshua 10
Vincent Munno
Founder & CEO, UFC
Jorge Villar
Executive Partner, UFC
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 to Create an Elite Client Experience With Great Marketing + Technology
Mariposa Ballroom
Corey Westphal
Founder & CEO, Mobile Assistant
Arlene Moss
Executive Business Coach, XY Planning Network
Nicole Casperson
Founder, Fintech is Femme
Zoë Meggert
Founder, Perfectly Planned Content
11:10 a.m.-11:40 a.m.
How to Drive Rapport and Deep Connection in Every Conversation
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.
Finding Ideal Clients With Webinars and Courses
Joshua 9
Isaac Presley
CEO, Cordant Wealth
Samantha Russell
Chief Evangelist, FMG
Mark Forman
Chief Marketing Officer, RetireOne
Dasarte Yarnway
CEO, Yarnway Wealth | Co-founder, Onyx
11:10 a.m.-11:40 a.m.
Video Selling: Frameworks, Sequences and Narratives
Joshua 10
Jack Martin
Virtual CMO, Insurmark | Co-founder Elite Advisor Group
11:40 a.m.-12:40 p.m.
Networking Luncheon & Exhibits
Primrose Ballroom
12:40 p.m.-12:45 p.m.
MarketCounsel Spotlight
Primrose Ballroom
Brian Hamburger
President & CEO, MarketCounsel | Hamburger Law
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
Famous Brands Unpacked: Lessons for Success and Failure
Mariposa Ballroom
Emily Binder
Founder, WealthVoice
BREAKOUT THEME: Branding for Reach and Impact
1:55 p.m.-2:25 p.m.
Unapologetically Real: Using Your Voice and Vision to Create the Business of Your Dreams
Mariposa Ballroom
Christopher Norton
Chief Marketing Officer, Potomac Fund
Justin Castelli
Founder, RLS Wealth
Laura Garfield
Co-founder, Idea Decanter
David Armstrong
Director of Editorial Strategy & Operations, Wealth Management Group
1:55 p.m.-2:25 p.m.
How Process, Planning, and Consistency Generated $600k+ in Recurring Revenue in Three Years
Joshua 5
Taylor Schulte, CFP®
Founder & CEO, Define Financial
1:55 p.m.-2:25 p.m.
Websites That Set You Apart And Get Results
Joshua 6
Graham Turner
President, Snappy Kraken
Lindsey Swanson
Founder, Stripper Financial Planning
Christel Chan
Senior Manager, Engagement - Snappy Kraken
Kevin Corbett
Managing Director, Corporate Development
1:55 p.m.-2:25 p.m.
Personal Branding: Making Genuine (And Profitable) Connections on Social Media
Joshua 9
Sheryl Hickerson
CEO, Females and Finance
Tina Powell
Partner, Chief Growth Officer - Intention.ly
Lindsey Gladstone
VP of Marketing, Snappy Kraken
Kian Salehizadeh
VP, Finance - LPL Financial
1:55 p.m.-2:25 p.m.
The Future of Client Acquisition: Leveraging AI and Automation to Supercharge Your Brand, Impact, and Reach
Joshua 10
Sarah Williams
VP, Marketing Communications, CreativeOne
Perry Boles
Chief Marketing Officer, CreativeOne
Hannah Gerstner
Director, Digital Strategy, CreativeOne
2:25 p.m.-2:55 p.m.
Networking Break & Exhibits
Primrose Ballroom
2:55 p.m.-3:15 p.m.
General Session
Are you Using Design the Way it Was Intended? How to Think, Produce and Build Unforgettable Brands
Mariposa Ballroom
Patrice Kelly
Chief Creative Officer, Snappy Kraken
3:20 p.m.-3:40 p.m.
Building a Growth Mindset for our Profession
Mariposa Ballroom
Aaron Klein
Chief Executive Officer, Riskalyze
3:45 p.m.-4:15 p.m.
Expanding Awareness While Building Credibility and Trust with Public Relations (PR)
Mariposa Ballroom
Jason Lahita
Founding Partner, StreetCred PR
Vance Barse
Wealth Strategist & Founder, Your Dedicated Fiduciary
Jimmy Moock
StreetCred PR/Managing Partner
Sally Cates
Dynasty Financial Partners/Managing Director, Public Relations and Strategic Communications
3:45 p.m.-4:15 p.m.
The Art of Storytelling & Story Listening: Developing Better Engagement & Trust Through Money Vulnerability & Authenticity
Joshua 5
Dr. Preston Cherry, CFT-I™, CFP®
Founder & President, Concurrent Financial Planning
3:45 p.m.-4:15 p.m.
Riches in the Niches: How Advisors Are Expanding Opportunities By Narrowing Focus
Joshua 6
Marlon Wesh
Owner, Wesh Financial
Danika Waddell
President & Founder, Xena Financial Planning
Nitesh Verma
Head of Enterprise & Partnerships, Snappy Kraken
Thomas Kopelman
CoFounder & Financial Planner, AllStreet Wealth
3:45 p.m.-4:15 p.m.
SEO For Advisors Looking to Rank (and Increase Lead Volume)
Joshua 9
Christel Chan
Senior Manager, Engagement - Snappy Kraken
Leighton Langan
Content Marketing and Campaign Manager, Snappy Kraken
Diana Cabrices
Founder & Fractional Chief Evangelist, Diana Cabrices Consulting
4:15 p.m.-4:30 p.m.
Networking Break & Exhibits
Primrose Ballroom
4:30 p.m.-5:15 p.m.
Day One Closing Keynote
INSPIRED: How Brilliant Brands Create a Sudden Urge to Act!
Mariposa Ballroom
Andrew Davis
Author & Keynote Speaker
5:15 p.m.-5:20 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
Graham Turner
President, Snappy Kraken
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
Cici Prsha
CEO & Founder - CJN Communications
Liv Gagnon
Co-founder, Choir
9:35 a.m.-10:05 a.m.
General Session
Forging Connections and Driving Growth with Impactful Videos
Mariposa Ballroom
Marc Rice
Video Producer, Snappy Kraken
Dave Zoller
Owner, Streamline Financial
Robert Sofia
CEO, Snappy Kraken
10:05 a.m.-10:30 a.m.
Networking Break & Exhibits
Primrose Ballrooms
10:30 a.m.-11:10 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
11:15 a.m. - 11:50 a.m.
General Session
Dancing with Dragons
Mariposa Ballroom
Carl Richards
The Society of Advice
11:50 a.m.-12:00 p.m.
Closing Remarks
Mariposa Ballroom
Angel Gonzalez
Chief Marketing Officer, Snappy Kraken
NETWORKING, SPOT-COACHING & LUNCHES TO-GO!
12:00 p.m.-1:30 p.m.
Exhibits, Lunch & Networking
Primrose Ballroom
12:00 p.m.-1:30 p.m.
Snappy Kraken Freedom360 Members Only Workshop - What's Working Right Now and How to Execute
Mariposa Ballroom
Robert Sofia
CEO, Snappy Kraken
12:00 p.m.-1:30 p.m.
Spot-Coaching Pods
Primrose Ballroom
Katie Braden
Chief Video Officer, Advisor Video Marketing
Candice Carlton
EVP, Advisor Growth Marketing - FiComm Partners
Matt Halloran
Your Friendly Neighborhood Podcasting Expert
Kendra Wright
Owner & Head Strategist, Rebel Media Marketing Agency
Francesca McLin
Chief Content Officer, Snappy Kraken
Sheryl Hickerson
CEO, Females and Finance
Tina Powell
Partner, Chief Growth Officer - Intention.ly
Dr. Preston Cherry, CFT-I™, CFP®
Founder & President, Concurrent Financial Planning
Justin Castelli
Founder, RLS Wealth
Penny Phillips
President & Co-Founder, Journey Strategic Wealth
Emily Binder
Founder, WealthVoice
Ramon Ray
Small Business Expert & Serial Entrepreneur
Stephanie Bogan
Chief Possibility Officer, Limitless
Kristin Andree
Chief Strategist, Andree Group
Elyse Stoner & Angela York
Co-founders, Custom Strategic Marketing
