Agenda in Progress

More session details coming soon! 

Monday, June 9th

Monday, June 9, 2025
3:00 PM
Conference Hospitality & Welcome
3:00 PM - 8:30 PM
4:00 PM
AI Pre-Conference Workshop
4:00 PM - 5:30 PM
6:30 PM
Opening Party
6:30 PM - 8:30 PM

Tuesday, June 10th

Tuesday, June 10, 2025
6:30 AM
Jolt! Event Desk
6:30 AM - 5:00 PM
7:00 AM
Networking Breakfast & Exhibits
7:00 AM - 8:00 AM
8:00 AM
Exhibits Open
8:00 AM - 5:00 PM
8:10 AM
Opening & Welcome: Marketing With Meaning: Forging Bonds, Driving Growth
8:10 AM - 8:30 AM
8:30 AM
Keynote: How Ultra-Performers Get Results
8:30 AM - 9:15 AM
9:20 AM
Seizing Success: Growth through Strategic Acquisitions
9:20 AM - 9:55 AM
9:20 AM
Organic Momentum: Advanced Techniques for Scaling Large
9:20 AM - 9:55 AM
9:20 AM
Behavioral Economics: Harnessing Client Psychology to Drive Decisions and Build Lasting Relationships
9:20 AM - 9:55 AM
9:20 AM
Sponsored Breakout
9:20 AM - 9:50 AM
9:55 AM
Networking Break & Exhibits
9:55 AM - 10:20 AM
10:20 AM
Keynote: Making Economics Cool: How Kyla Scanlon is Redefining Economic Commentary for a New Generation
10:20 AM - 10:55 AM
10:55 AM
How to Go From Overlooked to Overbooked: The 5 Simple Steps to a 7-Figure+ Business
10:55 AM - 11:05 AM
11:10 AM
From Camera to Clients: How Dave Zoller Added $1M in Recurring Revenue Using Video
11:10 AM - 11:45 AM
11:10 AM
Building a Brand that People Trust: A Design Strategy Approach
11:10 AM - 11:45 AM
11:10 AM
Advisor Marketing Made Simple LIVE
11:10 AM - 11:45 AM
11:10 AM
Mastering the Art of Marketing and Communicating with High-Net-Worth Clients
11:10 AM - 11:45 AM
11:45 AM
Networking Lunch & Exhibits
11:45 AM - 12:40 PM
12:40 PM
General Session: The Evolution of Reporting and Digital Journalism + Your Brand
12:40 PM - 1:10 PM
1:10 PM
Homepage to Handshake: The Website Formula That Turns Visitors Into Clients
1:10 PM - 1:25 PM
1:25 PM
The Golden Playbook: Jacqueline Schadeck’s Guide to Building Marketing Momentum and Achieving Success
1:25 PM - 1:40 PM
1:45 PM
How Firms Can Implement a Multi-Niche Approach to Empower Advisors in Business Development
1:45 PM - 2:20 PM
1:45 PM
Relationship Nurturing: From Campaigns to Clients
1:45 PM - 2:20 PM
1:45 PM
Digital Dominance: Mastering SEO and Website Essentials
1:45 PM - 2:20 PM
1:45 PM
Mastering LinkedIn: Zero Cost, High Return Strategies for Financial Advisors
1:45 PM - 2:20 PM
2:20 PM
Networking Break & Exhibits
2:20 PM - 2:45 PM
2:45 PM
Visionary Voices: Women Leading and Innovating
2:45 PM - 3:15 PM
3:15 PM
Surprise Guest Interview: Secrets of the Elite: Mastering High-Value Client Acquisition
3:15 PM - 3:30 PM
3:35 PM
Sponsored Breakout
3:35 PM - 4:10 PM
3:35 PM
The Future of Marketing: How AI and Emerging Technologies Drive Personalized Marketing Experiences
3:35 PM - 4:10 PM
3:35 PM
Client-Generated Content: Leveraging Others Stories for Greater Impact
3:35 PM - 4:10 PM
3:35 PM
Actionable Insights: Translating Learning into Business Success
3:35 PM - 4:10 PM
4:10 PM
Networking Break & Exhibits
4:10 PM - 4:30 PM
4:30 PM
Keynote: Building an Empire: Josh Brown's Blueprint for Growth and Influence
4:30 PM - 5:15 PM
5:15 PM
Day One Closing Remarks
5:15 PM - 5:20 PM
5:20 PM
Sponsored Dinners
5:20 PM

Wednesday, June 11th

Wednesday, June 11, 2025
6:30 AM
Jolt Event Desk
6:30 AM - 11:00 AM
7:00 AM
Breakfast & Exhibits
7:00 AM - 8:00 AM
8:00 AM
Exhibits Open
8:00 AM - 12:00 PM
8:00 AM
Day Two Opening Remarks
8:00 AM - 8:05 AM
8:10 AM
Unlocking Advisor Growth on Social Media
8:10 AM - 8:50 AM
8:50 AM
THREE-PART SYMPOSIUM: Values-Driven Growth Through Meaningful Relationships
8:50 AM - 9:20 AM
9:20 AM
Next-Level Lead Gen: Driving Organic Growth in Financial Services
9:20 AM - 9:50 AM
9:50 AM
Your Video Sucks
9:50 AM - 10:35 AM
10:35 AM
Keynote: UnMarketing: Everything Has Changed and Nothing is Different
10:35 AM - 11:10 AM
11:10 AM
Closing Remarks: Now That You Know
11:10 AM - 11:15 AM

*Sessions are subject to change at any time.