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
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 - 6:00 PM
7:00 AM
Networking Breakfast & Exhibits
7:00 AM - 8:00 AM
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
Behavioral Economics: How Behavioral Economics Can Help Financial Advisors Influence Client Decisions and Build Stronger Relationships
9:20 AM - 9:50 AM
9:20 AM
Seizing Success: Growth through Strategic Acquisitions
9:20 AM - 9:50 AM
9:20 AM
Measuring Success: Key Metrics for Large Firms and Enterprises that Support Financial Advisors
9:20 AM - 9:50 AM
9:20 AM
Sponsored Session
9:20 AM - 9:50 AM
9:50 AM
Networking Break & Exhibits
9:50 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
Innovation Drop
10:55 AM - 11:00 AM
11:10 AM
Mastering the Art of Marketing and Communicating with High-Net-Worth Clients
11:10 AM - 11:40 AM
11:10 AM
From Camera to Clients: How Dave Zoller Added $1M in Recurring Revenue Using Video
11:10 AM - 11:40 AM
11:10 AM
Building a Brand that People Trust: A Design Strategy Approach
11:10 AM - 11:40 AM
11:10 AM
Sponsored Session
11:10 AM - 11:40 AM
11:40 AM
Networking Lunch & Exhibits
11:40 AM - 12:40 PM
12:40 PM
Sponsored Video Feature
12:40 PM - 12:45 PM
12:45 PM
Advisor Marketing Made Simple LIVE
12:45 PM - 1:15 PM
1:55 PM
Social Media Mastery: Engaging Clients Where They Are
1:55 PM - 2:25 PM
1:55 PM
Relationship Nurturing: From Campaigns to Clients
1:55 PM - 2:25 PM
1:55 PM
Optimizing Your Online Presence: SEO and Website Best Practices
1:55 PM - 2:25 PM
1:55 PM
Sponsored Session
1:55 PM - 2:25 PM
2:25 PM
Networking Break & Exhibits
2:25 PM - 2:55 PM
2:55 PM
Visionary Voices: Women Who Lead and Innovate
2:55 PM - 3:30 PM
3:30 PM
Innovation Drop
3:30 PM - 3:40 PM
3:45 PM
Actionable Insights: Translating Learning into Business Success
3:45 PM - 4:15 PM
3:45 PM
Client-Generated Content: Leveraging Others Stories for Greater Impact
3:45 PM - 4:15 PM
3:45 PM
The Future of Marketing: How AI and Emerging Technologies Drive Personalized Marketing Experiences
3:45 PM - 4:15 PM
3:45 PM
Sponsored Session
3:45 PM - 4:15 PM
4:15 PM
Networking Break & Exhibits
4:15 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 - 2:00 PM
7:00 AM
Breakfast & Exhibits
7:00 AM - 8:00 AM
8:05 AM
Day Two Opening Remarks
8:05 AM - 8:10 AM
8:10 AM
Sponsored Video Feature
8:10 AM - 8:15 AM
8:15 AM
Unlocking Advisor Growth on Social Media
8:15 AM - 8:55 AM
8:55 AM
THREE-PART SYMPOSIUM: Values-Driven Growth Through Meaningful Relationships
8:55 AM - 9:25 AM
9:25 AM
Studies in Organic Growth: Lessons from the Megas
9:25 AM - 10:05 AM
10:05 AM
Networking Break & Exhibits
10:05 AM - 10:30 AM
10:30 AM
Your Video Sucks
10:30 AM - 11:00 AM
11:00 AM
Keynote: UnMarketing: Everything Has Changed and Nothing is Different
11:00 AM - 11:45 AM
11:45 AM
Closing Remarks: Now That You Know
11:45 AM - 12:00 PM
12:00 PM
Networking, Exhibits and Boxed Lunches to Go!
12:00 PM - 1:30 PM

*Sessions are subject to change at any time.