AGENDA
MONDAY, JUNE 9TH
3:00 PM - 8:30 PM
Conference Hospitality & Welcome
6:30 PM - 8:30 PM
Opening Party
TUESDAY, JUNE 10TH
6:30 AM - 6:00 PM
Jolt! Event Desk
8:10 AM - 8:30 AM
Opening & Welcome:
Marketing With Meaning
Forging Bonds, Driving Growth
8:30 AM - 9:15 AM
Keynote
SECTION THEME
Beyond the Gut: Achieving Better Outcomes
With Behavior-Focused & Data-Backed Strategy
Key Topics: Marketing and behavioral psycology, data analytics, client segmentation, market research, performance metrics
Focus: Utilizing data to understand client behavior, segment your audience(s), measure the success of marketing initiatives, and drive better outcomes in prospect and client relationships.
9:20 AM - 9:50 AM
Breakout:
Behavioral Economics
How Behavioral Economics Can Help Financial Advisors Influence Client Decisions and Build Stronger Relationships
9:20 AM - 9:50 AM
Breakout:
Predictive Analytics in Action
Forecasting client behavior and proactively addressing needs
9:20 AM - 9:50 AM
Breakout:
Measuring Success
Key Metrics for Large Firms and Enterprises that Support Financial Advisors
9:20 AM - 9:50 AM
Sponsored Breakout
9:50 AM -10:20 AM
Networking Break & Exhibits
10:20 AM - 11:05 AM
General Session:
Client-Generated Content
Leveraging Others Stories for Greater Impact
Explore strategies for encouraging and utilizing user-generated content, such as client testimonials and success stories, to enhance credibility and engage potential clients.
SECTION THEME
Creative Content and Storytelling: Crafting Motivating Narratives
Key Topics: Copywriting, content creation, video marketing, branding, storytelling, visual design
Focus: Crafting compelling narratives and visuals that resonate with clients and prospects, and building a strong brand identity.
11:10 AM - 11:40 AM
Breakout:
The Art of Copywriting
Words that Drive Behavioral Change
11:10 AM - 11:40 AM
Breakout:
Visual Storytelling
Motivating Clients and Prospects with Video
11:10 AM - 11:40 AM
Breakout:
Building a Brand that People Trust
11:10 AM - 11:40 AM
Sponsored Breakout
11:40 AM - 12:40 PM
Networking Lunch & Exhibits
12:40 PM - 12:45 PM
Sponsored video or other promo
12:45 PM - 1:15 PM
General Session:
Emotion in Marketing
The Science of Connection
Examine the psychological impact of emotion in marketing and how it can drive deeper prospect engagement and better client outcomes.
1:20 PM - 1:50 PM
General Session:
Interactive Content
Engaging Clients in the Digital Age
Explore the benefits of interactive content, such as quizzes, polls, and calculators, in keeping clients engaged and informed.
SECTION THEME
Multichannel Momentum: Connecting and Engaging In Realtime
Key Topics: Social media, email marketing, paid advertising, SEO, website optimization, webinars
Focus: Leveraging multiple channels to reach and engage clients, and creating an integrated marketing strategy.
1:55 PM - 2:25 PM
Breakout:
Social Media Mastery
Engaging Clients Where They Are
1:55 PM - 2:25 PM
Breakout:
Email Marketing
From Campaigns to Clients
1:55 PM - 2:25 PM
Breakout:
Optimizing Your Online Presence
SEO and Website Best Practices
1:55 PM - 2:25 PM
Sponsored Breakout
2:25 PM - 2:55 PM
Networking Break & Exhibits
2:55 PM - 3:15 PM
General Session:
Integrated Campaigns
Synchronizing Your Marketing Efforts
Strategies for creating seamless, integrated marketing campaigns across multiple channels to enhance prospect and client engagement.
3:20 PM - 3:40 PM
General Session (TWO-PART SYMPOSIUM):
Webinar Wonders
Transforming Prospects into Clients
Two advisors each deliver a TED-style, 10-minute talk sharing their experience hosting impactful webinars that educate, engage, and convert prospects into clients.
SECTION THEME
Automation Advantage: Operationalize, Personalize and Perform
With Behavior-Focused & Data-Backed Strategy
Key Topics: Marketing automation, CRM, personalized marketing, lead nurturing, customer journey mapping, AI in marketing
Focus: Implementing automation tools to streamline marketing efforts and personalize client interactions for better outcomes.
3:45 PM - 4:15 PM
Breakout:
Automating for Acceleration
Proven Tools and Techniques
3:45 PM - 4:15 PM
Breakout:
Personalization at Scale
Tailoring Your Approach for Each Client (Automatically)
3:45 PM - 4:15 PM
Breakout:
The Future of Marketing
AI and Emerging Technologies
3:45 PM - 4:15 PM
Sponsored Breakout
4:15 PM - 4:30 PM
Networking Break & Exhibits
4:30 PM - 5:15 PM
Keynote
5:15 PM - 5:20 PM
Day One Closing Remarks
WEDNESDAY, JUNE 11TH
THEME OF THE DAY
From Outreach to Outcomes: Marketing that Drives Growth
Focus: Driving organic growth through strategic marketing efforts that leverage insights, creativity, and technology to achieve tangible business outcomes.
6:30 AM - 2:00 PM
Jolt Event Desk
7:00 AM - 8:00 AM
Breakfast & Exhibits
8:05 AM - 8:10 AM
Day Two Opening Remarks
Remember the Purpose of Marketing
8:10 AM - 8:15 AM
Sponsored video or other promo
8:15 AM - 9:00 AM
General Session:
Studies in Organic Growth
Lessons from Successful Financial Advisors
Live case studies of financial advisors who have successfully driven organic
growth through innovative marketing practices, sharing their insights and practices.
9:00 AM - 9:30 AM
General Session:
Client Journey Revolution
Mapping Pathways to Loyalty
How to create and optimize comprehensive client journeys that
start with outreach and lead to meaningful engagements and long-term relationships.
9:35 AM - 10:05 AM
General Session (THREE-PART SYMPOSIUM):
Content that Converts Through Value-Driven Engagement
Three advisors each deliver a TED-style, 10-minute talk sharing their story about a
content strategy they developed that delivered outsized value to clients, drove engagement, and fostered trust organically.
10:05 AM - 10:30 AM
Networking Break & Exhibits
10:30 AM - 11:00 AM
General Session:
Community Building
The Power of External Voices
Strategies for creating and nurturing a community around your brand, and driving organic growth through genuine connections.
11:00 AM - 11:45 AM
Keynote
11:45 AM - 12:00 PM
Closing Remarks:
Now That You Know
12:00 PM - 1:30 PM
Networking, Exhibits and Boxed Lunches to Go!