AGENDA
MONDAY, JUNE 9TH
Conference Hospitality & Welcome
Opening Party
TUESDAY, JUNE 10TH
Jolt! Event Desk
Opening & Welcome:
Marketing With Meaning
Forging Bonds, Driving Growth
Keynote Session
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.
Choose your Jolt! path
Behavioral Economics
How Behavioral Economics Can Help Financial Advisors Influence Client Decisions and Build Stronger Relationships
Predictive Analytics in Action
Forecasting client behavior and proactively addressing needs
Measuring Success
Key Metrics for Large Firms and Enterprises that Support Financial Advisors
Sponsored Session
Networking Break & Exhibits
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.
Choose your Jolt! path
The Art of Copywriting
Words that Drive Behavioral Change
Visual Storytelling
Motivating Clients and Prospects with Video
Building a Brand that People Trust
Sponsored Breakout
Networking Lunch & Exhibits
Sponsored Video Feature
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.
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.
Choose your Jolt! path
Social Media Mastery
Engaging Clients Where They Are
Email Marketing
From Campaigns to Clients
Optimizing Your Online Presence
SEO and Website Best Practices
Sponsored Breakout
Networking Break & Exhibits
Integrated Campaigns
Synchronizing Your Marketing Efforts
Strategies for creating seamless, integrated marketing campaigns across multiple channels to enhance prospect and client engagement.
(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.
Choose your Jolt! path
Automating for Acceleration
Proven Tools and Techniques
Personalization at Scale
Tailoring Your Approach for Each Client (Automatically)
The Future of Marketing
AI and Emerging Technologies
Sponsored Breakout
Networking Break & Exhibits
Keynote
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.
Jolt Event Desk
Breakfast & Exhibits
Day Two Opening Remarks
Remember the Purpose of Marketing
Sponsored Video Feature
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.
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.
(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.
Networking Break & Exhibits
Community Building
The Power of External Voices
Strategies for creating and nurturing a community around your brand, and driving organic growth through genuine connections.
Keynote
Closing Remarks:
Now That You Know
Networking, Exhibits and Boxed Lunches to Go!