Keynote Speakers

Ritholtz Wealth Management
CEO
Join the dynamic CEO of Ritzholtz Wealth Management, as he shares the compelling story of how he transitioned from a financial advisor to a media powerhouse and industry leader. In this keynote, Josh will reveal the strategies, challenges, and key decisions that propelled him to the forefront of financial media. Learn how he leveraged his expertise to build a trusted brand, captivate a wide audience, and create a robust media presence that amplifies his influence and drives business growth. W...(read more)
Fascinate®
Founder & CEO
At the world’s most prestigious event for the top 1% for financial advisors, hosted by Million Dollar Round Table, Sally shared her newest research about high-performers. In one hour, she increased their confidence 160%! Now, you can experience the same thing, by attending the Jolt! conference. With this energizing keynote, we'll start every attendee off with a massive confidence boost -- one that will get us all ready to embrace the opportunities that will reveal themselves at this event....(read more)

Trusted by:

Bread
CEO
Kyla Scanlon, the author of In This Economy? and one of the most engaging voices in modern economics, has turned economic commentary into something fun, relatable, and downright cool. With over 185k TikTok followers, 259k on Instagram, 177k on Twitter, and over 2 million views on YouTube, Kyla has revolutionized how we talk about the economy by blending humor, storytelling, and viral content. In this talk, Kyla shares her secrets to making complex economic ideas accessible and exciting for al...(read more)

Featured in:

UnMarketing
Disruptive and UN-Traditional Marketing, Branding and Relationship Expert
The tried and true ways of marketing have turned into tired and old, not to mention ineffective. At the same time, what makes businesses good or bad, successful or not, haven’t really changed. The ability to build relationships and be heard by your market has never been greater, but it is overwhelming to determine what tools to use. This entertaining and thought provoking talk covers both online and offline methods of staying in front of your target audience, so when they have the need to buy...(read more)

Trusted by:

Speakers

More speakers coming soon! 

My FA Coach
Founder | Chief Strategist
Dive into the dynamic world of M&A with our expert-led session tailored for advisors eager to explore growth through strategic acquisitions. This session provides an in-depth look at the current surge in market activity and offers practical, actionable strategies for both buyers and sellers in the financial advisory landscape. Whether you’re looking to expand your reach by acquiring another firm or preparing to sell your own business, gain essential insights and guidance from industry leaders...(read more)
Additional Speakers
Managing Director - Corporate Development
Mariner
Chief Development Officer
Trilogy Financial
Founder and Chief Visionary Officer
Gateway Financial Partners
Elite Performance
CEO
Most high-performers are unknowingly operating at 70% capacity, and normalizing it. In this session, performance coach Oliver Anwar will unpack how energy, clarity, and resilience form the core infrastructure of leadership and business success. You’ll walk away with a practical framework for identifying hidden performance leaks, regulating your system under pressure, and treating your health like the power source it truly is.
Carson Group
VP - Data & Analytics
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
CEO & Cofounder
Jump
Co-Founder & Legacy CMO
F2 Strategy
VP of SaaS Commercialization
Fidelity Labs
Financial Advisor
Ironhorse Investments & Estate Planning
Head of Product
Snappy Kraken
Founder & CEO
Beemo Automation
cofounder/CEO
Powder
Chief Growth Officer
RFG Advisory
GTM Leader & WealthTech Strategist
Independent
Holistiplan
VP Marketing
Transform knowledge into action with our hands-on workshop designed to bridge the gap between learning and real-world application. This interactive session will guide you through the critical steps of setting and achieving SMART goals within your business. You’ll learn to prioritize your objectives effectively, navigate common pitfalls in OKR (Objectives and Key Results) planning, and develop a clear, actionable roadmap to engage and align your team. Whether you're refining existing strategie...(read more)
WiserAdvisor
CEO
Embark on a deep dive into the forefront of lead generation with a session designed to redefine how financial advisory businesses attract and convert prospects. This expert-led panel will explore three of the most impactful strategies currently shaping lead generation in the financial sector. We’ll explore the techniques that are proving most effective, the operational specifics of deploying these strategies, and the crucial roles of tracking and nurturing in converting leads to loyal clients...(read more)
Additional Speakers
CMO
SmartAsset
CEO & Founder
Clients Blackbox, Inc.
Vice President of Sales
LeadingResponse
Co-Founder, CEO
Snappy Kraken
SmartAsset
CMO
Embark on a deep dive into the forefront of lead generation with a session designed to redefine how financial advisory businesses attract and convert prospects. This expert-led panel will explore three of the most impactful strategies currently shaping lead generation in the financial sector. We’ll explore the techniques that are proving most effective, the operational specifics of deploying these strategies, and the crucial roles of tracking and nurturing in converting leads to loyal clients...(read more)
Additional Speakers
CEO
WiserAdvisor
CEO & Founder
Clients Blackbox, Inc.
Vice President of Sales
LeadingResponse
Co-Founder, CEO
Snappy Kraken
YCharts
President & CEO
In this session, discover how financial advisors can leverage behavioral economics to better understand client motivations, influence decisions, and deepen relationships. Learn the key psychological triggers that impact financial behavior, and explore how subtle shifts in communication, personalization, and marketing can help advisors guide clients toward smarter financial decisions. By applying these principles, advisors can create stronger bonds with their clients, enhancing trust and long-...(read more)
Additional Speakers
Chief Behavioral Officer
RFG Advisory
Partner
Shaping Wealth
CEO
Shaping Wealth
Wealth Solutions Report
Editor in Chief
The media and journalism landscape has certainly shifted, with podcasts, social media, and digital journalism transforming how stories are told and consumed. This panel explores these shifts, examining what they mean for financial advisors and firms looking to grow their influence and connect with prospects and clients. Journalists will discuss how advisors can leverage industry and national platforms, adapt to changing audience preferences and navigate a digital-first approach to storytellin...(read more)
Additional Speakers
Founding Partner
StreetCred PR
Editor in Chief
ThinkAdvisor
Reporter
The Daily Upside
Diana Cabrices Consulting
Founder
Nothing builds trust like the voices of satisfied clients. This session will explore how to harness the power of client-generated content—such as testimonials, success stories, and reviews—to elevate your brand’s credibility and engagement. We'll cover actionable strategies to encourage clients to share their experiences and how to effectively incorporate their stories into your marketing campaigns. With fast-evolving marketing rules, we’ll also guide you through the compliance landscape, ens...(read more)
Additional Speakers
CEO
Testimonial iQ
CEO & Co-founder
Amplify Reviews
Founder | CEO
Wealthtender
Head of Strategy
Wiseradvisor
Featured Emcee
Camp Wealth
Founder/Owner
Learn directly from successful advisors who are rapidly growing their client base and revenue through effective social media strategies. This presentation will cover the essentials of marketing on social media, the structure of a social media marketing funnel, and why social media is an outstanding channel for engagement. Discover practical tips for creating compelling content, making your posts irresistible to your audience, and the importance of repurposing content for maximum impact. Don't...(read more)
Additional Speakers
Creative Director
AllStreet Wealth
Financial Planner For High Net Worth Business Owners
AllStreet Wealth
SEI
Chief Strategy Officer, SEI Private Banking and Wealth Management
In this session, you'll learn proven strategies to attract, engage, and retain high-net-worth (HNW) clients. We'll explore how to craft compelling marketing campaigns that resonate with affluent individuals, build a value proposition that speaks directly to their unique needs and priorities, and establish effective communication that fosters trust and long-term relationships. By understanding the mindset of HNW clients and tailoring your approach, you'll be equipped to elevate your client ser...(read more)
Ficomm Partners
CEO
Join us for an inspiring panel discussion featuring three trailblazing women who have successfully combined their leadership prowess with innovative marketing strategies to lead their firms to new heights. Discover their unique approaches to client engagement, brand building, and industry challenges, and gain insights into how they’re shaping the future of wealth management.   
Additional Speakers
President
Integrated Partners
President, APL
InvestCloud
Chief Growth Officer
RFG Advisory
Snappy Kraken
VP of Marketing
In today’s digital age, your online presence is often your first and most influential point of contact with potential clients. This session will dive deep into the essential strategies for optimizing your website and mastering search engine optimization (including SEO as it relates to AI) to ensure you appear in search results and stand out. Learn how to refine your website to improve user experience, enhance engagement, and increase conversions. Our experts will guide you through the latest ...(read more)
Additional Speakers
Web Designer
Slices.design
Director of Marketing
Indigo Marketing Agency
Owner
Rebel Media Agency
Mariner
Managing Director - Corporate Development
Dive into the dynamic world of M&A with our expert-led session tailored for advisors eager to explore growth through strategic acquisitions. This session provides an in-depth look at the current surge in market activity and offers practical, actionable strategies for both buyers and sellers in the financial advisory landscape. Whether you’re looking to expand your reach by acquiring another firm or preparing to sell your own business, gain essential insights and guidance from industry leaders...(read more)
Additional Speakers
Founder | Chief Strategist
My FA Coach
Chief Development Officer
Trilogy Financial
Founder and Chief Visionary Officer
Gateway Financial Partners
Resource One Advisors
Financial Advisor and Certified Divorce Financial Analyst
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.  
Additional Speakers
Managing Partner, Senior Wealth Advisor
Family Wealth Management Group
Founder & Wealth Advisor
Mitlin Financial
Advisorist
CEO
Unlock the potential of LinkedIn with our exclusive session tailored for financial advisors seeking significant growth without the advertising spend. This session presents a proven, step-by-step blueprint that has empowered over 10,000 advisors to secure 15–20 high-quality appointments each month. Learn how to leverage LinkedIn effectively to attract affluent clients through a systematic approach that requires no ad spend, no agency, and adheres to compliance standards. Discover the '...(read more)
Discover the one-line email that has helped 100s of FAs  re-engage dead leads and book qualified calls in 24 hours—without writing a full campaign or spending a dollar on ads. This quick case study breaks down the exact line, why it works, and how to send it today.
AllStreet Wealth
Creative Director
Learn directly from successful advisors who are rapidly growing their client base and revenue through effective social media strategies. This presentation will cover the essentials of marketing on social media, the structure of a social media marketing funnel, and why social media is an outstanding channel for engagement. Discover practical tips for creating compelling content, making your posts irresistible to your audience, and the importance of repurposing content for maximum impact. Don't...(read more)
Additional Speakers
Founder/Owner
Camp Wealth
Financial Planner For High Net Worth Business Owners
AllStreet Wealth
Jump
CEO & Cofounder
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
Co-Founder & Legacy CMO
F2 Strategy
VP of SaaS Commercialization
Fidelity Labs
Financial Advisor
Ironhorse Investments & Estate Planning
Head of Product
Snappy Kraken
Founder & CEO
Beemo Automation
cofounder/CEO
Powder
Chief Growth Officer
RFG Advisory
GTM Leader & WealthTech Strategist
Independent
Slices.design
Web Designer
In today’s digital age, your online presence is often your first and most influential point of contact with potential clients. This session will dive deep into the essential strategies for optimizing your website and mastering search engine optimization (including SEO as it relates to AI) to ensure you appear in search results and stand out. Learn how to refine your website to improve user experience, enhance engagement, and increase conversions. Our experts will guide you through the latest ...(read more)
Additional Speakers
VP of Marketing
Snappy Kraken
Director of Marketing
Indigo Marketing Agency
Owner
Rebel Media Agency
Kalli Collective
Founder // Speaker // A.U.M. Host // Garden Nerd
Unlock the secrets to transforming leads into lasting client relationships in this in-depth session focused on effective relationship nurturing. Learn how to craft compelling content and utilize various communication channels, including text, email, social media, and more, to gradually build trust and rapport with your prospects. This session will explore strategies that help you not only reach but resonate with your audience, turning casual interactions into committed client engagements. Gai...(read more)
Additional Speakers
CEO
Fynancial
Content Director
Nitrogen
Co-founder, CMO
EAG
Fynancial
CEO
Unlock the secrets to transforming leads into lasting client relationships in this in-depth session focused on effective relationship nurturing. Learn how to craft compelling content and utilize various communication channels, including text, email, social media, and more, to gradually build trust and rapport with your prospects. This session will explore strategies that help you not only reach but resonate with your audience, turning casual interactions into committed client engagements. Gai...(read more)
Additional Speakers
Founder // Speaker // A.U.M. Host // Garden Nerd
Kalli Collective
Content Director
Nitrogen
Co-founder, CMO
EAG
RFG Advisory
Chief Behavioral Officer
In this session, discover how financial advisors can leverage behavioral economics to better understand client motivations, influence decisions, and deepen relationships. Learn the key psychological triggers that impact financial behavior, and explore how subtle shifts in communication, personalization, and marketing can help advisors guide clients toward smarter financial decisions. By applying these principles, advisors can create stronger bonds with their clients, enhancing trust and long-...(read more)
Additional Speakers
President & CEO
YCharts
Partner
Shaping Wealth
CEO
Shaping Wealth
F2 Strategy
Co-Founder & Legacy CMO
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
CEO & Cofounder
Jump
VP of SaaS Commercialization
Fidelity Labs
Financial Advisor
Ironhorse Investments & Estate Planning
Head of Product
Snappy Kraken
Founder & CEO
Beemo Automation
cofounder/CEO
Powder
Chief Growth Officer
RFG Advisory
GTM Leader & WealthTech Strategist
Independent
Snappy Kraken
Co-Founder, CMO
Staying ahead in today’s rapidly evolving world requires more than just expert advice — it’s about creating personalized, meaningful connections with your clients. In this session, you'll explore how artificial intelligence (AI) and the latest technologies are transforming the way financial advisors engage with prospects and clients. Learn how AI-powered tools can automate personalized content, enhance communication, and analyze client data to deliver custom-tailored experiences at scale. Dis...(read more)
Additional Speakers
Founder & CEO
Advisor AI Partners
CEO | Founder
Pulse360
CEO
VRGL
ProudMouth
Chief Relationship Officer, Co-Founder
Featured Emcee
Fidelity Labs
VP of SaaS Commercialization
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
CEO & Cofounder
Jump
Co-Founder & Legacy CMO
F2 Strategy
Financial Advisor
Ironhorse Investments & Estate Planning
Head of Product
Snappy Kraken
Founder & CEO
Beemo Automation
cofounder/CEO
Powder
Chief Growth Officer
RFG Advisory
GTM Leader & WealthTech Strategist
Independent
Hightower Advisors
Chief Growth Officer
Dive deep into the world of organic growth strategies at our focused session designed for large financial firms with ten or more advisors. This session will explore a comprehensive suite of strategies, methods, and metrics that drive substantial organic growth without relying on mergers and acquisitions. Learn from industry leaders about effective client engagement techniques, advanced digital marketing tactics, and the innovative use of data analytics to uncover opportunities within existing...(read more)
Additional Speakers
Chief Marketing Officer, Partner
SignatureFD
Partner
Move Health
President
Snappy Kraken
Trilogy Financial
Chief Development Officer
Dive into the dynamic world of M&A with our expert-led session tailored for advisors eager to explore growth through strategic acquisitions. This session provides an in-depth look at the current surge in market activity and offers practical, actionable strategies for both buyers and sellers in the financial advisory landscape. Whether you’re looking to expand your reach by acquiring another firm or preparing to sell your own business, gain essential insights and guidance from industry leaders...(read more)
Additional Speakers
Founder | Chief Strategist
My FA Coach
Managing Director - Corporate Development
Mariner
Founder and Chief Visionary Officer
Gateway Financial Partners
Wiseradvisor
Head of Strategy
Nothing builds trust like the voices of satisfied clients. This session will explore how to harness the power of client-generated content—such as testimonials, success stories, and reviews—to elevate your brand’s credibility and engagement. We'll cover actionable strategies to encourage clients to share their experiences and how to effectively incorporate their stories into your marketing campaigns. With fast-evolving marketing rules, we’ll also guide you through the compliance landscape, ens...(read more)
Additional Speakers
Founder
Diana Cabrices Consulting
CEO
Testimonial iQ
CEO & Co-founder
Amplify Reviews
Founder | CEO
Wealthtender
Testimonial iQ
CEO
Nothing builds trust like the voices of satisfied clients. This session will explore how to harness the power of client-generated content—such as testimonials, success stories, and reviews—to elevate your brand’s credibility and engagement. We'll cover actionable strategies to encourage clients to share their experiences and how to effectively incorporate their stories into your marketing campaigns. With fast-evolving marketing rules, we’ll also guide you through the compliance landscape, ens...(read more)
Additional Speakers
Founder
Diana Cabrices Consulting
CEO & Co-founder
Amplify Reviews
Founder | CEO
Wealthtender
Head of Strategy
Wiseradvisor
Ironhorse Investments & Estate Planning
Financial Advisor
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
CEO & Cofounder
Jump
Co-Founder & Legacy CMO
F2 Strategy
VP of SaaS Commercialization
Fidelity Labs
Head of Product
Snappy Kraken
Founder & CEO
Beemo Automation
cofounder/CEO
Powder
Chief Growth Officer
RFG Advisory
GTM Leader & WealthTech Strategist
Independent
Clients Blackbox, Inc.
CEO & Founder
Embark on a deep dive into the forefront of lead generation with a session designed to redefine how financial advisory businesses attract and convert prospects. This expert-led panel will explore three of the most impactful strategies currently shaping lead generation in the financial sector. We’ll explore the techniques that are proving most effective, the operational specifics of deploying these strategies, and the crucial roles of tracking and nurturing in converting leads to loyal clients...(read more)
Additional Speakers
CEO
WiserAdvisor
CMO
SmartAsset
Vice President of Sales
LeadingResponse
Co-Founder, CEO
Snappy Kraken
Potomac
CEO
Too many videos about Financial Advisors are self-important, boring, and un-engaging. Come learn how an Investment Strategist set out to solve the greatest communication opportunity the world has ever seen. 
Additional Speakers
Chief Marketing Officer
Potomac
Success for Advisors
Founder
No one handed advisors the secret script to make ideal prospects say, “I have to work with you.” Derrick does.  In this rapid-fire talk, he reveals exactly what to say to attract and convert high-value clients—so advisors stop chasing and start growing, fast.
AllStreet Wealth
Financial Planner For High Net Worth Business Owners
Learn directly from successful advisors who are rapidly growing their client base and revenue through effective social media strategies. This presentation will cover the essentials of marketing on social media, the structure of a social media marketing funnel, and why social media is an outstanding channel for engagement. Discover practical tips for creating compelling content, making your posts irresistible to your audience, and the importance of repurposing content for maximum impact. Don't...(read more)
Additional Speakers
Founder/Owner
Camp Wealth
Creative Director
AllStreet Wealth
Red Zone Marketing
President
Your website isn’t a digital brochure—it’s the start of your marketing funnel. If it’s not built to engage, empathize, and convert, you’re leaving growth on the table. In this high-impact session, we’re pulling back the curtain on the modern content strategies that drive real results for financial firms. You’ll get a proven formula for homepage messaging that hooks your ideal prospects—and keeps them moving through your funnel. We’ll walk through:
 The 5 essential elements every a...(read more)
StreetCred PR
Founding Partner
The media and journalism landscape has certainly shifted, with podcasts, social media, and digital journalism transforming how stories are told and consumed. This panel explores these shifts, examining what they mean for financial advisors and firms looking to grow their influence and connect with prospects and clients. Journalists will discuss how advisors can leverage industry and national platforms, adapt to changing audience preferences and navigate a digital-first approach to storytellin...(read more)
Additional Speakers
Editor in Chief
Wealth Solutions Report
Editor in Chief
ThinkAdvisor
Reporter
The Daily Upside
Nitrogen
Content Director
Unlock the secrets to transforming leads into lasting client relationships in this in-depth session focused on effective relationship nurturing. Learn how to craft compelling content and utilize various communication channels, including text, email, social media, and more, to gradually build trust and rapport with your prospects. This session will explore strategies that help you not only reach but resonate with your audience, turning casual interactions into committed client engagements. Gai...(read more)
Additional Speakers
CEO
Fynancial
Founder // Speaker // A.U.M. Host // Garden Nerd
Kalli Collective
Co-founder, CMO
EAG
Amplify Reviews
CEO & Co-founder
Nothing builds trust like the voices of satisfied clients. This session will explore how to harness the power of client-generated content—such as testimonials, success stories, and reviews—to elevate your brand’s credibility and engagement. We'll cover actionable strategies to encourage clients to share their experiences and how to effectively incorporate their stories into your marketing campaigns. With fast-evolving marketing rules, we’ll also guide you through the compliance landscape, ens...(read more)
Additional Speakers
Founder
Diana Cabrices Consulting
CEO
Testimonial iQ
Founder | CEO
Wealthtender
Head of Strategy
Wiseradvisor
LeadingResponse
Vice President of Sales
Embark on a deep dive into the forefront of lead generation with a session designed to redefine how financial advisory businesses attract and convert prospects. This expert-led panel will explore three of the most impactful strategies currently shaping lead generation in the financial sector. We’ll explore the techniques that are proving most effective, the operational specifics of deploying these strategies, and the crucial roles of tracking and nurturing in converting leads to loyal clients...(read more)
Additional Speakers
CEO
WiserAdvisor
CMO
SmartAsset
CEO & Founder
Clients Blackbox, Inc.
Co-Founder, CEO
Snappy Kraken
Family Wealth Management Group
Managing Partner, Senior Wealth Advisor
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.  
Additional Speakers
Financial Advisor and Certified Divorce Financial Analyst
Resource One Advisors
Founder & Wealth Advisor
Mitlin Financial
Snappy Kraken
Head of Product
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
CEO & Cofounder
Jump
Co-Founder & Legacy CMO
F2 Strategy
VP of SaaS Commercialization
Fidelity Labs
Financial Advisor
Ironhorse Investments & Estate Planning
Founder & CEO
Beemo Automation
cofounder/CEO
Powder
Chief Growth Officer
RFG Advisory
GTM Leader & WealthTech Strategist
Independent
ThinkAdvisor
Editor in Chief
The media and journalism landscape has certainly shifted, with podcasts, social media, and digital journalism transforming how stories are told and consumed. This panel explores these shifts, examining what they mean for financial advisors and firms looking to grow their influence and connect with prospects and clients. Journalists will discuss how advisors can leverage industry and national platforms, adapt to changing audience preferences and navigate a digital-first approach to storytellin...(read more)
Additional Speakers
Editor in Chief
Wealth Solutions Report
Founding Partner
StreetCred PR
Reporter
The Daily Upside
Kaleido Creative Studio
President
Explore how adopting a multi-niche approach can empower employee advisors to contribute meaningfully to your firm's business development efforts. This presentation outlines actionable steps for firms to identify and support multiple niches, equip advisors with the tools and expertise they need, and create repeatable marketing frameworks across the organization. Gain insights into balancing firm-wide goals with individual advisor strengths while maximizing client acquisition and referrals thro...(read more)
Shaping Wealth
Partner
In this session, discover how financial advisors can leverage behavioral economics to better understand client motivations, influence decisions, and deepen relationships. Learn the key psychological triggers that impact financial behavior, and explore how subtle shifts in communication, personalization, and marketing can help advisors guide clients toward smarter financial decisions. By applying these principles, advisors can create stronger bonds with their clients, enhancing trust and long-...(read more)
Additional Speakers
President & CEO
YCharts
Chief Behavioral Officer
RFG Advisory
CEO
Shaping Wealth
EAG
Co-founder, CMO
Unlock the secrets to transforming leads into lasting client relationships in this in-depth session focused on effective relationship nurturing. Learn how to craft compelling content and utilize various communication channels, including text, email, social media, and more, to gradually build trust and rapport with your prospects. This session will explore strategies that help you not only reach but resonate with your audience, turning casual interactions into committed client engagements. Gai...(read more)
Additional Speakers
CEO
Fynancial
Founder // Speaker // A.U.M. Host // Garden Nerd
Kalli Collective
Content Director
Nitrogen
SignatureFD
Chief Marketing Officer, Partner
Dive deep into the world of organic growth strategies at our focused session designed for large financial firms with ten or more advisors. This session will explore a comprehensive suite of strategies, methods, and metrics that drive substantial organic growth without relying on mergers and acquisitions. Learn from industry leaders about effective client engagement techniques, advanced digital marketing tactics, and the innovative use of data analytics to uncover opportunities within existing...(read more)
Additional Speakers
Chief Growth Officer
Hightower Advisors
Partner
Move Health
President
Snappy Kraken
Integrated Partners
President
Join us for an inspiring panel discussion featuring three trailblazing women who have successfully combined their leadership prowess with innovative marketing strategies to lead their firms to new heights. Discover their unique approaches to client engagement, brand building, and industry challenges, and gain insights into how they’re shaping the future of wealth management.   
Additional Speakers
CEO
Ficomm Partners
President, APL
InvestCloud
Chief Growth Officer
RFG Advisory
Simplicity UFC
President
Join us for a dynamic discussion with a financial industry mastermind whose pioneering strategies have opened doors to some of the nation's most affluent families. In his 30+ year career, this Jolt! guest has carved a niche among America's financial elite, helping advisors exponentially grow their AUM and their potential. This session promises a sneak peek into a proven approach that’s reshaped wealth creation but is seldom shared outside top circles. Ready to elevate your practice? Join us f...(read more)
Additional Speakers
Co-Founder, CEO
Snappy Kraken
Get equipped with the tools and mindset to confidently introduce premium financing and trust-owned life insurance strategies to high-net-worth clients - leading to bigger cases, deeper relationships, and a radically different business trajectory.
Steep Digital Marketing
Founder & CEO
Are you running profitable, consistent lead generating campaigns for your firm, or are you donating to the burgeoning Zuckerberg fund? Facebook is the only platform that the 55+ audience spends 3+ hours per day using, but without some critical strategy it can be a drain on your marketing budget. In this compelling session, CEO and Founder of Steep Digital Marketing, Jonathan Musgrave, will share the insider secrets he's learned about Facebook marketing from his experience as a top 4% Facebook...(read more)
InvestCloud
President, APL
Join us for an inspiring panel discussion featuring three trailblazing women who have successfully combined their leadership prowess with innovative marketing strategies to lead their firms to new heights. Discover their unique approaches to client engagement, brand building, and industry challenges, and gain insights into how they’re shaping the future of wealth management.   
Additional Speakers
CEO
Ficomm Partners
President
Integrated Partners
Chief Growth Officer
RFG Advisory
Potomac
Chief Marketing Officer
Too many videos about Financial Advisors are self-important, boring, and un-engaging. Come learn how an Investment Strategist set out to solve the greatest communication opportunity the world has ever seen. 
Additional Speakers
CEO
Potomac
Beemo Automation
Founder & CEO
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
CEO & Cofounder
Jump
Co-Founder & Legacy CMO
F2 Strategy
VP of SaaS Commercialization
Fidelity Labs
Financial Advisor
Ironhorse Investments & Estate Planning
Head of Product
Snappy Kraken
cofounder/CEO
Powder
Chief Growth Officer
RFG Advisory
GTM Leader & WealthTech Strategist
Independent
Advisor AI Partners
Founder & CEO
Staying ahead in today’s rapidly evolving world requires more than just expert advice — it’s about creating personalized, meaningful connections with your clients. In this session, you'll explore how artificial intelligence (AI) and the latest technologies are transforming the way financial advisors engage with prospects and clients. Learn how AI-powered tools can automate personalized content, enhance communication, and analyze client data to deliver custom-tailored experiences at scale. Dis...(read more)
Additional Speakers
Co-Founder, CMO
Snappy Kraken
CEO | Founder
Pulse360
CEO
VRGL
Powder
cofounder/CEO
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
CEO & Cofounder
Jump
Co-Founder & Legacy CMO
F2 Strategy
VP of SaaS Commercialization
Fidelity Labs
Financial Advisor
Ironhorse Investments & Estate Planning
Head of Product
Snappy Kraken
Founder & CEO
Beemo Automation
Chief Growth Officer
RFG Advisory
GTM Leader & WealthTech Strategist
Independent
Finart
Owner
Design is the silent ambassador of your brand, shaping how clients perceive and trust you from the first glance. In this session, we’ll dive deep into the design strategies that build trust and credibility in every element of your brand. Explore how visual identity, user experience, and consistency across platforms influence trust-building. Learn how to craft a cohesive design system that not only reflects your values but also resonates with your target audience. From color psychology and typ...(read more)
Additional Speakers
Creative Director
Snappy Kraken
Owner, Chief Strategist
Camp Robinson
Founder and Certified Financial Planner Pro
Golden Wealth Strategies
Snappy Kraken
Creative Director
Design is the silent ambassador of your brand, shaping how clients perceive and trust you from the first glance. In this session, we’ll dive deep into the design strategies that build trust and credibility in every element of your brand. Explore how visual identity, user experience, and consistency across platforms influence trust-building. Learn how to craft a cohesive design system that not only reflects your values but also resonates with your target audience. From color psychology and typ...(read more)
Additional Speakers
Owner
Finart
Owner, Chief Strategist
Camp Robinson
Founder and Certified Financial Planner Pro
Golden Wealth Strategies
Shaping Wealth
CEO
In this session, discover how financial advisors can leverage behavioral economics to better understand client motivations, influence decisions, and deepen relationships. Learn the key psychological triggers that impact financial behavior, and explore how subtle shifts in communication, personalization, and marketing can help advisors guide clients toward smarter financial decisions. By applying these principles, advisors can create stronger bonds with their clients, enhancing trust and long-...(read more)
Additional Speakers
President & CEO
YCharts
Chief Behavioral Officer
RFG Advisory
Partner
Shaping Wealth
Indigo Marketing Agency
Director of Marketing
In today’s digital age, your online presence is often your first and most influential point of contact with potential clients. This session will dive deep into the essential strategies for optimizing your website and mastering search engine optimization (including SEO as it relates to AI) to ensure you appear in search results and stand out. Learn how to refine your website to improve user experience, enhance engagement, and increase conversions. Our experts will guide you through the latest ...(read more)
Additional Speakers
VP of Marketing
Snappy Kraken
Web Designer
Slices.design
Owner
Rebel Media Agency
The Daily Upside
Reporter
The media and journalism landscape has certainly shifted, with podcasts, social media, and digital journalism transforming how stories are told and consumed. This panel explores these shifts, examining what they mean for financial advisors and firms looking to grow their influence and connect with prospects and clients. Journalists will discuss how advisors can leverage industry and national platforms, adapt to changing audience preferences and navigate a digital-first approach to storytellin...(read more)
Additional Speakers
Editor in Chief
Wealth Solutions Report
Founding Partner
StreetCred PR
Editor in Chief
ThinkAdvisor
Camp Robinson
Owner, Chief Strategist
Design is the silent ambassador of your brand, shaping how clients perceive and trust you from the first glance. In this session, we’ll dive deep into the design strategies that build trust and credibility in every element of your brand. Explore how visual identity, user experience, and consistency across platforms influence trust-building. Learn how to craft a cohesive design system that not only reflects your values but also resonates with your target audience. From color psychology and typ...(read more)
Additional Speakers
Owner
Finart
Creative Director
Snappy Kraken
Founder and Certified Financial Planner Pro
Golden Wealth Strategies
RFG Advisory
Chief Growth Officer
Join us for an inspiring panel discussion featuring three trailblazing women who have successfully combined their leadership prowess with innovative marketing strategies to lead their firms to new heights. Discover their unique approaches to client engagement, brand building, and industry challenges, and gain insights into how they’re shaping the future of wealth management.   
Additional Speakers
CEO
Ficomm Partners
President
Integrated Partners
President, APL
InvestCloud
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
CEO & Cofounder
Jump
Co-Founder & Legacy CMO
F2 Strategy
VP of SaaS Commercialization
Fidelity Labs
Financial Advisor
Ironhorse Investments & Estate Planning
Head of Product
Snappy Kraken
Founder & CEO
Beemo Automation
cofounder/CEO
Powder
GTM Leader & WealthTech Strategist
Independent
Golden Wealth Strategies
Founder and Certified Financial Planner Pro
Design is the silent ambassador of your brand, shaping how clients perceive and trust you from the first glance. In this session, we’ll dive deep into the design strategies that build trust and credibility in every element of your brand. Explore how visual identity, user experience, and consistency across platforms influence trust-building. Learn how to craft a cohesive design system that not only reflects your values but also resonates with your target audience. From color psychology and typ...(read more)
Additional Speakers
Owner
Finart
Creative Director
Snappy Kraken
Owner, Chief Strategist
Camp Robinson
This dynamic session features Jacqueline Schadeck of Golden Wealth Strategies, who will share her groundbreaking journey of successfully launching her RIA in two major markets -- Atlanta and DC -- building a substantial and engaged social media following, launching a PBS television show, and two radio shows —all within her first year as an independent financial advisor. Discover the strategies and insights that propelled her rapid rise and how you can apply these lessons to elevate your own p...(read more)
Define Financial
Founder & CEO
Does marketing overwhelm you? Are you craving simple (and actionable!) advice for growing your firm? Join us for a LIVE recording of the "Advisor Marketing Made Simple" podcast with Taylor Schulte & Kendra Wright. Watch as they bring an advisor on stage and troubleshoot their marketing strategy, funnel, and messaging in real-time. Taylor will share advice as an advisor who tripled his revenue using organic growth strategies, and Kendra will share expertise as an agency owner who implements su...(read more)
Additional Speakers
Owner
Rebel Media Agency
Pulse360
CEO | Founder
Staying ahead in today’s rapidly evolving world requires more than just expert advice — it’s about creating personalized, meaningful connections with your clients. In this session, you'll explore how artificial intelligence (AI) and the latest technologies are transforming the way financial advisors engage with prospects and clients. Learn how AI-powered tools can automate personalized content, enhance communication, and analyze client data to deliver custom-tailored experiences at scale. Dis...(read more)
Additional Speakers
Co-Founder, CMO
Snappy Kraken
Founder & CEO
Advisor AI Partners
CEO
VRGL
Move Health
Partner
Dive deep into the world of organic growth strategies at our focused session designed for large financial firms with ten or more advisors. This session will explore a comprehensive suite of strategies, methods, and metrics that drive substantial organic growth without relying on mergers and acquisitions. Learn from industry leaders about effective client engagement techniques, advanced digital marketing tactics, and the innovative use of data analytics to uncover opportunities within existing...(read more)
Additional Speakers
Chief Growth Officer
Hightower Advisors
Chief Marketing Officer, Partner
SignatureFD
President
Snappy Kraken
PSBLTY
CEO | FOUNDER
This isn’t theory. It’s the real-world communication shift that’s helped hundreds of advisors lead more boldly, grow more consistently, and build lasting trust with the clients who matter most. This session requires pre-registration.  Please request to sign up by sending a note to info@joltconference.com
Snappy Kraken
Co-Founder, CEO
Join us for a dynamic discussion with a financial industry mastermind whose pioneering strategies have opened doors to some of the nation's most affluent families. In his 30+ year career, this Jolt! guest has carved a niche among America's financial elite, helping advisors exponentially grow their AUM and their potential. This session promises a sneak peek into a proven approach that’s reshaped wealth creation but is seldom shared outside top circles. Ready to elevate your practice? Join us f...(read more)
Additional Speakers
President
Simplicity UFC
Embark on a deep dive into the forefront of lead generation with a session designed to redefine how financial advisory businesses attract and convert prospects. This expert-led panel will explore three of the most impactful strategies currently shaping lead generation in the financial sector. We’ll explore the techniques that are proving most effective, the operational specifics of deploying these strategies, and the crucial roles of tracking and nurturing in converting leads to loyal clients...(read more)
Additional Speakers
CEO
WiserAdvisor
CMO
SmartAsset
CEO & Founder
Clients Blackbox, Inc.
Vice President of Sales
LeadingResponse
Mitlin Financial
Founder & Wealth Advisor
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.  
Additional Speakers
Financial Advisor and Certified Divorce Financial Analyst
Resource One Advisors
Managing Partner, Senior Wealth Advisor
Family Wealth Management Group
Wealthtender
Founder | CEO
Nothing builds trust like the voices of satisfied clients. This session will explore how to harness the power of client-generated content—such as testimonials, success stories, and reviews—to elevate your brand’s credibility and engagement. We'll cover actionable strategies to encourage clients to share their experiences and how to effectively incorporate their stories into your marketing campaigns. With fast-evolving marketing rules, we’ll also guide you through the compliance landscape, ens...(read more)
Additional Speakers
Founder
Diana Cabrices Consulting
CEO
Testimonial iQ
CEO & Co-founder
Amplify Reviews
Head of Strategy
Wiseradvisor
Snappy Kraken
President
Dive deep into the world of organic growth strategies at our focused session designed for large financial firms with ten or more advisors. This session will explore a comprehensive suite of strategies, methods, and metrics that drive substantial organic growth without relying on mergers and acquisitions. Learn from industry leaders about effective client engagement techniques, advanced digital marketing tactics, and the innovative use of data analytics to uncover opportunities within existing...(read more)
Additional Speakers
Chief Growth Officer
Hightower Advisors
Chief Marketing Officer, Partner
SignatureFD
Partner
Move Health
Remember the Purpose of Marketing
Gateway Financial Partners
Founder and Chief Visionary Officer
Dive into the dynamic world of M&A with our expert-led session tailored for advisors eager to explore growth through strategic acquisitions. This session provides an in-depth look at the current surge in market activity and offers practical, actionable strategies for both buyers and sellers in the financial advisory landscape. Whether you’re looking to expand your reach by acquiring another firm or preparing to sell your own business, gain essential insights and guidance from industry leaders...(read more)
Additional Speakers
Founder | Chief Strategist
My FA Coach
Managing Director - Corporate Development
Mariner
Chief Development Officer
Trilogy Financial
Rebel Media Agency
Owner
Does marketing overwhelm you? Are you craving simple (and actionable!) advice for growing your firm? Join us for a LIVE recording of the "Advisor Marketing Made Simple" podcast with Taylor Schulte & Kendra Wright. Watch as they bring an advisor on stage and troubleshoot their marketing strategy, funnel, and messaging in real-time. Taylor will share advice as an advisor who tripled his revenue using organic growth strategies, and Kendra will share expertise as an agency owner who implements su...(read more)
Additional Speakers
Founder & CEO
Define Financial
In today’s digital age, your online presence is often your first and most influential point of contact with potential clients. This session will dive deep into the essential strategies for optimizing your website and mastering search engine optimization (including SEO as it relates to AI) to ensure you appear in search results and stand out. Learn how to refine your website to improve user experience, enhance engagement, and increase conversions. Our experts will guide you through the latest ...(read more)
Additional Speakers
VP of Marketing
Snappy Kraken
Web Designer
Slices.design
Director of Marketing
Indigo Marketing Agency
VRGL
CEO
Staying ahead in today’s rapidly evolving world requires more than just expert advice — it’s about creating personalized, meaningful connections with your clients. In this session, you'll explore how artificial intelligence (AI) and the latest technologies are transforming the way financial advisors engage with prospects and clients. Learn how AI-powered tools can automate personalized content, enhance communication, and analyze client data to deliver custom-tailored experiences at scale. Dis...(read more)
Additional Speakers
Co-Founder, CMO
Snappy Kraken
Founder & CEO
Advisor AI Partners
CEO | Founder
Pulse360
Streamline Financial
Owner
In this practical session, advisor and video marketing expert Dave Zoller shares the exact strategies he used to generate over $1 million in recurring revenue using organic video. Whether you’re starting from scratch, have tried content without much traction, or already have a YouTube channel, Dave will walk you through the three stages of advisor marketing success. You’ll learn how to use AI to speed up content creation, build trust at scale, and turn video views into client appointments. Pl...(read more)
Independent
GTM Leader & WealthTech Strategist
Required Pre-Registration.  The AI Pre-Conference Workshop is sold out!  Join us for 90-action packed minutes where you'll:  Hear from successful advisors using AI for growth, productivity, and efficiency. See real-world examples of AI in action, from content creation to lead conversion. Explore cutting-edge AI tools designed to save time and drive business results. Gain insights into using AI compliantly in an era of incre...(read more)
Additional Speakers
VP - Data & Analytics
Carson Group
CEO & Cofounder
Jump
Co-Founder & Legacy CMO
F2 Strategy
VP of SaaS Commercialization
Fidelity Labs
Financial Advisor
Ironhorse Investments & Estate Planning
Head of Product
Snappy Kraken
Founder & CEO
Beemo Automation
cofounder/CEO
Powder
Chief Growth Officer
RFG Advisory