Keynote Speakers
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)
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:
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!
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
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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)
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)
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)
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
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
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
Featured Emcee
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
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)
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
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
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
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
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)
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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
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
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
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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
Featured Emcee
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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
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
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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
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
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)
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
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
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
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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)
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
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
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
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
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
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
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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
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
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
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
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
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
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
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers
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
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)
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
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
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
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
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)
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
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
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
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
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
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)
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 increasing regulatory scrutiny.
Test-drive the tech yourself with guided hands-on activities....(read more)
Additional Speakers