Jolt 2025: The #1 Marketing Conference for Financial Advisors

Jolt! 2025 ▶️ June 9–11 | Nashville, TN

If you're serious about growing your firm, sharpening your marketing, and standing out in a crowded industry—Jolt! is where you need to be.

Why You Should Attend

This isn’t just another financial conference. It’s a marketing wake-up call.

• Fresh ideas you can actually use (not fluff)
• Real strategies from real advisors who’ve grown fast
• Hands-on sessions and workshops that move the needle
• Next-level networking with industry leaders and innovators
• See what’s working in 2025—the growth moves that don’t make it into webinars or LinkedIn posts.

Keynote Speakers

Jolt! isn’t about recycled panels or boring lectures. We handpicked this year’s headliners to bring bold ideas, fresh perspectives, and real-world experience from inside and outside the financial industry.

Building an Empire: Josh Brown’s Blueprint for Growth and Influence
Josh Brown – CEO, Ritholtz Wealth
From financial advisor to media mogul, Josh will share how he built one of the most recognizable brands in finance—and how you can use the same playbook to grow your reach, your reputation, and your revenue.

How Ulta-Performers Get Results
Sally Hogshead – Founder, Fascinate®
Get ready for a confidence boost. Sally’s research has helped top advisors and elite performers unlock their edge. This keynote will fire you up with tools to lead, persuade, and connect more powerfully—starting the moment you leave her session.

Making Economics Cool (Seriously.)
Kyla Scanlon – Economist & Creator
Kyla is rewriting the rules of financial education with viral videos, sharp insights, and a style that actually resonates. She’ll break down how to turn complex ideas into content that cuts through, attracts attention, and builds trust.

Everything Has Changed and Nothing is Different
Scott Stratten – Author, UnMarketing
Marketing is loud and chaotic—but Scott will help you rise above it. With humor and no-BS advice, he’ll show you what really works today (and what to ignore). If you’ve ever felt burned out on marketing, this one’s for you.

Buzz-Worthy Sessions

The buzz isn’t just for the keynotes. Here are a few sessions advisors are already talking about—and with good reason:

From Camera to Clients: How Dave Zoller Added $1M in Recurring Revenue Using Video. Dave Zoller didn’t just get on camera—he turned YouTube into a client pipeline. He’ll share exactly how he did it, the mistakes he made, and how you can copy the system.

Organic Momentum: Advanced Techniques for Scaling Large Firms. Designed for firms with 10+ advisors, this session dives into proven tactics for driving organic growth at scale—without relying on acquisitions. Think: better data, smarter marketing, and repeatable strategies that move the needle.

The Golden Playbook: Jacqueline Schadeck’s Guide to Building Marketing Momentum. How do you launch your own RIA, dominate two major markets, and score a TV deal—all in your first year? Jacqueline Schadeck show you the mindset, marketing, and momentum behind her fast rise.

Advisor Marketing Made Simple – Live. Join podcast host Taylor Schulte and agency founder Kendra Wright for a live session where they workshop a real advisor’s marketing in front of the audience. No slides. No fluff. Just smart strategy in real time.

Extra Perks

• AI Pre-Conference Workshop – Roll up your sleeves and test-drive the tools top advisors are already using to scale.
• Opening Party + Sponsored Dinners – Connect, unwind, and swap ideas over great food (and even better company).
• A-list Advisors + Creators – Learn from the doers, not the talkers—people who’ve actually built something worth copying.
• Big Ideas, Zero Boredom – No dry sessions or sales pitches—just energy, inspiration, and actionable takeaways.
• You’ll leave with more than swag – Actual strategies. Real connections. A fresh perspective. And yes, there will be swag too.

Jolt! Always Sells Out!

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