Isn't it the only marketing conference in our industry?

Making your own pizza hits different when you're six Hope you're enjoying some quality time with the ones you love most this weekend

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🚨 Last chance! Registration for #JoltConference closes TONIGHT at midnight. ✅ The only marketing conference in finserve ✅ 40+ speakers from top firms ✅ Real strategies for AUM growth, AI, video, niche marketing & more Use my code ROBERTSOCIAL for 30% off: JoltConference.com

Before and after 2-year transformation My back yard used to be a dirt pile Now it's one of my favorite places in the world

My mom and dad are celebrating their 45th wedding anniversary in Minorca, Spain this week, and I'm so proud of them for being happy, and independent, and in love for all these years.❤️ It's not easy to achieve in this world, but they've done it. I've learned a lot from them.

Turn Views into Clients: How @davezoller_ Added $1M+ in Recurring Revenue with Video 🎥💰 Video marketing isn’t the future—it’s right now. And financial advisor Dave Zoller is proof that it’s a game-changer when done right. In this exclusive session at Jolt!, Dave will break down the exact strategies that helped him generate $1M+ in recurring revenue in just two years using video. 🔥 What you’ll learn: ✅ How to develop a video strategy that attracts high-quality prospects ✅ The most effective channels to reach your ideal clients ✅ Simple, repeatable tactics to build trust and convert viewers into clients ✅ Real-world examples of what works (and what doesn’t) ✅ Live Q&A—get your biggest questions answered! 💥 Register now and start turning views into real business growth. Visit JoltConference.com and use code ZOLLER to get 20% off your ticket!💥

🚨 "Advisors aren’t getting clients on social media." 🚨 Heard that one before? Yeah, me too. But guess what? It’s dead wrong. 💡 The truth: Advisors are landing high-value clients—and adding tens of millions in AUM—directly from social media. Want to know how? Join us at Jolt! 🔥 In this power-packed session on Unlocking Advisor Growth on Social Media, three advisors will break down: ✅ The social media marketing funnel that actually works ✅ How to create irresistible content that drives engagement ✅ The secret to repurposing content for maximum impact 🎤 Featuring: ⭐ @TKopelman – @AllStWealth ⭐ @camp_wealth – Camp Wealth ⭐ @treytondotcom – @AllStWealth 🚀 Secure your spot at #JoltConference before tickets sell out! 🎟️ Get 20% off with code SOCIAL → joltconference.com/ 🎁 Bonus: Support a great cause! Use code JOLT at AllStreet Academy and 10% goes to charity (Invest in Girls: investingirls.org/) Don't miss out—this is your chance to turn social media into a client-generating machine! 🔥

My top goal for #JOLTCONFERENCE is to ensure that the content delivers value. This session with @DefineFinancial and @kendrarockslife is 💯 guaranteed to deliver! During this innovative session, you'll be able to 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 successful marketing plans for growth-focused firms. Whether you’re new to the industry or a seasoned veteran, this interactive session will help you simplify your approach and level up your marketing by the time you walk out the door. Secure your seat to Jolt! now: joltconference.com/ P.S. Check out their podcast here: podcasts.apple.com/us/podcas…

🛑 The top misconception people have about marketing (and financial advice) is that it's mostly about numbers. 🟢 But it's more about BEHAVIOR. This is why we've asked three of the industry's foremost experts on behavioral finance to lead a session at #JOLTCONFERENCE Enter @jbrendanfrazier, @MeghaanL , and @_brianportnoy, moderated by @Sean_YCharts (WOW, what a powerhouse)! In this session, Jolt! attendees will learn how financial advisors can use behavioral principles to better understand client motivations, influence decisions, and deepen relationships. They will also learn about 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. Don't miss this incredible session! 👉 Save your seat before we sell out (we always sell out) by visiting joltconference.com/ Special thanks to @ycharts , @RFGAdvisory, and @shapingwealth for lending their rockstars to this panel! 🚀 #befi #behavioralfinance #behavioralmarketing #marketing

This is what I think about @Downtown, and why I asked him to speak at #JOLTCONFERENCE Josh's keynote on June 10th will share the compelling story of how he executes at such a high level as CEO of @RitholtzWealth, media powerhouse at @CNBC, and industry leader via his prolific writing and leadership at @FutureProof_HQ . At Jolt!, 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. Whether you're an advisor looking to expand your reach or a marketer aiming to build a brand, Josh’s insights will provide valuable lessons on harnessing the power of media to achieve remarkable success. 📚 You can also get a free, signed copy of his new book by registering at JoltConference.com with code JOSHBROWN

What is the number 1️⃣ reason referrals aren't consistent for most advisors? Because they don't have a system for harvesting them automatically. But then, some advisors read Todd Fithian's article on Kitces.com and clued us in. 🤯 Todd designed a brilliant process that uses NPS (net promoter scores) to tee up warm introductions (12x more effective than referrals). The only downside is that it takes a lot of work to automate. So, Snappy Kraken built a fully automated campaign that makes it easy to: ✅  Identify promoters with an NPS survey ✅ Follow up automatically to book warm introduction meetings ✅ Start generating valuable referrals—without the awkward ask In this video, Michael Kitces breaks down why this approach is a game-changer. Want to see it in action? Join us live for “Referrals On Overdrive: How To Build A Scalable Warm Introductions System.” Webinar Date: February 11th at 2pm ET / 11am PT Register now → snappykraken.com/scalable-re…

AI already knows what financial companies are figuring out. Most of our growth in 2024 came from displacing outdated advisor marketing platforms for customers who demand: Better data Better integration Better performance If you haven't looked at Snappy Kraken lately and you're serious about driving growth in 2025, hit us up! 🚀 snappykraken.com/enterprise

Which of the five best conferences for advisors in 2025 (ranked by @MichaelKitces) will you attend next year? I'm stoked to see #JoltConference on the Top-5 list. Just three years in, we're already known as one of the best! Will I see you there? 👉 Visit JoltConference.com and use code ROBERTSOCIAL to save 20% on your ticket through December 31st 🤑 Source: kitces.com/blog/2025-best-fi…

Being greeted by the love in these faces always reminds me that true success can't be measured on balance sheets.

‼️I'm stoked about this -- -- to be joining a bunch of people smarter than me, to discuss the biggest problems and opportunities facing advisors (that technology can solve). 💵👉Here's a link to get your FREE ticket: lnkd.in/edVexH-5 #AdviceTechLIVE! @AssetMapLLC @SnappyKraken

It's fall y'all

"I want to grow my revenue 25% this year, but also take off every Friday and a month in the summer. I want more ideal clients to work with, but don't want to do any marketing. I want my clients to have the best experience, but don't want to invest in any new tech."

Most financial services companies can't compete with the AI innovation coming out of the wirehouses. But with Snappy Kraken they can. 🏆 What an honor for our marketing technology to be recognized as the most innovative in our industry at Financial Planning's Advise|AI event! Snappy Kraken isn't just a marketing platform. It's: 📊 Data/Analytics/Integration 📧 Marketing Automation 🤝 Sales Enablement + Client Engagement 🤖 Generative AI 🎨 Content Creation & Management 📂 Compliance Workflows If you're tired of trying to cobble together multiple tools to help you scale organic growth, we can help! If you haven't 👀 Snappy Kraken lately, it's time you did. 👉 snappykraken.com/enterprise

What can financial planners learn about marketing from this horrendous CFP campaign miss?💡 1️⃣ Never forget who you serve. What your audience likes is more important than what you like. 2️⃣ Be careful who you delegate your marketing to, including Gen-Z interns and expensive agencies. Just because you pay someone a lot of money to help with your marketing, doesn't mean they're any good. 3️⃣ Sometimes, you won't know what works until you put it out there. Sometimes you'll get it wrong. Don't let the failures stop you from trying again. Just do better next time. Let's all hope the CFP Board does better next time. #FinancialPlanner #CFP #Marketing #Branding #Advertising

Today was the day my man found his lungs Cockle doodle doo, baby That's the look of confidence right there Time to get after it

Jolt! is back for 2025! June 9th through 11th in Nashville! In coming months, expect: ⚡️ Speaker Announcements ⚡️ Agenda Details ⚡️ Event Highlights & More 🛑 We sell out every year, so get your ticket now, before early-bird pricing expires: 👉 Joltconference.com #JoltConference

30 ain't what it used to be 😳

Daily occurrence: "I want my website to be really unique." "Great! We can do that. How do you feel about having some professional photos taken so we don't have to use stock imagery?" "No, I don't want to do that." "How about if we send our video crew to your office to file a unique profile video on your firm? Video greatly improves lead conversion rate!" "No, I'm not ready to invest in that." "Okay, so if we're stuck with stock photos and no videos, that only leaves us text and design to work with. That means we really have to nail your messaging. So what makes your firm really unique?" "We specialize in working with retirees and we provide great service."

If you're heading to #TheWealthies tomorrow, will you please help me? I can't make it this time because of my travel schedule, but please @ me in your photos with the ice sculpture. You'll know it when you see it. 😉📸🐙 I can't wait to see your beautiful faces!

The only dudes my wife will share me with on this vacation are @danielcrosby @BillyBroas and @HarlanCoben And my son, of course 😊 See ya after Labor Day ✈️

What should I ride? Zipper? Gravitron? What was your fair favorite?

Today would be a great day to send THIS to your clients and prospects. Did you know that @SnappyKraken has an exclusive content partnership with @behaviorgap, and that our clients have access to dozens of his sketches along with written commentary, ready to send? This is just one small example of the value we deliver. You don't have to write it, but you can customize to your heart's content. DM me your email address if you want a coupon for FREE access to this and hundreds of other communications to help your clients trust in you and the plan you helped them create.

When people ask me why I moved to Georgia #Gratitude #MostUnderRatedState

While my world is still sleeping, I get up and go to work. I do it for them. With a heart full of gratitude every day. But man, I sure wish this little punk would stay in his own bed!

The best marketing is TIMELY You know what's dominating the headlines. You know what questions your clients are asking. You know there are prospects out there who aren't hearing from their advisors about this. What are you waiting for? Either build it or join @SnappyKraken

Respite from CEO life 🙏

Found a friend in my woodpile ❤️

This hits Especially when I think about the 15k+ financial advisors I've served over the past 20 years Love the ones on the left! Can't stand working with the ones on the right

Important for boys to learn IMHO

I don't need therapy I just need the lake

That drip tho

Never underestimate the joy that can be found in simple things

Stoked to be in this beautiful city and to meet with our 🇨🇦 team in person!

One year ago, today! Do you have any #MayTheFourth pics from #JoltConference ? Reply to share them! And we're one year away from Jolt! 2025!!! Head to JoltConference.com to nominate speakers, or request early bird access (dropping soon)!

I built a barn for our 🐓🐓🐓🐓 Right next to the barn for our guests 😬 Hope our guests don't mind 🐓🐓🐓🐓 At least the 🥚🥚🥚🥚 are free!

Happy Monday to everyone except that one compliance officer who doesn't understand the new marketing rules.

Days like this

Today, I wanted to quit. But I didn't. And I won't. We all have those days. Here are two things I can always count on to center me.

Saturday wildlife safari at the Sofia's

Somewhere, a person who was born on our wedding day is walking up to a bar and buying their first legal shot of Jägermeister 21 years sure flew by!

Love this feature!

Financial advisors trying to manage their tech stack like