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Congratulations @SnappyKraken Snappy Kraken, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2026 Wealth Management Industry Awards! #Wealthies

There, I said it. I'm not one to usually make "predictions," but Chris managed to get some out of me somehow. And under 3 minutes has to be a record for a media interview. Fast watch.

#joltconference lived up to the hype. - finally met a bunch of people I’ve talked to on socials for years - listened to a lot of the industry’s smartest marketing minds - had my first opportunity to speak on stage next to @kendrarockslife and Elizabeth Reider - and after two years of talking almost daily and working on multiple projects together, @TheFinArtist and I finally met in person Big thank you to @robertsofia and the @SnappyKraken team for a great event.

What happens when financial advisors put connection, creativity, and client experience at the center of their practice? You get 𝗝𝗼𝗹𝘁! I am to start this one backwards … The only standing ovation at #JoltConference…. 🎉 was given to Cici Prsha and her team. In a class move, @robertsofia invited them all on stage to accept the credit they deserved. Jolt! 2025.... started with a Jolt!… A Jolt in the form of a fire alarm evacuating us at 1 am due to active explosions in the attached parking garage. 🌞 The next morning … Other than the coffee and donuts, the Renaissance @RenNashville kindly placed in the lobby and the fans around the hotel, you would have never known everyone had been awoken and on the street in the early morning hours. 🔋Robert, Diana Cabrices, and Matt Halloran bought the energy and high-voltage reminder that financial planning is about more than spreadsheets. Financial Planning is about connection, clarity, leading with 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰𝗶𝘁𝘆 and reminding us: 📘 Are you connecting with your audience? 💡 Storytelling is the most underrated skill in financial services 🎯 How do you make them feel? 🔂 That it’s about doing, about improving by putting the rep’s 🔋 JOY isn’t just a feeling; it’s a strategic advantage. If you were at Jolt!…. 𝗪𝗵𝗮𝘁 𝗶𝗱𝗲𝗮 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝘁𝗼 𝘄𝗼𝗿𝗸? 🔨 In this closing, Robert nailed it @SnappyKraken has created a community A community of outliers…. But…. for an advisor who wears a t-shirt that says 𝗪𝗵𝗮𝘁 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗱𝗼 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝘁 𝗯𝗿𝗼𝘂𝗴𝗵𝘁 𝘆𝗼𝘂 𝗷𝗼𝘆?® that’s just fine. 💬 The feedback I received after sharing how we are leading with JOY at @MitlinFinancial was touching. And it reinforced my plan to pull back the curtain on our process. A giant thank you to Kim Skermer for her coaching and for transforming Denise's words into a TED Talk that I was told inspired! 📝 Brian Thorp of @wealthtender, thank you for the valuable insights and for disclosures, so on point compliance agrees… 🏒oh, and for making it so I can end this post like most of my stories.... with HOCKEY Let’s Go Oilers

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

Do something hard Something you might not pull off Put your all into it Feel yourself get stronger Your confidence will swell Onto the next hard thing Growth never ends