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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

Anyone who has ever thrown a conference (and actually cares about delivering an amazing experience) knows: it's a labor of love.

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

🚨 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

When is AI going to replace getting in the gym at 5:30?

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.

The more popular AI becomes, the less engaged I am with most people's content. The majority of it is regurgitated. Which is why I believe writing authentically and imperfectly is one of the best skills to cultivate. It's also why I'm doubling down on [imperfect] video.

Come learn from this guy. He's speaking at #JoltConference

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! 🔥

There's no good excuse for not fixing this. You shouldn't be a financial advisor if you don't want to communicate consistently and meaningfully with your clients.

The folks at @altruist are spot on here. Our data, compiled from more than 70,000,000 emails sent last year by 10,000 advisors, shows us exactly what works in email marketing. I'll add to their list that the best-performing emails aren’t just educational—they’re: ✅ Personally relevant to the reader ✅ Timed strategically for engagement ✅ Clear & actionable to drive responses Thoughtful content is just the start—execution is everything.

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