Keynote speakers include New York Times bestselling author Sally Hogshead, financial content creator Kyla Scanlon, Ritholtz Wealth Management CEO Josh Brown and award-winning speaker Scott Stratten

Snappy Kraken’s Jolt! Conference Returns in 2025: Top Marketers and Advisors to Share Strategies for Fueling Growth

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Snappy Kraken, the martech innovator powering smarter marketing for financial advisory firms of all sizes, today announced the return of its flagship conference, Jolt! Taking place from June 9–11, 2025 at the Renaissance Hotel in Nashville, Tennessee, Jolt! is expected to draw over 750 attendees from the financial industry and beyond, including financial advisors, chief marketing officers, marketing directors, consultants, journalists and more.

“We believe that great marketing isn’t just about broadcasting a message; it’s about starting a conversation that deepens client relationships and fosters loyalty,” said Robert Sofia, founder and CEO of Snappy Kraken. “That’s why we’re so excited to bring Jolt! back in 2025. As the only financial advisor conference dedicated to marketing, Jolt! is a fantastic forum to share fresh ideas and actionable strategies that empower advisors to create meaningful connections. We’re looking forward to showing attendees how they can elevate their marketing efforts and build the types of relationships that drive long-term growth.”

Jolt! will feature an impressive lineup of keynote speakers, including Sally Hogshead, a New York Times bestselling author and National Speakers Association Hall of Fame inductee; Kyla Scanlon, a financial content creator known for her fresh, humorous take on economic commentary, as exhibited in her recent book “In This Economy?”; Josh Brown, CEO of Ritholtz Wealth Management and a prominent industry leader and media figure; and Scott Stratten, founder of UnMarketing and an award-winning keynote speaker known for his energizing and engaging presentations.

The agenda will include 26 sessions focused on effective marketing strategies, along with valuable networking opportunities, exhibits and breakout discussions. Attendees will explore five key themes designed to identify marketing gaps and develop higher-quality marketing plans, including:

• Achieving Better Outcomes With Behavior-Focused & Data-Backed Strategy: Exploring the intersection of marketing and behavioral psychology, data analytics, client segmentation, market research and performance metrics. Marketers will discover how to harness data to understand client behavior, segment audiences, measure marketing success and drive stronger outcomes in both prospecting and client relationships.

• Creative Content and Storytelling: Crafting Motivating Narratives: Diving into topics around copywriting, content creation, video marketing, branding, storytelling and visual design. Attendees will learn how to craft compelling narratives and visuals that resonate with clients and prospects, fostering a strong brand identity.

• Multichannel Momentum: Connecting and Engaging In Real-Time: Learning to develop an integrated marketing strategy leveraging multiple channels, including social media, email marketing, paid advertising, SEO, website optimization and webinars, to effectively reach and engage clients.

• Automation Advantage: Operationalize, Personalize and Perform With Behavior-Focused & Data-Backed Strategy: Discovering how to implement automation tools and streamline marketing efforts using strategies such as marketing automation, CRMs, personalized marketing, artificial intelligence (AI) and more.

• From Outreach to Outcomes: Marketing that Drives Growth: Uncovering how to fuel organic growth through strategic marketing efforts that blend insights, creativity, and technology to produce tangible business outcomes.

Jolt! has already secured official sponsors that represent a diverse range of financial services companies. These include XYPN, a fee-only turnkey advice and planning platform that provides independent advisors with end-to-end support; Altruist, a modern custodian for independent RIAs, Wealthtender, a digital marketing platform for financial advisors and wealth management firms; and Potomac Fund Management (“Potomac”), an investment strategist firm for financial advisors.

This announcement follows the recent launch of Snappy Kraken Enterprise, a complete marketing technology solution tailored for mid-market and enterprise firms. By leveraging its expertise in providing innovative marketing technology to firms of all sizes, Snappy Kraken is ready to deliver a Jolt! experience that will transform how financial advisors build and execute their marketing strategies.

Financial advisors and marketing professionals interested in attending Jolt! 2025, as well as companies looking to sponsor, can learn more and secure their spot by visiting joltconference.com.

About Snappy Kraken

Snappy Kraken is an award-winning marketing technology (martech) firm that provides original content, marketing automation, personalized website design and bold, unique marketing campaigns for the financial services industry. Each of these marketing campaigns is informed by rich data.

Snappy Kraken’s innovative approach has earned the company widespread recognition. In 2024, Snappy Kraken received the Wealth Management Industry Award (Wealthie) for Digital Campaign of the Year for its Behavior Gap Audience Builder, and in 2023, it won the Wealthie for Thought Leadership for the Jolt! Conference. The company was also awarded Financial Planning’s 2024 Innovation Awards for its AI-Powered Email Builder and, for four consecutive years, was named Best Overall Content Marketing Software by MarTech Breakthrough (2019-2023). In recent years, Snappy Kraken also ranked #8 and #3 on Financial Planning’s Best Fintechs to Work For lists.

To learn more about Snappy Kraken's solutions for financial advisors, including white-labeled enterprise solutions, and to use the new and enhanced tools recently announced, visit SnappyKraken.com.

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