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

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 with code JOSHBROWN

Let's go! 🚀

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 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 →

If you're not making them like this, you're not making them #scratchmargs Who ya pulling for?

@CharlotteGelet1 @Steph_Bogan That is so awesome! Congratulations, Charlotte!

@Daniel_Bolton @WeAreWealth Congratulations, Dan! I'm sure that will be great for you.

@jbrendanfrazier We're mostly remote and have been since our inception. But as we've grown, we've learned that some functions require in person collaboration and support. So the Nashville office is only six months old. It's only a sales hub.

@TonyVidler @SteveSanduski Thanks, Tony!

What a great resource!

@SteveSanduski Your view carries weight with me. Thank you, Steve!

@7TwelveAdv How ironic

@7TwelveAdv Or you can use the same number for both . According to recent data around 70% of consumers will text the main business line. Just make it text compatible (compliantly)

@MikePolicarNGP SEC schmesh eee see Just kidding But I mean, there are apps for that Like

2025: Marks my 2⃣0⃣th year in the financial planning industry, and it feels different. I wrote about 8 key challenges reshaping our industry and why bold moves are essential. Are you ready for the Great Reset? 👉

@emilybinder @markcecchini ATX Cochina So good!

@ShawnaOhm 🤩

@emilybinder @TR401 Awesome, thank you Emily! Really appreciate it. 👊