Personal Finance Needs a Rebrand: Coaching as the Future of Financial Education

Financial content is everywhere—so why are people still overwhelmed, anxious, and disengaged from their money?

In this session, we’ll explore the critical gaps in traditional personal finance education—and how coaching-based content can close them. You’ll learn why information-only models often fall flat, and how content that blends behavioral psychology, practical frameworks, and real-time coaching tools is more likely to create lasting change.

We’ll share the behind-the-scenes story of how we rebranded an entire financial coaching company—to reflect how we teach, message, and deliver content. If you’re ready to rethink what makes content impactful (and what your audience actually needs to feel empowered), this session will give you a roadmap to modern, mission-driven content creation.

Perfect for content creators, educators, and coaches ready to move beyond information into transformation.

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Kelsa Dickey is the CEO and founder of Fiscal Fitness Phoenix and The Financial Coach Academy, with over 15 years of experience pioneering financial coaching as a transformative approach to personal finance. She holds a Bachelor’s degree in Personal Financial Planning and a Master’s in Accounting, which she has leveraged to develop proven coaching methods that go beyond traditional financial education.

Through her coaching company Fiscal Fitness Phoenix, Kelsa and her team have served over 1,026 clients, helping them pay off more than $38 million in debt and save over $112 million—all while living life on their terms. As a mentor, she has trained over 600 financial professionals, equipping them with the tools to help their clients achieve massive results.

Kelsa is also a content creator, sharing her insights on The Financial Coach Academy® Podcast (with more than 59,000 downloads annually) and YouTube (with more than 6,500+ subscribers). Her expertise in financial coaching, content creation, and business strategy makes her uniquely qualified to speak on the evolution of financial education and why coaching-based content is the future.

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