Meet the creators and experts who’ll help you grow your content, impact, and income.
Fireside Chat with Erika Kullberg
Erika Kullberg is a lawyer and one of the most-followed personal finance content creators, with over 21 million followers across platforms.
Forbes has named her one of the Top 50 creators globally two years in a row. She went viral on TikTok — gaining more than a million followers in 48 hours — as "the lawyer who reads the fine print so you don't have to."
In the last three years, she's helped over a million people get out of debt, learn how to invest and master travel hacking.
Her podcast, Erika Taught Me, launched at #1 in business and #2 overall in the US.
More about Erika:
Fireside Chat with Rose Han
Rose Han is an internationally-renowned money expert, YouTuber, and bestselling author on a mission to show others how to create financial freedom.
She's shared her entire financial journey of going from $100K in debt to becoming a self-made millionaire on her YouTube channel, @itsrosehan.
Rose has been featured in The Wall Street Journal, Business Insider, and CNBC, and has helped millions of people pay off debt, start investing, and build wealth.
How I Pivoted from Content Creation to Starting a Multi-Million Dollar Fintech Advice Firm
Presented during a main stage session.
Jeremy Schneider shares his journey from building a successful content-creation business around Personal Finance Club to launching and growing Nectarine, a flat-fee financial advice marketplace.
He’ll share the wins, failures, and lessons from his first successful exit and his current startup. This includes why hitting 100K followers didn’t magically create a business, why creators eventually have to sell something, and why traditional creator monetization is getting harder.
Along the way, he’ll cover practical lessons on market validation, selling before building, building an app without an engineer, and the two traits he believes matter most in business: persistence and improvement.
- An audience isn’t a business. Learn how to turn attention into a product people will actually pay for.
- Sell first, build second. How to validate a business idea before you build it.
- The two keys to success. Why persistence and continuous improvement beat having the perfect idea.
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Jeremy Schneider is a successful entrepreneur and personal finance expert.
After starting an internet company in college and selling it at the age of 34 for over $5M and retiring at 36, Jeremy has dedicated his life to teaching personal finance.
He founded Personal Finance Club, a community of champions of the individual investor who help further financial education and went on to found Nectarine, a flat-fee financial advisor marketplace.
Jeremy likes playing beach volleyball and writing bios about himself in the third person.
More about Jeremy:
From Content to Clients: How to Build a Business Your Audience Actually Pays For
Kelsa Dickey introduces the Three-Lens Framework, a decision-making tool built from nearly two decades of coaching real people and training over 700 financial professionals.
Most creators are making dozens of business decisions in isolation every week: what to post, who to target, what to charge, whether to launch a course or take on clients. That's why nothing compounds.
The Three-Lens Framework changes that. It helps you evaluate every business decision by asking three questions at once: what do you need, what does your audience need, and what does your business need? The best answer lives where all three overlap.
You won't just learn the framework in this session. You'll start using it that day: which sessions to attend, which conversations to prioritize, which ideas to pursue when they get home. You'll leave FinCon with clarity, not just inspiration.
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Kelsa Dickey is the founder of Financial Coach Academy® and the creator of the SpendFirst® methodology.
She has spent nearly two decades coaching real clients and has trained over 700 financial coaches through her programs.
Her team has helped close to 1,100 people pay off $38 million in debt and save more than $112 million.
Her second book, SpendFirst: The Surprisingly Simple System to Stop Stressing About Money, and the companion app launch in fall 2026.
The Money Trap: Why Financial Success Alone Doesn’t Lead to a Happier Life
Financial creators spend countless hours teaching audiences how to earn more, save more, invest more, and retire sooner. But after decades studying retirement, happiness, and financial independence, Wes Moss has discovered that money alone isn’t what creates lasting fulfillment.
Moss will share the surprising lessons derived from years of extensive research, and challenge creators to think differently about the advice they give, the content they produce, and the lives they’re ultimately helping people build.
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Wes Moss, CERTIFIED FINANCIAL PLANNER®, is Managing Partner and Chief Investment Strategist at Capital Investment Advisors, a fee-only SEC Registered Investment Adviser with over $8 billion in assets under management.
A dedicated financial educator, Moss has spent his career helping Americans retire sooner and happier through his research-driven Retire Sooner Method.
Moss is the author of several books, including What the Happiest Retirees Know, and host of the long-running Money Matters, a weekly radio call-in show on 95.5 WSB in Atlanta and the Retire Sooner podcast.
Moss is also the host of Ask An Advisor on the Clark Howard Podcast, a weekly show where he answers listener questions around investing and retirement.
A regular Forbes contributor and frequently quoted media source, Moss lives in Atlanta, where he leads a team committed to helping families find purpose and financial security in retirement.
Learn more about Wes: www.WesMoss.com
How I Built a 3-Day Workweek Without Sacrificing My Business
Most creators chase more views, more subscribers, and more revenue. But what if the real goal is more time?
Andy Hill shares how he intentionally redesigned his creator business to work just three days per week while continuing to grow revenue. Through practical financial planning, Coast FIRE principles, systems, and intentional business decisions, he created a business that supports his life instead of consuming it.
FinConners will learn how to redefine success, identify the highest-leverage work in their business, and create a roadmap toward greater freedom without sacrificing long-term growth.
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Andy Hill is the award-winning creator of Marriage Kids and Money, founder of Solopreneur Life, and author of Own Your Time.
After achieving financial independence milestones, he left corporate America to build a media business that allows him to work three days per week while putting family first.
Through podcasts, YouTube, and articles reaching millions, Andy helps families and creators use money as a tool to build a life they love.
Event Host
As a pastor, financial coach, and content creator, Alaina Fingal is an expert at organizing personal and business finances.
Known for her insights at the intersection of finances and organization, her work is guided by one simple idea: if you get organized you can achieve financial peace.
Alaina shares her easy approach to finances through videos on YouTube under her channel called The Organized Money.
The Organized Money’s YouTube channel has amassed over 225,000 subscribers and 25M+ views on the platform.
In addition, The Organized Money has amassed significant audiences on Instagram (160,000), Tik Tok (50,000) and Facebook (140,000).
She has served on several Financial Expert Review Boards such as Money Digest & CNET Money and her work has been featured in Yahoo Finance, The New York Weekly, Wired, The Huffington Post, CNBC Make It and others.
Alaina lives in New Orleans, Louisiana with her husband Torrey and their two daughters Tori Michelle and Alyssa Jade.
Britt Williams Baker
Dow Janes
Beyond Content: How We Built a $30M Financial Education Business, presented by Money.Com
Most financial creators build their businesses through content, sponsorships, and affiliate partnerships. Laurie-Anne King and Britt Williams Baker took a different path: they turned financial education into a product business that now generates $30 million in annual revenue.
In this fireside chat, the Co-Founders of Dow Janes will share how they grew from teaching a small group of friends to building one of the largest financial education companies for women.
They’ll unpack the decisions, experiments, and lessons behind creating and scaling their own offers—including how they chose what to sell, built trust with their audience, developed a repeatable customer-acquisition engine, and grew beyond founder-led delivery.
Attendees will leave with an honest look at what it takes to move beyond content and build an owned product business with greater revenue potential, customer impact, and long-term enterprise value.
Hosted by Jillian Snell, Senior Director of Business Development, Money Group.
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Britt Williams Baker is the Co-Founder of Dow Janes and a financial educator dedicated to making investing and wealth-building feel accessible, practical, and empowering.
What started as a meetup in her living room, where she taught friends how to invest, has grown into a movement that has helped more than 40,000 women+ take control of their finances.
Through her approachable teaching style, Britt helps women build the knowledge and confidence to create greater freedom, choice, and possibility.
More from This Speaker:
Laurie-Anne King
Dow Janes
Beyond Content: How We Built a $30M Financial Education Business, presented by Money.Com
Most financial creators build their businesses through content, sponsorships, and affiliate partnerships. Laurie-Anne King and Britt Williams Baker took a different path: they turned financial education into a product business that now generates $30 million in annual revenue.
In this fireside chat, the Co-Founders of Dow Janes will share how they grew from teaching a small group of friends to building one of the largest financial education companies for women.
They’ll unpack the decisions, experiments, and lessons behind creating and scaling their own offers—including how they chose what to sell, built trust with their audience, developed a repeatable customer-acquisition engine, and grew beyond founder-led delivery.
Attendees will leave with an honest look at what it takes to move beyond content and build an owned product business with greater revenue potential, customer impact, and long-term enterprise value.
Hosted by Jillian Snell, Senior Director of Business Development, Money Group.
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Laurie-Anne King is the Co-Founder of Dow Janes, where she helped grow the company into one of the largest financial education platforms for women.
An entrepreneur and money mindset coach, she is passionate about helping women transform their relationship with money and imagine what might be possible for their lives.
Her own journey from paying off debt to building an eight-figure business inspires women to think bigger, create lasting financial freedom, and build a life on their own terms.
More from This Speaker:
Jean Chatzky
HerMoney
From Followers to Financial Confidence: Helping Audiences Build Their Forever Paycheck, presented by AARP
Retirement is one of the most emotionally charged, transitional periods of a person’s life. It’s also one of the most popular yet often misunderstood personal finance issues today.
Join AARP’s Carly Roszkowski and financial educator, bestselling author, and HerMoney founder Jean Chatzky for a conversation inspired by Jean’s new book, The Forever Paycheck.
Together, they’ll explore how financial influencers can help their audiences plan for and navigate retirement with greater confidence while building trusted, sustainable content businesses.
Attendees will leave with actionable insights, content ideas, and resources they can use to educate followers, deepen engagement, and connect audiences to credible support and tools.
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Jean Chatzky is the founder and CEO of HerMoney and the host of “HerMoney With Jean Chatzky.”
Jean is a columnist for AARP, a coach on the PBS TV show Opportunity Knocks and a research fellow with the LIMRA Retirement Income Institute.
Previously, she spent 25 years as the Financial Editor on NBC’s Today Show and was a contributor to Oprah.
Jean is an award-winning journalist and broadcaster, a New York Times and Wall Street Journal best-selling author, and a fierce advocate for financial literacy.
Her next book, The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less and Never Run Out Of Money will be published by Avery in September.
Find her at HerMoney.com or @JeanChatzky everywhere.
More from This Speaker:
Naseema McElroy
Financially Intentional
Talking FIRE, presented by iShares
The money community has a lot of opinions on FIRE. So do these three. Paula Pant (Afford Anything) is one of FIRE’s longest-running voices, building her wealth through real estate investing. Naseema McElroy (Financially Intentional) is a nurse who paid off $1 million in debt and now focuses less on early retirement and more on making work optional. Cody Berman (Retire by 30) reached financial independence at 25 through strategic side hustles and investing.
They’ll join iShares on the FinCon Main Stage to talk all things FIRE — from the ideas and debates to what it looks like to actually live it and help others pursue it.
And you help shape the conversation. Submit your questions ahead of time, and we’ll use them to decide what the panel talks about.
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Naseema McElroy is a published author, Labor and Delivery Nurse, and the founder of Financially Intentional, a platform dedicated to personal finance and living life on your own terms.
Despite earning six figures for years, Naseema faced bankruptcy, navigated divorce, and found herself stuck in the paycheck to paycheck cycle. Once she realized she could not out-earn her financial ignorance, she committed to changing her relationship with money entirely.
By shifting her mindset and staying intentional with every dollar, she paid off $1 million in debt and built a six figure net worth in just three years without living in deprivation.
Today she is a millionaire actively setting her three daughters up to reach millionaire status in their 20s.
Through Financially Intentional, she shares the real lessons behind her transformation so others can break the cycle and experience the freedom that comes with true financial independence.
More from This Speaker:
Paula Pant
Afford Anything
Talking FIRE, presented by iShares
The money community has a lot of opinions on FIRE. So do these three. Paula Pant (Afford Anything) is one of FIRE’s longest-running voices, building her wealth through real estate investing. Naseema McElroy (Financially Intentional) is a nurse who paid off $1 million in debt and now focuses less on early retirement and more on making work optional. Cody Berman (Retire by 30) reached financial independence at 25 through strategic side hustles and investing.
They’ll join iShares on the FinCon Main Stage to talk all things FIRE — from the ideas and debates to what it looks like to actually live it and help others pursue it.
And you help shape the conversation. Submit your questions ahead of time, and we’ll use them to decide what the panel talks about.
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Paula Pant is the host of the Afford Anything Podcast, an award-winning show with more than 45 million downloads. The New York Times describes it as one of “7 Podcasts Your Wallet Will Love.”
She is also the founder of Afford Anything, a personal finance brand with over 75,000 newsletter subscribers. She co-stars in the Netflix movie “Get Smart with Money,” on which she was a consulting producer.
She was a 2022-23 Knight-Bagehot Business and Economics Journalism Fellow at Columbia University.
Paula is frequently featured in financial media including Money Magazine, Washington Post, Oprah.com, CNBC, Fortune, Marie Claire, Marketplace Money, Men’s Health, Real Simple, Outside Magazine, Cosmopolitan, New York Times, and more. She’s spoken at the Talks at Google series and guest lectured at Georgetown University.
She holds a masters in business and economic journalism from Columbia University. She lives in New York City.
More from This Speaker:
Cody Berman
Retire by 30
Talking FIRE, presented by iShares
The money community has a lot of opinions on FIRE. So do these three. Paula Pant (Afford Anything) is one of FIRE’s longest-running voices, building her wealth through real estate investing. Naseema McElroy (Financially Intentional) is a nurse who paid off $1 million in debt and now focuses less on early retirement and more on making work optional. Cody Berman (Retire by 30) reached financial independence at 25 through strategic side hustles and investing.
They’ll join iShares on the FinCon Main Stage to talk all things FIRE — from the ideas and debates to what it looks like to actually live it and help others pursue it.
And you help shape the conversation. Submit your questions ahead of time, and we’ll use them to decide what the panel talks about.
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Cody Berman is an entrepreneur, real estate investor, personal finance educator, and author of Retire by 30. He reached financial independence at 25 through online business, strategic investing, and intentional living, and now helps others achieve freedom on their own terms.
He’s the creator of an award-winning personal finance podcast and has built multiple seven-figure businesses.
More from This Speaker:
Acquania Escarne
The Purpose of Money
FinCon 101
New to FinCon? Start here.
Think of this as your first FinCon conversation.
You’ll meet other first-time attendees, share what you’re working on, and think intentionally about what you want to accomplish during the conference.
Longtime attendee Acquania Escarne will guide the conversation, offer practical tips for making the most of FinCon, and help you prepare for the networking, sessions, and opportunities ahead.
Whether you’re hoping to grow your business, find collaborators, or simply feel more confident walking into your first FinCon, this is the perfect place to start.
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Acquania Escarne began her career as a Diplomat for the U.S. Department of State in 2008. While serving in Port-au-Prince, Haiti, Acquania realized how many working professionals, including her colleagues, were unprepared for an emergency or unexpected life event. The devastating 2010 earthquake demonstrated that even high-income earners oftentimes did not have sufficient life insurance, proper estate planning, or savings.
This experience inspired Acquania to work more closely with professionals who have the potential to build generational wealth with the right guidance and support.
Acquania is a financial coach, hotel owner, podcast host, and life insurance producer today. She is committed to helping people find financial freedom and build wealth. As a financial coach, she equips her clients with “outside the box” finance tips, debt payment plans, retirement planning, and more. With her advice, clients can exceed their financial and personal goals.
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Alisa J. Glutz
Color My Credit
Turning Boring Money Topics Into Viral Content: How Financial Creators Can Teach Anything and Still Grow Fast
Alisa Glutz, a 20-year mortgage expert and creator behind the Color My Credit platform, shows financial creators how to transform complex financial topics into highly engaging short-form content that builds trust, grows audience, and drives revenue.
Through real examples from her TikTok platform, Alisa breaks down the storytelling frameworks that turn dry topics like credit scores, mortgages, and debt strategies into viral educational content. Attendees will learn how to structure content series, create authority without sounding boring, and build a repeatable content system that keeps audiences coming back.
Creators will leave with practical frameworks for turning their expertise into engaging, high-trust content that grows both influence and income.
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Alisa Glutz is a mortgage loan officer with over 20 years of experience helping consumers navigate credit, debt, and home financing. She is the creator of Color My Credit, an educational platform designed to simplify complex financial topics through storytelling, analogies, and practical strategies people can actually use.
As a content creator, Alisa has built a large social audience by translating complicated financial systems into clear, engaging short-form content. Her work focuses on turning real client questions and everyday financial mistakes into relatable educational content that builds trust and authority.
Alisa regularly teaches audiences how credit scoring, lending, and financial systems really work, and how creators can transform their expertise into content that grows their audience and business. She is passionate about helping financial educators and creators communicate complicated topics in a way that is simple, memorable, and actionable.
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Allison Scopinich
Solo Health
The Pitch Event – Round 2: Brands Pitch to Creators
What makes a creator actually want to work with a brand? Array, Crew, Silo Markets, and Solo Health will pitch creator partnerships to Erika Kullberg, JC Rodriguez, and Joe Saul-Sehy, who’ll ask questions and offer feedback from the creator perspective. Some pitches center on a specific product, others on the collaboration itself—but every brand has to make the case for the partnership.
Friday, Sept. 18 • During the 4:30 PM Community Session
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Allison Scopinich is a licensed insurance expert who has led both the Member Support and New Business teams at Solo. In her current role as Lead Plan Advisor, Allison helps self-employed business owners evaluate their healthcare options and decide whether Solo is the right fit. She knows the questions business owners ask before joining, and the ones that come up once they’re members.
Ashley Doll
iShares
Talking FIRE, presented by iShares
The money community has a lot of opinions on FIRE. So do these three. Paula Pant (Afford Anything) is one of FIRE’s longest-running voices, building her wealth through real estate investing. Naseema McElroy (Financially Intentional) is a nurse who paid off $1 million in debt and now focuses less on early retirement and more on making work optional. Cody Berman (Retire by 30) reached financial independence at 25 through strategic side hustles and investing.
They’ll join iShares on the FinCon Main Stage to talk all things FIRE — from the ideas and debates to what it looks like to actually live it and help others pursue it.
And you help shape the conversation. Submit your questions ahead of time, and we’ll use them to decide what the panel talks about.
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Ashley Doll, Director, is an iShares Equity Product Strategist focused on the Direct Channel. In this role, she leads content creation and scaled distribution across the equity ETF suite to drive education, engagement and commercial results among individual investors. Originally from the Philadelphia area, Ashley graduated cum laude from Drexel University with a Bachelor of Science in Finance.
More from This Speaker:
Carly Roszkowski
AARP
From Followers to Financial Confidence: Helping Audiences Build Their Forever Paycheck, presented by AARP
Retirement is one of the most emotionally charged, transitional periods of a person’s life. It’s also one of the most popular yet often misunderstood personal finance issues today. Join AARP’s Carly Roszkowski and financial educator, bestselling author, and HerMoney founder Jean Chatzky for a conversation inspired by Jean’s new book, The Forever Paycheck. Together, they’ll explore how financial influencers can help their audiences plan for and navigate retirement with greater confidence while building trusted, sustainable content businesses. Attendees will leave with actionable insights, content ideas, and resources they can use to educate followers, deepen engagement, and connect audiences to credible support and tools.
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Carly Roszkowski is the Vice President of Financial Resilience Programming at AARP, where she leads strategy and outcome development within Financial Resilience and the Work and Jobs issue area. She helps individuals over the age of 50 obtain and maintain the level of employment they need or desire by increasing the competitiveness of 50-plus workers in the labor market, improves access to all forms of work opportunities for the 50-plus, and helps to eliminate age discrimination in the workforce.
Carly has over 20 years of experience developing and executing successful business and integrated marketing strategies, brand campaigns, and strategic partnerships for leading nonprofit organizations. She has been with AARP for five years and has spent time at AARP Foundation, and AARP Driver Safety.
Prior to AARP, Carly directed marketing and communications at Teaching Strategies, an Education Technology company, and spent more than a decade in consumer and business-to-business offerings at Discovery Communications; she began her career in fundraising with the World Wildlife Fund.
Carly lives in Silver Spring, MD with her husband, three children, and two dogs.
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Chris Hnatko
Zoro
Un-Skippable: The 4-Part Format for Finance Content that Grows, presented by Zoro
You can explain a strategy beautifully and still watch the video die, because your audience has heard a hundred confident explainers and believed none of them. This session teaches a format built on proof instead of opinion, using the same four steps a professional trader uses to build a strategy live: define the strategy, write it down as rules, backtest it, and tune the risk control. You will leave with a method you can film the week you get home, one that works in any money niche, from budgeting to options.
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Chris Hnatko is the founder and CEO of Zoro and a professional trader and entrepreneur. He has built multiple eight-figure businesses, mentored thousands of traders, and led trading-education platforms. He now runs live masterclasses teaching traders how to turn a written-down strategy into a tested, automated agent.
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Cristian Paz
Hammer Elite
Beyond Brand Deals: How Hammer Media Built Multiple 7-Figure Revenue Streams
Most creators are one algorithm change away from losing everything. Hammer Media learned that early and built something different.
Instead of leaning on brand deals and AdSense, the team behind Caleb Hammer spent years engineering multiple seven-figure revenue streams: memberships, partnerships, digital products, and new ways to monetize. The result is a content business with real staying power.
With 100,000 Hammer Elite Members, 35,000 Dollarwise budgeting app members, 300,000 Newsletter subscribers and more, Hammer Media has built an infrastructure that looks more like a media company than a creator operation.
In this session, Hammer Media President & COO Robert Kaliati pulls back the curtain on how they did it. The bets that worked, the ones that didn’t, and the framework he uses to decide what to build next. Attendees will leave knowing the next product they should build to take their own creator business to the next level.
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Cristian Paz is 26 years old and has been working in YouTube for 14 years. He’s built channels from 0 to over 1,000,000 subscribers.
As Head of Memberships at Caleb Hammer Media, he took Hammer Elite from 26,587 to 110,672 members, a 316% increase by building teams, systems, and the content engine behind it.
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Daniel Staker
Crew
The Pitch Event – Round 2: Brands Pitch to Creators
What makes a creator actually want to work with a brand? Array, Crew, Silo Markets, and Solo Health will pitch creator partnerships to Erika Kullberg, JC Rodriguez, and Joe Saul-Sehy, who’ll ask questions and offer feedback from the creator perspective. Some pitches center on a specific product, others on the collaboration itself—but every brand has to make the case for the partnership.
Friday, Sept. 18 • During the 4:30 PM Community Session
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Daniel Staker is a lawyer and marketer with nearly two decades of experiences in branding in advertising, especially in regulated industries. He began working for Crew Finance as the Head of Growth in 2025 because he saw how a product like Crew could change millions of lives and make following a budget possible – especially for those who had previously struggled.
Derrick Kinney
Client Conversation Guy
Stop Chasing and Start Attracting: 3 Simple Sentences to Win Lots of Ideal Clients
We have a problem.
Most creators and coaches are great at what they do. But they are terrible at describing it. And it costs them lots of ideal clients.
I fix that with three simple sentences.
Creators and coaches will walk away with how to:
- Instantly connect with a prospect’s pain point
- Easily describe how you work
- Quickly differentiate you from every other creator and coach
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Derrick Kinney is a former Top 1% financial advisor who built and sold one of America’s most respected financial firms.
Known as America’s Financial Educator, he’s the money and business expert seen on FOX, CNBC, CNN, and YahooFinance.
He’s the author of the USA Today and Wall Street Journal national bestseller, Good Money Revolution—a favorite among high-achievers who want to make more money to do more good.
Derrick is one of the best in the world at helping influencers and professionals attract ideal clients.
His keynote is a masterclass in empathy, relatability, and real human connection.
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Eric Kullberg, CFA
Creators Agency
How to Profitably Spend $1 Million a Year on Creators
Erika Kullberg (21 million followers) and Eric Kullberg, CFA have seen the creator economy from both sides: building one of the world’s largest personal finance audiences and managing over 4,000 creator-brand campaigns. In this session, they’ll break down exactly how they would deploy $1 million a year into creators—and make the economics work.
Using real campaigns, results, and lessons from working with hundreds of brands and creators, Erika and Eric will reveal how to identify the right creators, structure profitable partnerships, negotiate deals, measure performance, and turn one-off sponsorships into scalable acquisition channels. Attendees will leave with a practical framework for building a seven-figure creator marketing program while avoiding the expensive mistakes that cause most campaigns to fail.
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Eric Kullberg is an entrepreneur, investor, and Co-Founder of Creators Agency and CreatorLed Ventures. Through Creators Agency, Eric has helped facilitate more than 3,500 creator partnerships with over 400 brands, giving him a front-row seat to what makes creator marketing actually work—and what doesn’t.
Before entering the creator economy, Eric spent more than a decade as a professional trader and investor in Asia. Today, he invests in and advises companies at the intersection of technology, media, and the creator economy. He is also a CFA charterholder.
Alongside his wife, Erika Kullberg, Eric has helped build businesses reaching millions of people while developing a unique perspective on both sides of the creator-brand relationship: how creators build valuable audiences and how businesses can profitably reach them.
Eric Pan
Ericnomics
How to Monetize Short-Form Content Without Relying on One Platform or One Sponsor
Eric Pan will break down how he built a finance creator business by turning short-form video into a multi-revenue brand across social media, newsletter, community, coaching, and sponsorships.
In this session, he will share the systems, content frameworks, and monetization strategies he used to grow an audience in a competitive niche while creating content that drives both reach and revenue.
Attendees will learn how to create videos that perform, how to repurpose content across platforms, and how to build income streams beyond brand deals so their business is not dependent on a single algorithm or platform.
This session is designed for creators who want practical strategies, real examples, and a clearer path to building a sustainable creator business.
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Eric Pan, also known as Ericnomics, is a personal finance and investing creator who helps people better understand money, markets, and wealth-building.
He creates educational content across Instagram, TikTok, YouTube, newsletter, and community platforms, where he translates complex financial topics into clear, engaging, and practical content.
Before becoming a full-time creator, Eric worked across traditional finance, fintech, and digital assets at firms including State Street, Sculptor Capital Management, Betterment, Anchorage Digital, and BitGo.
Today, he combines that professional background with creator-first storytelling to build a modern media business through short-form video, sponsorships, digital products, and community.
His work sits at the intersection of financial education, audience growth, and creator entrepreneurship.
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Ericka Young
Tailor-Made Budgets
The Irreplaceable Coach: Partnering with AI to Accelerate Client Results
AI will never replace the necessary human element of financial coaching, but it can absolutely transform how you guide your clients to success.
In this session, Ericka Young shares her journey of integrating AI into a thriving coaching practice and podcast.
Discover how to embrace AI as a powerful collaborative partner that enhances the your work as a financial coach. You will learn proven strategies to elevate your session quality, brainstorm better outcomes, and help clients achieve faster results.
By combining your unique empathy and intuition with AI’s robust capabilities, you can elevate outcomes without working harder and deepen client connections.
Walk away energized and equipped to uplevel your coaching skillset, knowing your authentic human touch remains your greatest and most irreplaceable asset.
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Ericka Young founded Tailor-Made Budgets in 2005 after she and her husband, Chris, paid off $90,000 in debt. Using her proven framework, she has helped over 500 families eliminate millions in debt and build financial confidence.
Author of Naked and Unashamed: 10 Money Conversations Every Couple Must Have and co-host of the For Better and Worth podcast, Ericka empowers couples to align their finances and relationships. She also develops financial wellness programs, trains financial coaches, and collaborates with credit unions to drive financial transformation, making lasting change in the lives of each member and the team that serves them.
More from This Speaker:
Gabe Bult
YouTuber
The How to Run a Profitable YouTube Channel in 5 Hours a Week
Gabe will break down how to make a full time income with a small YouTube channel and build systems to run it in just a few hours a week. He’ll share 3 examples of effective small channels scaling to $1k profit per video minimum and how you can do the same.
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Gabe Bult is a finance creator who specializes is monitoring long form YouTube videos
More from This Speaker:
Hariharan Jayakumar
Silo Markets
Beyond Flat Fees: How The Pitch Event – Round 1: Creators Pitch to Brands
What makes a creator pitch stand out to a brand? Joseph Hogue, Jacob Wade, and Adriana Galvan each get the same hypothetical brand brief and two minutes to pitch their take, followed by questions and feedback from brand decision-makers at iShares, Silo Markets, and CD Valet. See how different creators approach the same opportunity—and what brands are paying attention to on the other side.
Wednesday, Sept. 16 • During the 1 PM Community Session
The Pitch Event – Round 2: Brands Pitch to Creators
What makes a creator actually want to work with a brand? Array, Crew, Silo Markets, and Solo Health will pitch creator partnerships to Erika Kullberg, JC Rodriguez, and Joe Saul-Sehy, who’ll ask questions and offer feedback from the creator perspective. Some pitches center on a specific product, others on the collaboration itself—but every brand has to make the case for the partnership.
Friday, Sept. 18 • During the 4:30 PM Community Session
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Hariharan Jayakumar is the founder of Silo Markets, a rewards-focused brokerage platform, and the creator of Logically Answered, a YouTube channel covering business, technology, and finance.
Hassan Thomas
FYI FLI
From Content Creator to Paid Speaker: How I Landed 75+ Speaking Engagements Since 2023
Many financial creators know how to build content, grow audiences, and educate online, but not everyone knows how to turn their expertise and influence into paid speaking opportunities.
Since 2023, Hassan Thomas has been booked and paid to speak more than 75 times across colleges and universities, nonprofits, conferences, financial institutions, and corporate organizations. In this session, he’ll share the practical strategies that helped him build a speaking brand rooted in thought leadership, relationship building, and real-world value.
Attendees will learn how to position themselves as credible speakers, package their expertise into marketable topics, confidently price their value, build relationships that lead to bookings, and strategically use both paid and unpaid opportunities to grow their speaking career and personal brand.
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Hassan Thomas turned an injury-filled senior year of college football into a thriving financial education company called FYI FLI: For Your Information, Financial Literacy & Investing.
In just a few years, Hassan has delivered more than 150 educational workshops, won Podcast of the Year at the Southern Entertainment Awards, and released his third book, From College To Corporate, which helps bridge the gap between executives and emerging professionals.
Hassan is certified to teach personal finance through The National Financial Educators Council. His work blends real-world financial and career education with motivational storytelling, giving audiences a powerful mix of inspiration and practical guidance.
His personal brand and consistent message on financial empowerment opened the door to his professional career with iGrad and Enrich Financial Wellness, where he leads content creation through podcasts, social media activations, and educational webinars for universities and employers nationwide.
Students, faculty, and organizations benefit from Hassan’s relatable and energetic delivery as he demonstrates how education, communication, and value creation can help anyone take control of their finances, excel in their career, and live a life of purpose and fulfillment.
More from This Speaker:
Jacob Wade
Roadmap Money
The Pitch Event – Round 1: Creators Pitch to Brands
What makes a creator pitch stand out to a brand? Joseph Hogue, Jacob Wade, and Adriana Galvan each get the same hypothetical brand brief and two minutes to pitch their take, followed by questions and feedback from brand decision-makers at iShares, Silo Markets, and CD Valet. See how different creators approach the same opportunity—and what brands are paying attention to on the other side.
Wednesday, Sept. 16 • During the 1 PM Community Session
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Jacob Wade is a Financial Educator and former Enrolled Agent that enjoys helping people engineer a plan for financial independence. His channel focuses on helping people learn how to invest for retirement, how to build a tax-efficient investment roadmap, and creating investment portfolios that can last a lifetime. He quit his tech sales job back in 2018, sold his home and 95% of everything he owned, and packed his wife and 3 kiddos into an RV, traveling the U.S. for 2.5 years, before eventually landing in the Tampa, FL area and buying a home. He now has 4 kiddos, 9 chickens, 2 fish, a cat and a dog.
Jamie Trull
Profit Strategist & Author
$1M+ Per Year in Affiliate Revenue: No Massive Audience, No Brand Deals Required
Most creators treat brand deals as the goal. Jamie Trull is here to challenge that. With just 40K YouTube subscribers, Jamie generates over $1M annually in pure affiliate revenue, no massive audience and no exclusive brand deals required. In fact, she’s turned down five-figure brand deals on purpose, because the math on affiliate revenue is just plain better.
In this session, Jamie pulls back the curtain on the trust-first affiliate strategy that got her there, including why exclusive brand deals quietly erode the audience trust that actually drives conversions, how a multi-partner approach helps audiences find the right solution for them, and the specific content strategy behind the $1M number.
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Jamie Trull, CPA, is a Financial Educator and Profit Strategist who helps small business owners understand their numbers, increase profitability, and grow in a sustainable way.
With a background in corporate finance, including her time at Coca-Cola, she later worked as a Virtual CFO supporting entrepreneurs, where she saw firsthand how many business owners were making critical financial decisions without clear, accessible guidance.
Today, Jamie focuses on financial education, drawing from both her corporate background and her experience building a 7-figure business to break down complex topics into practical strategies business owners can actually use.
She’s built a community of entrepreneurs across YouTube and social media and is the author of Hidden Profit (Simon & Schuster, 2025).
More from This Speaker:
Jay Stephens
Rich Like My Melanin
The Mastermind Effect: How 4 Creators Fuel Growth, Prevent Burnout, and Scale Through Life Changes
In 2023, four money creators from completely different niches were placed in Mastermind group at FinCon New Orleans. Fast forward three years: through market shifts, slow downs, brand pivots, and massive personal milestones (new babies, new homes, and corporate transitions), this single circle has been the secret weapon behind our business survival and growth.
In this transparent panel discussion, Jay Stephens (Rich Like My Melanin), Katherine Pomerantz (Money Story Teller), Jenny Phan (Worth the Happiness), and Rachel Jimenez (Money Hacking Mama) pull back the curtain on how to build, maintain, and leverage an intentional peer network.
We will share the exact frameworks, accountability metrics, and raw business numbers that helped us navigate client acquisition strategies, scaling from 1:1 services to digital products, and maintaining consistent content creation when life gets chaotic.
Attendees will leave with a step-by-step blueprint to cultivate their own high-ROI creator ecosystem.
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Jay Stephens is an award-winning leader in finance and the founder of Rich Like My Melanin™. She uses a comedic and relatable approach to transform complex financial concepts into easy and actionable plans with a focus on wealth builders of color.
Jay earned her B.S. in International Business from Furman University during the peak of the 2008 recession, allowing her to gain an intimate relationship with debt and economic volatility. She went on to earn an MBA in Finance from Howard University and embarked on a 15-year career in corporate finance including management roles at Deloitte, Meta, and the U.S. Navy.
Jay launched Rich Like My Melanin™ in 2021 to transform complex financial topics into easy and actionable plans. She practices what she teaches – paying off $50,000 of debt, doubling her annual salary, and purchasing her second investment property in less than eight months. As the former Treasurer of a nonprofit organization, she established a $100,000 scholarship grant for high school students.
After becoming one of 400,000 people laid off from Big Tech companies in 2022, Jay self-published, “The Good in Goodbye: How To Navigate Job Loss,” to help people rebound from job loss. She is the recipient of the 2023 Sisternomics Grant from the National Coalition of Black Women, the 2022 Community Changemaker Award from Chime Bank and the 2020 Excellence in Community Service Award from the National Association of Black Accountants.
More from This Speaker:
Jennifer Santos
BBB National Programs
Regulatory Reality: The Rules Every Financial Content Creator Needs to Know, presented by FINRA
Did you know that sharing financial advice or endorsing a financial product or service can open you up to legal liability? Federal, state, and industry regulations govern the financial information you share and the products you promote — from credit cards and home loans to stocks and crypto. This session brings together regulators and industry experts to help you understand the rules, protect yourself and your audience, and stay on the right side of the law.
Key Takeaways
Know the rules: Understand the laws and industry regulations that apply when you share financial information or endorse products
Protect yourself and your audience: Learn how to vet financial partnerships and sponsorships so you’re not putting your business, brand partners, or followers at risk
Leave with real resources: Walk away with practical resources to help you stay compliant
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Jennifer Santos is the Program Development Manager at BBB National Programs 501(C)(3) Charitable Foundation, the Center for Industry Self-Regulation (CISR). In this role, she is leading the development of the Institute for Responsible Influence, an initiative dedicated to advancing best practices and accountability in influencer marketing.
Before her time at BBB National Programs, Jennifer served as Vice President of Advertising Standards at NBC Universal, where she oversaw the review of advertising across the broadcast network, NBC Universal cable networks, and NBC custom-created content to ensure truthfulness and compliance with federal and state law as well as NBC guidelines.
Jenny Phan
Worth The Happiness
The Mastermind Effect: How 4 Creators Fuel Growth, Prevent Burnout, and Scale Through Life Changes
In 2023, four money creators from completely different niches were placed in Mastermind group at FinCon New Orleans. Fast forward three years: through market shifts, slow downs, brand pivots, and massive personal milestones (new babies, new homes, and corporate transitions), this single circle has been the secret weapon behind our business survival and growth.
In this transparent panel discussion, Jay Stephens (Rich Like My Melanin), Katherine Pomerantz (Money Story Teller), Jenny Phan (Worth the Happiness), and Rachel Jimenez (Money Hacking Mama) pull back the curtain on how to build, maintain, and leverage an intentional peer network.
We will share the exact frameworks, accountability metrics, and raw business numbers that helped us navigate client acquisition strategies, scaling from 1:1 services to digital products, and maintaining consistent content creation when life gets chaotic.
Attendees will leave with a step-by-step blueprint to cultivate their own high-ROI creator ecosystem.
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Jenny Phan is a first generation millennial, financial coach, and personal finance content creator at Worth The Happiness.
She discovered the transformative power of financial literacy on her own personal wealth building journey where she conquered over $100k of debt and built a six figure net worth, all while supporting her parents and living a life that aligns with her values.
With over 30k followers across social media, she shares valuable money lessons she’s learned to promote money education and empower individuals to build first generation wealth with confidence.
More from This Speaker:
Jesse Cramer
Personal Finance for Long-Term Investors
Audience –> Clients (Without Feeling Gross)
Jesse Cramer tackles one of the most uncomfortable gaps in the creator economy: turning trust into revenue, without damaging the relationship that built it.
In this session, Jesse shares how he bridges his roles as a financial advisor and content creator to build a sustainable, client-based business. Rather than relying on scarcity tactics or aggressive sales, he outlines a quieter, more durable approach rooted in trust, clarity, and timing.
Attendees will see real examples of what works (and what doesn’t), including how audience signals differ from client readiness, why most creators misread demand, and how transparent pricing can become a growth lever – not a limitation.
This session is designed for creators who want to monetize thoughtfully, build long-term relationships, and turn their platform into a business that feels aligned, not transactional.
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Jesse Cramer is a former aerospace engineer who began creating financial content in 2018 and transitioned to financial planning as his primary career in 2022.
Jesse’s podcast, *Personal Finance for Long-Term Investors* is tracking toward 300,000+ listeners in 2026. He focuses his content on retirement planning.
Jesse lives in Rochester, NY, with his wife and two daughters.
More from This Speaker:
Joe Saul-Sehy
Speaker • Coach • Podcast Host
10X Your Money Coaching Business
How do you take your passion around personal finance and turn it into a viable coaching company? Joe Saul-Sehy and his business partner OG (Josh Bannerman) have grown six companies between them, including financial planning operations teaching consumers the basics of money…and getting people to pay them for it.
Joe will outline how to effectively lay out a business foundation that helps you succeed more quickly and lead a larger group of people to financial security.
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Joe Saul-Sehy is the host of the Stacking Benjamins Show podcast/YouTube channel and a former financial advisor.
Stacking Benjamins has won six Plutus Awards and an Academy of Podcasting top podcast honor. He works from his mom’s basement in Texarkana, Texas.
More from This Speaker:
Joseph Hogue, CFA
Let's Talk Money!
The Pitch Event – Round 1: Creators Pitch to Brands
What makes a creator pitch stand out to a brand? Joseph Hogue, Jacob Wade, and Adriana Galvan each get the same hypothetical brand brief and two minutes to pitch their take, followed by questions and feedback from brand decision-makers at iShares, Silo Markets, and CD Valet. See how different creators approach the same opportunity—and what brands are paying attention to on the other side.
Wednesday, Sept. 16 • During the 1 PM Community Session
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Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand the stock market and invest in stocks through the community on Let’s Talk Money! He has appeared as an analyst on Bloomberg, CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.
Katherine Pomerantz
Money Storyteller
The Mastermind Effect: How 4 Creators Fuel Growth, Prevent Burnout, and Scale Through Life Changes
In 2023, four money creators from completely different niches were placed in Mastermind group at FinCon New Orleans. Fast forward three years: through market shifts, slow downs, brand pivots, and massive personal milestones (new babies, new homes, and corporate transitions), this single circle has been the secret weapon behind our business survival and growth.
In this transparent panel discussion, Jay Stephens (Rich Like My Melanin), Katherine Pomerantz (Money Story Teller), Jenny Phan (Worth the Happiness), and Rachel Jimenez (Money Hacking Mama) pull back the curtain on how to build, maintain, and leverage an intentional peer network.
We will share the exact frameworks, accountability metrics, and raw business numbers that helped us navigate client acquisition strategies, scaling from 1:1 services to digital products, and maintaining consistent content creation when life gets chaotic.
Attendees will leave with a step-by-step blueprint to cultivate their own high-ROI creator ecosystem.
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Katherine Pomerantz is the founder of Money Storyteller, a financial leadership company helping expert-led brands turn business success into lasting wealth.
She is the creator of the Money Storyteller Method®, a decision-making framework that integrates founder behavior, business systems, and personal wealth strategy. Through her work, Katherine helps founders diagnose what is driving financial pressure, stabilize cash flow, strengthen their financial systems, and make clear decisions before the cost of being wrong gets expensive.
Since 2016, Katherine has supported multi-six, seven, and eight-figure content brands through tax strategy, accounting, CFO-level advisory, and emotionally intelligent money leadership. Her work is built for founders whose businesses have grown faster than their financial clarity, and who are ready to make money a teammate, not a mystery.
A former professional storyteller turned licensed tax professional, Katherine is known for translating complex financial concepts into practical, human, and actionable strategy. She has been featured by Business Insider, VICE Media, Discover Card, and The Penny Hoarder.
Kathy Stokes
AARP
The Human Story Behind America’s Fraud Crisis, presented by AARP
When fraud makes headlines, the focus is often on what the victim should have done differently. But modern scams are not crimes of poor decision-making. They are crimes of manipulation, designed to bypass logic, trigger emotion, and exploit the way our brains respond to trust, fear, urgency, and hope.
In this intimate conversation, fraud survivor Lori Flowers shares how a sophisticated scam unfolded and the profound impact it had on her life. Moderated by Kathy Stokes, the discussion reveals how organized criminal enterprises use psychological manipulation to bypass the logic center of our brain.
Today, Lori is using her experience and powerful voice to challenge misconceptions about fraud and demand greater action. Her story is one of thousands playing out across America every day, fueling a massive transfer of wealth to criminal networks around the world.
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Kathy Stokes is a nationally recognized leader in fraud prevention. She leads AARP’s fraud strategy and heads AARP Fraud Watch Network, which focuses on prevention through education and systemic change and on supporting fraud victims.
Kathy has led her team in launching a national campaign to change the narrative around fraud victimization (www.aarp.org/wordsmatter) and creating a simplified educational effort to help people recognize and prevent fraud (www.aarp.org/pause). She also guided AARP in becoming a founding member of the National Elder Fraud Coordination Center (www.fightelderfraud.org), a public‑private partnership that supports law enforcement in investigating elder fraud.
Kathy is an advisor to the board of the International Association of Financial Crimes Investigators and to the Senior Issues Committee of the North American Securities Administrators Association. She also serves as Board Chair of the National Elder Fraud Coordination Center and is on the board of the North America Chapter of the Global Anti-Scam Alliance.
Kathy has a master’s in American Government from The Johns Hopkins University and a BA from the University of Pittsburgh in Rhetoric and Communication.
More from This Speaker:
Kelly Anne Smith
Freedom in a Budget
Less Time, More Impact: 5 Strategies To Building Income, Impact & Flexibility
Building a business with limited time means juggling shifting priorities and the pressure to do it all. You can’t afford to guess what is working. This session will teach creators how to identify their highest ROI activities, focus on predictable income streams, optimize existing content for more revenue, and build systems that support long-term growth without requiring endless hours online. Attendees will walk away with easy-to-implement strategies for prioritizing needle-mover tasks, protecting their best creative energy, testing what actually drives profit, and building a business that creates more flexibility instead of more burnout.
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Kelly Anne Smith teaches creators and aspiring entrepreneurs how to build sustainable online businesses through practical monetization strategies and systems that fit into real life.
She is a personal finance creator and online business educator who has been creating YouTube content for the past 10 years.
She originally started her channel while documenting her debt-free journey, sharing grocery budgets, money mistakes, and the process of rebuilding her finances after struggling with debt in her 20s.
Over time, her content evolved from budgeting and personal finance into helping others build income from home by monetizing their skills, knowledge, and content online.
Kelly has been featured on CBS Evening News, in Forbes, Business Insider, and in Redfin.
More from This Speaker:
Lorraine Galvis Esq.
Business & IP Attorney
Built to Last: The Creator’s Guide to Legal Stewardship, Succession, and Survival
What happens to your business if you can’t show up tomorrow? As a two-time cancer thriver, Lorraine Galvis learned firsthand that the most critical legal protections are the ones we often overlook until it’s too late. In this high-stakes session, Lorraine moves beyond “legal basics” to address the life-and-death realities of running a creator business.
She explores why succession planning, password security, and clear operating agreements are acts of stewardship for your family and partners. From securing brand rights at conceptualization to preventing “partner-takeover” nightmares, Lorraine shares real-world case studies on how to build a business that can survive a crisis. Attendees will learn how to move from a “day-to-day” hustle to a legacy-minded enterprise, ensuring that if life takes an unexpected turn, their brand, their revenue, and their loved ones are fully protected.
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Lorraine Galvis is an attorney, business owner, and two-time cancer thriver who believes that legal protection is an act of stewardship. As the founder of Galvis & Company, she specializes in helping small to medium-sized businesses in CT and NY navigate trademarks, operating agreements, and business succession planning.
After facing her own health battles, Lorraine realized that many entrepreneurs leave their families at risk by ignoring the “uncomfortable” parts of legal planning. She now empowers creators to build businesses worth protecting—not just for profit, but for legacy. A woman of faith and a passionate advocate for small business owners, Lorraine combines legal authority with a deeply human perspective on resilience and responsibility. Her mission is to ensure that no business owner’s life work is lost to a lack of preparation, but instead remains a blessing to their family and community.
More from This Speaker:
Mark Kissler
Washington State Securities Division
Regulatory Reality: The Rules Every Financial Content Creator Needs to Know, presented by FINRA
Did you know that sharing financial advice or endorsing a financial product or service can open you up to legal liability? Federal, state, and industry regulations govern the financial information you share and the products you promote — from credit cards and home loans to stocks and crypto. This session brings together regulators and industry experts to help you understand the rules, protect yourself and your audience, and stay on the right side of the law.
Key Takeaways
Know the rules: Understand the laws and industry regulations that apply when you share financial information or endorse products
Protect yourself and your audience: Learn how to vet financial partnerships and sponsorships so you’re not putting your business, brand partners, or followers at risk
Leave with real resources: Walk away with practical resources to help you stay compliant
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Mark Kissler is the Chief of Examinations and Licensing with the Washington State Securities Division. He has 22 years of experience with the division. During his time with the division, he has led over 400 examinations of broker-dealers and investment advisers, including hedge fund advisers, broker-dealer headquarters, and mortgage broker-dealers. Starting in December 2011 he was made Chair of the NASAA Variable Annuities Project Group, and in 2019 also became a member of the NASAA Broker-Dealer Section. Prior to his time at the division, he was in the industry as a licensed financial adviser. He received a BA from the University of Washington Milgard School of Business.
Mary Grace Roske
CD Valet
The Pitch Event – Round 1: Creators Pitch to Brands
What makes a creator pitch stand out to a brand? Joseph Hogue, Jacob Wade, and Adriana Galvan each get the same hypothetical brand brief and two minutes to pitch their take, followed by questions and feedback from brand decision-makers at iShares, Silo Markets, and CD Valet. See how different creators approach the same opportunity—and what brands are paying attention to on the other side.
Wednesday, Sept. 16 • During the 1 PM Community Session
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Mary Grace Roske has spent her career leading marketing and communications efforts at companies in the “money movement” space, including banking, philanthropy, and now fintech. Prior to helping launch CD Valet, she led marketing and communications at a wholesale bank, a community bank, and a community foundation and built expertise in creating trusted brands through clear, consistent, and compelling marcom programs.
At CD Valet, Mary Grace manages consumer and financial institution marketing, including advertising, event marketing, strategic communications, and brand marketing. In addition to positioning CD Valet as the nation’s first transactional CD marketplace, her team is establishing the brand as a leading source of industry data and consumer knowledge on CDs. She has been with CD Valet since its inception in 2022 at Seattle Bank, where she served as Senior Vice President, Marketing Communications & Community Relations. She holds degrees from Syracuse University and Washington State University.
Meghan Lim
@meghanmakesmoney
How I Grew to Over 100,000 Followers in Just 7 Months
This session is for creators who feel stuck, inconsistent, or overwhelmed and want a practical framework for reaching their first 100,000 followers through discipline, experimentation, and showing up consistently before they feel ready.
Growing to 100,000 Instagram followers in seven months was not the result of one viral post. It came from building a system that made consistency possible.
In this session, Meghan will share how she committed to posting daily, stopped waiting for every idea to feel perfect, and created a “minimum viable post” she could publish even on busy or uninspired days.
Meghan will explain how documenting her real journey provided more compelling content than trying to manufacture expertise, and how repetition helped her refine her voice, identify what resonated, and earn trust over time.
Attendees will learn how to choose content pillars, build a realistic posting rhythm, create faster without sacrificing quality, and use audience feedback to improve.
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Meghan Lim has been a full-time content creator for over 2.5 years, making six figures in her first two years and on track to do it again this year.
She creates content primarily on Instagram, TikTok, and LinkedIn, with revenue streams spanning brand partnerships, affiliate marketing, and coaching.
Meghan helps other creators monetize, especially finance creators, given how much opportunity there is in the space. She started out teaching finance topics and has since pivoted toward more entrepreneurial content.
More from This Speaker:
Melissa Jean-Baptiste
Millennial In Debt
From Student Loans to a 6 Figure Brand: How I Built a Social-First Money Platform People Actually Trust
When Melissa Jean-Baptiste began sharing her journey to pay off $102,000 in student loan debt on a teacher salary, she wasn’t trying to build a brand, she was trying to make sense of her own money story in public.
That honesty became the foundation for Millennial In Debt, a social-first platform rooted in transparency, culture, humor, and shame-free financial education.
In this session, Melissa will break down how she turned one personal narrative into a multi-platform money brand that grew beyond content into coaching, community, partnerships, and a book deal, without sounding like every other personal finance creator online.
She will share the storytelling framework, content systems, audience-building strategies, and business lessons that helped her stand out in a crowded niche while staying true to her voice.
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Melissa Jean-Baptiste, financial educator and author of So This Is Why I’m Broke: Money Lessons on Financial Literacy, Passive Income, and Generational Wealth is a first generation Haitian American and former NYC high school teacher.
As the Beyonce of personal finance, she paid off $102,000 dollars in student loan debt on a teacher salary while writing and producing the award-winning Millennial In Debt web series.
She has since pivoted into personal finance and career coaching to help millennials and Gen Z build generational wealth and gain financial freedom in a shame free digital environment.
She can be found at millennialindebt.com and millennialindebt on all social platforms.
More from This Speaker:
Mika Castro
Hammer Media
Beyond Brand Deals: How Hammer Media Built Multiple 7-Figure Revenue Streams
Most creators are one algorithm change away from losing everything. Hammer Media learned that early and built something different.
Instead of leaning on brand deals and AdSense, the team behind Caleb Hammer spent years engineering multiple seven-figure revenue streams: memberships, partnerships, digital products, and new ways to monetize. The result is a content business with real staying power.
With 100,000 Hammer Elite Members, 35,000 Dollarwise budgeting app members, 300,000 Newsletter subscribers and more, Hammer Media has built an infrastructure that looks more like a media company than a creator operation.
In this session, Hammer Media President & COO Robert Kaliati pulls back the curtain on how they did it. The bets that worked, the ones that didn’t, and the framework he uses to decide what to build next. Attendees will leave knowing the next product they should build to take their own creator business to the next level.
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Mike Castro started making YouTube videos as a high schooler and grew his first channel to over 10,000 subscribers. From there, he began editing for other creators, which helped him build a deeper understanding of retention, packaging, and what makes online content work.
In November 2023, he started with Caleb Hammer, working across production, editing, and YouTube operations. He is now Head of Financial Audit, where he oversees pre-production, packaging, post-production, and the overall content workflow for the show.
More from This Speaker:
Nick Loper
Side Hustle Nation
My AI-Assisted Podcast Production Workflow That Helps Reach 100k Listeners a Month
Creating a winning show is tough, but new AI tools and automations can help with every step of the process. Borrow from The Side Hustle Show’s playbook to improve and accelerate your own podcast production.
You’ll learn:
- How to use AI as your “first-pass” editor to clean up your recordings.
- Simple automations to make it faster and easier to prep, create, and promote your show.
- How to get an endless stream of content ideas on autopilot.
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Nick Loper helps people earn money outside of their day job. He’s an author, online entrepreneur, and host of the award-winning Side Hustle Show podcast, which features new part-time business ideas each week.
As Chief Side Hustler at SideHustleNation.com, he loves deconstructing the tactics and strategies behind building extra income streams.
More from This Speaker:
Nick Marchese
FutureMoney
Beyond Flat Fees: How Creators and Brands Build Partnerships That Actually Scale
Most creator-brand partnerships fail due to misaligned incentives. Creators often rely on flat-fee deals, while brands prioritize performance-driven outcomes, leading to missed opportunities on both sides.
In this session, Nick Marchese (The Partnerships Collective) and Phil (FutureMoney) break down how creators and brands align through affiliate, equity, and hybrid partnerships. Drawing from real-world examples across fintech and content publishing, they’ll show how performance-based models lead to stronger relationships, improved conversion rates, and more sustainable revenue.
Attendees will learn when to use flat fees versus affiliate or hybrid structures, how to evaluate partnership fit, and how to position deals that drive results for both parties. This session is designed for creators and brands looking to move beyond transactional campaigns and build partnerships that scale.
The session will be delivered as a structured conversation between operator and brand perspectives, giving attendees a real-world view of how partnerships are mutually evaluated and built.
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Nick Marchese is the founder of The Partnerships Collective, where he builds and scales affiliate and strategic partnership programs for brands like Morningstar, FutureMoney, and Nextbase. With 15+ years across networks, publishers, and agencies, he specializes in performance-driven partnerships that generate measurable, long-term revenue.
Together, Nick and Phil Barrar bring both operator and brand perspectives, with hands-on experience structuring, evaluating, and scaling partnerships across creators, publishers, and platforms. Their work focuses on aligning incentives, improving performance, and building partnerships that drive real, sustainable growth.
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Paige Williams
Financial Coach
I Grew My Email List 940% in 10 Months — Here’s the Exact System
Most financial content creators are posting consistently and still watching their email list flatline. Paige knows exactly what that feels like — and exactly how to fix it.
In this session, Paige breaks down the precise content strategy, lead magnet system, and messaging framework she used to grow her email list from 250 to over 2,600 subscribers in just 10 months — completely organically, without paid ads.
She’ll show attendees how to turn Instagram content into a list-building machine, why most finance creators are leaving subscribers on the table, and the simple shifts that transformed her audience from passive followers into an engaged email community.
This is not theory. Every strategy shared comes directly from her own creator business, backed by real numbers and repeatable results.
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Paige Williams is a financial coach and content creator who turned her own debt-payoff journey into a thriving coaching business built around helping women pay off debt, save money, and start investing — on their own terms.
Over the last 4 years, she has completed 400+ money audits, served 150+ clients, and built an engaged online community of 16,000+ Instagram followers and 2,600+ email subscribers — growing her list nearly 10x in under a year through organic content alone.
Her coaching philosophy centers on building wealth without restriction or shame, through a framework she calls The Soft Money System — where financial freedom and a soft, intentional life aren’t opposites, they’re the goal.
Paige believes every woman deserves access to a real wealth-building blueprint — not just advice on how to survive.
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Phil Barrar
FutureMoney
Beyond Flat Fees: How Creators and Brands Build Partnerships That Actually Scale
Most creator-brand partnerships fail due to misaligned incentives. Creators often rely on flat-fee deals, while brands prioritize performance-driven outcomes, leading to missed opportunities on both sides.
In this session, Nick Marchese (The Partnerships Collective) and Phil (FutureMoney) break down how creators and brands align through affiliate, equity, and hybrid partnerships. Drawing from real-world examples across fintech and content publishing, they’ll show how performance-based models lead to stronger relationships, improved conversion rates, and more sustainable revenue.
Attendees will learn when to use flat fees versus affiliate or hybrid structures, how to evaluate partnership fit, and how to position deals that drive results for both parties. This session is designed for creators and brands looking to move beyond transactional campaigns and build partnerships that scale.
The session will be delivered as a structured conversation between operator and brand perspectives, giving attendees a real-world view of how partnerships are mutually evaluated and built.
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Phil Barrar is the Founder and CEO of FutureMoney, a fintech platform helping families build long-term wealth. Previously, he founded Moka (formerly Mylo), a consumer investing app acquired for nearly $65 million in 2021.
Together, Phil and Nick Marchese bring both operator and brand perspectives, with hands-on experience structuring, evaluating, and scaling partnerships across creators, publishers, and platforms. Their work focuses on aligning incentives, improving performance, and building partnerships that drive real, sustainable growth.
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Phillip Stucky
Points With Phillip
Surviving and Thriving In Your First Year as a YouTuber
Have you ever thought wow, I have no idea how I can post more of what matters so I can reach my audience more?
Phillip posted nearly every day for a year to grow into a fully monetized channel that REPLACED his part-time job and is well on his way to replacing his full-time job.
Learn the processes and skills that helped him along the way:
- A clear workflow that will help creators capitalize on every stage of the content creation process.
- Knowledge of how to foster and build a community of creators who support you and your efforts while you also support them.
- A proven path to creating winning video ideas.
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Phillip Stucky started his journey as a creator in the classroom. As a high school economics teacher, he learned to love credit card points and miles through his research to better educate his students. That love now extends
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Rachel Jimenez
Money Hacking Mama
The Mastermind Effect: How 4 Creators Fuel Growth, Prevent Burnout, and Scale Through Life Changes
In 2023, four money creators from completely different niches were placed in Mastermind group at FinCon New Orleans. Fast forward three years: through market shifts, slow downs, brand pivots, and massive personal milestones (new babies, new homes, and corporate transitions), this single circle has been the secret weapon behind our business survival and growth.
In this transparent panel discussion, Jay Stephens (Rich Like My Melanin), Katherine Pomerantz (Money Story Teller), Jenny Phan (Worth the Happiness), and Rachel Jimenez (Money Hacking Mama) pull back the curtain on how to build, maintain, and leverage an intentional peer network.
We will share the exact frameworks, accountability metrics, and raw business numbers that helped us navigate client acquisition strategies, scaling from 1:1 services to digital products, and maintaining consistent content creation when life gets chaotic.
Attendees will leave with a step-by-step blueprint to cultivate their own high-ROI creator ecosystem.
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Rachel Jimenez is a mom, entrepreneur, college instructor, and founder of Money Hacking Mama. After years of balancing a demanding career, graduate school, and raising two young children, she became passionate about helping women create more freedom, confidence, and financial security in their lives.
Through entrepreneurship, passive income, and personal development, Rachel built multiple income streams that allowed her to leave her traditional job and gain greater control over her time. Today, she shares practical, real-world strategies on personal finance, passive income, business, productivity, and mindset.
Rachel is a self-made millionaire who believes success is accessible to ordinary people willing to take consistent action. Through her blog, courses, and educational programs, she helps women stop settling for survival mode and start building lives filled with purpose, flexibility, and financial freedom.
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Robert Farrington
The College Investor
What’s Actually Working in Personal Finance Media: 10 Growth Strategies From a 7-Figure Publisher
Tired of advice that worked three years ago? Cut through the noise with 10 proven, currently-working strategies driving traffic and revenue at a top personal finance publishing brand. From SEO adaptations in the AI era to new monetization approaches, you’ll leave with a tactical playbook you can apply immediately — regardless of your niche or audience size.
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Robert Farrington is the founder and editor-in-chief of The College Investor, which reaches millions of Americans monthly across the website, podcast, and video channels.
He started the website in 2009 and has grown it into a full-time media business over the past 15+ years.
He speaks from real operator experience, not theory. Everything he shares comes from strategies actively running right now.
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Robert Kaliati
Hammer Media
Beyond Brand Deals: How Hammer Media Built Multiple 7-Figure Revenue Streams
Most creators are one algorithm change away from losing everything. Hammer Media learned that early and built something different.
Instead of leaning on brand deals and AdSense, the team behind Caleb Hammer spent years engineering multiple seven-figure revenue streams: memberships, partnerships, digital products, and new ways to monetize. The result is a content business with real staying power.
With 100,000 Hammer Elite Members, 35,000 Dollarwise budgeting app members, 300,000 Newsletter subscribers and more, Hammer Media has built an infrastructure that looks more like a media company than a creator operation.
In this session, Hammer Media President & COO Robert Kaliati pulls back the curtain on how they did it. The bets that worked, the ones that didn’t, and the framework he uses to decide what to build next. Attendees will leave knowing the next product they should build to take their own creator business to the next level.
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Robert Kaliati is a product of the creator economy and one of its up and coming architects. He’s currently the President and COO of Hammer Media.
Robert had a passion for creator-led businesses that took hold early. Going straight from school and into the space in 2018, he was determined to build something meaningful at the intersection of content and commerce.
As Director of Content and Brand and Senior Product Marketing Manager at Simpler Trading, he led the development and promotion of dozens of creator products spanning tools, memberships and education. While executing countless campaigns that turned audiences into customers.
In 2023, Caleb Hammer called. Financial Audit was just one year old, and Caleb needed someone to help build his first creator product. Robert joined, and together they did exactly that and then some. Following a successful launch of Caleb’s first product, Master Your Budget, the two set their sights on something bigger. Building a creator business that could last through their brands Dollarwise and Hammer Media.
Today, Hammer Media and Dollarwise have grown to over 7 million followers across all platforms, 80,000 paid membership subscribers, 30,000 app subscribers worldwide, and over 30 employees all in under four years.
Robert’s work sits in the new and rapidly growing space of operational execution, commerce and creative excellence. Roberts spent his career proving that the creator economy isn’t just a cultural moment. But creators can build companies, not just audiences.
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Roberto Blake
YouTube Educator
The Creator Flywheel – Building Systems to Grow Your Reach, Reputation and Revenue
Reach, reputation, and revenue aren’t three goals; they’re one system that compounds. This session breaks down the creator flywheel: aligning your content to where your audience already spends attention to build reach, turning that reach into a durable personal brand through evergreen content, and converting that brand into diversified revenue that funds the next turn of the wheel.
The focus is the repeatable systems behind each stage, so growth stops depending on going viral and starts depending on value and volume executed with enough consistency to become nearly impossible to duplicate.
1) A repeatable framework for choosing content pillars and aligning them to where their audience already spends attention.
2) A production workflow for making higher value content with less effort, at a cadence they can actually sustain as solo creator or working class creator.
3) A simple breakdown on what today’s platforms reward in discovery, so they stop second guessing and can publish with confidence.
4) A proven method for turning consistent output into authority and a personal brand that’s hard to copy.
5) A blueprint for diversified revenue, including brand partnerships and multi-offer sponsor packages, so income never rides on one stream.
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Roberto Blake is a YouTube Educator with over 600K Subscribers and 40M views and a decade of experience, who teaches the business of content creation, and how Creators can grow their reach, reputation and revenue by building powerful and profitable personal brands.
He has directly partnered with YouTube over the years to educate creators, and help them turn their passion into profit.
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Stephanie Gregory
FINRA
Regulatory Reality: The Rules Every Financial Content Creator Needs to Know, presented by FINRA
Did you know that sharing financial advice, endorsing a financial product or service or even using AI tools to create your content can open you up to legal liability? State, federal and industry regulations govern the financial information you share and the products you promote—from credit cards and home loans to stocks and crypto. This session brings together regulators from across the federal and state landscape to help you stay on the right side of the law—while protecting yourself, your audience and your business.
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Stephanie Gregory is Senior Director in FINRA’s Advertising Regulation Department. In this role she is responsible for the Department’s complex review and spot-check programs and works on rulemaking and policy issues. Stephanie received her bachelor’s degree in economics and political science from Boston University, and her J.D. from Penn State Dickinson School of Law.
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Whitney Hansen
The Money Nerds Podcast
Less Time, More Impact: 5 Strategies To Building Income, Impact & Flexibility
Building a business with limited time means juggling shifting priorities and the pressure to do it all. You can’t afford to guess what is working. This session will teach creators how to identify their highest ROI activities, focus on predictable income streams, optimize existing content for more revenue, and build systems that support long-term growth without requiring endless hours online. Attendees will walk away with easy-to-implement strategies for prioritizing needle-mover tasks, protecting their best creative energy, testing what actually drives profit, and building a business that creates more flexibility instead of more burnout.
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Whitney Hansen is a financial coach, speaker, and host of the award winning podcast, The Money Nerds. She has been featured on Forbes, CNBC, ESPN, Yahoo! Finance, Ally and frequents local news channels. After paying off $30,000 in 10 months, getting an MBA for $472, and house hacking her first home at 19, she discovered her love for helping women take control of their financial life.
In her free time she builds unique Airbnb homes (geodome and giant flower pot), is an Adjunct Professor teaching personal finance to college students, and enjoys spending time with her family.
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CONVERSATION HOSTS
Creator Conversations aren’t your typical breakout sessions. They’re a blend of interactive learning and networking, combining the best of masterminds and meetups. Each Conversation features an experienced host to guide intermediate to advanced small group discussions.
Andi Wrenn
Coaching Capability
Let’s Talk About Financial Psychology: How Your Audience Connects to You (And Why They Stay)
Join Mary Liz Burns and Andi Wrenn to discuss how the field of financial psychology is creating authentic connections with communities that go beyond financial advice and delve into the psychological biases that impact their behaviors.
Financial psychology is not a fad nor something that is a “nice to know about.” The hosts will share their experiences in attracting new audiences as counselors, coaches, trainers and content creators in this field, and give participants space to share how this approach has changed the way they do business as usual.
Understanding the thoughts, feelings, behaviors and experiences of the audience is a critical first step to deeper engagement. If interested in exploring opportunities to learn this field and make connections with others, then this session is one not to miss!
Learn about the value of creating positive connections with your community by modeling the practices of deep listening, relatable content and authentic empathy.
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Andi Wrenn, AFC® uses her certifications and MA in Counseling to convey her passion for helping people achieve personal, financial, and professional goals. She is a past president of the AFCPE® Board of Directors, and a retired leader in military financial education. Through her business, Coaching Capability, she develops continuing education for CFP®, ChFC®, CFT1, and AFC® professionals. Andi received AFCPE’s 2021 Outstanding Education Program award and the 2023 Women Working in Wealth award. She empowers financial professionals with engaging education and mentorship to enhance client trust and communication. Through teaching participants in the program in public speaking, Andi helps them develop their short form video and coursework development and delivery. Andi is a recognized expert in military finance.
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Belinda Rosenblum
CPA + Profit Strategist
Let’s Talk About Building and Pricing a Course or Membership that Actually Sells
When you’re making money from brand deals, affiliate commissions, and viral content, your revenue can feel out of your control. And now with AI producing generic content by the second, YOUR packaged expertise is the one thing that’s impossible to replicate.
Belinda Rosenblum has been selling digital courses, memberships, and programs in the finance space since 2012. 14 years and $2.9M in sales later, she knows exactly what separates the offers that sell out from the ones that collect dust.
Whether your offer is stuck in your head, struggling to sell, or underpriced – this session is for you. Belinda walks you through her 5 P framework so you leave knowing exactly what your offer is, who it’s for, what to charge, and how to get it out the door.
Stop tweaking and second-guessing. It’s time to take your offer from “stuck in your head” to “take my money now!”
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Belinda Rosenblum knows what it feels like to cross six figures in revenue and still cry over your P&L report. In her 2nd year of business, she brought in $155K – and couldn’t pay herself. The year after, she brought in $256K – and finally kept $96K of it. Instead of breaking her, that gut-punch moment lit the fire.
A CPA-turned-profit strategist with 13 years in corporate finance and 19+ years running her own business, Belinda founded OWN YOUR MONEY to free business owners from their money fear and confusion so they can build profitable, sustainable businesses.
She believes you deserve to get paid well for your expertise and run your business with the right scalable million dollar money system. She’s a FinCon OG, self-made millionaire at 33 (3x now), co-author of Self-Worth To Net Worth, cancer survivor, and a mom of three.
Download her Pay Yourself Calculator – https://OwnYourMoney.com/fincon
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Kevin Mathews
Building Bread
Let’s Talk About Consistency as a Creator
Kevin Matthews II has been creating financial content since 2010, but he’s seen hundreds of creators and close friends start and quickly burn out.
In this Creator Conversation, Kevin pulls back the curtain on what 15+ years of consistent content creation actually requires and how to build a system so that burnout isn’t even an option.
He’ll share the near-quit moments, what keeps him going, then open the floor for honest discussion about what consistency really means, why creators go quiet, and how to build a content rhythm that survives real life.
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Kevin Matthews II is a #1 bestselling author, award-winning financial educator, and founder of BuildingBread, an investing education company he has been building since 2010. As a financial advisor, Kevin has managed $140M in investments and was named one of the Top 100 Most Influential Financial Advisors at age 28.
He is a 5-time Plutus Award winner and has been featured in the Wall Street Journal, The New York Times, and Forbes. His upcoming book, Your Parents Were Wrong About Money, is coming out in 2027.
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Mary Liz Burns
Certified Financial Behavior Specialist
Let’s Talk About Financial Psychology: How Your Audience Connects to You (And Why They Stay)
Join Mary Liz Burns and Andi Wrenn to discuss how the field of financial psychology is creating authentic connections with communities that go beyond financial advice and delve into the psychological biases that impact their behaviors.
Financial psychology is not a fad nor something that is a “nice to know about.” The hosts will share their experiences in attracting new audiences as counselors, coaches, trainers and content creators in this field, and give participants space to share how this approach has changed the way they do business as usual.
Understanding the thoughts, feelings, behaviors and experiences of the audience is a critical first step to deeper engagement. If interested in exploring opportunities to learn this field and make connections with others, then this session is one not to miss!
Learn about the value of creating positive connections with your community by modeling the practices of deep listening, relatable content and authentic empathy.
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Mary Liz Burns is a financial psychology consultant specializing in creating conducive environments to talk about money for her cross-generational clients. She is the founder of MaryLizBurns.Money, and is dedicated to helping people reduce the shame and fear around money so that people of all ages feel more confident with their finances. Her practice includes marriage preparation, debt management, retirement and legacy planning, and optimizing Social Security benefits.
With over 22 years of experience at AARP, she brings extensive expertise in life transitions. She holds the Certified Financial Behavior Specialist® designation, an MBA with a focus on financial psychology, and a Certified Senior Advisor® credential. She is currently pursuing an Accredited Financial Counseling (AFC®) designation and is based in Washington, DC, where she lives with her husband Martin.
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Nathaly Minda
The Financial Talk
Let’s Talk About Refining Your Niche in 30 Days
After a two-year posting hiatus, Nathaly came back to Instagram with one question: what actually moves the needle when starting over in a crowded niche? She designed a 30-day daily posting experiment to find the answer. Tracking every format, hook, and metric; the result: 245k views, 116k accounts reached and a Trial Reel that crossed 100k views, all of this as a micro influencer.
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Nathaly Minda is a bilingual finance content creator and founder of The Financial Talk, a platform built to make personal finance accessible to immigrant women in Canada.
By day, she is a finance professional supporting ultra-high-net worth clients. By night, she makes money topics accessible for the audience she once was – newcomers searching for financial guidance that reflects their reality.
Nathaly holds a Certificate in Advanced Financial Advice and is currently studying to become a Certified Financial Planner (CFP).
Her work bridges institutional finance expertise with the cultural fluency of someone who has lived the immigrant financial journey firsthand.
Her guiding principle: “I am the expert I needed when I arrived”.
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Sara Lohse
Branded Media
Let’s Talk About How Content Impacts Your Brand
Most content creators measure success the wrong way. Downloads. Views. Follower counts. Vanity metrics that feel good but don’t actually grow a business.
In this Creator Conversation, podcast strategist and producer Sara Lohse introduces the 5 Pillars of Brand Impact — a framework for understanding the five real ways content moves the needle on your brand. Together, the group will explore which pillar matters most for their specific goals, and how to build content with that outcome in mind.
Walk away knowing exactly what your content should be doing for your business, and how to tell when it’s working.
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Sara Lohse, founder of Branded Media and Favorite Daughter Media, is a Signal Award-winning podcast producer and strategist. She helps business owners and consultants use podcasting and storytelling to build trust, strengthen their brand voice, and turn everyday experiences into content that connects.
Sara’s insights and expertise have been heard from conference stages, including FinCon Expo, PodFest Multimedia Expo, Speakonomics, and Outlier Podcast Festival, and she has been featured on numerous podcasts, in Authority Magazine, and even on Netflix.
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Steve Stewart
Steve Stewart Productions
Let’s Talk About Keeping Them To The End: How To Improve Everything About Your Podcast Through Consumption/Completion Rates
The key to success comes from your audience taking action, and people who consume more of your created content are more likely to sign up or buy your stuff.
Join this session to talk about different strategies and best practices to keep people’s eyes and ears on your podcast and/or YouTube videos.
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Since 2016, Steve Stewart has been the Podcast Editor for some of the biggest indie personal finance podcasts like the Stacking Benjamins Show, Afford Anything by Paula Pant, and the MilMo Show.
He’s been a supporter of FinCon for a dozen years, and loves to spark conversations around podcasting best practices.
If you’re looking for help with your podcast, Steve is there to support!
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Virginia Elder
Video Podcast Production
Let’s Talk About Where Your Content is Actually Leading Listeners
Many money creators are publishing consistently, but their content does not always guide the audience toward a clear next step. This Creator Conversation will give attendees space to discuss how they currently use CTAs across podcasts, YouTube, blogs, newsletters, and social content—and where those CTAs may be creating confusion, friction, or missed opportunities.
Virginia Elder will seed the conversation with examples from her work as a podcast strategist, then facilitate small-group discussions around what makes a CTA feel natural, timely, and aligned with a creator’s business goals. Attendees will compare what is working, identify where their listener or reader pathway may be unclear, and leave with one CTA they can test for the next 60–90 days.
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Virginia Elder is a strategy-first podcast production and optimization partner for financial professionals. My team and I help you build trust, increase authority, and generate leads for your business through video podcasting—by aligning messaging, episode strategy, CTAs, and listener-to-client pathways, then executing with premium production (editing, publishing, show notes, podcast SEO, and repurposed clips).
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FC26 Session Explorer
Find the FinCon 2026 sessions that best help you meet your goals. Filter by topic, platform, or focus.