Smart strategies, strong community, and sustainable growth. For coaches and advisors building more than just a following.
If you’re a financial advisor or coach trying to grow your business online, you already know this much: it’s not enough to be good at what you do.
You also have to market what you do, often in ways the traditional finance world doesn’t exactly teach.
FinCon is here to change that.
Whether you’re just stepping into content creation or already building your audience and offers online, FinCon is where financial professionals get the tools, connections, and clarity to grow.
Here’s how:
1. A Track Dedicated to Advisors and Coaches
This year, FinCon features a dedicated Professional Track just for financial advisors, coaches, and educators. These sessions go beyond general content strategy and speak directly to your pain points and opportunities as a service-based business owner.
Led by other coaches who’ve scaled from 1:1 to seven figures, the track includes these sessions and more:
- “Personal Finance Needs a Rebrand: Coaching as the Future of Financial Education” with Kelsa Dickey
→ Rethink how you educate and empower clients using coaching-based content.
- “From Coaching to Programs: Scaling a Million Dollar Business with Webinar Funnels” with Chloe Daniels
→ Get a behind-the-scenes look at how Chloe turned 1:1 sessions into group programs and a thriving funnel-based business. - “Ops, I Did It Again: Operations for Scaling a 6–7 Figure Coaching Business” with Ryan & Thomai Roi
→ See what it takes to build the back-end systems that support massive growth and keep clients flowing.
These sessions aren’t theoretical. They’re led by people who’ve done it, sharing the strategies and systems that actually worked.
2. Learn to Market Smarter, Not Just Louder
Even the most experienced advisors can feel stuck when it comes to content and marketing. Whether you’re new to YouTube or trying to optimize your funnel, FinCon gives you hands-on sessions that speak your language.
Some can’t-miss highlights:
- “How AI Saves Me $2,500 Each Month” – Allison Baggerly
→ Use AI to simplify your workflow, save hours, and still sound like you. - “This SIMPLE Funnel Generates $300 Every Day” – Brian Feroldi
→ Follow a step-by-step walkthrough of a high-converting, easy-to-manage funnel. - “Small But Mighty” – Jamie Trull
→ Earn affiliate revenue at scale—even with a small audience. - “YouTube is on EASY MODE” – JC Rodriguez
→ Get to your first 1,000 subscribers with simple, effective videos. - “Grow Your List (Fast!)” – Nick Loper
→ 10+ tested tactics to grow your email list without feeling spammy.
These sessions help you reach more of the right people—and convert them—without burning out or guessing what works.
3. Find the Community You’ve Been Missing
Blending coaching with content creation is still considered “non-traditional” in many financial circles. It can feel like no one quite gets what you’re building.
At FinCon, you’ll meet people who do.
You’ll connect with:
- Other advisors and coaches experimenting with content, automation, and scalable offers
- Financial educators building hybrid business models
- Creators who serve similar audiences and may be perfect for collaborations
Plus, you’ll have access to meetups just for financial coaches and advisors, along with niche-based meetups like:
- Couples Money Meetup
- Military Money Meetup
- Retirement Meetup
- Women in Money
- Family Money Meetup
- And many more…
These aren’t just social hours. They’re where aligned partnerships, audience-sharing collaborations, and new client referrals often begin.
4. Capture Content While You’re Here
You’re already surrounded by brilliant creators. Why not use the moment?
At FinCon, you can:
- Book time in podcast and video booths
- Record interviews with fellow coaches
- Capture behind-the-scenes or thought leadership content on-site
It’s rare to be in a room full of values-aligned money experts. Whether you’re batching content or recording something impromptu, FinCon helps you fill your calendar and your content queue.
5. Discover Tools That Serve You and Your Clients
FinCon Central (our expo hall) is packed with:
- Financial brands and fintech tools that may be perfect for your clients
- Business service providers built to support creators and educators
- Affiliate-worthy brands looking for financial experts like you
- Emerging platforms that align with your values and can help you do your work more efficiently
Whether you need help with email marketing, compliance, tax strategy, or just want to test out new platforms, this is your chance to connect face-to-face and find the right fits.
6. Schedule 1:1 Meetings with Brands
If you’re ready to partner with brands, this one’s big.
FinCon gives you the opportunity to schedule 15-minute meetings with financial brands and service providers—many of whom are looking specifically for values-aligned creators, coaches, and educators.
You don’t need a massive following to participate. Just show up, share what you do, and see what connections click.
Bonus: See What This Looks Like in Action
Curious what kind of value you’ll get at FinCon? Watch one of the most talked-about sessions from last year:
📺 $50K to $1M in 3 Years: How Ryan Roi Built a 7-Figure Coaching Biz Organically
No ads. No launch funnels. Just a simple Instagram system and a rock-solid client experience.
This session alone made the trip worth it for many coaches, and it’s just one of dozens you’ll find at FinCon.
Ready to Build the Business You Want?
✅ Grow your reach
✅ Find aligned collaborators
✅ Turn content into clients
✅ Build a business that scales and feels good
Whether you’re just starting out or refining what you’ve already built, FinCon is for you.
Join us September 10-12, in Portland, OR, for FinCon 2025! Register below.
