The Advisor’s Guide to #FinCon18
Are you a financial advisor, planner, or coach? Good news! If you’re coming to FinCon, you won’t be alone.
Roughly 20% of all FinCon attendees maintain some type of financial certification and serve clients with advice and/or investment management services.
In this guide, I’m going to be sharing the financial advisor’s personalized game plan for making the most out of the FinCon experience–before, during, and after the annual event.
Noted financial planner and blogger Michael Kitces said this when asked, “Who should attend FinCon?”
“Financial advisors who are looking to get started with advisor blogging and social media, or those who are a few years down the digital marketing path and want to find colleagues to learn from and share best practices.”
We agree. FinCon is a great place for advisors to grow their business. Let’s dig into these nine things you should consider when planning your FinCon experience:
1. Advisor Track.
Learn from the advisors and experts on the Advisor Track with eight educational sessions on topics like “How I Grew My YouTube Channel from 9k to 200k in 9 Months” with Jeff Rose, “Canned Content is Crap: How to Grow Your Business Online with Original Content” with Roger Whitney, and “Why Bloggers Beat Financial Advisors at Giving Financial Advice (and What Advisors Need to Do to Catch Up and Win Back Their Audience)” with Kali Roberge. See the entire schedule of sessions here.
2. Join the Facebook Group.
Need to meet some attendees before heading to the event? Look no further than the famous FinCon Community Facebook group. This group is a special place filled with resourceful conversation, helpful links from conference staff, and collaborative people looking to make the world a better place for people and their money. It’s free. There’s no self-promotion or spam either.
3. Chris Hogan Keynote.
Be inspired by the keynote with Retirement Planning Expert, Author, and Radio Host Chris Hogan. Chris has mastered the craft of providing financial planning advice and education over the airwaves. You won’t want to miss this exciting and inspiring keynote from one of Ramsey Financial Solutions’s brightest stars.
4. Relaxed Dress Code and Atmosphere.
Leave the suit at home. FinCon is a t-shirt and jeans kind of event. Certainly dress in what’s comfortable for you, but know that you’ll be just fine if you leave the tie at home. Not only that, but you’ll find that other attendees and brands are energetic, excited to connect, and easy to approach.
5. Subscribe to the Podcast.
Get energized for the event by listening to episodes of the Money & Media Podcast to learn from speakers and get event updates. Be sure to listen to the latest episode with noted author, artist, and planner, Carl Richards.
6. Find Talented Help.
Meet writers, assistants, and more digital marketing freelancers at our Freelancer Marketplace. This free event on the agenda is a can’t miss for any advisor looking to hire a content production team, writer, social media manager, or general VA. Look for a sign up form in the conference app.
7. Expand Your Revenue Model.
Want to make more money from your online platform in ways other than client services? FinCon attendees monetize their content in a wide variety of ways: sponsors, ads, affiliate marketing, endorsements, etc. And brands come to FinCon to connect with content creators. Use this event (and specifically the Pro Pass opportunity) to make connections with brands, and discover new ways to monetize from speakers and other attendees.
8. Discover New FinTech and Digital Solutions.
At FinCon, you’ll have the chance to meet with financial product and service partners, as well as digital marketing service providers, in FinCon Central (our expo hall). Plus, we have a FinTech competition.
9. Start a Podcast.
Podcasting is one of the best digital marketing tools at your disposal as an advisor. At FinCon, we have workshops, sessions, and even a full-stocked podcast booth with gear where you can record your first show live at the event.
Bonus: Hear it from other advisors. Conference recaps from other advisors:
2017 FinCon Conference Review with Chad Smith
FinCon17 by Sherrill St. Germain
13 Best Conferences for Top Advisors to Choose From in 2018 by Michael Kitces
Why Financial Planning Conferences Don’t Attract Young Advisors – and How FinCon Can Save Them by XY Planning Network