How Financial Marketing Has Changed (And Where It’s Going) with FinCon’s Philip Taylor
Tune In Now!
In this episode of The Finance Marketing Podcast, Hillary sits down with Philip Taylor, founder of FinCon and The Creator CPA, to explore the evolving landscape of financial content creation and marketing. From FinCon's humble beginnings as a blogger meetup to its current status as the premier conference for financial content creators and professionals, Philip shares insights on how content creation and professional services are increasingly intertwining in the financial industry. Learn about the shift from traditional blogging to modern content platforms, the enduring importance of in-person events in a digital world, and how financial professionals can adapt their marketing strategies for success in today's landscape.
Connect with Philip:
• LinkedIn: Philip Taylor, CPA - FinCon
• Instagram: Team FinCon (@finconexpo)
• Website: PTMoney.com
FinCon & Other Ventures:
• FinCon: FinConExpo.com
• The Creator CPA: TheCreatorCPA.com
• TravelCon: TravelCon.org
To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.
We always appreciate reviews on Apple Podcasts!
The Shifting Landscape of Financial Marketing
You may have CFP or CPA after your name, but in 2025, being a financial advisor also means being a content creator. The way clients find and connect with advisors has fundamentally changed. While referrals and a basic website may have been enough in the past, today’s most successful advisors build visibility and trust through strategic content creation.
By showing up where prospects already spend their time—on social media, in their inboxes, and across digital platforms—financial advisors can directly address their needs, build trust, and create lasting connections.
Events like FinCon have emerged as essential gatherings for financial professionals looking to master modern marketing approaches. These industry conferences showcase that the most effective online marketing strategies now integrate:
Value-driven, SEO-optimized blogging that establishes authority
Strategic podcast appearances that demonstrate expertise
Platform-specific social media content that engages ideal clients
Video content that humanizes complex financial concepts
Email nurture sequences that build relationships over time
The Future of Financial Content: Trends to Watch
When everyone sounds the same, your unique voice becomes your strongest differentiator in the crowded digital landscape.
Looking ahead, several key trends will shape financial content creation:
Micro-niching will intensify: Generic positioning will become more difficult as more professionals target specific client markets with laser-focused messaging.
Instead of serving millennials, you might choose “physician assistants managing student loan debt while starting families” or “tech professionals managing equity compensation at start-ups”.
AI use: While AI tools can help generate financial content ideas, professionals who thrive will use AI as a thinking partner, not as a replacement for human insights, stories, and connections.
Community-building: Beyond content consumption, prospects want to feel part of a community that understands their specific financial challenges. Your content should start a conversation, not just educate.
Short-form video dominance: The most effective financial content will be concise, engaging, and visually compelling. As attention spans shrink, so does the window to capture interest—making short, value-packed videos a crucial tool for connecting with your audience and driving engagement.
Along with staying up to date with the latest trends, the most successful financial professionals will take “imperfect action”. This simply means putting yourself out there consistently, even if your content isn’t perfectly polished.
Your ideal clients need your expertise now—and they don’t want it from an AI overview. They want a genuine person who can speak directly to their financial situation and pain points.
At Moneta Copy, we believe that authentic financial content starts with understanding your unique voice and your ideal clients' specific needs. We provide the expertise you need to create content that connects, educates, and inspires action.
Ready to start creating content? Download our guided workbook: Marketing Minus the Overwhelm.