Podcasting, Blogging, Video & Thought Leadership
Content builds authority, visibility, and trust, but it can also feel like a full-time job. Whether you’re podcasting, blogging, creating video, or posting on social media, this Think Tank is your space to refine your approach.
We’ll put our heads together on everything from choosing the right platforms and improving quality to repurposing content and building consistency. We’ll also discuss SEO, audience growth, and how to create content that aligns with your strengths and business goals.
This session is about creative strategy, shared workflows, and practical insights that help you show up confidently and consistently.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
The AI hype is real — but for financial advisors, the real challenge is identifying where these tools add value without compromising compliance or client trust. This session explores practical, compliant use cases for AI in research, financial planning, note-taking, and proposal generation. Attendees will learn how to integrate AI into their workflows to enhance productivity and client engagement while maintaining the “human in the loop” that ensures accuracy and personalization. Through real examples and best practices, we’ll highlight what AI can and can’t do, helping advisors avoid common pitfalls and understand how to position AI as an assistant, not a replacement. Participants will walk away with a clear framework for safely and effectively adopting AI — transforming it from a buzzword into a tangible competitive advantage.
This session introduces participants to the Certified Financial Transitionist (CeFT®) framework and how it can transform the way advisors support military clients during separation, retirement, reenlistment decisions, medical transitions, and relocations. Attendees will learn how to integrate emotional readiness, decision-making capacity, and communication patterns into their technical planning—resulting in more effective guidance and better client outcomes. Advisors will leave with a practical, repeatable framework to help servicemembers and their families move from overwhelm → clarity → confident action—improving both financial outcomes and the human experience of transition. This approach elevates advisors from technicians to true partners in one of the most defining moments of military life.
College is one of the most significant expenses faced in life. It can facilitate future success as well as financial burden. Yet comprehensive financial planning has often approached college planning with simple estimates of the future cost of tuition and fees, matched with accounts funded according to expected inflation of college costs, the rate of return, and the annual contributions. This presentation will be a deeper exploration of college planning, including how college admissions and financial aid work behind the scenes on campuses, how to maximize scholarships, how students should compare their college options, and how planners and counselors can add value by going beyond traditional college planning techniques.
Sean hosts a casual Ask Me Anything (AMA) focused on what it really takes to build a sustainable career as a financial professional—on your terms.
If you’re figuring out your next step or thinking long-term about where you want your career to go, this session is for you. Bring your questions about compensation models (commission, fee-based, fee-only), choosing the right path (joining a firm vs. going independent), credentials, and what it actually looks like to get started and grow.
This is an open, honest conversation about the real decisions behind the scenes—how to structure your business, whether to stay solo or build a team, when to hire, and how to think about your exit plan from day one.
Building Influence Through Newsletters
Email remains one of the most powerful tools in your business, if you use it intentionally. Whether you’re just starting a newsletter or refining an established list, this Think Tank is your space to elevate your email strategy.
We’ll tackle everything from list growth and deliverability to writing emails people actually read. We’ll also talk about automations, funnels, monetization, and how to nurture long-term trust through consistent communication.
This session is about thoughtful strategy, creative ideas, and practical steps that turn your email list into a meaningful business asset.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Building Influence Through Newsletters
Email remains one of the most powerful tools in your business, if you use it intentionally. Whether you’re just starting a newsletter or refining an established list, this Think Tank is your space to elevate your email strategy.
We’ll tackle everything from list growth and deliverability to writing emails people actually read. We’ll also talk about automations, funnels, monetization, and how to nurture long-term trust through consistent communication.
This session is about thoughtful strategy, creative ideas, and practical steps that turn your email list into a meaningful business asset.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
The Exhibitor Hall is the main street of MilMoneyCon and an opportunity to go beyond a logo and get to know the companies supporting the conference and our community more personally. It’s where attendees and exhibitors converge to exchange ideas, forge partnerships, and explore the latest in the world of finance. Our diverse exhibitors are here to showcase their expertise, products, and services that can empower you in your financial career and business journey.
You’ll have the chance to have meaningful conversations with representatives who are ready to share insights, strategies, and solutions to elevate your career to the next level. Whether seeking new technology, expert advice, or earning opportunities, the Exhibitor Hall is the perfect place to network, exchange business cards, and start relationships that will go far beyond the conference walls. Every interaction is an opportunity to learn, grow, and expand your horizons in the ever-evolving landscape of military and money.
Got a podcast? Creating content for YouTube or social media? Or just have a great conversation you want to capture while you’re here? The MilMoneyCon Media Booth is your space to press record.
During the conference, you can reserve time to record live, in-person conversations with fellow attendees, speakers, and sponsors. Whether you’re interviewing someone, creating short-form content, or trying something new, this is a simple, welcoming setup to help you make it happen.
Time slots are limited and must be reserved in advance. Sign-up is available to registered attendees.
We’ll have the essentials ready for you:
- Two microphones
- Digital recorder
- Two chairs
- Tripod for your phone or camera
Whether you’re building your platform or capturing meaningful moments, this is your chance to create, connect, and share while you’re at MilMoneyCon.
