Join Air Force veteran and entrepreneur Rachel Rivera as she reveals the steps to transform financial expertise into profitable, user-friendly products. In this session, Rachel will guide attendees through the process of creating practical financial tools such as planners, journals, and spreadsheets. She will share strategies for structuring these products to address common client pain points, as well as best practices for testing product ideas before launch. Additionally, Rachel will highlight the power of social media marketing to build an engaged audience and drive sales. Whether you’re looking to expand your services or launch a new product line, this session will provide actionable insights to help you successfully productize your financial knowledge.

Rachel is a Certified Personal Finance Counselor® and holds a Master of Business Administration from Oklahoma State University, as well as a Bachelor of Science in Mathematics from the University of Oklahoma.