The Financial Marketing Summit is the place where top financial marketers, entrepreneurs, and business builders come together to share insights, network, and get business done.

Take a few moments to review a few of our past presenters below to get a feel for the level of practical, useful, and real-world marketing insights we bring you.

You’ll also find we’ve created a business development environment unlike any other in financial marketing which is why financial marketers continually send us notes like this one:

“I made more connections in 2 days than I have in 2 years.”

“The Summit was the best conference I have ever been to.

“As you know, we live in a digital world and communicate mostly with email and cell phones. But at the conference I finally got to meet a guy I had been speaking to over the phone for almost four years. If not for the Summit, I would have never met him. Plus I made more connections in 2 days than I have in 2 years. John Newtson and Jamie Stout are true professionals and the speakers they assembled shared some priceless information. I highly recommend anyone in the financial info marketing business attend this Summit.”

Jack Carter
Publisher,
SuperiorInformation

Aaron Dehoog explains how he grew Newxmax Financial paid customer base from 15k to over 400,000.

The Speakers are some of the most serious & successful  marketers, entrepreneurs, and business builders who work in the financial industry. And are willing to share what’s working  for them right now. Here are a few of our past presenters:

Aaron DeHoog, until recently the Financial Publisher at Newsmax Media, is responsible for one of the biggest success stories in financial publishing in the last decade.

Over the last 5 years, Aaron and his team took a division with a paid circulation of 15,000 customers and grew it to 400,000.

Yes, 400,000 PAID CUSTOMERS.

Aaron came out to the Summit and shared the 5 steps he took to boost their revenue per order by 165%.

You’re getting the benefit of his extensive marketing tests that resulted in an enormous increase in sales, revenue, and new customers.

For example, if before implementing these 5-steps you average $49 a sale on your acquisition efforts then after watching this presentation you could be looking at $129.85 per sale.

Why do you want to increase your Average Sale Per Order?

It can turn your losing promotions into winners. If you just spent $5,000 on an ad drop and only got $2,500 back in revenue then you lost money.

But a 165% increase in the average sale boosts that $2,500 to $6,625!

James Altucher is a successful entrepreneur, investor, board member, and the writer of 11 books including the recent WSJ Bestseller, “Choose Yourself!” (foreword by Dick Costolo, CEO of Twitter).

James Altucher, ranked a Top Influencer by LinkedIn, presenting at the Summit

He has started and sold several companies for eight figure exits. He’s on the board of a billion revenue company, has written for The Financial Times, The New York Observer, and over a dozen popular websites for the past 15 years. He’s run several hedge funds, venture capital funds, and is a successful angel investor in technology, energy, and biotech.

He has also lost all his money, made it back, lost it, made it back several times and openly discusses how he did it in his columns and books.

James shared what it takes to succeed online today.

James Altucher, ranked a Top Influencer  by LinkedIn, presenting at the Summit
James Altucher, ranked a Top Influencer by LinkedIn, presenting at the Summit

Even More...

Super Affiliate Pyong Kim has sold over $100 million of products as an affiliate .

Super Affiliate Pyong Kim has sold over $100 million of products as an affiliate .Pyong Kim is the guy you dream about finding when you go out looking for affiliates for your business

He has driven well over $100 million in sales as an affiliate for multiple industries, including Fortune 500 companies. He’s also worked with high-level clients like Dan Kennedy, Brian Tracey, Brendon Burchard, Eben Pagan and a host of financial products.

Publishers lucky enough to have Pyong as an affiliate are often shocked by his results.

Jami Stout, co-founder of the Summit and a top financial affiliate manager said this about working with Pyong,

“At one point Pyong was driving so many sales I had to investigate his account to see if there was something wrong. I thought it HAD to be an error because he was selling so much more than all the other affiliates.

“But there was no mistake. Pyong was just doing his thing, which is sell more products as an affiliate then just about everyone else.”

One thing that sets Pyong apart as an affiliate is that he gets deeply involved with generating traffic and cutting ad costs to deliver profitable results. He runs traffic and ads to dozens of different niches and industries on a daily basis.

Brad Hoppman shares his experiences buying and selling companies in the financial industry.

Brad Hoppman shares his experiences buying and selling companies in the financial industry.

Brad Hoppman, President and Publisher of Weiss Research’s Uncommon Wisdom group, shares his experiences buying, selling, and valueing financial companies.

Formerly he was Vice President at TheStreet.com (Where he was awarded best of the Web Financial Products), Director at Stansberry & Associates, and Director at TradeKing (Where he was awarded “Best Financial Advertising Campaign in 2007-2008 by The Financial Publisher’s Association).

Brad has helped put togethe deals with a wide variety of publishing companies on BOTH sides of the deal, as a buyer and a seller.

He’s helped put together deals involving publishers, private equity, and venture capitalists; he’s helped put together mergers, outright purchases, and other deals in this niche.

We’ve asked Brad to come talk about how to value your business.

Who are the main buyers and sellers out there right now. And what each side is looking for in a deal.

Jami Stout, top Financial Affiliate Manager and Co-Founder of The Financial Marketing Summit.

Jami Stout, top Financial Affiliate Manager and Co-Founder of The Financial Marketing Summit.

Jami Stout builds affiliate networks for financial publishers, like Agora’s The Palm Beach Letter.

In four short years, she’s driven over $20 million worth of affiliate traffic to launches for trading services for different financial publishers. She’s driven affiliate traffic for some of the biggest trading service launches in recent memory.

If you’re not part of an affiliate network, you’re missing out on millions in potential sales.

Financial publishers who don’t have access to an affiliate network are stuck with only two ways to get new customers: buying advertising and trickles of free traffic.

If you have an affiliate network but want to make it bigger, Jami can show you several ways to find, connect with, and close new affiliates for your business.

If you don’t have any affiliates promoting your products yet, but want to find them, then this presentation will give you everything you need to get started.

Jami is a super connector who is always looking to add value which led her to Co-Found the Financial Marketing Summit in order to create better networking opportunities for marketers working in the financial industry.

Jeremy Blossom of StrikePoint Media explains how they grew a client from $0 to $40 million in sales in under 24-months

Jeremy Blossom of StrikePoint Media explains how they grew a client from $0 to $40 million in sales in under 24-months

On August 7th, 2014 two guys working for someone else decided they wanted to go out on their own and launch their own website and business in the investment industry.

They approached Jeremy Blossom, of Strikepoint Media, a full service customer acquisition marketing agency dedicated to the trading & investing industry, with their idea.

After two months of preparation Jeremy launched his new acquisition strategy.

16 months later the brand new business had generated nearly $40 million in gross revenue – and are well on their way to breaking $100 million in 2016.

How’d they do it? Jeremy, a partner in the Financial Marketing Summit, shared a case study showing exactly how they did it.

He discussed the marketing strategies, tools, and tactics they used to scale a company from scratch and made it the fastest growing company in its niche in a matter of months.

Including how they built the funnels, developed the lead generation offers, planned their media and more.

Morgan Busby, partner in Financial Media Corp, the #1 largest performance based ad network in the financial industry.

Morgan Busby, partner in Financial Media Corp, the #1 largest performance based ad network in the financial industry.

Morgan Busby is a partner in Financial Media Corp, the LARGEST performance based traffic network in financial today.

And they’re growing at a blistering pace because of how well their traffic works for advertisers.

And because Financial Media Corp is a performance based ad network they see more email marketing tests in our niche then anyone.

They know what’s working best at any given time.

Morgan Busby agreed to come out and open up his bag of tricks and reveal the stuff most marketers would never share.

  • What the top performing advertisers in financial do that lesser marketers don’t bother trying.
  • How to buy media, traffic, and customers in the financial vertical.
  • Smart ways to build your mail list in the financial niche.
  • Outside the box ways to monetize your list and add additional streams of income to your business.
  • How to trade old leads in for new fresher prospects

PLUS, he shows some of the top-performing email creative in the trading and investing space today.
And more.

Considering email marketing is the #1 way sales are generated in this niche any one of these tips could literally transform your business over night.

Tony Flores shares what he's learned from a multi-year analysis of financial promotions

Tony Flores shares what he’s learned from a multi-year analysis of financial promotions

Tony Flores has analyzed more winning investment related promotions then anyone else on the planet.

He is one of the few copywriters in financial today who can say he’s written over six recent promotions that have generated over $1 million in sales in DIRECT MAIL

His copy extensive analysis of the structure, techniques, and elements of a winning promotion was so good that hundreds of working copywriters paid big bucks to get it every month.

He ended up creating an industry-leading copywriting course with top financial copywriter Clayton Makepeace.

Then Tony went on to show he could walk the walk, not just talk the talk. He’s written a string of big winners for different financial publishers.

For the first time ever Tony agreed to come out and present the secrets to how to develop a big idea for your promotions based not on theory but on what’s ACTUALLY worked in copy to sell trading and investing products.

"Mr. X" is one of the most experienced (and successful) marketers in the trading niche today.

“Mr. X” is one of the most experienced (and successful) marketers in the trading niche today.

Yes, you can sell using Public Relations. More specifically, you can sell trading and investing education products using Public Relations.

How do we know? Because “Mr. X” generates close to $10 million in sales a year primarily from traffic he gets using Public Relations.

According to Mr. X, “Smart publishers can double their sales if they know how to use PR.”

That’s why we asked him to come out to the Summit to share what he’s doing.

Imagine, a traffic source that powerful that almost no one in the industry is using at all.

And the few who do try to use are fairly ineffective at it.

He also unlocks one of the biggest problems in online marketing today: How to make money with social media.

Many marketers today who say things like “Social Media doesn’t work from a sales perspective” are actually ignorant of one simple, over-arching reality about social media:

Social media is the ultimate PR tool.

And if you want to make money in social media beyond simply using Facebook’s paid advertising platform you need to understand how to use public relations to generate qualified traffic.

And how to convert that traffic into paying customers

That’s what “Mr. X” showed us. He’s asked that we keep his name and face off the internet because he doesn’t want to reveal publicly how he’s using public relations to generate sales. He’s not a marketing guru, he’s a highly successful entrepreneur who is sharing what’s working best for his business right now.

Again, this isn’t theory, it’s real-world, practical, useable insights on how to create an entirely new stream of customers and traffic.

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Cory Bridgewater & Ty Hoffer are two of the top media buyers in the financial industry today.

Cory Bridgewater & Ty Hoffer are two of the top media buyers in the financial industry today.

Cory Bridgewater & Ty Hoffer drive more traffic in financial than just about anyone else.

They are two of the largest media buyers in the financial industry today.

They each manage millions of dollars of media spend for a variety of clients, publishers, and products.

And both are scale obsessessed.

Cory’s built a reputation at the Summit as being the marketer most willing to share his data, ads, and insights. He’s both one of the most successful marketers and the most open one in the room.

He and Ty have have dominated the industry’s ad placements for years.

Without knowing it you’ve been seeing Cory & Ty’s work dropping in email after email after email, through ad networks and other placements.

These two men represent the pinnacle of driving traffic from the customer side in the industry today.

And they got together to share the 10 things they wished they knew about media buying in financial when they started.

They’re insights cut years off the learning timeline of many of the marketers in the room. They share the mistakes, the problems, the struggles, and even the outright scams they’ve come across while buying advertising in financial.

James Edwards is a trader educator who grew his business over 400% in one year. He shared the conversion tests responsible for that growth.

James Edwards is a trader educator who grew his business over 400% in one year. He shared the conversion tests responsible for that growth.

James Edwards is a publisher of products for traders and his primary sales channel is his email to webinar funnels.

He was looking for ways to increase sales and went through his entire sales funnel and started testing. He tested things I’ve never seen anyone else test before and his results are phenomenal.

Not only did he “put more butts in seats” he also dramatically increased his sales and reduced his refunds.

Here they are in his own words along with conversion numbers:

“I increased my landing page opt-in rate from 29% to 46%. (58% increase)

“That opt-in rate is actually as high as 86% for some targeted paid traffic. No affiliates have sent traffic that has converted below 50% and most of my paid for ads are around the 75% mark. The overall average is pulled down due to the less targeted general nature of web hits and blog visits.

Increased conversion to my front end paid product from 18% to 35%. (94% increase)
Increased attendance to my main sales webinar from 33% to 94%. (184% increase)
Increased conversion to my main flagship $10K product from 1.9% to 3%. (58% increase)
Reduced refunds from 15% to 0%. I have done this while still offering an unconditional 21-day refund guarantee, exactly as I always have.
“A full 60% of my customers now pay the full upfront price of my product rather than take the installment plan (it used to be only 40%). This is on a $10K product”

The best part about all of these improvements is that they are ALL tests you can implement on just about any sales funnel.

Tim Sykes explains how he built a multi-million dollar trader education business using social media.

Tim Sykes explains how he built a multi-million dollar trader education business using social media.

Tim Sykes is one of the true masters of social media – in any industry today.

And he is the ONLY financial publisher or trader educator who has truly figured out how to SCALE HIS SALES through social media sites.

He literally sells millions of dollars every year to customers he acquires through social media.

And he joined us at the Summit to explain exactly how he is doing it.

For most publishers Twitter is a waste of time (or so they think), Instagram is a waste of time (or so they think), Facebook is only good for small volumes of targeted leads (or so they think) but for Tim these are viable, powerful, and profitable traffic streams and sales channels.

There is no one else – anywhere – that you can find who both understands the nuances of selling through Social Media AND who understands the trader education market.

Social media continues to grow and dominate the internet. More and more of internet usage and traffic is funneling through social sites.

It is the future. And anyone who ignores it will miss out on massive sales and growth opportunities.

Nicholas Brack, Creative Director at Agora's Sovereign Society, explains how to tell stories that sell.

Nicholas Brack, Creative Director at Agora’s Sovereign Society, explains how to tell stories that sell.

Nicholas Brack, Creative Director for Agora’s Sovereign Society.

Before that he wrote a promotion for Newsmax Financial headlined, “The Biblical Money Code” that sold around $8.5 Million and generated 80,000 customers for the client.

Nicholas is a master of telling stories that make customers want to both buy and build a relationship with the editor. (A critical element for backend sales).

Too many small publishers NEVER really figure out how to sell their products in a powerful way. They eek by with a trickle of customers and try to monetize their business by adding product after product to the backend.

Nicholas shared you how to craft NEW CUSTOMER ACQUISITION promotions that generate tens of thousands of new customers.

It’s the conversion know-how that could transform your business over night.

Craig Simpson is one of top direct mail marketers working in financial.

Craig Simpson is one of top direct mail marketers working in financial.

Craig Simpson is the leading authority on direct mail in financial in America today.

For those of you that have been around the industry when it was driven by direct mail alone Craig actually started out handling ALL the direct mail for the Ken Roberts Company – where he got up to mailing 25 million pieces a year.

“Craig is the go-to-guy for me and my clients when it comes to mailing lists and direct mail. He actually mails millions of sales letters, booklets and other direct mail for clients every year. He’s not a speaker on this – he does it.”

Dan Kennedy

Craig shared the strategies and the opportunities available today for you to dramatically grow your publishing business using direct mail – even if you’ve never sent a postcard in your life.

Ed, a lawyer specializing in the financial publishing industry, discusses legal risks and how to avoid to them.

Ed, a lawyer specializing in the financial publishing industry, discusses legal risks and how to avoid to them.

Every year we choose one critical business area to highlight that normally gets zero attention.

Last year it was exit strategies – we had a presentation on how to value, buy, or sell your financial publishing business.

Last year we are brought in a legal expert.

This is a conversation everyone in our industry needs to be having. But, until now, there has been no “go-to” resource for legal questions, help, and information. As a financial publisher you’re operating in an industry with a large amount of regulatory overlap.

If you’re a licensed advisor you have FINRA & the SEC and maybe the CFTC to think about. Each with their own regulations, concerns, and priorities.

But you’re also a B2C business so you also have to operate inside the lines of the FTC; worry about CANSPAM, and more.

But what can you say about your service? And where are you putting your business — and yourself — at risk?

Do you know what your risks are? What you can or CAN’T legally say about your product’s benefits, track record, or capabilities?

Are you using your testimonials legally? Or is every positive review you feature in your promotions a legal landmine waiting to explode?

Financial publishing is perhaps the one industry with more regulatory overlap than any other area of digital marketing today.

That’s why we approached Edwin Jang, a lawyer who both understands and enjoys working with financial publishers. He’s agreed to come to the Summit and discuss the legal landmines we all face when marketing financial products. As well as the specific legal issues that come with being a licensed adviser vs. a pure publisher.

Best of all, he’s shared how to cut off smaller legal problems BEFORE they metastasize into business-destroying cancers.

John Newtson is a financial copywriter and super connector within the financial niche.

John Newtson is a financial copywriter and super connector within the financial niche.

John Newtson, Co-Founder of the Financial Marketing Summit, specializes in helping early stage publisher’s breakthrough the barriers to hit the $1 million, $5 million, and $10 million a year sales targets.

He’s helped new publishers break the $1 million mark in as little as 90-days.

Blow throw the $5 million mark in under 12-months.

And hit $10 million in under 24-months.

His sales copy in the trader education niches has sold as much as $10.5 million from a single promotion. And generated as much as $980,366.50 in sales from a tiny 5,000 name list in less than sixty-days.

Through the years he’s been an in-house agency copywriter, in-house copywriter & marketing director for a publishing house, freelance financial copywriter, copy chief, and Chief Direct Marketing Officer for financial publishers.

He’s launched new divisions for clients into a new markets that have generated as much as $2 million for them in under a month.

His unique approach is the reason 9 out 10 the trading service product launches he’s written have generated $1 million in sales or more.

Plus, John is one of the super connectors in financial and always willing to connect you with the people who can help you grow your business.

“I met over 20 people i will be either buying media from, selling media to and possibly partnering with on future deals.”

James Stafford, Founder Oilprice.com

James Stafford, Founder Oilprice.com

James Stafford“I’ve never been to anything like this before – where the top people in the industry who are spending millions to test various techniques and strategies reveal exactly what works and what doesn’t.

“In addition to this the room is packed with business owners and other very accomplished people. I met over 20 people i will be either buying media from, selling media to and possibly partnering with on future deals.
“This is a must attend event for anyone in the financial publishing industry.”

James Stafford
Publisher/founder Oilprice.com

More than just networking. We create business development opportunities to help you grow your business and career

Attendees tell us the “networking is amazing”.

One speaker, who presents regularly at other conferences, told us  “I’ve never been in a room like this where everyone is a player, not pretenders“.

Because the Summit is focused on hardcore marketers and entreprenuers you don’t have to sift through 100 people “planning to start a business” to meet that one person who will make a big difference in yours.

Plus, we’ve created business development platforms to help facilitate meaning relationships and deals for you.

Financial Affiliate Roundtable

Financial Affiliate Roundtable

Like our Ad Swap Directory. A directory of email marketers who are open to and interested in email ad swaps with other marketers. Our directory includes email lists ranging from 8,000 names to over 500,000 names. And gives you access to a universe of over 4 million traders and investors who are prospects for your services and products.

And it’s free.

Or, the Financial Affiliates’ RoundTable, where we put every affiliate and super affiliate together with the companies who want to meet them.

Not that we don’t have the kinds of networking opportunities you’ve come to expect from conferences, like the welcome networking event the night before the Summit, a fun speed-networking period.

Or our now famous “Copywriter’s Crawl” that is an irreverent, fun, and outside-the-box way for you to connect with new and old contacts in the financial industry while having a fun time.

“Made some fantastic affiliate partners”

“My colleague and I at OptionsMoneyMaker.com attended the Investing Info-Marketing Summit in hopes of meeting other industry leaders and forming some good affiliate partnerships. The Summit exceeded our expectations! We met many industry leaders and made some fantastic affiliate partners. Additionally, we learned cutting edge marketing strategies from all the fantastic speakers. Thank you for putting on a great event Jami! It was well worth the time and money spent!”

– Sara Sims, Options Money Maker

David-Dittman-580x773“Paid for itself in the first presentation. You simply can’t get this kind of insight about what is actually working in the financial newsletter industry”

David Dittman from The Palm Beach Letter“I have gone to many conferences and often times I’m skeptical of if they are worth the price of admission and hassle of travel. This one paid for itself in the first presentation. You simply can’t get this kind of insight about what is actually working in the financial newsletter industry. Thank you John and Jami for providing this valuable service. I can’t wait until the next event.”

David Dittman,
Head of Operations
The Palm Beach Letter