Financial Marketing Summit - Financial Marketing Summit 2018

Financial Marketing Summit 14th-15th March, 2019 Orlando, FL

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Financial Marketing Summit, Orlando

14th-15th March, 2019 Orlando, FL

The #| Networking & Marketing Conference for Financial Marketers

I’m ready to buy a million dollars a month of media if we can make a deal right now.

They were sitting at the bar after the day’s presentations were over. He sold financial traffic. She bought traffic to sell investment newsletters. They were cutting a deal with the potential to transform both their businesses in the next 12-months. And it was just the first day of The Financial Marketing Summit.

Another publisher pulled me aside to tell me, “I just wanted to thank you because just one of the introductions you made for me last year made me an extra $500,000.” Not twenty minutes later someone else came up to thank me for hosting the Summit because, “Every time I come to the Financial Marketing Summit my life changes for the better.”

Every single year at The Financial Marketing Summit…

… financial media buyers discover new sources of traffic to grow their business…

… publishers find new veteran copywriters to bring on board to create strong sales promotions…

… entrepreneurs strike million and multi-million-dollar joint venture…

… people get clients, find new superstar talent to hire, get jobs, and pave the way for the next business year to be their best on yet.

Why? Because when…

… the guy in front of you grabbing coffee runs a website getting nearly 3-million unique views from investors a month – and is looking for affiliate offers, email swap partners, and more.

… and the woman two seats to your left controls a $4 million ad budget and is hungry for new traffic sources…

… while the gentleman on your right is a copywriter who has written multiple $10+ million promotions for financial newsletters and is looking for his next opportunity…

… and you share a bagel with the managing director of a $200 million company who is here to find a variety of joint venture opportunities….

… it’s hard NOT find some of the best new business and career opportunities in financial marketing.

This is why one a perfect example of the single most common comment we get from attendees is

“I did more biz dev in 2 days than I did in all of last year.”

What attendees are saying ...

James Stafford / Founder

“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.“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.

“This is a must attend event for anyone in the financial publishing industry.”

Jarratt Davis / Publisher/Founder

“All I can say is that being part of John’s network has helped our business tremendously. He has made several introductions that have turned out to be fantastic for our business. My recommendation is for all small business owners in the industry to work with John and become part of what he has built. It is impossible to lose.”

Financial Marketing Summit

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You’ll find a host of 7 and 8 and even some 9 figure entrepreneurs, media buyers, copywriters, marketers, and more...

“I was looking for deals…my hopes and expectations were dramatically exceeded. This event already paid for itself many times over.”

Brien Lundin The New Orleans Investment Conference

We engineered the Financial Marketing Summit to create a flow of opportunities & practical information for financial marketers.

You’ll meet the owners and managing directors of virtually every ad network in financial today. The founders of many of the ‘household” name companies in both trader education and investment publishing. And several financial copywriters who’ve sold $10 million (or more!) from a SINGLE PROMOTION. Affiliate marketers who’ve sold over $100,000,000 of other people’s products.

Many of the biggest media buyers in the space.

The marketing teams from nearly every investment financial publisher who’ve crossed the $100 million mark. Managing directors of $200+ million investment publishers.

And you’ll meet business buyers and investors willing to pay millions to acquire a proven publishing or trader education business.

And the top affiliate managers in the financial space – people who’ve built large affiliate networks capable of selling tens of millions of dollars of product.

Owners & managing directors of every major performance based financial media network out there today.

Marketing agency owners who’ve sold over $100,000,000 of products and services for their clients. And with the talent, skills, and experience that built a business from $0 to $40 million in gross sales in under 2-years.

Financial marketing consultants who’ve helped build $5 million and $10 million trader education businesses in a matter of months.

The Head of Operations of hundred-million-dollar investment newsletter companies.

Owners of many of the most trafficked websites in financial today.

Heads of business development for various $100+ million companies.

On and on it goes.

Fintech Entrepreneurs, Financial Publishers, Trader Educators, Affiliates, Marketers, Media, Brokers, and nearly the entire ecosystem of financial direct response marketers.

And you’ll meet marketers from all sides of the affiliate marketing universe in financial.

  • The Top Financial Affiliate Marketers in Financial.

    We’ve had individual affiliates responsible for $100 million in affiliate sales… affiliates who’ve sold $250,000 in trading service products from a single email… and more.

  • Top Affiliate Managers — the Super Connectors in financial.

    A great affiliate manager can connect your business with dozens of big affiliates willing to promote your product and services.

  • Financial publishers & trader educators looking for mutual affiliate relationships.

    You’ll meet dozens of publishers & trader educators who are always look for great affiliate partners.

Get cutting edge marketing insights about

what’s working now in the financial industry

Past presentations include...

Aaron DeHoog grew Banyan Hill Publishing from $5 million to close to $80 million in just a few short years. He shared what he’s doing differently than the other publishers.

Addison Wiggin , founder of Agora Financial, the largest investment newsletter publisher, shared how he restructured his organization and quadrupled profits.

Morgan Busby actually gave away the blueprint (including case studies) of current marketing funnels - in OUR industry - with unbelievable ROI’s.

James Altucher has made millions, lost millions, and made those millions back again more times than, well, anyone else has ever admitted. You frequently see him on major news stations talking stocks, but his real expertise are in entrepreneurship.

James Edwards took what he learned from the previous Summit, applied it, and increased his total revenue by an insane 424%. He then came back and presented a full case study on exactly what he did to literally quadruple his business.

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

Drew Kossoff , founder of RainMaker Ad Ventures - an INC 500 company - revealed cutting edge media and traffic strategies he is using to get new customers.

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

Chris Jones pulled back the veil on the three sales funnels and systems that are generating hundreds of new paying customers every single day - they aren’t your “run of the mill” funnels.

Jubril Agoro is the Facebook Marketing expert that the Facebook Marketer “gurus” go to when they are struggling. He dove deep into how our industry can profit BIG using social media.

John Newtson
Co-Founder of Financial Marketing Summit

Jami Stout
Co-Founder of Financial Marketing Summit

Financial Marketing Summit

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Networking Session #1

The Networking Matchmaking Starts as Soon as You Register

When you register you’ll get a pre-event networking profile. This is where you can list out any specific types of contacts you’re looking to meet, tell us how you
can help other contacts, and give us an idea about the opportunities you’re looking for – and have to offer.
We use it to help you start connecting with the people
you want to meet. When we see an opportunity, we start making introductions for you right away – often before the event.

For example,

  • Are you looking to find new email lists you haven’t tested your offers in?
  • Do you need more affiliates to promote your products and services?
  • Are you looking for a marketing partner? Or are you a marketing agency looking for a product partner?
  • Do you need help getting more traffic?
  • Or do you want to meet conversion experts?
  • Are you looking for content creators? Whether it’s for free content or to create products, we can often put you in touch with the people you need to know.
  • Interested in selling a list, website, or business? We can connect you with several serious buyers.
  • Are you interested in potentially buying email lists, websites, or financial publishing businesses? Let us know, and we’ll include you in our buyers group so
    that you see all the deals coming across our table.
  • Are you looking for business partners with specific types of experience? Maybe you need an operations manager, a marketing partner, or a tech team – whatever
    it is, let us know and we’ll reach out and find potential candidates for you.
  • Have proven sales campaigns, but need funding to get the traffic you need to grow? There are people interested in meeting you.
  • Or something else? Let us know and we’ll put you in touch with the people who can help your business the most.

So if you have specific networking needs, join us at the Hilton Lake Bueno Vista in Orlando and we can help you make the right connections.

Last year we helped business owners find potential buyers for their companies (and got one sold). We introduced publishers to affiliates, copywriters, and email
swap partners.

On top of that, we connected advertisers and media buyers, marketing directors with new email lists, and more…

You just tell us who you’d like to meet and we’ll do our best to make the introductions you need. But that’s just the start of the networking opportunities.

Networking Session #2

Welcome Night Networking Hour.

Starting the night before the event, on March 13th, we’re hosting a casual networking hour and registration at the Hilton Lake Buena Vista, Disney Springs Area in Orlando. It’s gives you the opportunity to meet new and old friends. Connect with the event organizers, speakers, and fellow attendees. This is the first of several organized networking events at The Financial Marketing Summit.

Networking Session #3

Speed Networking – making certain you meet EVERY contact in the room.

We’re adding a Speed Networking Session to this year’s Summit. You’ll get 2 minutes to meet, greet, and exchange information with all the entrepreneurs,
marketers, and other superstars in the room.

It’s also one of the best ways in the world to kick your event networking into overdrive. These fun, rapid-fire, two-minute intros make certain you don’t miss the people in the room who can have the biggest impact on your business and career.

Networking Session #4

The Financial Affiliates’ Roundtable.

If you’re looking for affiliates to promote your services, then you won’t have to randomly introduce yourself to people and HOPE you’ll meet a new affiliate.
Because this year we’re putting together a round table for affiliates.

We’ll put everyone looking for affiliate products to promote, affiliate partners interested in reciprocal mailings, anyone looking to find new affiliates, etc. all together in one room.

Just bring your business cards, any information on your affiliate program that you’d like to share, and be ready to connect with potential affiliate partners capable of pushing your products.

You’ll find several of the largest affiliates in the industry attending the Summit every year.

These are the people who dominate the affiliate “leaderboards”. You’ll also find a large mix of affiliates with various size email lists ranging from 10,000 names on up to 500,000 or more.

This is also where you can let publishers know if you’re looking to white label other people’s products.

Or if you’re willing to let other affiliates white label your products. Jami Stout will host the round table and make sure everyone gets a chance to connect.

This is the only place you can sit down in an hour and find more affiliate relationships then you would all year long otherwise.

Networking Session #5

A Night Out on the Town With the Copywriter’s Crawl.

When copywriters and creatives come to a conference, they do two things: First, they gather in herds. I don’t know how they find each other, but at every event the creatives manage to single each other out of the crowd.

Second, they head to the bar. And usually tow a large group of people along with them. We saw it when we held our first event in Vegas, and then at every event since. We’ve since formalized it. And it’s been a fun night out for all the marketers who’ve attended. You get to hang out with a lot of fun people who also happen to be some of the sharpest marketers in our industry.

This year we’ve once again tapped Angel Suarez, the irreverent, eccentric, and opinionated veteran financial copywriter to lead the crawl.

Networking Session #6

The Deal Maker’s Session.

Do you have an opportunity or deal you’d like to get in front of other entrepreneurs & marketers in financial? If so, this is for you – we’ve put together a special session that is a mix between Shark Tank and Let’s Make a Deal.

You’ll get 5-10 minutes to get in front of our speakers, audience, and organizers to pitch your deal. NOTE: This is not the place for presenting affiliate programs – those belong in the Affiliate Roundtable. Rather, the Dealmaker Session is for joint ventures, strategic alliances, finding funding, and other, bigger deals. It’s a rare chance to get an opportunity in front of a majority of the top marketers, CEOs, Founders, and entrepreneurs in the financial industry.

Networking Session #7

You’ll Also Get the Biggest Email Swap Directory in the Financial Industry.

One of the first – and most popular – formal networking resources we ever created was the Ad Swap Directory. Anyone in financial with an email list who is interested in potential email swaps (where they send an email for you, and you send one for them) is in here. It gives you access to roughly 5 MILLION investors and traders.

We’ve been adding to it. And it remains one of the most lucrative opportunities for financial marketers looking to expand their businesses.

You’ll find lists like,

  • A 200,000+ email list of investors interested in gold and resource investing. Shown to respond well to both low-price and high-price offers for
    investment products.
  • A 45,000+ email list with average open rates of 18%. This list is composed of energy professionals, investors, traders, and analysts.
  • A 70,000 name list of active traders interested in trading education.
  • A 45,000 email list of active traders signed up for information about trading options, stocks, forex, and futures.
  • A 100,000 email list of active traders – including 20,000 buyers who have bought $997-$5,000 trading services.
  • Another 120,000 name list of active traders
  • A 230,000 name list of active traders (this one you’d normally pay a $60 CPM to rent)
  • A 75,000 name list of active traders who are all RESPONDERS (this one you’d normally pay a $75 CPM to rent).
  • A 225,000 name list of active traders interested in options, Forex, and stocks.
  • A 375,000 name list of financial investors, 50% U.S. and 50% non-U.S., and described as “highly responsive.”
  • 112,000 active traders and investors interested in tips and tricks to save time & money in their trading & investing.
  • 50,000 traders focused on generating an income from stocks and options.
  • 65,000 affluent investors focused on growing and protecting their wealth.
  • 30,000 growth and income investors.
  • 50,000 Forex traders.
  • 100,000+ of active stock and options traders and investors looking to create an income from their trading.
  • And many more!

There’s no other venue where you can meet this many high-level financial marketers, publishers, affiliates,
copywriters, entrepreneurs, media buyers, traffic providers, and the entire financial direct response marketing ecosystem.

You get networking opportunities that surround you with million-dollar opportunities:

  • You get the Speed Networking Session to guarantee you meet every critical contact in the room.
  • You get the Welcome Night Networking Happy Hour
  • You get the Financial Affiliates’ Roundtable where you get to share your affiliate program with many of top affiliate marketers in the industry.
  • You get the Dealmaker Matchmaking Session where you can share your joint venture opportunity, request for deals, contacts, or whatever you like with the entire
  • You’ll get the updated Financial Email Swap Directory with dozens of publishers who controls over 5 million email address total and are looking to cross
  • You’ll have a blast on the Copywriter’s Crawl through Universal’s City walk.
  • You’ll get pre-event introductions and networking matchmaking.

And you’ll get more networking and business development done in two-days than you could do in a year outside the Summit.
Click here to grab your seat and we can’t wait to see you in March!
Jami Stout & John Newtson

Financial Marketing Summit

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Join us

Join us at the Hilton Lake Bueno Vist, Disney Springs Area in Orlando, Florida on March 14th & 15th, 2019

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Come connect with the top professionals in our industry, share insights, see what’s working (and what’s not), discover new traffic sources, conversion strategies, and more. We bring together financial publishers, trader educators, marketers, financial media companies, ad networks, bloggers, brokers, agencies, and entrepreneurs focused on selling to investors and traders. If you are a financial marketer, executive, or entrepreneur, then the Financial Marketing Summit could be the most valuable two days of your year.

Our Partners

Travel Information


Hilton Orlando Lake Bueno Vista, Disney Springs Area

1751 Hotel Plaza Blvd, Lake Buena Vista, FL 32830

Phone: (407) 827-4000