The Perfect RIA

Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor


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Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup for personal finance bloggers and how it evolved into a collaborative event focused on sharing ideas and fostering a sense of abundance among money experts. They discuss the inclusive speaker selection process, the diverse tracks offered at FinCon for financial advisors and coaches, and the importance of embracing a unique voice in content creation. Additionally, they highlight the significance of treating blogging as a dynamic and constantly evolving entity, emphasizing proactive content monitoring to stay relevant and connected with the audience. 

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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