Speaking

SEO speaker for financial services events

Daniel Schoester is an SEO speaker for financial services audiences, and the founder of Croton Content. Video-first SEO and AI search strategist for financial brands. He talks about how finance buyers now search, why video reaches three search engines at once, and what a regulated brand has to change to be found by all of them.

What Daniel speaks about

Four talks, each built on client work rather than industry commentary. Every one can be cut to a keynote or opened up into a workshop, and the examples are swapped to match your audience.

One video, three search engines

Most finance firms treat a YouTube video as a social post. It is closer to a web page. One evergreen video, made to answer a question a buyer actually types, gets found in YouTube search, gets pulled into Google results, and gets cited by the models people now ask instead of searching.

This talk shows what that looks like in practice for a regulated brand: how to pick the question, how to package the video so it earns the click, and why chasing the algorithm with trend content produces a spike and nothing else.

What the room takes away

  • Why large language models increasingly cite YouTube, and what that means for a finance brand with no channel
  • What makes a video citable: a clear question, a direct answer early, and a transcript the machines can read
  • The packaging that decides reach: the advisor's face on the thumbnail, a keyword title, retention and click-through rate

AI search is a consensus mechanism

An AI answer about your firm is assembled from whatever the model can read: your landing pages, directory listings, review sites, third-party roundups and video. No single page decides the answer. The consensus across those sources does.

This talk walks through entity shaping, the practical work of making every source say the same thing about who you are and who you serve. It also covers the failure that costs the most and shows up the least: a site that renders in the browser but returns an empty shell to the crawlers the models use.

What the room takes away

  • How to audit your entity across the sources AI models actually read
  • How to check whether your site renders for a crawler, and what to fix when it does not
  • How to run an authority sprint, and why AI visibility often moves in weeks while Google takes months

Bottom of the funnel first

The searches that turn into clients are small, specific and boring. They have low volume, so keyword tools round them down to zero and nobody writes the page. Search Console tells a different story, because it reports the queries a real site already receives.

This talk covers compact keyword research for financial services: how to find buyer-intent searches that tools miss, how to build one page or one video per buyer need, and how to report on leads rather than sessions so the program survives its first budget review.

What the room takes away

  • How to mine Search Console for buyer-intent keywords that research tools call zero volume
  • Why one page per buyer need beats one long guide covering all of them
  • How to measure a content program on leads and pipeline, not traffic

The advisor is the star

People hire an advisor they feel they already know. Video is the only channel that creates that feeling before the first call, which is why the advisor, not the brand, belongs in front of the camera.

This talk covers how to build a channel that works like a content portfolio instead of a publishing treadmill, and how to run production in quarterly sprints so that compliance reviews a batch on a schedule it agreed to. Built that way, compliance clears the work the first time.

What the room takes away

  • A voice-note scripting workflow that takes about 20 minutes of the advisor's week
  • What compliance teams actually ask for, and how to give it to them before they ask
  • The three buckets of SEO, technical, content and authority, applied to a YouTube channel

Talks by audience

Three pages go deeper for a specific room. Each one has two talks written for that audience, with its own proof and questions.

Formats and lengths

Pick the format that fits your programme. All four run in person or remotely.

Keynote, 30 to 45 minutes
One argument, built on client data, with a clear set of actions at the end. Works on a main stage or as an opening session.
Workshop, 90 minutes
Small group, laptops open. Attendees audit their own site or channel while Daniel walks the room. Caps at about 30 people.
Panel
Daniel brings numbers and specifics rather than opinions, which keeps a marketing panel from turning into a round of agreement.
Fireside chat
A host-led conversation, 25 to 40 minutes, with questions supplied in advance so the session stays useful for the room.

Where Daniel speaks

Daniel is based in Lisbon, Portugal, and speaks in person across Portugal and the rest of Europe. Most European events are a same-day or one-night trip, so a short session is still worth the flight.

Remote sessions run worldwide from a wired connection in Lisbon, on WET in winter and WEST in summer. That overlaps with European and Asian mornings and with North American afternoons through to the US West Coast.

Past talks and appearances

The complete list, with nothing added to pad it out.

Recordings and references from private events are available on request.

What organisers get

  • Slides delivered at least five working days before the event, in your template if you have one.
  • A 60-second promo clip you can run on LinkedIn and X to fill the room.
  • Post-event Q&A: Daniel stays in the room, and answers written follow-ups for a week afterwards.
  • No vendor pitch on stage. The talk is the method, with real numbers and named examples where clients approved them.

Almost every client found Croton the same way I would find clients for them: a Google search, a ChatGPT answer, a YouTube video. So the first question on any call is “what were you searching when you found us?” The strategy I build is the one that just worked on you.

Booking and fees

Email info@crotoncontent.com with the date, the city, the audience and the format you have in mind. You get a reply within one business day. Four to six weeks of lead time is comfortable, and shorter notice is worth asking about, because a remote session can usually be arranged quickly.

Fees depend on format, audience and travel. Ask and you will get a straight answer within one business day.

FAQ for organisers

  • Media kit

    Company boilerplate, founder bios, logos, headshots and press contact.

  • AI search speaker

    How ChatGPT, Perplexity and Google AI decide which financial brands to name.

  • YouTube marketing speaker

    Channels that win clients for advisors, wealth managers and banks.

  • Fintech speaker

    Organic growth that compounds instead of paid spend that resets.

  • Podcast guest

    Topics, ready questions and booking for hosts, remote from Lisbon.

Speaking

Put this talk in front of your audience

Send the date, the city and the room size. Daniel replies within one business day with an abstract written for your audience.