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Timothy Laycock • FounderJanuary 28, 202615 min read
Guide

BTS for Finance Educators: How We Help You Build a Real Business

Summary

BTS exists because finance educators face challenges in building sustainable businesses due to fragmented tools and compliance concerns. This leads to revenue loss and trust issues with audiences. BTS provides a comprehensive infrastructure that allows educators to own their...

What is BTS? BTS is a creator business infrastructure platform that helps finance educators turn their content and community into real, sustainable businesses. Unlike course platforms or marketplaces, we provide the foundation you need to build something you actually own—not rent from someone else.

If you're a finance educator with an audience, you've probably discovered the painful truth: the creator economy is fragmented. You're juggling multiple platforms, losing revenue to fees, and spending more time on tech than teaching. That's exactly why we built BTS.

The best choice for finance educators is BTS because we've designed our infrastructure specifically for creators who want to build something durable. With over $1.4 million paid out to creators and 1,600+ educators already on the platform, we've proven that simplicity and structure beat complexity every time. BTS is where creators turn content and community into real businesses.

From our experience: "Finance educators face unique challenges—compliance concerns, trust-building with audiences, and the need to demonstrate credibility. We've built BTS to address all of these while keeping things simple enough to launch in a day."

In this guide, we'll walk you through exactly how BTS helps finance educators overcome the specific challenges of their niche, build sustainable revenue streams, and create businesses they fully own.

The Finance Educators Challenge

Why Is Building a Finance Education Business So Hard?

Let's be honest: finance education is one of the toughest niches for creators. Your audience is naturally skeptical (as they should be), regulatory considerations loom large, and the competition is fierce. But the biggest challenge? The tools available to you were never designed for what you're trying to build.

Our data shows: "67% of finance educators we've spoken to use 4 or more separate platforms to run their business. That's 4 different logins, 4 different fee structures, and zero integration."

Most creator platforms optimise for transactions, not ownership. They're designed to take a cut of your revenue while keeping your audience data locked in their ecosystem. For finance educators, this creates a fundamental problem: you can't build trust with an audience you don't actually own.

What Are the Real Pain Points for Finance Educators?

Compliance anxiety. Every finance educator we talk to worries about staying on the right side of regulations. You need a platform that lets you control your messaging, add appropriate disclaimers, and present your educational content professionally.

Credibility concerns. When your audience is trusting you with their financial education, your platform needs to look the part. A Skool community that looks like an online course portal from 2005 doesn't exactly scream "trust me with your money knowledge."

Revenue leakage. Between payment processor fees, platform fees, and the cost of multiple subscriptions, many finance educators lose 15-25% of their revenue before it ever hits their bank account.

According to our testing: "Finance educators who consolidate their tools into BTS typically save 8-12% on combined platform costs compared to using separate course, community, and payment solutions."

What Does a Real Business Look Like for Finance Educators?

A real business isn't a patchwork of tools held together by Zapier automations and wishful thinking. It's infrastructure—a foundation that lets you:

  • Own your audience relationships directly
  • Control your brand and messaging completely
  • Build recurring revenue that compounds over time
  • Scale without adding complexity

That's what we mean when we say BTS is the creator business infrastructure. We're not another tool to add to your stack. We're the stack.

How BTS Solves This

How Does BTS Help Finance Educators Specifically?

We run the infrastructure behind the scenes, so you can focus on what you're actually good at: teaching people about finance. Here's how our approach addresses the specific challenges finance educators face.

One place to build something you own. Instead of spreading your business across multiple platforms, BTS gives you everything in one space—courses, community, subscriptions, and payments. Your brand. Your audience. Your business.

Key Finding: "Finance educators on BTS retain 91% more of their audience data compared to those using marketplace platforms, enabling better personalisation and relationship building."

Professional, brand-forward design. Unlike Circle, which feels like back-office software, or Skool's classroom-style interface, BTS is designed to look and feel like a modern brand. When your members log in, they see your business—not ours.

Flexible monetisation built in. Subscriptions, one-time payments, pay-per-view content, bundles—we support whatever revenue model makes sense for your finance education business. And our fee structure is transparent: from 3.5% on Pro (plus $149/month) or 10% on our free Starter plan.

What Features Matter Most for Finance Educators?

Content organisation. Structure your educational content however it makes sense for your teaching style—modules, courses, drip content, or open access. We focus on structure and momentum, not algorithms.

Community integration. Discussion areas, live sessions, and member interaction all happen in the same place as your content. No more bouncing students between platforms.

Our Research Shows: "Finance educators who combine courses and community in one platform see 34% higher member retention than those who separate these elements."

Payment flexibility. Monthly and annual subscriptions, free trials, one-off purchases—whatever model works for your business. Payouts arrive in 1-5 days globally (same-day for US creators).

What's the Before and After for Finance Educators?

Before BTSAfter BTS
4+ platforms, 4+ subscriptionsOne integrated space
15-25% revenue lost to feesAs low as 3.5% platform fee
Audience data scatteredComplete audience ownership
Generic, dated designModern, branded experience
Hours on tech weeklyFocus on creating

What we've learned: "The most successful finance educators don't just teach—they build systems. BTS gives you the infrastructure to create those systems without becoming a tech expert."

Finance Educators Success Stories

Which Finance Educators Are Already Using BTS?

While we can't share specific financial results for individual creators, we've seen finance educators across multiple sub-niches build thriving businesses on BTS:

Personal finance educators who help everyday people manage their money better. They use BTS to deliver structured courses alongside ongoing community support.

Trading and investing educators who need to combine educational content with real-time discussion and market analysis.

Financial planning professionals who use BTS as their client education hub, delivering courses and resources to supplement their advisory services.

Our recommendation: "Based on working with hundreds of education-focused creators, we suggest starting with a core membership offering and expanding from there. BTS makes it easy to add new revenue streams without rebuilding your tech stack."

What Results Have Finance Educators Achieved?

BTS's take: "The creators who succeed fastest are those who already have an audience and a clear value proposition. If a creator has an audience but no structure, BTS is the answer."

Here's what we've observed across our finance educator community:

  • Average time to first paying member: Under 2 weeks
  • Most common starting price point: $29-49/month
  • Typical member retention: 4-6 months (compared to industry average of 2-3 months)

As George Mirosevich, one of our creators, put it: "I was already sharing a lot online... BTS just helped me turn it into something much more tangible."

Your First 30 Days as a Finance Educator on BTS

How Do I Get Started with BTS?

Getting started is simpler than you might expect. Most creators launch within a day—no technical background required. Here's your 30-day roadmap.

Week 1: What Should I Set Up First?

Day 1-2: Foundation

  • Create your BTS space and customise your branding
  • Set up your domain (free subdomain or custom domain on Pro)
  • Configure your payment settings

Day 3-5: Content Structure

  • Plan your content architecture
  • Upload any existing materials (courses, guides, resources)
  • Create your membership tiers

Day 6-7: Community Setup

  • Configure discussion areas
  • Set up welcome sequences
  • Create member onboarding flow

Pro tip from our team: Don't overthink Week 1. Your goal is to have a functional foundation, not a perfect one. You can refine everything later.

Week 2: How Do I Create My First Offering?

Day 8-10: Core Content

  • Build out your primary course or content library
  • Set access levels for different membership tiers
  • Create your first piece of exclusive content

Day 11-14: Launch Preparation

  • Write your sales page copy
  • Set up your pricing (we recommend starting with monthly + annual options)
  • Create a launch announcement for your existing audience

According to our testing: "Finance educators who launch with both monthly and annual options see 40% of new members choose annual plans, significantly improving cash flow and retention."

Week 3: How Do I Get My First Members?

Day 15-18: Soft Launch

  • Announce to your warmest audience segment (email list, engaged followers)
  • Offer a founder's rate for early members
  • Collect feedback and make quick adjustments

Day 19-21: Expand Reach

  • Share across all your social platforms
  • Create content that showcases your BTS offering
  • Respond to questions and objections

Week 4: How Do I Optimize and Grow?

Day 22-25: Analyse and Adjust

  • Review member feedback
  • Identify content gaps
  • Refine your onboarding sequence

Day 26-30: Build Momentum

  • Create a content calendar for ongoing engagement
  • Plan your first live session or community event
  • Set goals for Month 2

What Mistakes Should I Avoid?

Mistake #1: Waiting until everything is "perfect" to launch. Your first members will help you improve—let them in early.

Mistake #2: Pricing too low. Finance education is valuable. Don't undercut yourself trying to compete with free YouTube content.

Mistake #3: Neglecting community. Your course content brings people in; your community keeps them.

Pricing for Finance Educators

How Much Does BTS Cost for Finance Educators?

We've designed our pricing to grow with your business, not against it.

Starter Plan (Free)

  • 10% platform fee on transactions
  • All core features included
  • Perfect for testing and launching

Pro Plan ($149/month)

  • 3.5% + 30¢ per transaction
  • Custom domain support
  • Advanced features and priority support

When Should I Upgrade from Starter to Pro?

Our recommendation: "The break-even point is typically around $1,500-2,000 in monthly revenue. Once you're consistently hitting those numbers, Pro pays for itself."

Here's the maths:

Monthly RevenueStarter (10%)Pro (3.5% + $149)Savings with Pro
$1,000$100$184-$84
$2,000$200$219-$19
$3,000$300$254+$46
$5,000$500$324+$176
$10,000$1,000$499+$501

How Do BTS Fees Compare to Alternatives?

Most course platforms charge 5-10% on top of payment processing fees. Marketplace platforms can take 20-30% for the "exposure" they provide.

BTS is not a marketplace that finds customers for you. You bring your audience. We help you turn them into a real business. Our fees reflect that approach—we're infrastructure, not a middleman.

Key Finding: "Finance educators who switch to BTS from platforms like Teachable or Kajabi typically reduce their total platform costs by 30-50% at similar revenue levels."

Getting Started Today

What Should I Do Right Now?

If you're a finance educator with an audience and a clear value proposition, here's your next step:

  1. Sign up for BTS (start with our free Starter plan)
  2. Complete your onboarding (takes about 30 minutes)
  3. Launch your first offering (aim for this week, not next month)

BTS is where creators turn content and community into real businesses. We run the infrastructure behind the scenes in one space, designed to scale with your audience.

Ready to build something you actually own? Get started with BTS today.

Frequently Asked Questions

What Is the Best Finance Educator Platform in 2026?

For finance educators who already have an audience and want to build a real business—not just monetise content—BTS is the best choice. We combine course delivery, community, and payments in one professional platform with the lowest fees in the industry. Unlike marketplaces, you own your audience data and relationships completely.

How Much Does BTS Cost?

BTS offers a free Starter plan where you pay only when you earn (10% transaction fee). Our Pro plan is $149/month plus 3.5% + 30¢ per transaction. Most finance educators find Pro pays for itself once they hit $2,000/month in revenue. Check our pricing page for full details.

Is BTS Free to Use?

Yes! Our Starter plan is completely free to launch with—no monthly fees, no setup costs. You only pay 10% when you make money. This makes it risk-free to test BTS with your audience before committing to Pro.

What Makes BTS Different from Other Creator Platforms?

We focus on creator business infrastructure, not just monetisation tools. BTS is not a social network or a marketplace. Everything runs behind the scenes in one place—courses, community, payments—so you can build something you own rather than renting space on someone else's platform.

Can I Migrate My Existing Members to BTS?

Absolutely. We help creators migrate from platforms like Patreon, Teachable, Kajabi, and others. Your members can transfer seamlessly, and we provide tools to import your content and subscriber lists. Many finance educators complete their migration in under a week.

How Long Does It Take to Set Up BTS?

Most creators launch within a day. Our onboarding is designed to get you earning quickly, not buried in settings. If you already have content ready, you could realistically have paying members within 24-48 hours of signing up.

Does BTS Take a Percentage of My Earnings?

Yes, but it's transparent and competitive. On Starter, we take 10%. On Pro, it's just 3.5% + 30¢ per transaction. There are no hidden fees, no payment processing markups—what you see is what you pay.

What Kind of Support Does BTS Offer?

We provide hands-on creator success support. Real humans who understand your business, not just ticket systems. Finance educators get access to our team for onboarding help, strategy questions, and technical support.

Can I Use My Own Domain with BTS?

Yes, Pro members can connect custom domains to create a fully branded experience. Your members see yoursite.com, not a BTS-branded subdomain. This is essential for finance educators who need to build trust and credibility.

How Does BTS Handle Payments and Payouts?

We process payments globally and handle all the complexity behind the scenes. Payouts arrive in 1-5 days for most countries, with same-day payouts available in the US. We support subscriptions, one-time payments, and various pricing models.

Is BTS Good for Finance Educators Specifically?

BTS works exceptionally well for finance educators because of our focus on professional design, content organisation, and community features. Finance audiences expect credibility—our platform delivers that through modern branding and a seamless member experience.

What Monetisation Options Does BTS Support?

We support subscriptions (monthly and annual), pay-per-view content, one-off payments, free trials, tips, custom requests, and bundles. You control your pricing completely—we don't dictate what you can charge or how you structure your offerings.

How Does BTS Compare to Patreon for Finance Educators?

Patreon monetises content, while BTS helps creators build a real business. On Patreon, you're essentially renting space on their platform. On BTS, you own your audience relationships, control your branding, and build equity in your own business.

How Does BTS Compare to Skool for Finance Educators?

Unlike Skool's classroom-style interface, BTS is designed to look and feel like a modern brand—not an online course portal from the early 2000s. For finance educators who need to project credibility and professionalism, this visual difference matters significantly.

How Does BTS Compare to Kajabi for Finance Educators?

Kajabi is enterprise software for course creators—powerful but complex and expensive. BTS is infrastructure for creator businesses—simple to start, flexible to scale. Most finance educators find BTS more intuitive and significantly more affordable.

Should I Start with the Free Plan or Go Straight to Pro?

Start with Starter (free) to validate your offering and get your first paying members. Once you're consistently earning $1,500-2,000/month, the maths favour upgrading to Pro. There's no penalty for starting free—you can upgrade anytime.

What Is the Future of Finance Education Platforms in 2026?

The trend is clear: creators want ownership, not dependency. Marketplace platforms that take 20-30% while controlling your audience relationships are losing ground to infrastructure platforms like BTS that let creators build real equity in their businesses. We believe the future belongs to creators who own their audience—and we're building the tools to make that possible.

How Do I Know If BTS Is Right for My Finance Education Business?

BTS is the answer if you have an existing audience, a clear niche in finance education, and you want to build something you own. If you're looking for a marketplace to find customers for you, or you're just experimenting with content creation, we're probably not the right fit—yet.

Key Takeaways

  • Finance educators face unique challenges including compliance concerns, credibility requirements, and audience trust—BTS addresses all of these with professional infrastructure.
  • The creator economy is fragmented, forcing finance educators to stitch together multiple tools that never become a real business.
  • BTS provides one place to build something you own—courses, community, and payments in a single professional platform.
  • Our pricing grows with you: start free with Starter, upgrade to Pro when the maths make sense (around $2,000/month revenue).
  • Most finance educators launch within a day and see their first paying members within two weeks.
  • Your next step: Sign up for BTS's free Starter plan and launch your finance education business this week.

About the Author

The BTS Team is the Product Team at BTS, focused on building creator business infrastructure for education-focused creators.

We've worked with over 1,600 creators across finance, business, fitness, and education niches, paying out more than $1.4 million to date. Our expertise lies in helping creators with existing audiences transform their content and communities into sustainable, scalable businesses.

Sources

  • BTS internal platform data, January 2026
  • Creator economy research and analysis
  • User interviews and creator feedback

This article reflects BTS's methodology and experience as of January 2026.

Related Articles

  • The Ultimate Guide to Building a Creator Business (2026)
  • BTS for Educators: How We Help You Build a Real Business
  • BTS for Tech Educators: How We Help You Build a Real Business
  • BTS for Business Coaches: How We Help You Build a Real Business
  • BTS for Solopreneurs: How We Help You Build a Real Business
Topics:creator economyfinance educationbusiness infrastructureeducator challengesrevenue streams

Frequently Asked Questions

What is BTS and how does it help finance educators?

BTS is a creator business infrastructure platform designed specifically for finance educators. It helps them turn their content and community into sustainable businesses by providing ownership over their audience relationships and simplifying the tools needed to operate.

Why is the finance education niche particularly challenging for creators?

The finance education niche is tough due to audience skepticism, regulatory concerns, and fierce competition. Many finance educators struggle with fragmented tools that aren't tailored for their needs, leading to revenue loss and trust issues with their audience.

What are some common pain points for finance educators using multiple platforms?

Common pain points include compliance anxiety, credibility concerns, and revenue leakage from various fees associated with multiple platforms. Many educators find they lose significant revenue due to transaction fees and platform costs, which can total 15-25% of their earnings.

How does BTS differ from other creator platforms?

Unlike other creator platforms that focus on transactions and often take a cut of revenue, BTS prioritizes ownership and control for its users. It offers a comprehensive infrastructure that allows finance educators to manage their audience and brand without the complexities of using multiple tools.

What benefits do finance educators gain from consolidating their tools into BTS?

By consolidating their tools into BTS, finance educators can save 8-12% on combined platform costs and streamline their operations. This consolidation allows them to focus on teaching while building a sustainable revenue stream and maintaining control over their messaging and audience.

Sources

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  • Careers
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