Essential Social Media Strategies for Financial Advisors and Insurance Agents
Compliance, Facebook, Blogging, Twitter, LinkedIn, YouTube and developing a Social Media Strategy for Financial Advisors and Insurance Sales Professionals. Adaptable for captive and independent advisors.
Compliant Social Media for the Financial Industry
Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone’s consumed by how, when, and where to use this new and powerful medium-but guidance is hard to find. Amy covers the entire issue, from platform, to content, to what not to do.
- Best practices in using social media for advisors and compliance officers
- Planning for the regulators, vs. failing to plan
- Challenges with LinkedIn, Facebook, Twitter and other social platforms
- Elements of a good social media policy
- Managing the top issues related to marketing and business development, engagement and compliance
With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention.
About Amy McIlwain:
Entrepreneur, author, speaker, and worldwide connector, Amy McIlwain is recognized internationally for radical new ways of thinking about Social Media, PR, marketing, advertising, and customer service. Amy started building and designing Websites back in the late 1990s. She spent 6 years in the financial industry selling advertising space for the Senior Market Advisor brand and consulting for top insurance companies on various media vehicles.
Published in 2014, The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Co-authored with an industry specialist Jennifer Openshaw and Stuart Fross, Fidelity International’s former general counsel, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques.Her first book The Social Advisor: Social Media Secrets of the Financial Industry was published in 2012.
Amy has appeared live on NBC, CBS and FOX as a social media expert. Her content has been featured in several top financial industry publications, media outlets, blogs, books, and websites including the Wall Street Journal, Financial Times, InvestmentNews, AdvisorOne, ProducersWeb, Ignites, FundFire and more.
As the marketing landscape shifted from traditional to Social Media, Amy saw the increasing value of social networks in their ability to connect with clients and prospects. As a result, Amy launched Financial Social Media in 2010 which addresses the compliance issues surrounding social media and the financial industry. With her unique background in both online marketing and financial services Amy knows which media vehicles work and the marketing language needed to deliver results. Over 100,000 financial professionals read her work.
Amy continues to teach others about the power of Social Media marketing and has spoken and conducted live trainings for thousands of people worldwide. Additionally, her content has been featured in several top financial industry publications, blogs, websites, and books.