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About Amy

Author, speaker, and President at Financial Social Media, Amy McIlwain shares her knowledge at events around the world ranging from audiences of 1000 to small executive boardrooms.

Amy has appeared on FOX, CBS, ABC, and NBC as a social media expert and her book, The Social Advisor: Social Media Secrets of the Financial Industry, has been featured as a best-seller in the Amazon business category. With her unique background in both online marketing and financial services, it is no wonder Amy McIlwain is one of the most in-demand speakers in the financial industry. Aware that the rapid shifts between traditional and social marketing can be challenging to navigate and harness, she addresses the most pertinent issues regarding social media, resulting in a clear approach that allows you to cut marketing costs, consistently build your network, and increase your revenue. Furthermore, she provides content-packed action items that help you tackle the complex compliant issues within the financial industry so you can yield immediate results.

Amy launched Financial Social Media in 2010 which specifically addresses the compliance issues surrounding social media and the financial industry. For consulting, social media start-up, social media management or web design services, please visit the Financial Social Media website.

Amy published “The Social Advisor: Social Media Secrets of the Financial Industry” originally in the Fall of 2012. The book reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.

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KEYNOTE DEMO
Video

Click the video to the left to watch a short preview of Amy speaking at a past keynote event. Amy presents on a variety of topics surrounding social media in the financial and insurance industries.


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Speaking & Training

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KEYNOTE
PRESENTATIONS

Amy presents her keynote presentations at conferences and corporate events around the globe. Insightful and engaging, she is one of the most sought-after financial social media experts. Aware that the rapid shifts between traditional and social marketing can be challenging to navigate and harness, she addresses the most pertinent issues regarding social media, resulting in a clear approach that allows you to cut marketing costs, consistently build your network, and increase your revenue. Furthermore, she provides content-packed action items that help you tackle the complex compliant issues within the financial industry so you can yield immediate results. Recently, Amy has spoken at top financial conferences such as SXSW, NAFA IMO Summit and the Annuity Mega Meeting. She has created various presentations to effectively convey her fresh ideas and expertise to the audience.

Two of her most popular keynote presentations are:

- The Social Advisor Presentation
- LinkedIn Social Selling Presentation

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CORPORATE
TRAINING

Every business has different needs. By taking advantage of Amy’s consultation services and on-site field training, your company can learn valuable social media tools that relate directly to your business. She ensures that every individual has a solid knowledge and understanding of not only social media, but of the strategies and compliance necessary to drive it to success. Amy coaches many different types of corporate workshops and field training sessions.

FIELD TRAININGS  > LEARN MORE <

- Social Selling for the Field
- University Training & Coaching

CORPORATE WORKSHOPS  > LEARN MORE <

- Corporate LinkedIn Strategy
- Figurehead Strategy Workshop
- Corporate Strategy Workshop

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FOR RATES & PRICING, PLEASE CALL 800-837-6330 ext. 1

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The Social Advisor:
Social Media Secrets of the Financial Industry

This book reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.


Get Your Copy Now!

Press Room

Social Media in an Election
Boomers Using Social Media
Social Media in the 2012 Presidential Election
WSJ: Online Articles
Twitter's Role in the 2012 Election
SXSW 2013 Presenter
Grow Your Business Remotely
$27 Trillion Investor Prize
Investment News
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- Bill Harris, President of W.V.H., Inc.

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Eric Qualman

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Pat Riley

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Josh Melberg

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 – Kim O’Brien, Executive Director of NAFA

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 – Mark Matson, Founder and CEO of Matson Money


THE SOCIAL ADVISOR WORKSHOP TESTIMONIALS

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