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	<title>Amy McIlwain</title>
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	<link>http://amymcilwain.com</link>
	<description>Financial Social Media Keynote Speaker, Author, and Trainer, Amy McIlwain specializes specifically in helping financial advisors, insurance agents, and financial professionals see success with social media while remaining compliant.</description>
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		<title>Content Repurposing for Financial Advisors</title>
		<link>http://amymcilwain.com/content-repurposing-for-financial-advisors/</link>
		<comments>http://amymcilwain.com/content-repurposing-for-financial-advisors/#comments</comments>
		<pubDate>Thu, 15 Nov 2012 21:46:42 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[content for financial advisors]]></category>

		<guid isPermaLink="false">http://amymcilwain.com/?p=407</guid>
		<description><![CDATA[Internet marketing has become a pillar in marketing and taken on a life of its own with various techniques and strategies. Great content is the lifeblood of every successful internet marketing campaign from social media to professional blogs. As financial advisors you understand what a good investment can do for you and how to maximize [...]]]></description>
			<content:encoded><![CDATA[<p>Internet marketing has become a pillar in marketing and taken on a life of its own with various techniques and strategies. Great content is the lifeblood of every successful internet marketing campaign from social media to professional blogs.</p>
<p>As financial advisors you understand what a good investment can do for you and how to maximize your investments. You should look at creating content for your audience as an investment into your customers and your business. With all the time, money, and research that you have invested to generate great content you might have forgotten to maximize the return on that investment.</p>
<p>You can always publish your content on partner blogs or post as a guest author as a way to make your content work harder for you but you may be overlooking some easy ways you can re-purpose and re-tool those awesome blogs or whitepapers you’ve already created!</p>
<p><strong>Written Tools</strong></p>
<ul>
<li>White Papers: Take an inventory of what blogs have been popular, or what comments or discussions have been getting traction and parlay those successes into a whitepaper that can be used in other areas of your online marketing campaign.</li>
<li>Blog Post: Do you have an e-book, white paper or presentation that’s popular? Think about turning chapters of your e-book into the topic for a blog or series. Write a blog to generate interest for that great white paper you just finished. You can reform almost any sort of data or content you have created or collected into a great blog, since most blogs are approximately 500 words they are a great way to casually divulge information and create interest.</li>
<li>E-book: Content in your books or e-books can be fitted for white papers or blogs so can a great blog topic or series be the basis for a great e-book. Granted with this method there is usually some further content creation that is needed.</li>
</ul>
<p><strong>Graphical Tools</strong></p>
<ul>
<li>Charts: By taking information discussed in blogs or data gathered by research and providing simple or even complex charts helps engage your audience visually without it being a presentation. This is also a great way to graphically tell a story that might be harder to illustrate through its written counterparts.</li>
<li>Infographics: Infographics are great tools when posting data on social media platforms. Like charts, infographics visually depict data gathered from research. Unlike charts (which are included in infographics) infographic utilize a storytelling process and illustrate a variety of data to support conclusions.</li>
</ul>
<p><strong>Video Tools</strong></p>
<ul>
<li>Youtube: Just as most content can be adapted to a blog, blogs can be geared up as a short YouTube video or presentation. Turning a blog or a white paper into a video presentation or overview is a great way to provide further depth of a subject or engage your audience visually.</li>
<li>Webinar: These are great ways to engage your audience and utilize content or research you have gathered into an educational setting. A blog series turned into short webinar topics are a great way to start, once you gain familiarity with what works and what doesn’t you can delve into more specific research you have, books you have written, white papers that have traction etc.</li>
</ul>
<p><strong>Audio Tools</strong></p>
<ul>
<li>Itunes: Convert some of your presentations into mp3’s or audio tracks that be listened to on itunes or on your webpage. Audio tips are also a great way to increase the lifespan of shorter content sources like blogs by taking small pieces of information from that and creating short daily or weekly audio content.</li>
<li>Audio-Books: This may seem obvious with most books also being provided on CD these days but most professionals who take the time to create great e-books fail to utilize the potential of gearing that e-book toward the auditory learners and turning the e-book to an audio-book.</li>
</ul>
<p>When working on re-purposing content you should always consider the goals that you wish to achieve with the content and the audience you are trying to reach. Different members of your audience may respond better to different mediums of delivery. No matter how you deliver your content always remember to make it easy to find and understand leaving your audience with a way to act on what they have learned or share your content. By repurposing your content in any of these ways you can greatly increase the lifespan of your content and maximize the return your investment.</p>
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		<title>Financial Advisors Should Be Good At SEO. Here&#8217;s Why</title>
		<link>http://amymcilwain.com/financial-advisors-should-be-good-at-seo-heres-why/</link>
		<comments>http://amymcilwain.com/financial-advisors-should-be-good-at-seo-heres-why/#comments</comments>
		<pubDate>Thu, 18 Oct 2012 17:37:22 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[SEO]]></category>
		<category><![CDATA[financial keynote speaker]]></category>
		<category><![CDATA[financial social media]]></category>
		<category><![CDATA[Search Engine Optimization]]></category>
		<category><![CDATA[social financial advisors]]></category>
		<category><![CDATA[social media financial advisors]]></category>

		<guid isPermaLink="false">http://amymcilwain.com/?p=396</guid>
		<description><![CDATA[Search Engine Optimization (SEO) is a hot topic on the web. It seems as though every business professional is looking for an SEO expert to bolster their website. There are a lot of factors that go into creating successful SEO campaigns, as they require a great deal of knowledge and effort. As a financial advisor, [...]]]></description>
			<content:encoded><![CDATA[<p>Search Engine Optimization (SEO) is a hot topic on the web. It seems as though every business professional is looking for an SEO expert to bolster their website. There are a lot of factors that go into creating successful SEO campaigns, as they require a great deal of knowledge and effort.</p>
<p>As a financial advisor, you’re already ahead of the game! Why? Because creating a successful SEO strategy is not much different than creating a successful financial plan for a client—the same principles apply.</p>
<p>Below are some typical strategies and strengths that financial advisors have that can be directly applied to SEO campaign development.</p>
<p><strong>Determine Goals</strong></p>
<p>Good financial advisors have processes for determining their clients’ financial needs. When creating SEO strategies, the same principles apply. Take time to first determine what specific needs or goals you want your SEO campaign to achieve. Distinguishing your target audience is a great place to start. To do this, I recommend looking at where a majority of your business or profit is generated. Once you determine your audience, research keywords that are specific to that demographic. Like determining specific financial goals, you should also determine specific SEO goals as well.</p>
<p>Good SEO goals often consist of ranking higher on search engines. At Financial Social Media, we pick specific search terms like “social financial advisor” and strive to be the first link on Google search results by using that term recurrently on our website and blog. As always, it’s important to cater your goals to your business.</p>
<p><strong>Play Well With Others</strong></p>
<p>Although financial advisors work with data and numbers, they often possess the skills of building relationships and valuable interactions with people. The internet requires the same type of skill and attention. Search engines regard backlinks as a major factor in their results. By creating and fostering online relationships, you can generate connections needed to improve your SEO. One way of doing this is by <strong>linking content to your Facebook site</strong>, <strong>actively commenting on professional forums</strong>, or <strong>being a guest author on other blogs</strong>.  Links and interaction are key in SEO just as they are in the financial world.</p>
<p>Aim to connect with other thought leaders and online publications in your industry. Create content partnerships and continually pitch content to editors. Do as much as you can to spread your content to other credible publications.</p>
<p><strong>Patience and Informed</strong></p>
<p>Being patient and well informed are two very important assets in a financial advisor. Let’s face it: nobody wants an advisor who panics and diverts from well thought out strategies. The same patience applies to creating SEO strategies. It takes <em>time</em> for a new SEO campaign to gain traction, and you should be willing to stick with a strategy for at least 6 months while you monitor and gauge its effectiveness. It takes time and an informed effort to make a SEO campaign successful.</p>
<p>My recommendation is to create reports and conduct analyses on your SEO efforts. Google Analytics is a great platform for doing this. Many high-end inbound marketing platforms like <a href="http://www.hubspot.com/">Hubspot</a> also provide detailed analyses.</p>
<p><strong>Stay Educated</strong></p>
<p>To be successful these days you cannot remain static. Good financial advisors continue their education by not only earning degrees and certifications but by attending conferences and educating themselves to stay current. Search engines are living organisms, constantly tweaking algorithms and criteria. Much like financial advisors stay up to date with the current market and procedures so should you with your SEO. To be successful, a SEO campaign needs to adhere to the latest rules or catering to the new requirements.</p>
<p>Make sure you stay up to date on SEO strategies and trends to ensure your efforts are as valuable and effective as possible.</p>
<p>Although SEO seems like a complicated and technical endeavor, it requires the same exact skills as being a great financial advisor. By implementing your existing strengths into your online efforts, you’ll undoubtedly see results.</p>
<p align="center"><strong>Do you have any questions about SEO? If so, leave a comment!</strong></p>
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		<title>10 Mobile Apps to Keep Financial Advisors Ahead of the Game</title>
		<link>http://amymcilwain.com/10-mobile-apps-to-keep-financial-advisors-ahead-of-the-game/</link>
		<comments>http://amymcilwain.com/10-mobile-apps-to-keep-financial-advisors-ahead-of-the-game/#comments</comments>
		<pubDate>Fri, 18 May 2012 11:24:36 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[Facebook]]></category>
		<category><![CDATA[LinkedIn]]></category>
		<category><![CDATA[Mobile]]></category>
		<category><![CDATA[SEO]]></category>
		<category><![CDATA[Twitter]]></category>

		<guid isPermaLink="false">http://amymcilwain.com/?p=320</guid>
		<description><![CDATA[Whether it’s an iPad, Blackberry, Macbook, iPhone, or Android, just about everyone owns a digital device to maintain global connectedness and communicate with co-workers, family, and friends with the mere touch of a screen. “Having the world in the palm of your hand” used to be a metaphor; today it’s a reality. Technology has not [...]]]></description>
			<content:encoded><![CDATA[<p><img class="alignleft" title="Mobile Apps" src="http://www.relaystationmedia.com/wp-content/uploads/2011/09/smartphone1-150x150.jpg" alt="" width="150" height="150" />Whether it’s an iPad, Blackberry, Macbook, iPhone, or Android, just about everyone owns a digital device to maintain global connectedness and communicate with co-workers, family, and friends with the mere touch of a screen. “Having the world in the palm of your hand” used to be a metaphor; today it’s a reality. Technology has not only changed the way we experience and interact with the world, it has also changed the way we do business.</p>
<blockquote><p>“Having the world in the palm of your hand” used to be a metaphor; today it’s a reality.</p></blockquote>
<p>While financial advisors may have initially been resistant or hesitant to embrace social and mobile apps, there are a medley of easy-to-use apps that make it easier than ever for financial advisors to manage their business, clients, and the morass of information regarding the industry. Here are 10 must-have social media and mobile apps that are fun, easy to use, and beneficial for financial advisors.</p>
<p><strong><a href="http://www.bloomberg.com/mobile/">Bloomberg Mobile:</a></strong> This free application contains the latest business news and data. Users can analyze real-time financial market data, access company descriptions, and get the latest market news and stock quotes. The “my stocks” feature allows advisors to create personalized portfolios of stocks they want to follow for themselves or clients.</p>
<p><strong><a href="https://play.google.com/store/apps/details?id=com.jennitron.nestegg&amp;hl=en">Nest Egg Estimator:</a></strong> Rated as one of the top-10 Android apps, this app projects your finances into future years showing income, taxes, assets and debt. You have the option to offer as little or as much information as you want — more data means more accurate results. It also allows you to try different scenarios such as purchases, expenses, job changes and more. Great for financial and retirement planning.</p>
<p><strong><a href="http://flipboard.com/publishers-faq">Flipboard Pages:</a></strong> Flipboard Pages offers a simple way for publishers to automatically deliver content in a classy, engaging layout on the iPad. Several publishers whose content is already enabled on Flipboard Pages include ABC News, All Things Digital, Bon Appetit, Lonely Planet, SB Nation, SF Gate, Uncrate and The Washington Post Magazine. When an article from one of those publishers is shared on Twitter or Facebook, a Flipboard user can simply select “Read Article” on an excerpt or double-tap while browsing a section to get a clean, enjoyable reading experience. Use this platform to stay up-to-date on the latest news and magazine content in the financial industry.</p>
<p><strong><a href="http://hootsuite.com/features/mobile-apps">Hootsuite:</a></strong> Hootsuite is king when it comes to social media convenience and efficiency. Instead of shifting back and forth between social media platforms, Hootsuite allows admins to oversee and access all of their social operations in one convenient place. Here, you can schedule posts and tweets for all of your social media pages, see trending topics, track statistics and much more. Download this app to stay persistent with social media and save time.</p>
<p><a href="http://www.advisortechtools.com/software-reviews/38-mobile-applications/398-black-diamond-bluesky-mobile"><strong>Black Diamond Mobile for Ipad:</strong> </a>Black Diamond for iPad allows authorized Black Diamond Performance Reporting clients to access their performance data. Furthermore, it can synch with each user’s personalized Blue Sky web application settings.</p>
<p>“One of the apps our advisors love to use is Black Diamond Mobile,” said Jodi Johnston, president of Financial Advisors of America. “It’s a very useful performance reporting tool that provides the team access to our clients’ account and portfolio information on-the-go. We find the iPad functionality of the app beneficial, as it offers a large enough display screen that can be used in impromptu client meetings.”</p>
<p><strong><a href="http://itunes.apple.com/us/app/power-presenter/id369363727?mt=8">Power Presenter:</a></strong> Investment advisors excel at the art of persuasion. Power Presenter lets you upload PDF files using any presentation or publishing tool on your PC. After uploading you can swipe through the various pages of the PDF, and draw on them using your finger. This gives you the chance to annotate your own presentations, providing your clients with clear illustrations of financial trends. Instead of using plain pen and paper, you can impress prospects and clients by using an Ipad.</p>
<p><strong><a href="http://www.facebook.com/mobile/">Facebook</a>, <a href="http://www.linkedin.com/static?key=mobile">LinkedIn</a>, <a href="http://blog.twitter.com/2012/02/twitter-mobile-app-updates-for-iphone.html">Twitter</a>, <a href="http://www.youtube.com/mobile">YouTube</a>:</strong> If you’re actively using the latter platforms, you’ll benefit from downloading the their apps on your smart phone. This will not only keep you on your game on all of the network updates, it’ll also give you the opportunity to engage in social relationships on the go. The smart phone platforms are often an abbreviated version of online platforms, and are very simple to figure out.</p>
<p>Mobile applications are the one of the best ways to stay connected, organized, and prepared as a financial advisor. Whether you’re preparing for a presentation or need last minute data on stocks, mobile apps offer a savvy way for you to stay sharp and ahead of the game, thus increasing revenue and making you a highly sought advisor.</p>
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		<title>4 Lame Excuses for NOT having a Financial Blog</title>
		<link>http://amymcilwain.com/316/</link>
		<comments>http://amymcilwain.com/316/#comments</comments>
		<pubDate>Fri, 18 May 2012 11:20:56 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Facebook]]></category>
		<category><![CDATA[LinkedIn]]></category>
		<category><![CDATA[SEO]]></category>

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		<description><![CDATA[Although blogs are one of the most important elements of a successful social media campaign, many financial advisors still grapple with the idea of having one. Why? Among a variety of reasons, they think the return is not worth the time investment.  And while blogging may take a little time out of your week, the potential [...]]]></description>
			<content:encoded><![CDATA[<p id="internal-source-marker_0.7659730751118177" dir="ltr"><img class="alignleft" title="Blog" src="http://financialsocialmedia.com/wp-content/uploads/2012/03/blog.jpg" alt="" width="219" height="218" />Although blogs are one of the most important elements of a successful social media campaign, many financial advisors still grapple with the idea of having one. Why? Among a variety of reasons, they think the return is not worth the time investment.  And while blogging may take a little time out of your week, the potential rewards are too great to pass up. Blogs not only allow you to communicate your expertise and earn trust, they also drive more traffic to your website.  If you hear yourself saying or thinking any of the following excuses–it may be time to reconsider creating a blog.</p>
<p><strong># 1: I don’t have time: </strong> Like I already mentioned, blogging requires a little extra time. But that “little extra time” can go very far. Blogging has a plethora of marketing benefits. Here are a few:</p>
<ul>
<li>It’s inexpensive marketing. Period.</li>
<li>They keep you sharp. Often times, composing good content requires a little research on your part. But this research keeps you educated and strongly informed about matters in your industry.</li>
<li>They establish you as a leader and expert in your industry. Potential clients have more reason to trust you if you’re constantly publishing content illustrating your expertise.</li>
<li>It’s great PR! A strong blog is like ammo. Once you have it, blast it out! Post your blog to your social media platforms—Facebook, LinkedIn, Twitter, Google+, Pinterest—you name it. It’s an awesome way to get your name and brand out there. P.S. 98% of journalists begin their research online—and they definitely look at blogs.</li>
</ul>
<p><strong>#2: Nobody will read it:</strong>  According to a <a href="http://seicblogs.com/advisor-practice-management/advisor-marketing/financial-advisor-blogging-101/?goback=%2Egde_2768745_member_101133189">Spectrem Group </a>study from August 2011, “nearly one-third of investors worth $5 million or more say they either read or would read blogs by trusted financial advisers”.</p>
<blockquote><p>According to a <a href="http://seicblogs.com/advisor-practice-management/advisor-marketing/financial-advisor-blogging-101/?goback=%2Egde_2768745_member_101133189">Spectrem Group </a>study from August 2011, “nearly one-third of investors worth $5 million or more say they either read or would read blogs by trusted financial advisers”.</p></blockquote>
<p>If that doesn’t entice you, consider Search Engine Optimization (SEO).</p>
<p>With the power of SEO, your blog doesn’t need a four digit following to be effective. Loosely defined, SEO is the process of improving visibility of a website via “natural” or algorithmic search results. By researching keywords and strategically implementing them into your blogs, you will improve your search engine rankings.</p>
<p>Let’s say you compose a blog entitled, “5 Tools to Create A Retirement Portfolio”. A month down the road, Bill Smith conducts a Google search: “how to create a retirement portfolio”. He will be more likely to find you in the search results based on common keywords.<a href="http://computer.howstuffworks.com/search-engine-optimization.htm"> Learn more about how SEO works</a>.</p>
<p><strong>#3: I have nothing to talk about:</strong> At first, it may take a little time to get used to the writing style of blogging. But let’s face it—you are the expert! You already know what you’re talking about. All you need to do is present that knowledge and information in a fun, easy-to-read format. By nature, blogs are short, less formal, and easy to digest. Once you get used to it,  it’s a relatively  simple process. Here are some tips to get your juices flowing:</p>
<ul>
<li>Brainstorm the points you want to make</li>
<li>Have a short introduction that draws readers in</li>
<li>Use “bite sized” bullets that address key points</li>
<li>Keep language conversational—no big, fancy jargon</li>
<li>Keep blogs short—300-700 words</li>
<li>Use visually appropriate and appealing images</li>
<li>Use hyperlinks</li>
</ul>
<p><strong>#4: I’m not a good writer:</strong>  Pen shyness and writer’s block should not prevent you from having a blog. Here are a few examples of how you can dodge the anxiety of writing.</p>
<ul>
<li>Hire a ghost writer</li>
<li>Compose a video blog instead of a written blog</li>
<li>Re-purpose existing content. Meaning—find what else is out there and change it up to fit your needs</li>
<li>Have your team take turns writing the content</li>
<li>Invite guest bloggers to contribute content. This is not only a great way to attract more readers, it also relieves the responsibility of producing all of the content on your own</li>
</ul>
<p>Blogging is just one of many elements that must be a part of your social media marketing campaign.  In one way or another, it will give you a huge leg-up in the industry.  What are your opinions, experiences, and questions about blogging?</p>
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		<title>ROI and Social Media: 3 Key Strategies for Financial Advisors</title>
		<link>http://amymcilwain.com/roi-and-social-media-3-key-strategies-for-financial-advisors/</link>
		<comments>http://amymcilwain.com/roi-and-social-media-3-key-strategies-for-financial-advisors/#comments</comments>
		<pubDate>Fri, 18 May 2012 11:18:00 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[Facebook]]></category>
		<category><![CDATA[LinkedIn]]></category>
		<category><![CDATA[SEO]]></category>
		<category><![CDATA[Twitter]]></category>
		<category><![CDATA[YouTube]]></category>

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		<description><![CDATA[Think back to the last time you attended a trade conference, a chamber networking event, or an impromptu coffee meeting with a lead. During these occasions, I assume you engaged in conversation, exchanged pleasantries, passed out business cards, and gave brilliant elevator speeches. In other words, you “spread the seeds” of your business with hopes [...]]]></description>
			<content:encoded><![CDATA[<p><img class="alignleft" title="Einstein" src="http://financialsocialmedia.com/wp-content/uploads/2012/05/Al.jpg" alt="" width="280" height="210" />Think back to the last time you attended a trade conference, a chamber networking event, or an impromptu coffee meeting with a lead. During these occasions, I assume you engaged in conversation, exchanged pleasantries, passed out business cards, and gave brilliant elevator speeches. In other words, you “spread the seeds” of your business with hopes that some would grow into lasting business relationships.</p>
<p>Let’s face it, many seeds whittled and faded; but others probably developed into fruitful returns on your investment of time and energy.</p>
<p>Similar to relationship building meetings and events, social media offers the platforms to spread the seeds of your business to the world. Measuring the growth of the seeds, however, can be a challenging concept to grasp; but It begins by shifting your definition of your return on investment (ROI) and developing a solid list of key performance indicators (KPI). Below are two indispensable strategies to consider when it comes to measuring social media ROI:</p>
<p><strong><strong>1. Change Your Perspective:</strong></strong> In the old days (1990’s), it was easy to launch a marketing campaign and measure the success via bottom line growth. With social media marketing, it’s a little different. Many advisors (understandably) struggle grasping the benefits and potential returns of social media. With a little shift in perspective, however, the benefits and/or returns are hard to ignore.<strong><br />
</strong></p>
<ul>
<li><strong>Cost Savings:</strong> Let me state the obvious: social media is cheap and in many cases free. By having stellar social media processes and operations, you will save your company a boat load of money that otherwise would be spent on costly marketing campaigns. Don’t ignore this when examining benefits and returns.</li>
<li><strong>Search Engine Rankings:</strong> Google is the #1 search engine tool in the world and is an integral part of many people’s’ day-to-day lives. Think of social media as the vehicle to increased search engine rankings and ultimately worldwide exposure.</li>
<li><strong>Cost Avoidance:</strong> If you’ve accepted it or not, people are talking about your business on social media. Whether or not you choose to participate in this conversation is up to you. I don’t know about you, but if I knew people were talking about me in real life, I’d want to be there to save face. On social media, you have the power to not only listen in, but monitor the conversations that are buzzing about your business. Just think—putting an end to one negative conversation may result in one new client that may have never looked twice.</li>
<li><strong>Sales and Revenue:</strong> Just because the “bottom line” is no longer the only measure of success, it doesn’t mean it should be ignored. Continue to measure the relationship between your business’ bottom line and your social media efforts. Still shaking your head? Check out some of <a href="http://blog.investmentpal.com/social-media-success-stories-new-clients-won/">these</a> success stories.</li>
<li><strong>Social Capital:</strong> Social capital refers to the collective or economic benefits of knowing people. In other words, the more people you know, the more likely you are to gain <a href="http://blog.investmentpal.com/social-media-metrics-for-prospecting/">referrals and prospects</a>, get preferential treatment, a develop your “celebrity” so to speak.</li>
</ul>
<p><strong><strong>2. Keep track of the seeds that grow with KPI: </strong></strong>Key Performance Indicators are the mediums through which your business assesses success. I cannot emphasize enough the importance of measuring your performance. You’ll waste years of time and energy if you fail to do so. Here’s how you can get started:<strong><br />
</strong></p>
<ul>
<li><strong>Create Categories:</strong> Choose metrics that you can translate into business categories, such as sales, leads, customer satisfaction, customer interaction, ect. Determine these categories based on the goals of your business. For example, if you’re seeking to increase referrals, use referrals as a unit of measurement.</li>
<li><strong>Stop Fixating on your “likes”:</strong> Define more than just “attention” metrics (# of followers, ect). For financial professionals, it takes time to develop a large following. And, while it’s great to have as many followers as possible, it’s essential to expand your attention to other areas such as higher search engine rankings, follower engagement (likes, comments, shares), and weekly total reach.</li>
<li><strong>KPI’s for each social network:</strong> Each social network is different. On Facebook you may measure your “weekly total reach” whereas on YouTube you may measure the # of video views. Regardless, make sure you cater KPI’s to the specific network.</li>
</ul>
<p><strong><strong>3. Check out some Monitoring Gems: </strong></strong>Below are some awesome, free tools to help you gauge the performance of your social media marketing. The information and insights you obtain from these sources will be useful in all realms of your business.<strong><strong><strong> </strong></strong></strong></p>
<ul>
<li><a href="https://www.facebook.com/help/?page=122407381175085">Facebook Insights:</a> Facebook Insights is a great tool to measure the impact of your posts, how many people are talking about your page, demographics, and your weekly total reach outside of your fanbase. You can access insights by logging into your business page and clicking on the admin panel.</li>
<li><a href="http://www.google.com/analytics/">Google Analytics (free)</a>: With Google Analytics, you can insert a line of code into your website and keep track of how people get to your site, how they navigate through it, and how long they stay.</li>
<li><a href="http://www.youtube.com/t/advertising_insight">YouTube Channel Stats:</a> On YouTube, you can keep track of video views, demographics, playback locations, traffic sources, audience retention, subscribers, views and more.</li>
<li><a href="http://www.goingup.com/">Going Up!</a>: This is another free web analytics package that helps you monitor traffic trends, SEO, keywords, and user profile data.</li>
<li><a href="https://www.linkedin.com/uas/logout?session_full_logout=&amp;csrfToken=ajax%3A1902422417460371932&amp;trk=hb_signout">LinkedIn:</a> LinkedIn is not necessarily a monitoring tool, but it can provide good information about your connections. Use it to keep track of what your competitors, industry trends, and hot discussions.</li>
</ul>
<p><strong id="internal-source-marker_0.4777181218378246">How does your business measure social media ROI? Leave a comment to let us know?</strong></p>
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		<title>4 Ways for Financial Advisors to Master LinkedIn Connections</title>
		<link>http://amymcilwain.com/4-ways-for-financial-advisors-to-master-linkedin-connections/</link>
		<comments>http://amymcilwain.com/4-ways-for-financial-advisors-to-master-linkedin-connections/#comments</comments>
		<pubDate>Fri, 18 May 2012 11:16:20 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[LinkedIn]]></category>
		<category><![CDATA[SEO]]></category>
		<category><![CDATA[Videos]]></category>

		<guid isPermaLink="false">http://amymcilwain.com/?p=310</guid>
		<description><![CDATA[Imagine you’re at a business after-hours event.  At this event, hundreds of professionals from various industries are mingling, making connections, and passing out business cards. You know this is a golden opportunity to connect and build your network, but how do you filter through the fray of people to find strategic, mutually beneficial connections and [...]]]></description>
			<content:encoded><![CDATA[<p>Imagine you’re at a business after-hours event.  At this event, hundreds of professionals from various industries are mingling, making connections, and passing out business cards. You know this is a golden opportunity to connect and build your network, but how do you filter through the fray of people to find strategic, mutually beneficial connections and leads?</p>
<p>Although LinkedIn is a virtual networking platform, the principles are no different than face-to-face networking. Here are a few tricks you can use to acquire valuable connections that benefit multiple realms of your business.</p>
<p><strong>The 75% – 25% Rule:</strong> Generally, when connecting with people on LinkedIn, aim to populate 75% of your connections with your target market and 25% with industry connections. For example, if you are a financial professional that specializes primarily in retirement and 401(k)’s, aim to connect with individuals on the cusp of retirement or groups that fit your target market 75% of the time. The other 25% of connections should consist of fellow advisors and industry leaders.</p>
<p><em>Why take this approach?</em></p>
<p>“LinkedIn is the perfect platform to not only connect with potential leads and clients, but to also learn, generate ideas, and stay informed on industry trends. We work with several clients who build their networks, acquire leads and stay on<br />
top of cutting-edge of industry trends through LinkedIn,” says Ben Hodges, Social Media Marketing Accounts Manager at Financial Social Media.</p>
<p><strong>Find your connection style:</strong> There are many ways to approach connecting on LinkedIn. While we strongly suggest you connect with anyone and everyone, there are multiple approaches you can take.<a href="http://socialmediasonar.com/the-four-linkedin-connection-strategies"> Social Media Sonar</a> has 4 encompassing connection strategies:</p>
<ul>
<li><strong>The Lion:</strong> Lions are completely open connectors. They seek to increase their connections through actively sending out and accepting connection invitations. While I’m sure there are a few who take pride in touting the specific number, the majority believe that large networks lead to more opportunity.</li>
<li><strong>The Turtle:</strong> Turtles are the opposite of lions. Turtles primarily connect with those they know well. They see value in having a tight network made up of individuals they completely trust. Their networks tend to be highly selective and can be counted on to pass on introductions, much like a private networking group.</li>
<li><strong>The Hound Dog:</strong> A Hound Dog is someone who uses LinkedIn to connect to those they know and those they would like to know. They also accept invitations from those that would be beneficial to be connected to.</li>
<li><strong>The Alley Cat:</strong> Alley cats only send invitations to people they know or people they have a specific reason for connecting to, but they accept invitations from just about anyone. They believe there is value in knowing your connections, but there are also unexpected opportunities that develop from establishing new connections— known and unknown.</li>
</ul>
<p>There is value in utilizing all of these strategies and we suggest you use your best judgement. Regardless, you need to be connecting.</p>
<p>Upon signing up for LinkedIn, you automatically have a cap of 3,000 connections. Once you reach your limit, you can request more. How many you’re given is based on the acceptance rate of the first 3,000 connections. In other words, there is a world of opportunity to expose yourself and your brand on LinkedIn.</p>
<p><strong>Connect to groups:</strong> Groups are gold mines in the LinkedIn world. Whether you’re seeking to find valuable connections, increase brand exposure, or simply be aware of industry trends—groups will help you achieve all of those objectives. When connecting with groups, apply the same 75% potential client and 25% industry connection rule. Also seek out local and personal interest groups—such as St. Louis Business Exchange or Golf and Business Networking. <img src="http://financialsocialmedia.com/wp-content/uploads/2012/04/linkedin1.png" alt="LI" width="614" height="285" /></p>
<p><em>Think:</em> What groups are my potential clients connected to?</p>
<p><em>How else can you use groups?</em></p>
<ul>
<li>To post blogs, surveys, discussions, and articles—some groups have an upwards of 10,000 members. That’s a ton of potential exposure for you and your brand.</li>
<li>To start and engage in conversations about pertinent industry topics</li>
<li>To seek potential clients, leads, and/or business connections</li>
<li>To observe and learn from industry leaders</li>
</ul>
<p><strong>Personalization:</strong>  Have you ever talked to an automated voice recorder on the phone or received automated messages online? If you haven’t, it’s very frustrating. We are not automatons, we’re humans with an innate desire to feel important and have genuine human connection. LinkedIn prompts you to send messages to connections on numerous occasions—i.e. requesting connections, accepting connection requests, or sending recommendation requests. Instead of using the generic, automated message LinkedIn provides you, create personalized message templates.</p>
<p><img src="http://financialsocialmedia.com/wp-content/uploads/2012/04/Allyn.png" alt="Allyn" width="0" height="0" /><img src="http://financialsocialmedia.com/wp-content/uploads/2012/04/InviteKT.png" alt="Personalize" width="487" height="443" /></p>
<p><em>What are other ways you can personalize and enrich your relationship with connections?</em></p>
<ul>
<li>When you accept connection requests, immediately follow up with a personalized message. Thank the individual for the request and begin a conversation with them.</li>
<li>Remember, there is no sound sweeter than the sound of your own name—frequently address people by their first name. Also remind them of how you know them or met them.</li>
<li>Whenever possible, help people. If you’re aware of a job opening, a lead, or opportunity that could benefit a connection—let them know.</li>
<li>Don’t be an overt salesman or self-promoter. On LinkedIn, people don’t want a sales pitch, they want valuable relationships and connections.</li>
</ul>
<p>LinkedIn is king when it comes to business networking. Whether you’re researching new marketing ideas, seeking prospective clients, or attempting to stay up-to-date on industry trends, LinkedIn is the first place you should go. Have any more questions or ideas regarding connections on LinkedIn? Leave a comment and let us know.</p>
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		<title>The Seven Deadly Social Media Sins</title>
		<link>http://amymcilwain.com/the-seven-deadly-social-media-sins/</link>
		<comments>http://amymcilwain.com/the-seven-deadly-social-media-sins/#comments</comments>
		<pubDate>Fri, 18 May 2012 11:14:32 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[Facebook]]></category>
		<category><![CDATA[LinkedIn]]></category>
		<category><![CDATA[SEO]]></category>
		<category><![CDATA[Twitter]]></category>
		<category><![CDATA[Videos]]></category>
		<category><![CDATA[YouTube]]></category>

		<guid isPermaLink="false">http://amymcilwain.com/?p=307</guid>
		<description><![CDATA[Between Facebook, Twitter, and LinkedIn I’m connected with over 7,000 financial professionals and companies engaging in social media. While I’m thrilled to see so many people coming on board I’m also a bit horrified with some of the practices I’ve witnessed. Those who are doing it right are reaping the benefits, however, companies diving in too quickly without first learning [...]]]></description>
			<content:encoded><![CDATA[<p><img class="alignleft" title="Seven" src="http://financialsocialmedia.com/wp-content/uploads/2011/08/seven.jpg" alt="" width="191" height="264" />Between <a href="http://www.facebook.com/fsmfanpage" target="_blank">Facebook,</a> <a href="http://www.twitter.com/insurancemktg" target="_blank">Twitter,</a> and <a href="http://www.linkedin.com/in/amymcilwain" target="_blank">LinkedIn</a> I’m connected with over 7,000 financial professionals and companies engaging in social media. While I’m thrilled to see so many people coming on board I’m also a bit horrified with some of the practices I’ve witnessed. Those who are doing it right are reaping the benefits, however, companies diving in too quickly without first learning to swim risk ruining it for everyone. Below are some of the biggest mistakes I’ve been seeing and how you can avoid them:</p>
<p><strong>1. No Social Media Compliance Policy.</strong> One of the #1 killers to a business or individual’s social media efforts is the absence of a social media compliance policy. As a member of the financial industry you should be all too aware of the strict regulatory environment you face in dealing with social media. As a registered rep you must refer to the rules of your B/D, even if they are a bit stricter than those suggested by FINRA. As an RIA or life/heath agent, you aren’t off the hook. FINRA lays out a great set of guidelines and I suggest you follow them as well. For an overview of these guidelines you can download our Social Media Compliance Guide.</p>
<p><strong>2. No Social Media Strategy.</strong> Simply setting up social media accounts and then letting them go inactive is worse than not having any accounts at all. Creating and following a social media strategy is not only easy, but will almost guarantee the growth and success of your networks.</p>
<p><strong>3. No Archiving Software. </strong>Monitoring the content of you and your connections is crucial to the successful management and exposure of your brand. When certain content is posted from social networking sites like Facebook or LinkedIn, archiving software archives your users’ content and then filters and exports it to your third party collection service. Not only does most archiving software have powerful tools for search, reporting and exportation of your content, but most are also in compliance with FINRA and SEC regulations for record keeping of electronic communications.</p>
<p><strong>4. Mixing Personal and Professional. </strong>So you had a fun time last weekend – dancing, drinking and having a good time at a friend’s wedding – and consequently a few tagged pictures of you appear on Facebook. There’s nothing wrong with sharing those photos with personal friends and family, but the last thing you want is for a client to see those photos and find you unprofessional. Maybe you’re a huge Packers fan, but your clients are not, and posting status updates about their amazing Superbowl win may irk them a little bit. The bottom line? You need to separate your personal and professional relationships on all social networks. Create lists in Facebook and change your privacy settings. Don’t post incriminating content that you wouldn’t want your professional connections to see.</p>
<p><strong>5. Ranking Quantity over Quality.</strong> It’s not about the number of connections you have, but the value of the connections you have. You’ll see myriad individuals out there that will connect with anyone and everyone – but if you can’t find value out of the relationship, what’s the point? Simply adding connections just to look popular will not help your business grow and succeed. Take time and effort to carefully select and contact each and every connection – you’ll be happy you did. 1 relevant contact-turned-consumer that you gross profits off is more valuable than 100 unknown contacts.</p>
<p><strong>6. Push Marketing. </strong>According to ExactTarget, 41 percent of users who have un-followed a brand on Twitter did so because of too much push marketing. Similarly, 43 percent of Facebook users who have “unliked” a brand or fan page do so for the same reasons. Think about your organization’s relationship with its users as you would a business relationship offline. Too much push marketing will simply put off your clients and consumers and create a negative brand perspective. Social media is about building a community. Provide content of interest and value. Finding the right dynamic is what will create valuable, lasting relationships, as well as make your company’s marketing strategy successful.</p>
<p><strong>7. Failing to Follow-up. </strong>Join the conversation! You may have a large amount of followers and are kicking out great content on a daily basis, but until you start jumping into the conversation with your users you won’t see a great return. Make it a priority to engage with your users on a daily basis by sharing, commenting and liking their posts. You’ll find the reciprocation well worth the effort.<br />
We tried to make the seven deadly social media sins all encompassing, but if we’ve missed any please let us know. Are there any social media mistakes you see often, and how do you think businesses should combat these issues? Let us know what you think!</p>
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		<title>10 Social Media Time Savers for Busy Financial Advisors</title>
		<link>http://amymcilwain.com/10-social-media-time-savers-for-busy-financial-advisors/</link>
		<comments>http://amymcilwain.com/10-social-media-time-savers-for-busy-financial-advisors/#comments</comments>
		<pubDate>Fri, 18 May 2012 11:09:51 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[Facebook]]></category>
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		<description><![CDATA[Each week, I receive tons of e-mails and phone calls where people helplessly proclaim, “I am so busy”, “I am to my knees in deadlines”, “this has been a crazy week”, or my personal favorite, when people just push the “ignore” button. Let’s face it, we’ve all been there because we’re all insanely busy. And among a [...]]]></description>
			<content:encoded><![CDATA[<p><img class="alignleft" title="Time" src="http://financialsocialmedia.com/wp-content/uploads/2012/05/Time-Saver.jpg" alt="" width="297" height="267" />Each week, I receive tons of e-mails and phone calls where people helplessly proclaim, “I am so busy”, “I am to my knees in deadlines”, “this has been a crazy week”, or my personal favorite, when people just push the “ignore” button. Let’s face it, we’ve all been there because we’re all insanely busy. And among a big handful of tasks, social media is something that tends to fall through the cracks during busy times. Now I’m warning you: you can continue scrambling for social media content like a chicken with his head cut off—nobody’s going to stop you.  But there are some great ways to putty the cracks to insure you’re staying sharp and current on your social platforms.</p>
<p><strong>Create Pre-Packaged Posts:</strong> Spend a chunk of time creating a collection of pre-packaged posts, pictures, quotes, article links, that you can pull from when you’re really busy. Here at FSM, we like to create a library of quotes and posts to draw from when we need fast content.</p>
<p><strong>Use social media aggregation tools:</strong> There are a medley of great social aggregation platforms to schedule content for <em>all</em> of your social platforms in one easy place. <a href="http://www.tweetdeck.com/">Tweet Deck</a> and <a href="http://hootsuite.com/">Hootsuite</a> are among our list of favorites. Sign up and save hours of time.</p>
<p><strong>Create an editorial calendar:</strong> <a href="http://financialsocialmedia.com/linkedin/the-financial-advisors-3-step-guide-to-building-an-editorial-calendar/">Editorial calendars</a> are an awesome way to map out your entire social media marketing strategy. They not only help you strategize your content, they also promote continuity between different social platforms and ensure that everyone (associates, guest contributers, ect.) is on the same page.</p>
<p><strong>Hire an intern or delegate responsibility: </strong>Social media should be a collaborative effort. If you’re the only one managing the social media operations, you might consider rotating the responsibility between others in the office. As long as your brand’s voice is consistent, this is a great way to keep ideas fresh and evenly distribute the load.</p>
<p><strong>Guest Contributors:</strong> Having guest contributors—especially when it comes to the blog—is an incredible time saver. Not only that, but it keeps your blog fresh with creative voices. Find a list of people and publications that you can exchange content with. Chances are they’re scrambling for posts too, so it’ll be great opportunity to build a mutually beneficial relationship rooted in sharing content.</p>
<p><strong>Use your phone:</strong> We all have times when we’re waiting in the grocery line or at the DMV—use these opportunities to post to your social networks on your smartphone. Who says you can’t kill two birds with one stone?</p>
<p><strong>RSS Feeds:</strong> RSS stands for <em>Really Simple Syndication </em>and it is a great way to keep a constant stream of posts on your platforms. Because it’s automated, you don’t have to worry about posting or visiting the website. To set it up, all you have to do is visit a website/publication and select an RSS feed that parallels the interests/needs of your target audience. From there you can select how often you’d like the feed to appear on your platforms.</p>
<p><strong>Google Alerts:</strong> <a href="http://www.google.com/alerts">Google Alerts </a>are e-mail updates of the latest relevant Google results (web, news, etc.) based on your queries. All you have to do is enter a search query you wish to monitor and select how often you’d like to receive updates. Google Alerts are great for monitoring a developing news story and keeping current on a competitor or industry trends—all of which are great springboards for blogs, videos, tweets, and Facebook posts.</p>
<p><strong>Personalized Content:</strong> So you can’t seem to find and/or develop interesting content today? Try taking a step outside of the norm and posting something personal, such as pictures from your last vacation, your daughters graduation, or your latest speaking engagement. There is nothing wrong with sprinkling personal touches onto your social platforms. As financial advisors, this is a great way to save time <em>and </em>build trust with clients, leads, and prospects.</p>
<p><strong>Daily Social Workouts:</strong> <a href="http://lightspandigital.com/wp-content/uploads/2010/09/DailySocialMediaWorkouts_0910.pdf">Daily Social Workouts</a> offer some great routines and guidelines for daily posting on your social networks. It not only takes away the think-work associated with posting and engaging, it also teaches you  a great deal about how and when to engage.</p>
<p>While the latter options offer some great tips for saving time, remember that social media is personal and “in the moment”. Your audience will really appreciate seeing real, genuine posts from your business, for they are interested in <em>you</em> more than anything.  How do you save time and increase efficiency with social media?</p>
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		<title>How Financial Professionals Can Use Twitter Locally</title>
		<link>http://amymcilwain.com/how-financial-professionals-can-use-twitter-locally/</link>
		<comments>http://amymcilwain.com/how-financial-professionals-can-use-twitter-locally/#comments</comments>
		<pubDate>Fri, 24 Feb 2012 17:23:40 +0000</pubDate>
		<dc:creator>Amy McIlwain</dc:creator>
				<category><![CDATA[Twitter]]></category>
		<category><![CDATA[Videos]]></category>

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		<description><![CDATA[In this video, while traveling in Argentina, I share how I was able to utilize Twitter&#8217;s local search feature to find a TV airing the Playoff Football games. I also explain how financial advisors can use these same methods when prospecting locally.]]></description>
			<content:encoded><![CDATA[<p>In this video, while traveling in Argentina, I share how I was able to utilize Twitter&#8217;s local search feature to find a TV airing the Playoff Football games. I also explain how financial advisors can use these same methods when prospecting locally.</p>
<p><iframe width="560" height="315" src="http://www.youtube.com/embed/QaGO5dAvsKw" frameborder="0" allowfullscreen></iframe></p>
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