Amy McIlwain | Financial Advisor Website Blog

Amy's Articles

4 Ways for Financial Advisors to Master LinkedIn Connections

14 May 2012

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 [...]

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Using social media? Find out what the SEC has to say

In: General

7 May 2012

As you may or may not know, the SEC recently released a National Examination Risk Alert regarding Investment Advisor Use of Social Media. Don’t be alarmed: compliance and regulation parameters have not changed. The SEC is simply offering financial professionals some valuable advice that is definitely worth and reading and considering. Broken down into 3 [...]

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8 Changes You Need to Know About the New Facebook Business Timeline

In: Social Media

25 Apr 2012

Last month, the redesign for Facebook Business Pages was unveiled at the Facebook Marketing Conference (fMC) in New York. The redesign, which launches March 30th, features the new timeline format and cover photo, thus allowing businesses to showcase their stories, be more expressive, and connect with consumers in new, fresh ways. If you have any [...]

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10 Killer Ideas for Financial Advisor Websites

In: Checklist/Template

12 Apr 2012

Several years ago, my good friend was in the market for a creative, trustworthy baker who could create a cake for her wedding. For those of you that are married or have planned weddings, you know how important it is to have the perfect cake—especially for women.

Like most people, my friend went straight to the [...]

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10 Mobile Apps to Keep Financial Advisors Ahead of the Game

In: General

5 Apr 2012

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 [...]

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3 Simple Steps to Generate Creative Flow in Social Media

In: Social Media

21 Mar 2012

Originally posted by Amy McIlwain on FinancialSocialMedia.com
Ever loathe at the prospect of blogging, posting a Facebook status, or tweeting? Producing original, interesting, and timely content can be a daunting endeavor for any business; especially with the added weight of compliance issues and regulations. Good news: creative blocks don’t have to inhibit [...]

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3 Ways for Financial Professionals to Secede from Social Media Hibernation

In: Social Media

14 Mar 2012

Originally posted by Amy McIlwain on FinancialSocialMedia.com
Adapted from the 1886 legend, Groundhog Day is a popular tradition that traverses centuries, tying into our past, present, and future. The folklore suggests that, on February 2nd, a groundhog supposedly awakens from a long winter slumber to look for its shadow. If its shadow is [...]

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Is Pinterest the Next Big Social Network?

In: Social Media

7 Mar 2012

Originally posted by Amy McIlwain on FinancialSocialMedia.com
Have you heard the hype about Pinterest? If not, its 73 million users make it worth checking out. Pinterest is on the cutting-edge of creative social media platforms. Comprised of virtual pinboards, it allows users to keep track of their favorite things—such as recipes, home [...]

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Why Companies are Shifting from Old School Marketing to Social Media

In: Social Media

7 Dec 2011

I remember being a teenager, hopping on my bike, and setting off on the mile long journey to work. As I climbed the last hill a huge billboard would slowly emerge over the horizon. I stared at it intensely everyday, distracting myself from the pain burning in my legs. I always thought, why [...]

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See how the recent Facebook changes redefine online communications

In: Social Media

28 Sep 2011

Article originally published on FinancialSocialMedia.com
It would seem that Facebook is “upping the ante” based on the launch of Google+ and their stricter method of privacy settings. Last week, Facebook unveiled their new and improved version of “Friend Lists,” lists that in the past allowed you to categorize connections into specific friend [...]