PDF Our niche is Financial Services. We specialize in teaching financial advisors, insurance agents, and financial service companies how to best combine Social Media and traditional marketing techniques. By Utilizing social networking sites such as LinkedIn, Twitter, Facebook and others we have developed proven systems that increase revenue, decrease marketing expenses, and improve customer support.
Additionally, with numerous concerns around compliance and social media, we equip companies with the tools and knowledge needed to implement a successful social media strategy.
Amy McIlwain, President
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. A former NCAA Division I Soccer player, Amy started building and designing Websites back in the late 1990s. She spent the past 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.
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 specifically 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.
Amy continues to teach others about the power of Social Media marketing and has conducted several live trainings and webinars for thousands of people worldwide. Additionally, her content has been featured in several top financial industry publications, blogs, websites, and books.
Outside of work Amy’s passion lies in travel. She has visited over 22 countries and spent time living in both Spain and Australia. One of her lifetime goals is to explore all seven continents.
Amanda Hodges, Director of Marketing & Client Operations
Amanda Hodges
Writer, marketing strategist, content manager, master communicator and avid runner, Amanda takes her passion for endurance and speed and applies it to her professional business model.
Since graduating from the University of Minnesota with honors, Amanda has been applying her Communications and Spanish degrees by deeply rooting herself in business organization and management.
After jumping on board with Amy McIlwain and Financial Social Media in 2010, Amanda has utilized her skills in writing, organizational and media communications through social media marketing and account management. Not only has her content been featured in several top financial industry publications, blogs and websites, but she also manages strategic partnerships through business and client relations.
Outside of Financial Social Media, you can probably find Amanda out on the beautiful trails of Colorado, constantly pushing herself to run farther and faster.
Heidi Williams, Creative Director
Heidi Williams
With in-depth knowledge and skills in the areas of web, print, and interactive media production, Heidi serves as an integral part of the Financial Social Media team by utilizing her experience and history in graphic design and technology to manage and design creative projects.
Her proficiency in a multitude of developer programs including PhotoShop, Illustrator, Flash and Dreamweaver, as well as an advanced knowledge in HTML, XML and CSS give her the tools necessary to develop high-quality, superior products for our clients. Couple that with her project history of web page designs, special event notices, flash elements, advertisements, promotional materials, photo corrections and brand designs, Heidi is a superior component to the creative success of Financial Social Media.
Charles Benjamin Hodges, Marketing Accounts Manager
Charles Benjamin Hodges
Pioneering in nature and never one to sit on the sidelines, Ben Hodges takes his active and charismatic nature to each and every game he plays in. From educating and leading others as a certified trainer, team leader and expert barman, Ben has not only showcased his creative and professional expertise through hands-on training, education and service, but he has also exemplified the definition of loyal and team player as one of the leading bartenders in the Craftworks organization.
He also puts his creative and professional expertise to use as a Social Media Strategist at Financial Social Media. From creative and technical projects to account monitoring and management, Ben’s ability to adapt and learn quickly define what it means to utilize social media successfully.
Finally, Ben’s entrepreneur nature can be found in his ability to build and nurture exciting small business ventures. From beautiful photography to personal and artistic beverage catering to an up and coming snowboard business that gives avid snowboarders the ability to venture out in the back country and experience everything it has to offer, Ben’s motivation to succeed can be seen in everything he does.
Outside of his myriad personal and professional ventures, you can probably find Ben out in the beautiful Colorado mountains – snowboarding, trail running, mountain biking, and dipping his hands (and feet!) into everything the world has to offer.
Amy Smith, Social Media & Project Manager
Amy Smith
As an advocate for aligning passion with career endeavors, Amy applies her love for writing, social media, organizational & human communication in her professional field.
At Financial Social Media, she is a creative web content producer, a social media consultant, and a client project manager. In this position, she is passionate about educating and guiding financial professionals through social optimization processes that achieve results.
Her professional experience extends beyond the financial services realm—as she has worked for the Colorado Women’s Chamber of Commerce, Redline Running Company, and the Regis University Highlander Newspaper. In these roles, she has published blogs, developed social media marketing strategies, and has managed the public relations aspects of the companies.
Outside of work, Amy spends her time running, doing yoga, and exploring beautiful places in Colorado. In 2011, placed top ten in the Denver Rock N’ Roll Marathon and second place in the Colfax Marathon. In 2011, she was also recognized in Colorado Runner Magazine as one of the top female marathoners in Colorado.
BLOG CONTRIBUTERS:
Loic Jeanjean, Advisor Websites
Loic is the Online Marketing Manager at Advisor Websites where he helps financial services professionals grow their online market. He is in charge of the sales and marketing department: sourcing and generating new prospects and partners; helping clients build credible and long lasting brands using professional websites, offline and online marketing initiatives; increasing traffic and conversion rate on company’s websites. Finally, Loic is spearheading the US and French markets expansions. Loic is a member of the Financial Planning Association® (FPA®) and received his Inbound Marketing Certificate with honors.
Connect with Loic on Twitter: @jjloic or by email: loic [at] advisorwebsites [dot] com
ByAllAccounts
ByAllAccounts, the professional wealth advisors’ choice for financial account aggregation and consolidation, is the only service that retrieves, consolidates, enriches and produces reconciliation-ready account data from any financial institution/custodian. Thousands of advisors rely on ByAllAccounts to efficiently scale their business, increase held-away assets in their billing schedule and deliver exceptional client service. Each night, hundreds of billions of dollars and millions of financial data records flow through our patented aggregation engine.
ByAllAccounts is committed to helping financial advisors make smarter decisions for all aspects of their business. Our educational series, S.M.A.R.T. Decisions (and also our blog) is based on the experiences of financial advisors who have made smart decisions to solve business problems, and offers a bundle of educational material each month that addresses a specific problem, that you can read and watch at your own pace.
Connect with ByAllAccounts on Twitter: @ByAllAccounts, check out the ByAllAccounts blog, or for information head to www.byallaccounts.com or email info [at] byallaccounts [dot] com.
Originally built by financial services professionals for financial services professionals, Arkovi today also serves the social media archiving needs of companies and entities in the pharmaceutical, government and education fields.
The idea for a technology company that would support business adoption of social media was born at an Ohio breakfast meeting in 2009. Three friends and business colleagues began discussing social media and what it would take to deliver archiving, compliance and monitoring tools while creating relationships with clients and prospects online. The result of that conversation was Arkovi Social Media Archiving.
Built in the cloud, Arkovi monitors and archives incoming and outgoing social media communications, including blogs, websites and more. Arkovi delivers this across all devices – PC/Mac, tablets and smart phones.
Connect with Arkovi: on Twitter: @Arkovibackups, check out their blog: Arkovi Blog, or for information head to www.arkovi.com.
