Compliance

As one of the most highly-regulated industries, the financial service community must take great care in their action online. We know your business. Financial Social Media specializes specifically in the financial services industry and is able to provide guidance on regulatory conditions set forth by FINRA and SEC.
Compliance

Resources

Take advantage of the free tools Financial Social Media has to offer by reading our blog, downloading our Compliance Guide, and watching our training videos. Additionally, check out our hand selected strategic partnerships who represent the best in the industry in their various fields.

Resources

Solutions

Overwhelmed? Not sure where to start? Financial Social Media’s turnkey solutions include a wide range of products and services crafted specifically for financial professionals. From advisor startup packages, consultation services, turnkey management and training, webinars, events, and our Financial Social Media Bootcamp system, you’ll find exactly what you need to leverage the power of social media.
Solutions

Education

Step into the Financial Social Media University system and discover an evolutionary series of educational training modules aimed at teaching, training and guiding financial professionals in the basic to most advanced social media techniques.
Education

Social Media Redefined

Harness the power of social media through strategic marketing techniques designed to build a solid referral network, increase sales, and elevate brand exposure.
Social Media Redefined

What People are Saying About Us

Wow, would sum up my experiences with Amy. She opens and connects me to an entirely new world of networking and interaction. Extremely competent and of great value.

– Michael Ham - My Money Track

Amy did a great job implementing some new social media ideas into our firm. She is a great speaker and her design team has great ideas and concepts. We will definitely work with her firm again on future projects.

– Zack Shepard - Matson Money

She patiently walked me through how to engage with our fan base without creating a ton of additional work. Do yourself a favor, hire Financial Social Media!

– Brandon Stuerke - Winning With CPA's

Amy is one of the few who truly understands the financial services marketplace and distribution of fixed annuities! She has become the industry’s expert on social media.

– Kim O'Brien - Executive Director, NAFA

Amy McIlwain is knowledgeable and professional. In the emerging field of social media she has first hand experience to be an asset to you and your organization.

– Paul Garafoli - Marketing Vice President, National Western Life

Many people claim to understand the connection between business success in financial services and social media, but Amy is the real deal.

– Jamie Green - Group Editor-in-Chief, Summit Business Media