Ask the Expert: Getting Financial Services to Embrace Social Selling

Some financial services professionals have their doubts about social selling, and especially about the new technology and methodology required to do it. That’s where Amy McIlwain, the Financial Services Global Industry Principal at HootSuite, comes in. By beginning a social selling program with executive sponsorship and continuing it with consistent education, Amy showed financial advisors how they can truly benefit and grow from social selling. We sat down with Amy to see how she did it: here is her story.

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