Hearsay On The Air Podcast

In Episode 92, we continue our Employee Spotlight Series with an amusing and insightful interview with Jordan Eldredge (@captbaritone) of our Engineering team.  In our discussion, Jordan shares how his rich musical background and passion has guided his journey that ultimately led him to Hearsay Social.  This is by far one of my favorite episodes, with recorded performances of original pieces as well as covers.  This podcast further illustrates the talent and culture that makes our organization unique and fun and we hope you enjoy it. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.   Links Jordan Eldredge website The Surprise Slide recording What’s New recording Never on Sunday recording

In Episode 91, we continue our Customer Spotlight Series with an interview of Digital Marketing Manager Julie Hesson, to discuss how she is leading the Hearsay Social program at T. Rowe Price.  In our interview she shares how she transitioned from Engineering to Marketing; how leveraging social has helped provide a voice to their brand and staff empowering their associates to connect with advisors and add value. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links T. Rowe Price website T. Rowe Price on Twitter T. Rowe Price on Facebook T. Rowe Price on Instagram Judith Ward on Twitter (@judithbward)

Dreamforce (#DF16) has officially landed here in San Francisco this week, and with it we're honored to share the Hearsay on Air mic with Vala Afshar (@valaafshar), Salesforce.com Chief Digital Evangelist. As one of the most social media-savvy C-level execs out there, Vala is someone who truly embodies the "practice what you preach" philosophy. In addition to his work at Salesforce, he co-hosts a weekly TV show, DisrupTV, and writes for The Huffington Post about digital marketing and information technology, and the changing role of CIOs, CMOs and CDOs. In #HSonAir episode 90, Hearsay CEO and founder Clara Shih (@clarashih), interviews Vala about his role at Salesforce, how he got bitten by the social media bug, and what the future of social and digital holds for both consumers and businesses. Among many other insights, Vala shares: What has changed in the way companies view social media since the publication of his book, The Pursuit of Social Business Excellence Why relevancy is the currency of today's hyper-

In episode 89, Robert Knop, Founder and CEO of Assist You Today (@assistyoutoday) joins us to talk about social selling and it’s impact on the financial services industry. In our conversation we explore how Assist You Today is helping shift social media from a driver of engagement to a driver of revenue.    As a social media guru and social selling expert for many years, Robert has launched and managed successful social selling programs at American Funds and Pacific Life and has led discussions at LinkedIn SalesConnect, the LIMRA annual Social Media, and Digital Marketing for Financial Services conferences among others in the past year. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

In episode 88,  Mark Gilbert (@markegilbert) VP of Product, and Robert MacCloy (@rbm), Director of Engineering join us to talk about the launch of Hearsay 360 and how it will enhance the digital experience for financial services professionals to connect with their clients and prospects across all digital channels including social networks, text messaging, website and email.  To learn more about Hearsay 360, watch the video and request a demo on our website. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. AppLinks mentioned on the show: Hearsay Social Hearsay Messages Hungry Shark Overcast Streaks Waze

In episode 87 we take to show on the road with a special recording in front of a LIVE audience at the LIMRA/LOMA Social Business Conference for Financial Services (#LLSBC). My guests on the mainstage included Hannah Sorensen (@HannahThrivent), Financial Associate at Thrivent Financial in Fargo, ND and winner of the 2015 SilverBowl Award for Best Use of Social by Financial Advisor, and Terry Golesworthy (@TerryCRG) President of the Customer Respect Group and publisher of one of the best industry resources: Social Eyes. In my interview with Hannah, we find out how she leverages social media to build her business and develop richer relationships with existing clients.  We also talk about best practices around the use of social media to connect, share and inspire..   As an industry leader and observer, Terry shares his thoughts on the changing landscape of digital technology and social media in the Insurance space and how it continues to evolve.  As a fellow judge of the SilverBowl Awards, he also singles out a f

In Episode 86, Eric Buchegger (@ericbuchegger), Digital and Social Media Manager at Allstate Canada joins us to share how they’ve developed and grown their social and digital program for their agents in Canada.   Driven by agent demand, and the need to remain competitive, Allstate Canada empowers its agents with quality content weekly to position them as trusted advisors with their customers.  In addition, locally sourced content helps agents develop their following in the local communities they serve. As a result the growth of the program has led to positive results and has helped increase advocacy for the social program within Allstate Canada to the point that agents are now on a waitlist to get online, and get social.   Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the

Want to know what makes working at Hearsay Social special?   In Episode 85, Maddy Barry and Sam Guzman (@samuelguzman81) join me along with multiple voices from our company to share what it takes to be part of this special family.  In our discussion, we explore the journey from replying to a job listing on our careers page, through the initial interview and early on boarding process.  We also talk about the benefits, perks, and how the company lives up to its values, especially how it GSD (gets stuff done).  Find out more about what it means to be part of our team and visit our careers page online to see what current openings are available.     Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

In Episode 84, Carolyn Clement (@singingcarolyn) and Norah Denley (@ndenley) preview the upcoming LIMRA/LOMA Social Business Conference for Financial Services, and join me in a special interview with Technology and Social Media Expert, author, and speaker Erik Qualman (@equalman).  As a pioneer in the use of social media for business, Erik shares insights from his presentation entitled  “Disruptive Innovation,” and the evolving changes our industry has experienced in its adoption of social and digital technology. There is still time to register for the Social Business Conference (#LLSBC) in Boston on August 17-19th and it is not to be missed.  This year Hearsay Social On the Air will record an all new episode in front of a LIVE audience as well as participate in the annual presentation of the Silverbowl Awards. On Friday, our CEO and co-founder Clara Shih (@clarashih) kick off the final day with a presentation on the Omnichannel Advisor and Client.  We hope you will join us in Boston for this always popular e

In Episode 83, we take a short summer break in our schedule to reflect on the 1st half of the year and our content contributions and industry conference participation during the the 1st and 2nd Quarter.  We also explore some of the upcoming events in the 3rd quarter with a specific emphasis on our participation at the LIMRA Social Business Conference for Financial Services (#LLSBC) taking place in Boston on August 17-19th, that will include a recording of Hearsay Social On the Air in front of a live audience.  We hope you are all enjoying your summer and look forward to providing new programming soon. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.   Links Advisors are Texting, But Are They Compliant? Re-thinking e-mail E-book

In Episode 82, Dan Greenberg (@dangb), Sr. Account Executive and FinServ Lead at Twitter joins us to share how Twitter is being leveraged for growth and engagement in the financial services industry.  In our discussion we explore how the sharing of information leads to loyalty, how solving problems leads to marketing,  and how Twitter mirrors interactions and conversations in real life.  Join us in this enlightening exploration of my favorite social network and thoughts on what’s next. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links Dan Greenberg on Twitter Twitter for Business

In Episode 81 we take the show on the road and up north to Toronto, Canada for a special interview with Sabrina Magyar, Senior Marketing Manager, Advisor Support at BMO Nesbitt Burns.  In our interview, Sabrina shares how the Advisor Support team works closely with advisors to help educate and illustrate the value of social media as part of their overall marketing and personal branding strategy. Sabrina also shares how senior leadership buy-in helps drive adoption and the best practices learned along the way. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links Learn more about BMO Nesbitt Burns Find BMO Nesbitt Burns on LinkedIn Find Sabrina Magyar on LinkedIn

In Episode 80, Victor and Alissa are joined by Sarah Pederson (@sarahcpedersen) of the Customer Success team and Dan Tucker (@1danieltucker) of the Product team to review and discuss the highlights and themes from this year’s Innovation Summit in San Francisco (#HearsaySummit).   Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

It’s all hands on deck at Hearsay Social as we prepare for our fourth annual Innovation Summit on Thursday, May 5, in our hometown of San Francisco.  In this episode, Alissa Dos Santos and Victor Gaxiola preview the key themes we anticipate will take center stage at the event as well as promote our outstanding line up of featured speakers.  To participate in the Innovation Summit on Thursday, we invite our listeners to follow along on Twitter by using #hearsaysummit and following @hearsaysocial. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

In Episode 78, Brent Carnduff (@brentcarnduff), Owner of Advisor Web Marketing,  joins us to talk about the impact and evolution of websites, Search Engine Optimization (SEO) and mobile in Financial Services.  Brent also shares how he helps financial services professionals modernize their practices by incorporating digital tools to their marketing and prospecting endeavors. We invite you to be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links Local SEO for Financial Services: Insights from the Experts Slideshare Advisor Web Marketing Website Brent Carnduff on Facebook Brent Carnduff on LinkedIn Advisor Web Marketing on Twitter      

The release of the long anticipated DOL Fiduciary Rule is certain to be a topic of discussion and debate in the days and weeks to come as the industry digests the final ruling and interprets its effect on the industry. In this bonus episode, we share a short audio segment from a recent compliance webinar with Yasmin Zarabi, Vice President of Legal and Compliance at Hearsay Social and Stephen Selby, CRCP, Assistant Vice President of Social Media Strategy, Audit & Regulatory Relations at LIMRA with thoughts on the DOL Ruling potential impact on social media and digital technology in Financial Services. We invite you to be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode links: Social Compliance webinar replay Washington P

In Episode 77, Mike Byrnes (@byrnesconsultin), National Speaker, Founder and President of Byrnes Consulting, joins us to talk about the state of digital technology in Financial Services including our review of the recent SIFMA Social Media Summit in San Francisco. With over 25 years’ of industry experience, Mike specializes in helping companies with business planning, marketing strategy and business development including PR, social media, event planning and  marketing.  Mike also give presentations, workshops, webinars and 1-on-1 consultations to advisors across the country and industry events. We hope you enjoy this informative conversation. We invite you to be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links Is Soc

In Episode 76, Amy Malloy (@amybmalloy) Social Media Marketing Specialist at RPM Mortgage, joins us to share how they are empowering their loan officers to leverage social media to connect with clients and prospects.  In our discussion, Amy shares how RPM Mortgage addresses digital transformation, content strategy, and how changing regulations and customer expectations drive the need for new technology. We invite you to be part of the conversation with  @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links RPM Mortgage Blog RPM Mortgage on Facebook RPM Mortgage on Twitter RPM Mortgage on LinkedIn Amy Malloy on LinkedIn 

In Episode 75 we invite Gary Liu (@garycliu), VP of Marketing at Hearsay Social to talk about the rise of the Omnichannel Advisor and the impact that it will have on the financial services industry.  We discuss how the convergence of social, mobile, and digital technologies are rapidly changing consumer behaviors, preferences and expectations and what financial services professionals need to do today to stay competitive in our evolving digital world. We invite you to be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links The Omnichannel Advisor Playbook The Advisor of the Future Executive Report The Advisor of the Future Podcast

In Episode 74 we invite Greg Kroleski (@gregkroleski), Product Manager at Hearsay Social and resident website expert, to discuss how mobile, personalization, and the rapid rate and change of acceleration is justifying a different approach to websites today. We also talk about the five things every Agent/Advisor website should have to be most effective. We invite you to be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links Google Algorithm Changes Five Things Every Agent’s Website Should Have  Four Mistakes to Avoid with Local SEO How to Master SEO