Hearsay On The Air Podcast

In Episode 73 we welcome back Hearsay Social Co-Founder and CEO Clara Shih (@clarashih) to review highlights from 2015 and talk about tech trends we can expect in 2016.    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. Featured links on this episode: Starbucks on Snapchat San Francisco Chronicle article on Misty Farukh of Golden Gate Wealth Mgmt Clara Shih's new book: A Social Business Imperative Way of Life App Steve Garrity blog post on getting things done (GTD) Greg Kroleski blog post on focusing in 2016: goal, theme, challenge and exemplar    

In Episode 72 we welcome Alissa Dos Santos (@alissadossantos) as the new co-host of the podcast and announce exciting changes for the show in 2016. Together we share our expectations and hopes for 2016 as well as tips on how to keep your New Year resolutions. As the final podcast of 2015, we'd like to thank all our listeners as well as all our guests who have appeared on the show.  We look forward to delivering more shows, more guests and more fun in 2016. 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.

In Episode 71 we continue our Customer Spotlight Series with an interview with Leah White (@LeahMWA) Marketing Associate at Modern Woodmen of America. In our discussion, Leah shared how her early exposure to the insurance industry in the field has influenced her approach to working and supporting Modern Woodmen financial professionals from the home office.  We dive into the adoption and evolution of social media and websites, lessons learned on the effective use of content, and how Modern Woodmen is investing in developing the next generation of talent. I invite you to be part of the conversation with me, @victorgaxiola on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   I 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: Modern Woodmen of America Website Modern Woodmen of American on Facebook  Modern Woodmen of America on LinkedIn Modern

In Episode 70 we continue our Employee Spotlight Series with an interview of Anita Moorthy (@anitamirchi), Head of EMEA Marketing at Hearsay Social in our London office. In our interview, Anita shares what the similarities and differences in social and digital adoption in Europe, and how this affects the way we market and position our products overseas.  Anita also shares a special video interview with Barbara Baglan of AXA France on how she is leveraging social media to connect with clients and prospects. I invite you to be part of the conversation with me,  @victorgaxiola on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   I 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 69, I interview Craig Iskowitz (@craigiskowitz), Founder and CEO of the Ezra Group, and publisher of two blogs: Wealth Management Today and Think Like a Consultant. The Ezra Group is a management consulting firm that provides business and technology strategy services to the financial services industry. They work with broker-dealers, banks, asset managers, RIA’s and technology vendors to share their deep knowledge and experience in wealth management products and services. In our conversation we explore the trends and changes in technology affecting the financial services industry and the clients Craig serves. We also talk about robo-advisors, content,  platform consolidation, and the increasing value of data to drive decisions. I invite you to be part of the conversation with me @victorgaxiola on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.  I also invite you to “like” our  page on Facebook where we share posts about

In Episode 68 we continue our Employee Spotlight Series with an interview of Chris Dickens, (@_ChrisDickens) Technical Product Manager at Hearsay Social in our Seattle office.  In our interview, Chris shares his early influences in technology, insight on the work he does today, and his thoughts on the future of the industry.  We also explore his love for problem solving and the need to take risks in order to grow and improve. We invite you to be part of the conversation with @victorgaxiola 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  page on Facebook where we share posts about the podcast, our guests, and other fun stuff. If you are interested in seeing what opportunities are currently available at Hearsay Social, including our offices in Seattle: Click Here

In Episode 67, I interview Dave Halligan, Director, Sales and Account Management at SalesFocus Solutions. I had the good fortune of meeting Dave at an industry conference in Washington D.C earlier this year, and then was invited to present at their customer event in Las Vegas this September.  In our interview we talk about MARS-their all-in-one sales and marketing platform for Asset Management firms, Banks, and Insurance Companies, as well as the importance of leveraging technology to be more efficient and productive in financial services. We invite you to be part of the conversation with @victorgaxiola 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  page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

In Episode 66, Mark Gilbert (@markegilbert), VP of Product and Yasmin Zarabi (@yasminzarabi), VP of Legal/Compliance, join me to talk about the release of Hearsay Messages the latest technology in our Predictive Omnichannel Suite. To learn more about Hearsay Messages, check our our latest blog post by Clara Shih (@clarashih) and the press release announcing the launch. You can also learn about all Hearsay Social products and services on our website. Join the conversation with @victorgaxiola 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  page on Facebook where we’ll be posting photos and posts about the podcast, our guests, and other fun stuff.   Episode Links Blog Post http://hearsaysocial.com/press-release/hearsay-social-delivers-predictive-omnichannel-suite-for-advisors/ Press Release http://hearsaysocial.com/press-release/hearsay-social-delivers-predictive-omnichannel-suite-for-advisors/

In Episode 65, Joyce Jang (@_joycejang) and Kristin Thompson (@kmthompson) of our Engineering team, share the highlights and key takeaways from the Grace Hopper Celebration (#GHC15) that drew over 12,000 attendees this year. The podcast builds on their recent blog post “Women in Tech: The Power of Support, Resilience, and Celebrating Successes" and explores the themes of: diversity, negotiations, the power of personal branding, and the importance of empowering women to support each other and celebrate successes.  We hope you enjoy this engaging conversation! We invite you to be part of the conversation with @victorgaxiola 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  page on Facebook where we share posts about the podcast, our guests, and other fun stuff. Episode Links Grace Hopper Celebration http://ghc.anitaborg.org/ Grace Hopper Wikipedia https://en.wikipedia.org/wiki/Grace_Hopper Grace

In Episode 64, we celebrate the return of Ronny Kerr (@RonnyKerr) to San Francisco after his 7 month walk across America.  Joining us in Studio 360 Ronny shares stories of what he and Natalie experienced and learned about themselves and the people of this country during their journey. We encourage you to learn more about his experience by reading Ronny’s recent posts on Medium and the tweets from his journey using hashtags #RonnyWalk and #WestAlwaysWest. Ronny also shared a special Spotify playlist entitled “Home”  with some of the songs played in this episode. We invite you to be part of the conversation with @victorgaxiola and @elizelig on Twitter, use 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  page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

In Episode 63, we interview Michelle Mosher (@mmichellemosher), Business Development, Marketing and Social Media Strategist at Ironstone.  With over 25 years of experience in financial services, Michelle shares how she consults with clients on the development of solid business plans, integrating marketing and social media platforms to help them reduce their marketing costs and attract affluent clients for their firms. In addition to the work she does in the office, Michelle is also active in mentoring cancer patients and serves as a speaker for Komen Nebraska.  As a cancer survivor herself, she is helping raise cancer awareness by providing marketing and social media consulting to Komen Nebraska, an affiliate of the Susan G. Komen Foundation. We hope you enjoy this informative podcast and invite you to the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   We also invite you to “lik

In Episode 62, Meagan Hency (@mherf) of our Marketing team and Megh Gautam (@skyspeak) of our Product team join me to talk about the release of Hearsay Mail- the latest technology in our Predictive Social Suite. Hearsay Mail is a continuation of the digital vision shared by Hearsay Social in February and will make it easy for companies and advisors to efficiently reach and engage with customers through personalized emails at scale. To learn more about Hearsay Mail, check our our latest blog post by Steve Garrity (@stgarrity) and the press release announcing the launch. You can also learn about all Hearsay Social products and services on our website at www.hearsaysocial.com Join the conversation with @victorgaxiola and @elizelig on Twitter, use 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  page on Facebook where we’ll be posting photos and posts about the podcast, our guests, and other fun stuff.

The financial services industry is in a constant state of flux, and in Episode 61 we interview Terry Golesworthy (@TerryCRG) President of the Customer Respect Group to get his thought on the changing landcape of digital technology and social media in the Insurance space and how his organization has continued to be trusted source for benchmark data and online strategy advice since 2003.   We also talk about one of the best industry resources: Social Eyes.  Launched in 2011 in response to the demand for objective data and analysis, Social Eyes is a special newsletter/guide that provides insight on the Insurer's View of Social Media, and an invaluable resource for industry insiders. To learn more about the Customer Respect Group and Social Eyes visit their website at www.customerrespect.com Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   Remember to “like” our  page on Faceb

Happy Birthday Hearsay Social On the Air! In episode 60 we celebrate the 1st birthday of our podcast by sharing our favorite shows and segments from the past year as well as what we've learned through the process. Thank you to all our employees, customers, partners, and friends that have been on the show, and for being a part of the journey with us. Thank you to all our listeners from every corner of the world that have given us their time and their ears each week. Finally, thank you to Gary Liu (@garycliu) our VP of Marketing and the entire Senior Leadership Team for their support of this ongoing "experiment."  We'd love to hear from you as well.  Have a favorite episode or segment?  Please let us know via e-mail or tweet using hashtag #HSonAir Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   Remember to “like” our page on Facebook and continue to follow the progress of o

The Hearsay Social story may have begun with Clara and Steve,  however realizing the vision meant hiring others who shared the same passion, drive and commitment to create something special.  In episode 59 we interview Yahui Jin, Mobile Tech Lead and Roger Hu, Director of Engineering to share their stories of the early days at Hearsay Social.  Together we discuss how Hearsay Social has evolved over the years, the joy that comes with making a difference, and how we’ve managed to maintain the unique culture that continues to attract new talent today. It is our honor to profile these longtime employees for their continued contributions and passion and for lending their talents to the growth and success of our team. Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   Remember to “like” our page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitt

Reporting live from San Francisco, this is Hearsay Social On the Air.  In episode 58 we invite Alissa Dos Santos (@alissadossantos) of our Marketing team to talk about her background as a journalist and morning television reporter and how she’s transformed her storytelling skills to her role as a product marketing manager at Hearsay Social. Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   Remember to “like” our page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk. Links from show: Periscope- Live Streaming application #ChuckNorris on Twitter Alissa Dos Santos reporting live from Lexington, KY

On the heels of the LIMRA Social Media Conference for Financial Services (#LLSMC), Cori Schmid, Social Media and Online Marketing Manager at Mutual of Omaha (@mutualofomaha), joins us in our San Francisco studio to talk about social adoption, digital trends in Financial Services, and of course one of Victor's favorite shows- Wild Kingdom.  We were thrilled to have Cori be our first customer to join us in San Francisco for this recording. In Episode 57 we also bring in Stephanie Tsai (@stephhhtsai) of our Customer Success team that works closely with Cori and her team at Mutual of Omaha to grow their program, establish goals, address challenges, and ensure that the program thrives.  Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, or would like to be on the show, or know someone who should- please send an e-mail to OnAir@HearsayCorp.com.   Remember to “like” our Hearsay Social On the Air page on Facebook and continue to fo

The LIMRA Social Media Conference for Financial Services (#LLSMC) was in our hometown of San Francisco and we were there to cover the event as we painted the town Hearsay red.  In episode 56 we discuss the themes, conversations and highlights of the conference including: the rise of social for recruitment, how early adopters are pulling ahead, and how organizations are getting creative in their use of social.  As part of our podcast we also expand on the ideas presented by the conference speakers and the #SilverBowlAwards. Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   Remember to “like” our NEW page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk Follow the conference speakers mentioned on Twitter: Greg Bailey, Partner, InsureVC – @gbaileyco Chris Brogan, CEO, Owner Media Group – @chrisbrogan Clara Shih,

To promote the recent launch of our Social Business Maturity Model, Sarah Pedersen (@sarahcpedersen), Director of Customer Success at Hearsay Social- West, joins us to share how the model was created, how it works, and the key factors for success that we identified after evaluating the maturity of over 100 leading financial services and insurance firms. In addition, for attendees of the LIMRA Social Media Conference for Financial Services (#LLSMC), we have a bonus interview with Jen Dimaculangan (@whatjeneats) of our Customer Success team and one of our resident “foodies,”  to share her favorite places for great food, drinks, desserts and fun in San Francisco (links to all picks are below). Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   Remember to “like” our NEW page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #

As our entire company gathers at our bi-annual Company Kickoff event to celebrate the 1st half of the year and prepare for the remainder of 2015 and beyond, Victor (@VictorGaxiola) interviews individuals from our international operation. Joining us again from New York is Connor Crown (@ConnorCrown) who you may remember from Episode 43: Empire State of Mind Part II.  From Europe, we interview Chris Andrew (@ChrisWAndrew) who is heading up our operations in London and Thomas Weyand (@taw01) who is working in Munich, Germany.  Finally, we interview Jason Suen (@JasonSuen) on his experiences opening up our Asia/Pacific operation in Hong Kong. We hope this episode will illustrate the diversity and breadth of our growing global footprint and the challenges and similarities each area faces in the adoption of digital/social technology. In addition, we have a special #RonnyWalk update from Mark Fleschler who joined Ronny and Natalie for 4 days as they travelled across Colorado. Join the conversation with @victorgaxiol