Hearsay On The Air Podcast

Clara Shih, CEO/founder of Hearsay, sits down with Erik Jepson, head of digital marketing at Morgan Stanley, to talk about the firm's digital transformation journey.

They say all good things must come to an end, and after 110 shows, countless guests and experiences, Hearsay On the Air bids adieu. In the last few years, I've learned so much from our guests, hosts and fellow employees and am forever grateful that they shared their stories. There are so many people to thank for sharing the experience, and I'll begin by thanking my co-hosts: Ronny, Eli and Alissa.  I asked them to take a chance on the show and to bring their unique insights to the program.  Each had a different approach to the show, and it was a pleasure working with them. Thank you to our guests!  Whether they were industry thought leaders, customers or our own employees, everyone came prepared and were open to the format even when I would throw them a curve ball or two. Finally, I'd like to thank you, the listener. The show was always built around wanting to inform and entertain you, hence our "Info-tainment" We hope that the show kept you engaged, provided some new insight, and maybe made you laugh from ti

In episode 109 we interview Nancy Marescotti and Karen Lightstone of BMO Private Banking to find out who they are using social media to connect with their customers. We explore the process BMO used to illustrate the value of social to its private bankers and the methods they used to implement the new technology.  

In Episode 108, Paulina Dudzinksa, Manager of Social Media Marketing at The Co-operators joins me to share their biggest success factors during implementation of their social program, and the process they followed to entice adoption.    Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email 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 107, Dr. Peter Meyers (@dr_pete), Marketing Scientist at Moz and Greg Kroleski (@gregkroleski), Hearsay data manager, join me to discuss the results and highlights from our joint white paper “The State of SEO: Search Engine Rankings for Wealth Management Firms.”  In our conversation, we expand on the white paper research finding, including the value of local, paid, and organic search and the growing impact of mobile. To learn more, we encourage you to download the white paper and visit our Hearsay Sites page on our website. Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email 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 The State of SEO: Search Engine Rankings for Wealth Management Firms Wealth Management Firms: Who’s Winning in SEO? Blog post by Greg Kroleski Moz Local Report: Who’s Wi

Since we started Hearsay On the Air, I’ve often been asked how we did it? Specifically, what does it take to create the show, the equipment we use, and the things to consider when crafting a program.  In Episode 106, I share specific insights on how you can create your own podcast based on our own experience.  As part of the program, I also offer suggestions as well as a list and explanation of all the equipment we use to produce every program. Hopefully this episode will inspire you to take the leap and create your own podcast. If you do, please reach out to me so that I can promote it, and possibly be YOUR guest. 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 email 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.   If you like the music on the show, follow the special #HSonAir playlist

In Episode 105, co-host Alissa Dos Santos and I review the highlights and themes from our 2017 Hearsay Summit in San Francisco. Taking a 30,000 foot view of the two day event, we explore how much the financial services industry has evolved in the past few years since the creation of the first Summit back in 2013. Specifically, how much the Finserv industry has advanced from the development of social networks for one-to-many methods of communicating, to more personal one-to-one message mediums (text, email and social network messaging). 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 email 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.   If you like the music on the show, follow the special #HSonAir playlist on Spotify. Episode Links Clara’s recap blog  2017 Hearsay Summit Presentation

In Episode 104, Eszylfie Taylor (@TheTaylorMethod) creator of The Taylor Method, shares how he coaches and trains financial advisors and agents reach their potential and be more successful.  Using simplicity and repeatable language to connect with clients and prospects, his program developed over the last 16 years is derived from the successes and failures of over 16,000 client meetings conducted by Eszylfie Taylor himself.  Get your popcorn ready for the “show” to understand the massive impact Eszylfie is making for his clients and the customers they serve. Eszylfie is a Million Dollar Round Table Top of the Table producer. Before starting his own brokerage, Eszylfie Taylor finished his career as the top producing agent/advisor in the history of the African American market within New York Life. In 2015, he won NAIFA's Top 4 Under 40 award and launched The Taylor Method, his personal training series for financial advisors and agents. In the process of developing The Taylor Method, Mr. Taylor has coached count

In Episode 103 we share a recent webcast with Birdia Chambers (@BirdiaChambers), Prudential’s Head of Social and Digital Strategy, on the strategy and implementation of Hearsay Messages.  In our discussion, Birdia shares Prudential’s initial discovery process including who was involved, and the best practices and outcomes they learned along the way.  A replay of the full webcast is available online here.   Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email 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.   If you like the music on the show, follow the special #HSonAir playlist on Spotify. EPISODE LINKS Replay of the Prudential Webcast with Birdia Chambers Link to the Presentation Deck Webcast blog post

Joining the workplace in the shadow of a financial crisis, and the first generation raised in the age of the internet, in Episode 102, Brittany Hedin (@justalittlebrit) returns to the podcast to talk about Millennials. Specifically, what brands and financial professionals need to consider to attract the attention and business of this large and influential generation. Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email 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.   If you like the music on the show, follow the special #HSonAir playlist on Spotify. Episode Links: 7 Tips to consider when marketing to millennial Forrester Report: Banking On Millennials- It’s Not All About Mobile Insurance Companies and the Millennials    

In Episode 101, Vido Setaram, Manager of Sales Training and Culture at Scotiabank joined me in our Toronto office and shared how they empower their Home Financing Advisors to use social media to connect with prospects and clients.  In our conversation, we explored how he trains and consults with Advisors to become more efficient in their use of digital to improve the customer journey and drive sales. Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email 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.   If you like the music on the show, follow the special #HSonAir playlist on Spotify.

When we started this little “experiment” we never imagined it would last to see 100 episodes, and yet, here we are. Hearsay On the Air has become a part of our culture bringing together the voices of our people, customers, partners and industry thought leaders.  Along the way, we’ve had some fun taking the show on the road, and adding value through “infotainment.” To celebrate the milestone, we couldn’t think of a better way to celebrate than to bring back Ronny Kerr (@ronnykerr) and Eli Menaker (@elizelig) to share their favorite episodes and experiences on the program as well as provide us an update on what they have been up to since their days at Hearsay.   I thank them both for coming back to the show. We would also like to extend a heartfelt thanks to ALL of our guests on the show who have taken time out of their schedule to lend us their thoughts, stories and ideas. You are the show, and we could not have done it without you. Finally, we’d like to thank all of our listeners.  Thank you for listening and

In Episode 99, Misty Farukh (@mistyfarukh) Associate Vice President, Investments at Raymond James & Associates joins us to share how she is leveraging the power of social media and digital technology to connect and engage with clients and prospects.  In our interview we discuss the unique needs of millennial clients, and how changing demographics are affecting the financial services industry. 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 email 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.   If you like the music on the show, follow the special #HSonAir playlist on Spotify. Episode Links: Golden Gate Wealth Management Misty Farukh on LinkedIn

Calling all Hearsay Superheroes! In Episode 98, Brittany Hedin (@justalittlebrit) and I share the launch of our new Hearsay Superhero Advocacy Program. The program is designed to uncover and spotlight how our customers are using the power of digital innovation to modernize the advisor-client relationship. In the podcast we share the benefits of becoming a Hearsay Superhero and the various ways to participate, including: Spotlighting Success- via a written case studies, a guest blog post, or as a guest on the Hearsay On Air podcast.   Brand Awareness- sharing your company logo or providing a special quote on our marketing materials including our website, social channels and/or press releases Media/Analyst Reference- participate in an Interview with journalist from leading business and industry publications, and/or connect with an analyst from Gartner, Forrester and other firms Peer-to-peer call- participate in a quick, private reference conversation with a Hearsay customer or prospect Product test drive- be p

In Episode 97, Brittany Hedin (@justalittleBrit), Executive Assistant in Customer Success and Marketing at Hearsay Systems joins me to review and expand on the 12 digital marketing trends in 2017 from Business 2 Community. Taking advantage of our global team visiting in San Francisco for our bi-annual Company Kickoff Event (CKO), we also asked a few individuals to weigh in on their own predictions on what marketing trends we can expect this year. 12 digital marketing trends of 2017 The increasing dominance of video ads - YouTube and FB have these down but Google has entered the fray with in-SERP video advertising. More live video - Every major social network has jumped on this train and has proved to be the internet's shiny new toy. Live video and influencers will likely unite in 2017 with product placement and sponsorships becoming more common. Mobile will completely dominate desktop - This continues to be on the list but it's still important since the desktop is still fading away and hand-held devices are

As 2016 comes to a close we reflect on the themes and activities of the year as well as the special guests we’ve had on #HSonAir. 2016 was a tumultuous year with a divisive presidential election, the deaths of notable entertainment and political figures, and the uncertainty of the DOL fiduciary rule in 2017.   At Hearsay, we continued our focus on upgrading the social and digital experience for end users supporting the rise of the omnichannel advisor.  We also expanded the conversation on the changing landscape of our industry at the annual Innovation Summit, industry conferences and our regional customer roundtables. We’d like to thank all of our guests on the show- especially our customers who joined us to share their insights and experiences as well as the many industry thought leaders and pioneers that are making our industry better each day.  I would also like to thank our employees that not only share their talents to improve our products and services, but the ongoing support of the show with the many “

In Episode 95, Patrizia Aragona (@mamminad2), Marketing Manager at Raymond James Limited in Canada joins us to share to share how they’ve developed and grown their social and digital program for their advisors in Canada.     Working closely with the home office in the United States that initiated the Raymond James social program, Patrizia has grown their user community in Canada exponentially, empowering their advisors with the tools to connect and engage with their clients. I had the good fortune of co-presenting at the Raymond James Canada National Sales Symposium with Patrizia and this interview is the result of conversations we had during my visit to Toronto in late October. I hope you enjoy the show.   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 gues

In Episode 94, Mark McKenna, Putnam Investments Head of Marketing, shares observations and key insights from the 2016 Putnam Investments Advisor Survey on Social Media Use.  The survey, now in it’s fourth year, has continued to serve as an industry barometer on the adoption, use, growth and evolution of social media use in the financial services industry.   In our interview, Mark shares how advisors today are leveraging social media, and getting more advanced in their use to enrich client relationships and build their business.  As an industry leader and early adopter of social, Putnam Investments continues to serve as a valuable industry resource for the advisor community by providing a number of resources to help advisors start and build their social journey. Links to these valuable resources can be found below.   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.c

In Episode 93, we continue our Customer Spotlight Series with an insightful interview with Katie Piretti (@ktpiretti), Interactive Media Manager at American National.   In our discussion, Katie shares how American National has integrated both social media and websites via Hearsay to empower their field representatives in their personal brand development to connect with clients and prospects.  We also talk about how digital technology helps level the playing field providing field representatives a way to scale their presence and business and remain competitive. 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 90/9/1 Rule AmericanNational.com AmericanNational on Facebook  Katie Piretti on Twitter @WhatJenEats San Francisc