Hearsay On the Air Podcast: Recent Episodes

Victor Gaxiola

Designed specifically for the financial professional the “Hearsay On the Air” podcast brings together the latest insights on the development of financial social media solutions covering the entire digital experience. Hosted by Victor Gaxiola (@VictorGaxiola) the program includes interviews with our team, customers, partners, industry thought leaders and trailblazers of social adoption and digital transformation with a focus on how users are leveraging social media and digital technologies to connect with customers, attract prospects and grow their business.

If you have questions, comments or suggestions for future shows, please send an e-mail to OnAir@HearsayCorp.com or join the conversation with @VictorGaxiola on Twitter using hashtag #HSonAir. We also encourage you to "LIKE" our Hearsay On the Air page on Facebook.

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 time-to-time.

If you'd like to keep in touch, please find me on Twitter at http://www.twitter.com/victorgaxiola

Thank you for listening,

Victor Gaxiola

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 Winning Wealth Management? By Dr. Peter Meyers
Beginners Guide to SEO

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 on Spotify.

LINKS

11 Critical Podcast Statistics of 2017 by Jay Baer
@nanosuperdog on Twitter
http://www.twitter.com/nanosuperdog
Audacity Open Source Editing Tool
Libsyn Media Server
iTunes Submit a Podcast Information

Equipment Links

Audio Technica ATR 2100 Microphone
Microphone Pop filter
Desktop

Neewer Microphone Arm Stand, Mic Arm Microphone Suspension Boom Scissor Arm Stand with 3/8” to 5/8” Screw and Cable Ties Compatible with Blue Yeti, Snowball, Yeti X and Other Mics, Max Load 1.5kg

Audio-Technica ATR2100-USB Cardioid Dynamic USB/XLR Microphone

Dragonpad USA Microphone Pop Filter, for Blue Yeti, Blue Snowball - Flexible Gooseneck Microphone Mount and Double Layer Sound Shield Guard Windscreen

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 Playlist on YouTube
The Hearsay Summit Website

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 countless agents and brought many back from the brink of leaving the business. His passion for mentoring and drive to succeed allows him to continually produce fresh, new content for his sales training system.

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.

LINKS

The Taylor Method Website
The Taylor Method on YouTube
The Hearsay Summit Website

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 for providing feedback and encouragement along the way. Whether you are walking the dog, commuting, or exercising as you listen to our program, we hope it’s brought a smile, a laugh or made you think along the way. We hope you enjoy listening to the show as much as we enjoy recording it.

As always, your voices matter, we invite you to be part of the conversation with us @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.

Podcast Links

Ronny Kerr on Medium
Ronny's podcast pick- On Being with Krista Tippett
Alissa's podcast pick- Dear Sugar
Victor's podcast picks -

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 part of a beta program and provide input that will make our products and services even better

If you are interested in joining the program or learning more- Click 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.

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 still on the rise.
Dedicated apps will find their way - An app offers all the features of a mobile-optimized website but in a more intuitive, convenient, and accessible way.
Social conversion is coming - Social media will work as new conversion channels and offer tools to convert prospects directly into buyers.
Search algorithm will change. And change again. - Search engine giants will keep on updating their algorithm to decide what content should get priority and rank higher in search engine result pages.
Online advertising will become more expensive - As the demand for top advertising spots rises, the prices for online advertising will increase.
Unique, high-quality content will be the key - The influx of professional writers and video producers will make content marketing more competitive, and there will be a huge demand for niche-based writers who possess knowledge and expertise in their subject matter.
Conversion rate optimization to offer high ROI - Conversion rate optimization helps you track user behavior on your site and identify elements that are producing the highest number of conversions.
Growth hacking will continue to evolve -The need for digital marketers to quickly grab their audiences’ attention through social media channels, viral marketing, and organic ads in 2017 will take growth hacking to an even bigger level.
Using all the big data - One of big data’s way of being useful is personalized customer experience and marketing. One-to-one marketing will slowly become more prevalent as brands weigh opportunity and cost and find ways of introducing it into their messaging.
Native advertising - Native advertising is an old method, but Smith thinks that market forces should increase its prominence in 2017 because the diminishing penetration of many ads – through ad blockers, reduced social media organic reach, and the decline of banner ads – will see an increase of native advertising.

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

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 “asks” that I make throughout the year. Finally, I’d like to thank you, our listeners, for lending us your ears and taking the time to share the show with others. We wish you all a very Happy New Year and as always invite you to be part of the conversation with us 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.

Enjoy the music of #HSonAir on Spotify

@VictorGaxiola

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 guests, and other fun stuff.

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.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 Putnam Investments Advisor Survey on Social Media Use
AdvisorsAreSocial.com
Advisor Tech Tips
Putnam CEO Robert Reynolds on Twitter
Putnam CEO Robert Reynolds, LinkedIn Influencer
Register for The Evolution of Advice Webinar with LIMRA (12/6 @ 1pm/ET)

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 Francisco picks

Liho Liho Yacht Club -
The Progress-
Smitten Ice Cream
Jen on Twitter

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-connected economy
What success looks like for a company pursuing social business excellence
Why the future of marketing is customer service
Where data analytics is going, from descriptive (based on past behavior) to predictive (forecasting future behavior) to prescriptive (suggested next best actions)
Where he goes to stay on top of the latest innovations and to find inspiration

Will you be among the 171,000 people expected to attend Dreamforce this week? Be sure to add Clara’s keynote, “Leadership Equality: Women in the Boardroom” (Thursday, Oct. 6, 9:30-10:30am PT, Moscone West Level 2) to your Dreamforce schedule!

Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir

The Pursuit of Social Business Excellence

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 few companies that are doing an outstanding job of using social media to connect with customers, develop their brand, and build their business.

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 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 podcast, our guests, and other fun stuff.

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 event.

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

Erik Qualman Website
LIMRA/LOMA Social Business Conference for Financial Services

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
Insights from the Hearsay Innovation Summit 2016
Innovation Summit YouTube Video Playlist
Photo Recap: Highlights from Hearsay Social Innovation Summit 2016
Microsoft and LinkedIn Combination will Revolutionize the Knowledge Worker
Empowering the Mo

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 Post- Labor department rule sets new standards for retirement advice

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 Social Media the New 800 Number?
Face the Camera for Personalized Messages
A New Must-Use Marketing Best Practice
An Introduction to Peeple

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

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 Woodmen of America on Twitter

Modern Woodmen of America Careers Page

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 the podcast, our guests, and other fun stuff.

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/

Product Page

http://hearsaysocial.com/product/hearsay-messages/

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 Hopper Video Link

http://fivethirtyeight.com/features/the-queen-of-code/

Blog Post

Women in Tech: The Power of Support, Resilience, and Celebrating Our Successes

Quote Link

http://www.markwelchblog.com/2007/11/21/our-deepest-fear-quote/

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 “like” our page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

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 Facebook and find out more about the long westward journey of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk

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 our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk

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 Twitter using hashtag #RonnyWalk

Episode links

Careers at Hearsay Social
Hearsay Social Values
Introducing Hearsay Social new iPad app for advisors and agents
Moose's Tooth Pizza in Anchorage
Broken Tooth Brewery
Bear's Tooth Theaterpub
Darwin's Theory Yelp Page
Portugal the Man- Sleep Forever
Maverick Helicopter Tours- Las Vegas

If you'd like to know the secret pizza place location at the Cosmopolitan Hotel in Las Vegas, send a tweet to @VictorGaxiola or e-mail us at OnAir@HearsayCorp.com

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 follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk

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, CEO & Founder, Hearsay Social – @clarashih
Scott Klososky, Technology, Business, and Start-Up Pioneer – @sklososky
Abhay Rajaram, VP, Global Customer Success, Hearsay Social – @abhayrajaram
Corina Roy, AVP, Digital and Customer Experience, MassMutual – @corinaroy
Scott Campbell, EVO, CMO, American National Life – @scottccampbell
Aaron Brickman, Senior Associate, Social Media Marketing, New York Life –@aaron_mma
Louis Cardello, Senior Associate, Social Media Marketing, New York Life –@LouisWCardello
Phyllis Tozzi, Corporate Vice President, Social Media Marketing, New York Life –@PhyllisTozzi
Debra Jasper, CEO, and Betsy Hubbard, COO, Mindset Digital – @DebraJasper @BetsyHubbard
Julian Aldridge, VP, Brand Evangelism and Activation, Charles Schwab & Co. – @julianaldridge

Episode Links

Winners of the #SIlveBowlAwards
@KarltheFog on Instagram

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 #RonnyWalk

Links to places mentioned in our podcast:

Philz Coffee
Clara’s pick- City View Restaurant
Steve’s pick- Tsunami Sushi
Ron’s pick- Ramen Izakaya Goku
Gary’s pick- La Mar Cebicheria Peruana
Yasmin’s pick- San Francisco Ferry Building
Mark’s pick- Red Hill Station
Food Trucks- Off the Grid
Bacon Bacon food truck
Humphry Slocombe Ice Cream
Bi-Rite creamery mission
Nova Bar and Restaurant
El Porteno- Ferry Building
Catogna- Italian tapas
Kokkari- Greek
Tonga Room at the Fairmont Hotel
Top of the Mark at the Mark Hopkins Hotel
Bon Appetit article on San Francisco
The Progress San Francisco
Lord Stanley
Itzakaya Rintaro
Capps C

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 @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

In our most ambitious podcast ever, episode 53 digs deep into our psyche and the mysteries surrounding the pros and cons of Artificial Intelligence, machine learning and big data. Steve Garrity (@stgarrity), Ben Henry (@bjhenry), and Julia Winder (@juliawinder) join Eli and I in an after hours discussion on the pros and cons of tech advancement for humanity. We hope you'll enjoy this thought provoking journey that hopes to answer the question: is your computer trying to kill you?

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.

Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk

Links from Show

The Turing Test - https://en.wikipedia.org/wiki/Turing_test
Singularity: King pays with grain of rice, and doubled with each square on chess board- http://www.singularitysymposium.com/exponential-growth.html
(Handwriting Article) The AI Revolution: Our Immortality or Extinction Article-

Part I http://waitbutwhy.com/2015/01/artificial-intelligence-revolution-1.html

Part II http://waitbutwhy.com/2015/01/artificial-intelligence-revolution-2.html

Ray Kurtzwhile “Singularity is Near” A benign outcome - to immortality https://en.wikipedia.org/wiki/The_Singularity_Is_Near
Google advertising job postings- Less Likely to Show Women High Paying Job Ads http://www.digitaltrends.com/web/sexist-search-results-google-less-likely-to-show-women-high-paying-job-ads-than-men/
My Tivo thinks I’m gay http://www.planetdan.net/blog/tivo.html
Benedict Evans - Tweet (SXSX photo) https://twitter.com/benedictevans/status/562320316412608513
Work Knowledge Drive- Distribution (Nassim Nicholas Taleb) https://en.wikipedia.org/wiki/Nassim_Nicholas_Taleb
Robots and AI Invade Banking http://thefinancialbrand.com/52735/robots-artificial-intelligence-ai-banking/
Why Techo-Optimism is Dangerous

In episode 52, Matt Fronczke, Director of Product Consulting at Kasina joins us to discuss how technology is evolving in the B2B world of financial services and his role in leading many of the firm's consulting engagements and developing new and innovative products and product related research for their clients. In our discussion we explore how big data is changing the face of the industry and the evolving role of the digital advisor. Follow @KasinaUS on Twitter.

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.

Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk

As we celebrate our half yearly company kickoff, we invite Dan England to share some insight as to how marketing and sales operations works at Hearsay Social. Dan is a certified salesforce administrator with over 10 years experience.

This show was recorded the week that the Supreme Court validated marriage equality across the US. Dan recently married his partner Tim and he talks about the impact of this decision for LGBT people in the workplace.

Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir. If you have a question, comment or suggestion, please send us an e-mail to OnAir@HearsayCorp.com.

Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk

Joining us to celebrate our 50th episode, we invite Michael Lock to share his thoughts and observations on the evolution of technology in the enterprise, and how today’s mobile consumer is challenging the financial services industry to remain competitive and relevant in the digital age.

Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our page on Facebook and follow the westward progress of our good friend Ronny Kerr or follow on Twitter using hashtag #RonnyWalk

In episode 49, we replay the highlights of the "Boosting Your Financial Marketing Efforts Using Facebook Promoted Posts" Webinar from June 11, 2015.

In the webinar, Thrivent Financial’s Marketing Experts, Kyle Marie Woods (@kylemarie) and Quinn Gorski (@qgorski), and Facebook’s US Industry Lead, Brad Auerbach share how to use Facebook promoted posts to increase engagement and amplify reach with real examples from the field.

For more information on the webinar visit our blog post with the embedded replay of the entire webinar.

Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow on Twitter using hashtag #RonnyWalk

Thanks for listening!

Victor

We’ve heard a lot about FinTech, what about InsureTech? In episode 48 we interview Gregory Bailey (@gbaileyco), Partner at Insure.VC and long time industry thought leader on the changes we are seeing today in mobile, social and wearable tech as well as big data in the ongoing evolution of technology in the insurance space.

Gregory will be a speaker at the LIMRA Social Media Conference for Financial Services in our hometown of San Francisco this August. We hope to see you there.

Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow on Twitter using hashtag #RonnyWalk

Thanks for listening!

Victor

In episode 47 we sit down for a lively conversation with Ben Henry (@bjhenry) Director of Engineering at Hearsay Social. In our discussion we explore his interesting and entertaining journey to Engineering from the shores of Santa Cruz, through an early start in literature, and his experiences as a professional poker player. A fun show with a heart of gold and plenty of laughs.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow on Twitter using hashtag #RonnyWalk

Thanks for listening!

Victor

In episode 46 we invite Sanjiv Baxi (@sanjivbaxi), Manager of Strategic Alliances to talk about the seven key takeaways from the Digital Marketing for Financial Services Summit in Toronto. In our discussion we explore how consumer driven expectations for simplicity are changing the financial services experience, and the impact on mobile, social and digital tools.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow on Twitter using hashtag #RonnyWalk

Thanks for listening!

Victor

In episode 45, we review highlights and themes of the 3rd Annual Social Business Innovation Summit (#SBIS15), that brought together key thought leaders in financial services and Silicon Valley. Host Victor Gaxiola (@VictorGaxiola) is joined by Customer Success Executives Divya Gupta (@Divya_Gupta), and Jenny Wiens (@JWiens45) as well as Product Marketing Manager, Alissa Dos Santos (@AlissaDosSantos) to talk about our collective observations of the event as well as customer reactions to the speakers and concepts presented.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow on Twitter using hashtag #RonnyWalk

Thanks for listening!

Victor

In episode 44 we visit Janney Montgomery Scott (@Janney1832) in Philadelphia and interview Chris Johnson (@CJohnson_Janney), Private Client Group Marketing Consultant, and JP Cummins, Financial Advisor. In our conversation we explore how Janney is embracing digital technology and empowering advisors like JP to connect with clients, share content, and extend thought leadership via the Hearsay Social solution.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow on Twitter using hashtag #RonnyWalk

Thanks for listening!

Victor

The Empire State of Mind series continues with Part II, where we visit with Connor Crown (@ConnorCrown) and Mike Gardineer (@MikeGardineer), Sales Development Representatives in our New York office to discuss their observations on the financial services industry and the initial challenges prospects face in social adoption.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com.

Like our NEW page on Facebook and follow the progress of Ronny Kerr on #RonnyWalk

Thanks for listening!

Victor

Links:

My Little Buttercup scene from the movie "The 3 Amigos"

In a special two part series, Episode 42 (Part I) focuses on our New York office interviews with Karin Zabel (@kazab), Austin Lunny (@austin_lunny) and Weifang Zhu (@wzhu2009), members of our Customer Success Dream Team as well as Molly Degnan (@modegs) and Amanda Sydor (@amandasydor), our Marketing Event specialists. Adding to the atmosphere, Manhattan itself serves as an ambient character ever present throughout the episode.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow #RonnyWalk

Thanks for listening!

Victor

Links:

Waltz in Grand Central Terminal from the movie "The Fisher King"

How are financial services companies embracing digital transformation? In episode 41 we interview Scott Campbell (@scottccampbell), EVP & CMO of American National Insurance to discuss the origins of their social program, and how they are leveraging social media to connect with clients, recruit talent, and thrive.

We also sit down with Anita Moorthy (@anitamirchi), Head of EMEA Marketing at Hearsay Social to talk about the state of social media in Europe and the unique challenges faced with adoption. language, culture, and growth.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow #RonnyWalk

Thanks for listening!

Additional Notes/Links from our show:

Blog post on UK's FCA Setting New Rules on Social Media Use

In a special Cinco de Mayo episode we profile Julia Winder (@juliawinder), Advanced Product Specialist at Hearsay Social and part of the Customer Success Dream Team. In our discussion we explore Julia’s background, have a deep conversation about American pathological optimism, and her day-to-day interactions with our customers as they begin their Hearsay Social Experience.

As a bonus we also include a special interview with David Robles (@DavidRobles) of our Engineering team. The interview was recorded in Spanish, and we discuss David's career and growth that's taken him from Hermosillo, Mexico, to Hearsay Social via London (a recent ongoing theme). We hope our spanish speaking listerners will enjoy this bonus interview recorded just for them.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow along on all #RonnyWalk progress.

Thanks for listening!

Additional Notes/Links from our show:

Boy Sends Letters to 32 NFL Teams to find Allegiance
Social Business Training at Hearsay Social
Sons of Liberty on the History Channel
American Pathological Optimism on This American Life
Humans of New York Facebook Page
Humans of New York Website
Sizzler commercial from the 90s link
Find out what Winnie The Pooh Character are you?

Note: It's Jackie Robinson, not Frankie Robinson as stated on the show.

Are Financial Services companies doing enough to arm their advisors, agents and producers with the resources and support they need to succeed with social media? In episode 39 we interview Norah Denley (@NDenley) Sr. Research Analyst at LIMRA on the results of a recent study they conducted exploring how financial services companies are adopting social media and the ongoing challenges identified by participating member companies.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow along on all #RonnyWalk progress.

Thanks for listening!

Additional Segments:

Sanjiv Baxi (@SanjivBaxi) from our business development team stops by to share infromation about the launch of our Curated Content Channels- an innovative way for advisors to find and articulate in their authentic voice on social.

Nicole Johnson (@nicjohnmedia) co-author of the Advisor of the Future visits to discuss the recent reactions to the Executive Report presentation in Chicago.

Additional Notes:

Blog post reviewing the LIMRA Social Media Conference- October 2014
Download your copy of the Advisor of the Future Executive Report

In episode 38 we interview Marian Mullally (@mcmmarian), Owner of MCM Marketing, who works closely with financial professionals to expand their reach through targeted brand development and qualified networking. Working with Marian, her clients learn how to fully leverage the value of their digital presence to connect with clients and prospects.

We also spoke briefly with Megan Hency (@mherf) who provided her observations from the SIFMA Private Client Conference in Chicago. You can also read her recent blog post recapping the highlights of the event.

Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us an e-mail to OnAir@HearsayCorp.com. Like our NEW page on Facebook and follow along on all #RonnyWalk progress.

Thanks for listening!

Additional Notes:

San Francisco Giants splash hits and video of the 1st one by Barry Bonds
Check out Highlights from the Q/A with Mark Zuckerberg of Facebook
HBO gets prickly over the use of Periscope and Game of Thrones streaming

Achieving great success is one thing, sustaining it is a completely different challenge. In the work Julie Littlechild (@jlittlechild) has done with successful advisors she has found key trends in how they find support, stay focused and stay motivated. In episode 37 Julie shares data from a recent study that examined how advisors define success, what gets in their way, and the tactics they use to drive substantial growth.

Read more about the Six Characteristics of Uncommonly Successful Advisors and find other resources from Julie at JulieLittlechild.com.

Join the conversation with @VictorGaxiola and @EliZelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion be sure to send us an e-mail to OnAir@HearsayCorp.com.

WeHaveSnacks

In episode 36 we sit down with Steve Garrity (@stgarrity), CTO and Founder of Hearsay Social, to discuss his background and the origins of the company. We also talk about his recent experience presenting at SxSW and his thoughts on the evolving digital transformation in Financial Services.

Be a part pf the conversation on Twitter with @VictorGaxiola and @EliZelig using hashtag #HSonAir. We also invite you send your questions, comments and suggestions via e-mail to OnAir@HearsayCorp.com.

In episode 35 we interview Sophia Bera (@sophiabera), Financial Planner and founder of Gen Y Planning, which delivers comprehensive financial planning to next Gen investors in their 20s and 30s across the country. In our discussion we explore how Sophia is disrupting the traditional financial planning model working with clients to deliver an upgraded service experience. We also talk about her new eBook What You Should Have Learned About Money, But Never Did: A Gen Y Guide to Empowered Personal Finance available on Amazon.com

Check out Sophia's takeover of the @BillWinterberg FPPad.com Bits & Bytes Show.

Join the conversation with @VictorGaxiola and @EliZelig on Twitter using hashtag #HSonAir. If you have any questions, comments or suggestions for future guests, please e-mail us at OnAir@HearsayCorp.com

What You Should Have Learned About Money, But Never Did: A Gen Y Guide to Empowered Personal Finance

In episode 34 we discuss the themes of my recent road trip that included panel participation at the Mutual Fund Marketing and Sales Summit in Boston, a visit to Zappos.com in Las Vegas, and the SIFMA Compliance and Legal Society Annual Seminar in Phoenix. We also provide an update on the whereabouts of our old friend @RonnyKerr as he continues on his #RonnyWalk across America

Be part of the conversation on Twitter with @VictorGaxiola and @EliZelig using hashtag #HSonAir. You can also ask a question, make a suggestion or comment via e-mail at OnAir@HearsayCorp.com or LIKE our NEW page on Facebook.

In episode 33 we profile Joyce Jang (@_joycejang), Software Engineer and self proclaimed Cookie Monster at Hearsay Social. In our discussion we explore Joyce’s journey to Engineering and the value she is adding daily in improving the user experience and enhancements of our product. We also find out more about the intern program at Hearsay Social with the addition of a special guest.

Join @VictorGaxiola and @EliZelig and follow the conversation on Twitter using the hashtag #HSonAir. If you have a question, comment or suggestion please send us an email at onair@hearsaycorp.com.

In episode 32 we introduce Kate Holmes (@the_kate_holmes), head financial coach and founder of Belmore Financial. In our discussion we explore how Kate is coaching and helping the planning needs of the next generation of investors, and leveraging technology to connect with clients and prospects.

Join the conversation on Twitter with @VictorGaxiola and @EliZelig using hashtag #HSonAir.

Have a question, comment or suggestion, send us an e-mail at OnAir@HearsayCorp.com

In episode 31 we review the highlights from the SIFMA Social Media Seminar in San Francisco (#SIFMASocial) and the LIMRA Distribution Conference (#DistConf) that took place in Orlando, FL. Nicole Johnson (@nicjohnmedia), Yasmin Zarabi (@yasminzarabi), and Meagan Hency (@mherf), join Victor Gaxiola (@VictorGaxiola) to talk about the key themes from the two events and explore how much has changed in social media adoption and digital transformation.

Join the conversation on Twitter using hashtag #HSonAir. We also invite you to ask questions, make comments and suggestions on line or by sending an email to OnAir@HearsayCorp.com

In episode 30 we introduce Eli Menaker (@EliZelig), Online and Email Marketing Manager at Hearsay Social. In our discussion we explore Eli's role in promoting the Hearsay Social brand with clients and prospects, how he leverages technology to make a connection, and thoughts about the Predictive Social Suite we announced in Mid-February. We also riff about Alaska, Ultimate Frisbee and the Serial podcast.

Join the conversation on Twitter with @VictorGaxiola and @EliZelig using hashtag #HSonAir. Use the hashtag to ask questions, make comments or suggestions. If you have a question you'd like answered on the air, send an email to: OnAir@HearsayCorp.com.

In episode 29 we bid farewell to Ronny Kerr (@RonnyKerr), co-host of Hearsay Social On the Air as he embarks on a new adventure. In our discussion we'll reflect on the evolution of our company and brand during his time here and what lies ahead as he moves forward in a new chapter of his life and career. This moving episode promises to tug at your heart strings as it lifts your spirits in a joyful and tearful adieu.

Please join the converation on Twitter with @VictorGaxiola and @RonnyKerr using hashtag #HSonAir and for this episode also add the special hashtag #FarewellRonny.

Have a question, comment or suggestion? Please send an e-mail to OnAir@HearsayCorp.com and we'll be happy to reply directly and/or answer it on the podcast.

In episode 28 we sit down to discuss digital transformation in financial services with Jeremy Floyd (@jfloyd), CMO of BPV Capital Management and Adjunct Professor at the University of Tennessee at Chattanooga. In our discussion we explore how social, mobile and digital technologies are changing client expectations, brand development and inbound marketing.

Join the conversation on Twitter with @VictorGaxiola and @RonnyKerr using hashtag #HSonAir.

In episode 27, we discuss 'The Advisor of the Future: How to Stay Relevant in the Digital Age" a new Executive Report released on February 19th, 2015 as part of our overall Predictive Social Suite campaign. Nicole Johnson (@nicjohnmedia), co-author of the report joins us to explore the changing landscape of financial services amid technological disruption, generational shifts, and the threat of robo-advisors. Download the Executive Report.

We invite you to be part of the conversation on Twitter by using hashtag #HSonAir and/or #AdvisoroftheFuture for tweets around this new report.

In episode 26 we interview Rohit Bhargava (@RohitBhargava), founder of the Influential Marketing Group, trend curator, and expert in helping brands and leaders be more influential. He is the author of five best selling books on topics as wide ranging as the future of healthcare, building a brand with personality, and why leaders never eat cauliflower. Rohit has advised hundreds of global brands and is a Professor of Marketing at Georgetown University.

Today, he joins us to share insight on his latest book "Non-Obvious: How to Think Different, Curate Ideas & Predict the Future", now available on Amazon.com. In this all-new fifth edition, discover how to use the powerof non-obvious thinking to grow your business and make a bigger impact in the world. We think you'll enjoy the entertaining insights Rohit provides and the lively conversation that follows. Please join @VictorGaxiola and @RonnyKerr in the conversation on Twitter using hashtag #HSonAir.

Non-Obvious: How to Think Different, Curate Ideas & Predict The Future

In episode 25 we interview Alicianne Rand (@AlicianneRand), VP of Marketing with NewsCred (@NewsCred) one of Hearsay Social's content partners. In our discussion we explore how content is being created, consumed and shared by brands and individuals as well as look at how marketers need to evolve their approach to gain new audiences and remain relevant. Join the conversation with @VictorGaxiola and @RonnyKerr on Twitter using our hashtag #HSonAir.

In episode 24 we interview Amanda Atwood, Recruiter at Hearsay Social. In our discussion we explore the challenge of finding talent in this competitive market and what sets Hearsay Social apart from other companies in San Francisco. We also talk about our internship program, univeristy recruitement, and the recent video she and her team produced showing a year in the life of a new employee. Join @VictorGaxiola and @RonnyKerr in the conversation on Twitter using hashtag #HSonAir.

In episode 23, we discuss a recent op-ed piece by Clara Shih (@ClaraShih) in FA Magazine that explores "Will Financial Advisors Become Obsolete?" In the program we discuss how the ongoing threat of robo-advisors has prompted concerns over the importance of the advisor/investor relationship and how the industry must adapt to the changing landscape of the financial services industry to deliver quality and personalized service. Join the conversation with @VictorGaxiola and @RonnyKerr on Twitter using hashtag #HSonAir.

In episode 22 we introduce Sarah Pedersen (@SarahCPedersen), Director of Customer Success at Hearsay Social-West, and the role she and her team play in the implementation and adoption of social by our clients. We also explore how the Customer Success team collaborates with clients to help them define and reach their goals, meet their challenges, and thrive in their use of social media. Be a part of the conversation with @VictorGaxiola and @RonnyKerr on Twitter using hashtag #HSonAir

In episode 21, we review the main tenets of social media that drive engagement and success. In our discussion we explore 10 best practices for financial professionals to improve their digital connections to get measurable results. Join the conversation on Twitter with @VictorGaxiola and @RonnyKerr using hashtag #HSonAir

In a special year end episode, we invite founder and CEO of Hearsay Social, Clara Shih (@ClaraShih) to discuss the origins of Hearsay Social and the growth we've experienced in the past five years. We also explore her thoughts on the state of social media in financial services and what we can expect in 2015 and beyond. Be a part of the conversation, join @VictorGaxiola and @RonnyKerr using hashtag #HSonAir on Twitter. Happy New Year!

In episode 19 we review the main themes explored at the Digital Marketing in Financial Services Summit in New York. In addition, we provide our commentary on the recently released Putnam Investments Advisor Survey on Social Media use. Join the conversation on Twitter with @VictorGaxiola and @RonnyKerr using hashtag #HSonAir

In episode 18 we invite Stephanie Sammons (@StephSammons) CEO/Founder of WiredAdvisor.com to discuss the state of social business and digital technologies in Financial Services. We also explore how Stephanie as a writer, speaker, and podcaster is helping individuals and businesses thrive in their use of social media to grow their influence and connect with clients. Be part of the conversation with @VictorGaxiola and @RonnyKerr on Twitter using hashtag #HSonAir.

In episode 17 we introduce Greg Kroleski (@gregkroleski), Product Manager at Hearsay Social and the role he and his team play in the design and development of our enterpirse platform solution for the financial services industry. We also discuss how customer feedback impacts the evolution of our solution and leads to future enhancements. Join the conversation with @VictorGaxiola and @RonnyKerr on Twitter using hashtag #HSonAir.

In episode 16 we go north to Canada to interview Jay Palter (@JayPalter), Social Strategist, Coach, Speaker, and Chief Engagement Officer of Jay Palter Social Advisory to discuss the state of social business. We explore how Jay is helping individuals and businesses in the financial services industry develop their brands using social media to connnect with clients and prospects to add value and drive results. Follow the conversation on Twitter with @VictorGaxiola and @RonnyKerr using hashtag #HSonAir.

In episode 17 we continue our employee spotlight series by introducing Garland Trice, Software Engineer at Hearsay Social. Garland shares how the engineering team is working collaboratively with our customer success team and our customers to deliver the platform that they use every day. Join the conversation on Twitter with @VictorGaxiola and @RonnyKerr using hashtag #HSonAir

In episode 14 we take the show on the road to New York City and visit with Megan Leonhardt (@megan_leonhardt), Senior Editor of WealthManagement.com and REP Magazine. In our brief interview we explore her persepective on the financial services industry in general and her thoughts on social media adoption and growth in our industry. Join the conversation on Twitter with @VictorGaxiola and @RonnyKerr using hashtag #HSonAir