Hearsay On the Air Podcast

Fireside Chat – 2018 SIFMA Social Media & Digital Marketing Seminar

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.

Clara Shih Keynote – 2018 SIFMA Social Media & Digital Marketing Seminar

HS110- The Final Episode

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....

HS109- Interview with Nancy Marescotti and Karen Lightstone of BMO Private Banking

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.  

HS108- Interview with Paulina Dudzinska of The Co-operators

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 [email protected]. We also invite you to “like” our podcast page on Facebook where we share posts a...

HS107- The State of SEO in Wealth Management with Dr. Pete of Moz

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 ...

HS106- How to Create Your Own Podcast

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...

HS105- Highlights from the 2017 Hearsay Summit: The Advisor Cloud Conversation

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 medium...

HS104- Improving Advisor and Agent Selling Skills via The Taylor Method

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 imp...

HS103- How Prudential Leverages Texting to Build Client Loyalty

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. I...

HS102- Marketing to Millennials: Keeping It Real

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 sugges...

HS101- Customer Spotlight Series: An Interview with Vido Setaram of Scotiabank

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 ...

HS100- The Reunion Show

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 M...

HS99- Customer Spotlight Series: An Interview with Misty Farukh of Raymond James

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 #HSo...

HS98- Calling all Hearsay Superheroes

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...

HS97- 12 Digital Marketing Trends in 2017

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 in...

HS96- Reflections and Resolutions

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 ...

HS95- Customer Spotlight Series: An Interview with Patrizia Aragona of Raymond James Limited Canada

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 go...

HS94- Customer Spotlight Series: An Interview with Mark McKenna of Putnam Investments

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 ...

HS93- Customer Spotlight Series: An Interview with Katie Piretti of American National

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 representati...

HS92- Employee Spotlight Series: Jordan Eldredge (Engineering)

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 organizati...

HS91- Customer Spotlight Series: An Interview with Julie Hesson of T. Rowe Price

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 Twitte...

HS90- Kicking off Dreamforce 2016 with Salesforce.com's Chief Digital Evangelist Vala Afshar

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 inform...

HS89- Interview with Robert Knop of Assist You Today

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 discus...

HS88- Introducing Hearsay 360

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...

HS87- LIVE from the LIMRA/LOMA Social Business Conference in Boston

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 indus...

HS86- Customer Spotlight Series: Interview with Eric Buchegger of Allstate Canada

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 communitie...

HS85- Working @ Hearsay Social

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 ...

HS84- Preview of the LIMRA/LOMA Social Biz Conference for FinServ with Carolyn Clement, Norah Denley and Erik Qualman

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 a...

HS83- Summer Jam 2016

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 o...

HS82- Interview with Dan Greenberg of Twitter

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 ...

HS81- Customer Spotlight Series: Interview with Sabrina Magyar of BMO Nesbitt Burns

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 lear...

HS80: A Review of the Hearsay Innovation Summit 2016

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 [email protected].   We also in...

HS79- Hearsay Innovation Summit Preview

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 @hearsaysoc...

HS78- Interview with Brent Carnduff of Advisor Web Marketing

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 #HSonAi...

HS77a- BONUS Episode: The DOL Fiduciary Rule

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...

HS77- Interview with Mike Byrnes of Byrnes Consulting

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 pres...

HS76- Customer Spotlight Series: Amy Malloy of RPM Mortgage

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 o...

HS75- The Rise of the Omnichannel Advisor

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 conversa...

HS74- What's Changing in Websites, and What To Do About It

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 ques...

HS73- Interview with CEO Clara Shih on Tech Trends for 2016

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 [email protected].   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our g...

HS72- Happy New Year: 2016 Resolutions

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 co...

HS71- Customer Spotlight Series: Interview with Leah White from Modern Woodmen of America

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 Wo...

HS70- Employee Spotlight Series: Anita Moorthy (EMEA Marketing)

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...

HS69- Interview with Craig Iskowitz of the Ezra Group

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 c...

HS68- Employee Spotlight Series: Chris Dickens (Product Management)

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...

HS67- Interview with Dave Halligan of SalesFocus Solutions

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 mor...

HS66- Introducing Hearsay Messages

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...

HS65- Highlights from the Grace Hopper Celebration with Joyce Jang and Kristin Thompson

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...

HS64- West Always West: Ronny Kerr Returns Home

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 p...