Hearsay Social On the Air Podcast

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 ch...

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 invit...

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 mob...

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 e...

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...

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.  Ge...

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 conver...

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 Twitte...

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 wit...

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 cel...

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 wit...

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:

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 ca...

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 ...

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 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 tech...