In Episode 109, we’re joined by two executives from BMO Private Banking: Nancy Marescotti, head of marketing, and Karen Lightstone, senior marketing manager. With more than two decades at BMO, Nancy leads…
Hearsay Systems Blogger
Victor Gaxiola
In Episode 108, we chat with Paulina Dudzinksa, manager of social media marketing at The Co-operators Group, a leading Canadian, diversified, integrated, multi-line insurance and financial services co-operative. She joins me…
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 recently released joint…
Since we launched Hearsay On the Air, I’ve often been asked, how did you do it? Specifically, what does it take to create the show, what equipment do we use,…
In Episode 105, co-host Alissa Dos Santos and I review the highlights and themes from our 2017 Hearsay Summit in San Francisco, themed around the Advisor Cloud Conversation. Taking a…
In Episode 104, Eszylfie Taylor (@TheTaylorMethod), creator of The Taylor Method, shares how financial advisors can improve their selling skills when interacting with clients and prospects. Eszylfie’s tips, like keeping…