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The Countdown to Hearsay Summit 2021 is On!

Leslie Leach

Next Tuesday, Hearsay will kick off its 9th annual Hearsay Summit, and we couldn’t be more thrilled to convene the financial industry’s best and brightest minds on our virtual stage! Last year’s pandemic altered social selling, and advisors and agents were quick to pivot from tried-and-true approaches to test new strategies for the new normal. […]

Not Your Grandma’s Website: Welcome to Your New Digital Hub

Nora Burns

For years, the humble website faded into the background, quietly working while emails zipped out, social media dazzled the business world, and live events grabbed attention with flashy keynote speakers and deal-closing conversations.  In 2020, everything changed. From local insurance offices and retail bank branches, to bank headquarters and popular steakhouses, the world stood still. […]

Slow that Scroll: How to Capture Eyeballs for Your Social Videos

Gabrielle Levin

If you still need to be convinced of video’s marketing efficacy, you’ve come to the wrong place. If you’re already bought into video and just aren’t sure how to start, this should help get you from lights, to camera, to action. When the only tool you have is a hammer… Video works, but that doesn’t […]

Financial Services Exam Priorities: Hearsay Compliance Shares What to Expect in 2021

Bill Simpson

In keeping with annual tradition, the US Financial Industry Regulators have published their respective Examination Priorities for 2021 (See SEC, FINRA, NAIC, OCC). Not surprisingly, they share a number of overlaps, with the pandemic and the implications of a potential continuation of remote work playing a large role across the board. Regulators continue to examine […]

Q&A with Gabrielle Levin, Hearsay’s Director of Content Strategy

Vivien Wang

Say hello to Gabrielle Levin, Hearsay’s Director of Content Strategy. After being a Hearsay customer for almost 10 years (most recently at PIMCO), Gabby is eager to combine her boots-on-the-ground experience with Hearsay’s offerings to elevate your content strategy!  Recently, we sat down with Gabby to learn more about her expertise, and how she’ll be […]

Webinar Recap: Highlights from Putnam Investments’ Annual Social Advisor Survey

Katherine Creeden

In a recent webinar, Mark McKenna, Putnam Investments’ Head of Global Marketing, joined Hearsay’s VP of Marketing, Leslie Leach, to highlight key findings from Putnam Investments’ 8th Annual Social Advisor Study, along with year-end data from Hearsay’s platform. Not surprisingly, this year’s results were a little different, as agents and advisors alike pivoted their strategies […]

Retain and Grow Relationships

William Warren

This is the final post in the “Last Mile of Digital Maturity” series. Read part 1 here, part 2 on reaching and attracting the right prospect here, part 3 on scale and orchestration to target the right prospect here, and part 4 on nurturing and converting new business here. While new client acquisition is important, […]

Nurture and Convert New Business

William Warren

This is part 4 in a series on the “Last Mile” of Digital Maturity. Read part 1 here, part 2 on reaching & attracting the right prospect here, and part 3 on scale and orchestration to target the right prospect here. Content strategy has evolved, and it’s big tech that’s set the agenda. Clients and […]

Are You Ready? FCA Restatement Puts UK Social Media Programmes on Alert

Iain Duke-Richardet

The FCA recently published guidance reiterating a long-standing mandate of the regulator: the onus is on FCA-regulated organisations to monitor employee behaviour for bad actors. Therefore, even if conduct isn’t tied to a specific rule, poor behaviour that results in someone getting harmed will see the FCA take action. For firms doing business in the […]

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