At our recent New York roundtable, we had the privilege of sitting down with Jessica Niles, a financial advisor with Janney Montgomery Scott, who uses Hearsay Social, Sites, and Relate.…
Connecting Corporate to Field: Addressing the Lead Follow-up Opportunity (Webinar Highlights)
A couple of weeks ago I hosted a webinar featuring Corina Roy, assistant vice president of field digital at MassMutual, and Jim Kerley, chief membership officer for LIMRA and LOMA, to discuss advisor …
Each new year is a chance to look back on what did (and didn’t) work for your content strategy as well as look ahead at what digital marketing trends will…
A couple of weeks ago I hosted a webinar featuring Corina Roy, assistant vice president of field digital at MassMutual, and Jim Kerley, chief membership officer for LIMRA and LOMA,…
Advisors and agents are using mobile devices to communicate with customers and prospects today more than ever before – for good reason. Using mobile devices for work can save 58…
Looking Back As 2019 comes to a close and the year-end lists start to fill our social media feeds, we’re not only commemorating the end of a year, but the…
California’s new state law, the California Consumer Privacy Act (CCPA), enhances privacy rights and consumer protection for California residents. It’s set to take effect on January 1, 2020 and, like…