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The Hearsay Blog

The Hearsay Blog

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Starbucks CMO Brady Brewer Shares Three Lessons for Human Connection

Katherine Creeden

This year, we were excited to welcome back Brady Brewer, the CMO of Starbucks (and our top-rated speaker from last year’s Summit), to our virtual stage. Brady joined Hearsay’s VP of Marketing, Leslie Leach, to share how Starbucks continues to sustain authentic client relationships across every individual interaction. Just as Starbucks is in the people […]

Kudos to our 2021 Hearsay Innovator Award Winners!

Brittany Nevares

What a week! Our second fully virtual Hearsay Summit has wrapped, and I’ve never been more inspired by the work our customers continue to do. One of my favorite aspects of Summit is seeing these tremendous achievements recognized and honored through our Innovator Awards. This year, we received so many great submissions, all of which […]

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 […]

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 […]