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The Hearsay Blog

The Hearsay Blog

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Optimizing Your Multi-Channel Digital Presence

Chris Beck

As digital tools become a more integral part of our daily lives, the days of doing business strictly in person are becoming a thing of the past. The best way to succeed in today’s increasingly connected world is to know how to best leverage digital tools in order to offer a holistic high-tech, high-touch approach […]

A Peek Inside SIFMA’s RegBI Vendor Forum

Christopher Fernandes

On January 16, SIFMA hosted its Regulation Best Interest Vendor Forum at its conference center in New York.  The Forum was sold out and demand was so high the event was live streamed as well. The purpose of the forum was for technology vendors to highlight technology solutions and/or service offerings to assist firms to […]

In the Spotlight: Jessica Niles, Financial Advisor, Janney Montgomery Scott

Brittany Hedin

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. Jessica is one of three advisors with Niles and Carl Wealth Management Consulting, located in Saratoga Springs, New York since 2013. In our open conversation, […]

Maximize Your Digital Marketing Content Strategy for 2020

Chris Beck

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 be important in the year ahead. Content strategy is a constantly evolving, continually moving target that every organization needs to stay focused on in order […]

Optimizing Your Mobile Efforts

Chris Beck

Being able to text clients is an essential tool that helps maximize efficiency for your business and streamlines your communications. In a recent Hearsay Systems study, results show that 98% of texts from advisors are opened and 90% are read within the first three minutes. As successful as texting has become, it’s also essential to […]

AmFam’s Digital Maturity Model: The Proof is in the ROI

Brittany Hedin

You may have seen the blog post we did in May, featuring American Family’s digital maturity model. After winning the Hearsay Summit ‘Transforming the Enterprise’ award, we were anxious to have Josh Feyen share secrets to his team’s success with guiding agents to not only get started on social media, websites, and texting for their […]

How to Demonstrate Social Selling ROI in Financial Services

Michael Murphy

Proving the return on investment (ROI) of social selling can seem daunting, particularly when multiple stakeholders – sales leaders, marketing leaders, and agency leaders – all seem to value different indicators of success. But quantifying results of your efforts can change the perception of social selling (a much needed but often questioned tactic in financial […]