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#HSonAir Podcast: Improving Advisor and Agent Selling Skills via The Taylor Method

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 things simple and using repeatable language, are based on his own successes and failures in over 16,000 client meetings through his 16 years in the business. Get your popcorn ready for the “show” to understand the massive impact Eszylfie is making for advisors and the customers they serve.

More about Eszylfie: Before starting his own brokerage, Eszylfie finished his career as the top producing agent/advisor in the history of the African American market within New York Life. In 2015, he won NAIFA’s Top 4 Under 40 award and launched The Taylor Method, his personal training series for financial advisors and agents.
Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests and other fun stuff.
If you like the music on the show, follow the special #HSonAir playlist on Spotify.
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#HSonAir Podcast: Kicking off Dreamforce 2016 with Salesforce.com's Chief Digital Evangelist Vala Afshar #DF16

Dreamforce (#DF16) has officially landed here in San Francisco this week, and with it we’re honored to share the Hearsay on Air mic with Vala Afshar (@valaafshar), Salesforce.com Chief Digital Evangelist.
Clara Shih of Hearsay and Vala Afshar of SalesforceAs one of the most social media-savvy C-level execs out there, Vala is someone who truly embodies the “practice what you preach” philosophy. In addition to his work at Salesforce, he co-hosts a weekly TV show, DisrupTV, and writes for The Huffington Post about digital marketing and information technology, and the changing role of CIOs, CMOs and CDOs. And to say that he’s a Twitter power user is an understatement.
In #HSonAir episode 90, Hearsay CEO and founder Clara Shih (@clarashih) interviews Vala about his role at Salesforce, how he got bitten by the social media bug, and what the future of social and digital holds for both consumers and businesses. Among many other insights, Vala shares:

  • What has changed in the way companies view social media since the publication of his book, The Pursuit of Social Business Excellence
  • Why relevancy is the currency of today’s hyper-connected economy
  • What success looks like for a company pursuing social business excellence
  • Why the future of marketing is customer service
  • Where data analytics is going, from descriptive (based on past behavior) to predictive (forecasting future behavior) to prescriptive (suggested next best actions)
  • Where he goes to stay on top of the latest innovations and to find inspiration

Listen to the podcast here:

Will you be among the 171,000 people expected to attend Dreamforce this week? Be sure to add Clara’s keynote, “Leadership Equality: Women in the Boardroom” (Thursday, Oct. 6, 9:30-10:30am PT, Moscone West Level 2) to your Dreamforce schedule!
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests and other fun stuff.
(Editor’s note: Check out our full Dreamforce coverage here!)

#HSonAir Podcast: Interview with Robert Knop of Assist You Today

Robert Knop, Assist You Today, on #HSonAirIn Hearsay on Air episode 89, Robert Knop, founder and CEO of Assist You Today (@assistyoutoday), joins us to talk about social selling and its impact on the financial services industry. In our conversation, we explore how Assist You Today is helping shift social media from a driver of engagement to a driver of revenue.
As a social media guru and social selling expert for many years, Robert has launched and managed successful social selling programs at American Funds and Pacific Life, and has led discussions at LinkedIn SalesConnect, the LIMRA’s annual social business conference, and Digital Marketing for Financial Services conferences, among others, in the past year.
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests and other fun stuff.
 

#HSonAir Podcast: Introducing Hearsay 360

hearsay-360-logoIn episode 88,  Mark Gilbert (@markegilbert), Vice President of Product, and Robert MacCloy (@rbm), Director of Engineering, join us to talk about the launch of Hearsay 360, the new complete client engagement platform for financial advisors and insurance agents. Mark and Robert explain how it will transform the digital experience for financial services pros, their clients and their prospects, enabling them to connect across digital channels including social networks, text messaging, website and email.

To learn more about Hearsay 360, watch our new video below and request a demo.
 
https://www.youtube.com/watch?v=QsuviCeD2tQ&feature=youtu.be
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests and other fun stuff.

#HSonAir Podcast: LIVE from the LIMRA/LOMA Social Business Conference

Screen Shot 2016-08-31 at 12.43.38 PMScreen Shot 2016-08-31 at 12.43.38 PMIn episode 87, we take to show on the road with a special recording in front of a LIVE audience at the LIMRA/LOMA Social Business Conference for Financial Services (#LLSBC) in Boston. My guests on the mainstage included Hannah Sorensen (@HannahThrivent), a Financial Associate at Thrivent Financial in Fargo, ND, and winner of the 2015 SilverBowl Award for Best Use of Social by a Financial Advisor, and Terry Golesworthy (@TerryCRG) President of the Customer Respect Group and publisher of one of the best resources in the industry, Social Eyes.
In my interview with Hannah, we find out how she leverages social media to build her business and develop richer relationships with existing clients. We also talk about best practices around the use of social media to connect, share and inspire.
As an industry leader and observer, Terry shares his thoughts on the changing landscape of digital technology and social media in the Insurance space and how it continues to evolve. And as a fellow judge of the SilverBowl Awards, he also singles out a few companies that are doing an outstanding job of using social media to connect with customers, develop their brand and build their businesses.
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

#HSonAir Podcast: Customer Spotlight Series- An Interview with Eric Buchegger of Allstate Canada

DSC_0036-300x197In Episode 86, Eric Buchegger (@ericbuchegger), Digital and Social Media Manager at Allstate Canada joins us to share how they’ve developed and grown their social and digital program for their agents in Canada.  
Driven by agent demand, and the need to remain competitive, Allstate Canada empowers its agents with quality content weekly to position them as trusted advisors with their customers.  In addition, locally sourced content helps agents develop their following in the local communities they serve. As a result the growth of the program has led to positive results and has helped increase advocacy for the social program within Allstate Canada to the point that agents are now on a wait list to get online, and get social.
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.
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#HSonAir Podcast: Working @ Hearsay Social

IMG_2679Want to know what makes working at Hearsay Social special?  
In Episode 85, Maddy Barry and Sam Guzman (@samuelguzman81) join me along with multiple voices from our company to share what it takes to be part of this special family. In our discussion, we explore the journey from replying to a job listing on our careers page, through the initial interview and early on boarding process.  We also talk about the benefits, perks, and how the company lives up to its values, especially how it GSD (gets stuff done).  Find out more about what it means to be part of our team and visit our careers page online to see what current openings are available.  
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.
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#HSonAir Podcast: Preview of the LIMRA/LOMA Social Business Conference for Financial Services

erikqualman.blogIn Episode 84, Carolyn Clement (@singingcarolyn) and Norah Denley (@ndenley) preview the upcoming LIMRA/LOMA Social Business Conference for Financial Services, and join me in a special interview with Technology and Social Media Expert, author, and speaker Erik Qualman (@equalman).  As a pioneer on the use of social media for business, Erik shares insights from his presentation entitled  “Disruptive Innovation,” and the evolving changes our industry has experienced in its adoption of social and digital technology.
There is still time to register for the Social Business Conference (#LLSBC) in Boston on August 17-19th and it is not to be missed.  This year Hearsay Social On the Air will record an all new episode in front of a LIVE audience as well as participate in the annual presentation of the Silverbowl Awards. On Friday, our CEO and co-founder Clara Shih (@clarashih) kick off the final day with a presentation on the Omnichannel Advisor and Client.  We hope you will join us in Boston for this always popular event.
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.

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#HSonAir Podcast: Summer Jam 2016

Untitled design (3)In Episode 83, we take a short summer break in our schedule to reflect on the first half of the year and our content contributions and industry conference participation during the the 1st and 2nd Quarter.  We also explore some of the upcoming events in the 3rd quarter with a specific emphasis on our participation at the LIMRA/LOMA Social Business Conference for Financial Services (#LLSBC) taking place in Boston on August 17-19th, that will include a recording of Hearsay Social On the Air in front of a live audience.  We hope you are all enjoying your summer and look forward to providing new programming soon.
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.
Episode Links


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#HSonAir Podcast: Interview with Dan Greenberg of Twitter

DanGreenbergIn Episode 82, Dan Greenberg (@dangb), Sr. Account Executive and FinServ Lead at Twitter joins us to share how Twitter is being leveraged for growth and engagement in the financial services industry.  In our discussion we explore how the sharing of information leads to loyalty, how solving problems leads to marketing,  and how Twitter mirrors interactions and conversations in real life.  Join us in this enlightening exploration of my favorite social network and thoughts on what’s next.
Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an  e-mail to OnAir@HearsayCorp.com.   We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.
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