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#HSonAir Podcast: Customer Spotlight Series – Interview with Execs from BMO Private Banking

Karen Lightstone

Nancy Marescotti

In Episode 109, we’re joined by two executives from BMO Private Banking: Nancy Marescotti, head of marketing, and Karen Lightstone, senior marketing manager.
With more than two decades at BMO, Nancy leads a team of professionals in the strategy, development and execution of an integrated marketing/communications effort to support BMO’s Private Banking Professionals shape an optimal client experience and grow their business.
As senior marketing manager, Karen is responsible for the design and launch of strategic digital marketing initiatives and programs that deepen client relationships and support the BMO Wealth Management Private Banking brand.

Be part of the conversation 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: Customer Spotlight Series – Interview with Paulina Dudzinska of The Co-operators

In Episode 108, we chat with Paulina Dudzinksa, manager of social media marketing at The Co-operators Group, a leading Canadian, diversified, integrated, multi-line insurance and financial services co-operative. She joins me to share their biggest success factors during the implementation of their social program, and the process they followed to entice field adoption.

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: Behind the Scenes of SEO with Dr. Peter Meyers of Moz

In Episode 107, Dr. Peter Meyers (@dr_pete), marketing scientist at Moz, and Greg Kroleski (@gregkroleski), Hearsay data manager, join me to discuss the results and highlights from our recently released joint research report,  “The State of SEO: Search Engine Rankings for Wealth Management Firms.” In our conversation, we discuss why we embarked on this analysis and how we came to our conclusions, including the value of local, paid and organic search, the growing impact of mobile, and the increasing importance of search-optimized local advisor websites in the wealth management industry.

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.

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#HSonAir Podcast: How to Create Your Own Podcast

Since we launched Hearsay On the Air, I’ve often been asked, how did you do it? Specifically, what does it take to create the show, what equipment do we use, and the things to consider when crafting a program.
In Episode 106, I share specific insights on how you can create your own podcast based on our own experience. As part of the episode, I also offer suggestions as well as a list and explanation of all the equipment we use to produce every podcast. Hopefully, this show will inspire you to take the leap and create your own program. If you do, please reach out to me so that I can promote it, and possibly be YOUR guest.

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.
If you like the music on the show, follow the special #HSonAir playlist on Spotify.
Episode Links:

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#HSonAir Podcast: Highlights from 2017 Hearsay Summit – The Advisor Cloud Conversation

In Episode 105, co-host Alissa Dos Santos and I review the highlights and themes from our 2017 Hearsay Summit in San Francisco, themed around the Advisor Cloud Conversation. Taking a 30,000-foot view of the two-day event, we explore how much the financial services industry has evolved in the past few years since we held our first Summit back in 2013. Specifically, we discuss how much the finserv industry has advanced from the development of social networks for one-to-many methods of communicating, to more personal one-to-one message mediums (text, email and social network messaging).

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.
If you like the music on the show, follow the special #HSonAir playlist on Spotify.
Episode Links:

  • Watch Hearsay CEO and founder Clara Shih’s opening keynote:

  • Watch the panel discussion, “A Conversation With Facebook, LinkedIn, Microsoft and Oracle,” moderated by Alissa:

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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.
Episode Links:

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#HSonAir Podcast: Customer Spotlight Series – How Prudential Empowers Their Advisors to Use Texting

In Episode 103, we share a recent webcast featuring Birdia Chambers (@BirdiaChambers), Prudential’s Head of Social and Digital Strategy, on the strategy and implementation of Hearsay Messages. As part of the discussion, Birdia shares how the Prudential team evaluated the opportunity to offer text messaging to their advisors, how they arrived at a solution with Hearsay, and the best practices and outcomes they learned along the way.
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.
Episode Links:

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#HSonAir Podcast: Marketing to Millennials – Keeping it Real

Joining the workplace in the shadow of a financial crisis, and the first generation raised in the age of the Internet, Brittany Hedin (@justalittlebrit) returns to the podcast to talk about millennials.
In Episode 102, we discuss what brands and financial professionals need to consider to attract the attention and business of this large and influential generation.
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.
Episode Links:

Related:

#HSonAir Podcast: Customer Spotlight Series – An Interview with Vido Setaram of Scotiabank

In Episode 101, Vido Setaram, manager of sales training and culture at Scotiabank, joined me in our Toronto office and shared how they empower their home financing advisors to use social media to connect with prospects and clients. In our conversation, we explored how he trains and consults with advisors to become more efficient in their use of digital to improve the customer journey and drive sales.
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.
Related:

#HSonAir Podcast: The Reunion Show

The Hearsay on the Air gang (L-R): Victor, Ronny, Eli, Alissa

When we started this little “experiment,” we never imagined it would last to see 100 episodes, and yet, here we are. Hearsay On the Air has become a part of our culture, bringing together the voices of our people, customers, partners and industry thought leaders. Along the way, we’ve had some fun taking the show on the road, and adding value through “infotainment.”
For this milestone, we couldn’t think of a better way to celebrate than to bring back former co-hosts Ronny Kerr (@ronnykerr) and Eli Menaker (@elizelig) to share their favorite episodes and experiences on the program, as well as provide us an update on what they have been up to since their days at Hearsay. I thank them both for coming back to the show.

We would also like to extend a heartfelt thanks to ALL of our guests on the show who have taken time out of their schedules to lend us their thoughts, stories and ideas. You are the show, and we could not have done it without you.
Finally, we’d like to thank all of our listeners. Thank you for listening and for providing feedback and encouragement along the way. Whether you are walking the dog, commuting or exercising as you listen to our program, we hope it’s brought a smile, a laugh or made you think along the way. We hope you enjoy listening to the show as much as we enjoy recording it.
As always, your voices matter. We invite you to be part of the conversation with us at @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.
If you like the music on the show, follow the special #HSonAir playlist on Spotify.
Related: