When we launched Hearsay out of my San Francisco apartment in 2009, social media was uncharted territory for most companies.
Throughout the year, our CEO and founder, Clara Shih, has been sharing Hearsay’s approach to optimizing the advisor sales funnel on social media.
It’s my pleasure to share that Hearsay has formed a strategic alliance with Microsoft (Nasdaq: MSFT), combining forces to build new vertical- and user-specific technologies for financial services an…
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.
When it comes to the longevity of the financial advisor population, the industry is aging rapidly: 43 percent of U.S. advisors are over the age of 55 years old.
Like it or not, the buzzword “digital transformation” continues to get tossed around as if it were something we can check off a list.