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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   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


#HSonAir Podcast: Introducing Hearsay Messages


In Episode 66, Mark Gilbert (
@markegilbert), VP of Product and Yasmin Zarabi (@yasminzarabi), VP of Legal/Compliance, join me to talk about the release of Hearsay Messages the latest technology in our Predictive Omnichannel Suite. In our discussion we explore the catalyst that led to the creation of Hearsay Messages and how its rollout compliments our existing social, website and email offerings. 
To learn more about Hearsay Messages, check our our latest blog post by Clara Shih (@clarashih) and the press release announcing the launch. You can also learn about all Hearsay Social products and services on our website.
Join the conversation with @victorgaxiola on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to   We also invite you to “like” our  page on Facebook where we’ll be posting photos and posts about the podcast, our guests, and other fun stuff.


#HSonAir Podcast: Highlights from the Grace Hopper Celebration with Joyce Jang and Kristin Thompson

IMG_9573In Episode 65, Joyce Jang (@_joycejang) and Kristin Thompson (@kmthompson) of our Engineering team, share the highlights and key takeaways from the Grace Hopper Celebration (#GHC15) that drew over 12,000 attendees this year. The podcast builds on their recent blog post Women In Tech: The Power of Support, Resilience, and Celebrating Our Successes” and explores the themes of: diversity, negotiations, the power of personal branding, and the importance of empowering women to support each other and celebrate successes. We hope you enjoy this engaging conversation!
We invite you to be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to We also invite you to “like” our  page on Facebook where we share posts about the podcast, our guests, and other fun stuff.


#HSonAir Podcast: Themes from the LIMRA Social Media Conference for Financial Services

FullSizeRender (3)The LIMRA Social Media Conference for Financial Services (#LLSMC) was in our hometown of San Francisco and we were there to cover the event as we painted the town Hearsay Social Red. In episode 56 we discuss the themes, conversations and highlights of the conference including: the rise of social for recruitment, how early adopters are pulling ahead, and how organizations are getting creative in their use of social.
As part of our podcast we also expand on the ideas presented by the conference speakers and the #SilverBowlAwards. To see a list of this year’s winners of the Silver Bowl Awards, check out our post from last week, that includes back-to-back winner Thrivent Financial for best use of Social Media by a Financial Advisor.
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir. If you have a question, comment or suggestion, please send an e-mail to
Remember to “like” our NEW page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk


#HSonAir Podcast: Hearsay Social International

#HSonAir (2)

As our entire company gathers at our bi-annual Company Kickoff event to celebrate the 1st half of the year and prepare for the remainder of 2015 and beyond, we interview individuals from our international operation.

Joining us again from New York is Connor Crown (@ConnorCrown) who you may remember from Episode 43: Empire State of Mind Part II.  From Europe, we interview Chris Andrew (@ChrisWAndrew) who is heading up our operations in London and Thomas Weyand (@taw01) who is working in Munich, Germany.  Finally, we interview Jason Suen (@JasonSuen) on his experiences opening up our Asia/Pacific operation in Hong Kong. We hope this episode will illustrate the diversity and breadth of our growing global footprint and the challenges and similarities each area faces in the adoption of digital/social technology.
In addition, we have a special #RonnyWalk update from Mark Fleschler who joined Ronny and Natalie for 4 days as they travelled across Colorado.
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to
Remember to “like” our NEW page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk


#HSonAir Podcast: Social Business Innovation Summit 2015 Review

IMG_5598In episode 45, we review highlights and themes of the 3rd Annual Social Business Innovation Summit (#SBIS15), that brought together key thought leaders in financial services and Silicon Valley. Joining me on the podcast are Customer Success Executives Divya Gupta (@Divya_Gupta), and Jenny Wiens (@JWiens45) as well as Product Marketing Manager, Alissa Dos Santos (@AlissaDosSantos) to talk about our collective observations  of the event as well as customer reactions to the speakers and concepts presented.
Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion please send us an e-mail to  Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow on Twitter using hashtag #RonnyWalk
Thanks for listening!


#HSonAir Podcast: On the Road Again

ontheroadIn episode 34 we discuss the themes of my recent road trip that included panel participation at the Mutual Fund Marketing and Sales Summit in Boston, a visit to in Las Vegas, and the SIFMA Compliance and Legal Society Annual Seminar in Phoenix.   We also provide an update on the whereabouts of our old friend @RonnyKerr as he continues on his #RonnyWalk across America
For more details on the Mary Jo White comments at the SIFMA event, check out this piece by ThinkAdvisor and this one by Investment News (may require registration). To download The Advisor of the Future Executive Report- Click Here
Be part of the conversation on Twitter with @VictorGaxiola and @EliZelig using hashtag #HSonAir. You can also ask a question, make a suggestion or comment via e-mail at or LIKE our NEW page on Facebook.


Highlights from Women in Tech Panel at LinkedIn

WomenLinkedinRecently, I had the pleasure and honor to participate in a Women in Tech panel hosted at LinkedIn HQ. I spoke alongside three impressive women leaders: Margaret Gould Stewart (@mags), Facebook’s Head of Product Design, Deborah Conrad (@tweetdeborahc), former CMO of Intel, and Merline Saintil (@msaintil), Intuit’s Head of Operations. Jesse Draper led us through a candid and invigorating conversation as we shared our personal journeys, lessons, and failures along the way.
Here are a few highlights from our discussion:
It’s important to have strong mentors and role models. I spoke to my own experiences and was reminded about the importance of mentors, sponsors, and role models – which can be the same person but often are different people. Basically, someone you can model your careers after and, as Merline pointed out, people who are willing to advocate on your behalf.
Perception of how others see you matters. On the importance of having a personal brand, Deborah realized in one of her past jobs that she was not being taken as seriously in her work projects as she would have liked. She talked about the importance of getting a 360 view of yourself to learn how people are describing you. We also talked about the importance of being who you are and getting stuff done and not worrying about being the ‘nice girl’, as Merline put it. Turns out you don’t have to be someone else to be effective.
Stop beating yourself up. What’s a panel featuring women without the never-ending question on work-life balance? While Margaret says she really dislikes the term – mostly because women are set up for extreme duress and emotional stress because of it – she realizes that the best career move she made was choosing the person she married. She says it has made all the difference in the world in terms of the shared responsibility that comes with it.
I also shared my philosophy on the importance of the environment in which you work, and suggested that pregnancy is scary enough. (Side note: I am proud to say that we have work-friendly policies here at Hearsay Social, such as extended paid pregnancy leave, to help ease some of the burden.)
Following our lively discussion, a pivotal question was asked by a man, no less, speaking on behalf of his seven-year old daughter, whom he says, will never know what it’s like to not have had an African-American president in the White House (referring to the fact that perhaps change does exist):
What if in 10 years we no longer need women-in-tech panels?
I thought this was a great challenge to us all. But women can’t do it alone. We need both men and women to give more young women a chance, to serve as mentors and sponsors, and to encourage our daughters to earn STEM degrees, take risks, and lean in.
I look forward to continuing the #womenintech discussion. Big thanks to LinkedIn and Brand U Events for hosting such a fun and inspiring event!

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Embracing and Applying New Digital Tech Emerges as Top Theme at 2015 LIMRA Distribution Conference

At the LIMRA Distribution Conference for Financial Services last week, technology took center stage and book-ended the 2-½ day conference.  Kicking off the conference, James W. Kerley, Chief Membership Officer of LIMRA and LOMA, focused heavily on technology and challenged distribution leaders to embrace social media and digital technology to enable producers to excel in today’s digital world. Jim echoed thoughts he shared at the 2014 conference: sales is changing, and it’s changing faster than ever before. “To be a leader in the digital age,” Jim said, “you must be a digital savvy leader.”

Jim set two key takeaways for the conference attendees:

  1. The need for growth.
  2. The requirement to not only “Think Differently” but to “Act Differently”

The Future of Client Acquisition
The first outside speaker was Greg Bailey, Senior Vice President & Chief Marketing Officer, Athene USA, who covered The Future of Client Acquisition. It seems notable to have a marketing leader on the main stage at a distribution-focused conference, something I imagine that would have been much less likely a decade or more ago when customers where less influenced by digital channels throughout the buying process.

According to Greg, the future growth of this industry relies on a new and innovative approach to distribution. Greg shared, “4 opportunities to shape the future of customer acquisition and realize your potential”: 1. Mobile Technology, 2. Social Technology, 3. Big Data, and 4. Wearable Technology.
Here’s his recap via Twitter:

Finding, Keeping and Managing Clients: How Technology is Changing the Business of Sales

Another technology-focused session was the closing panel moderated by Knut Olson, SVP of Mission Advancement for Thrivent Financial. Knut is so passionate about technology-enabled distribution teams that he said he believes good distribution leaders should act essentially as CTOs.  For this reason, it makes sense that he brought together Michael Lock, President & COO, Hearsay Social with Jaymie Brill who leads Financial Services, for LinkedIn Sales Solutions and Simon Mulcahy who leads Financial Services for Salesforce.  In leading the discussion, Knut shared his the “dream” of a completely integrated content strategy, to empower distribution at Thrivent Financial.

Much of the discussion on the panel was around how technologies like Hearsay Social, LinkedIn Sales Navigator, and Salesforce will continue to evolve, and work together for a seamless customer experience.

Evidence that Distribution Leaders are Embracing Change
This was the third LIMRA Distribution conference that I have attended, and it has been amazing to witness the changing conversation.  Just a few years ago, there was still a focus on “proving ROI” for social and digital initiatives in distribution for financial services.  The focus on technology and evolution at the 2015 conference shows how the industry and its sales leaders recognize that the time to change is now. And, embracing and applying technology is critical for advisors and agents to reach today’s and tomorrow’s customer.

Review of the Digital Marketing for Financial Services Summit

Screen-Shot-2014-12-16-at-15.52.28In episode 19 of Hearsay Social On the Air we review the main themes explored at the Digital Marketing in Financial Services Summit in New York. In addition, we provide our commentary on the recently released Putnam Investments Advisor Survey on Social Media use.
Join the conversation on Twitter with @VictorGaxiola and @ronnykerr using hashtag #HSonAir
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