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#HSonAir Podcast: Reflections and Resolutions

shutterstock_377448043As 2016 comes to a close, we reflect on the themes and activities of the year as well as the special guests we’ve had on #HSonAir. 2016 was a tumultuous year with a divisive presidential election, the deaths of notable entertainment and political figures, and the uncertainty of the DOL fiduciary rule that’s expected to be enforced in 2017.
At Hearsay, we continued our focus on modernizing the social and digital experience for our customers and supporting the rise of the omnichannel advisor. We also expanded the conversation on the changing landscape of our industry at our annual Innovation Summit, as well as industry conferences and our regional customer roundtables.
We’d like to thank all of our guests on the show, especially our customers who joined us to share their insights and experiences as well as the many thought leaders and pioneers that are making our industry better each day. I would also like to thank our employees for not only sharing their talents to improve our products and services, but for the ongoing support of the show with the many “asks” that I make throughout the year.
Finally, I’d like to thank you, our listeners, for lending us your ears and taking the time to share the show with others. We wish you all a very happy new year and, as always, invite you to be part of the conversation with us 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: 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: Customer Spotlight Series- An Interview with Sabrina Magyar of BMO Nesbitt Burns

Sabrina Magyar PicIn Episode 81 we take the show on the road and up North to Toronto, Canada, for a special interview with Sabrina Magyar, Senior Marketing Manager, Advisor Support at BMO Nesbitt Burns.  In our interview, Sabrina shares how the Advisor Support team works closely with advisors to help educate and illustrate the value of social media as part of their overall marketing and personal branding strategy.  Sabrina also shares how senior leadership buy-in helps drive adoption and the best practices learned along the way.
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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Digital Technology Transformation and Adoption at RPM Mortgage

In the past year, I’ve had the good fortune of sitting down twice with Amy Malloy, Social Media Marketing Specialist at RPM Mortgage, to understand how they are empowering their loan advisors to leverage social media to connect with clients and prospects. The result of our meetings were a short recorded video and a longer form Hearsay Social on the Air podcast.
Video Case Study
In this video, Amy shares how social media has impacted the ability for their loan advisors to reach and connect with clients and prospects in a more dynamic way to tell their stories and stay connected. Through social media, they’ve managed to increase referrals and stay top of mind, all while leveraging the ease of use of the Hearsay Social integrated platform.

Hearsay Social on the Air Podcast
Earlier this year, Amy visited our offices again and we recorded a special Customer Spotlight podcast to explore further some of the ideas introduced in the video, including looking at how RPM Mortgage is analyzing the value of social media and what is driving people to make buying decisions.

In both instances, Amy provided insight on how the mortgage industry, and specifically RPM Mortgage, is using technology to react to changing regulations and customer expectations. By empowering their loan advisors with the technology to tell their stories, connect with customers, and measure their success, they are embracing the digital transformation necessary today, to thrive in our digital world.
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#HSonAir Podcast- Customer Spotlight Series: Amy Malloy of RPM Mortgage

Hearsay studio picIn Episode 76, Amy Malloy (@amybmalloy) Social Media Marketing Specialist at RPM Mortgage, joins us to share how they are empowering their loan officers to leverage social media to connect with clients and prospects. In our discussion, Amy shares how RPM Mortgage addresses digital transformation, content strategy, and how changing regulations and customer expectations drive the need for new technology.
We invite you to 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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How 3 Firms Are Using Social Media Education Programs to Grow Business

shutterstock_130643495One of our goals at Hearsay Social is to arm financial professionals with the tools necessary to succeed in an always-connected world. This includes educating advisors and agents on how to use social media to build their credibility, engage with customers and prospects, and grow their business.
A recent article in Ignites, Financial Times publication, entitled “Anti-Social Shops Failing to Connect with Advisors” states “fund companies that fail to help advisors navigate social media are likely blowing a big opportunity to connect with client assets.” 
The article highlights three leading financial services firms – including Pacific Life, Putnam and Vanguard – who have successfully implemented programs to train and encourage its sales teams to use social media for business. 
In a Practical Perspectives study conducted in December 2015, nearly 90 percent of advisors rely on some type of social media guidance to build their practices’ online presence, but few lean on their home office for education and support. Instead, most (72 percent) do their own research, ask colleagues (37 percent), or rely on broker-dealers and custodians (36 percent).
But, according to the article, there’s a real opportunity for firms to build awareness and differentiate themselves at the advisor level on social media. It describes Pacific Life’s successful social media training initiative:

“The firm made sure its external wholesalers had LinkedIn presences in 2014 and knew how to use the network to connect with advisors. After launching the website in 2015, Pacific Life began holding presentations in branch offices, says Christine Tucker, VP of marketing at the company.

‘We do see it as a growth opportunity for helping advisors and helping our wholesalers differentiate themselves,’ she says.

Advisors have particularly gravitated toward more sophisticated training materials, Tucker says. The site includes pieces on how to prospect for clients by age or limit the visibility of connections on LinkedIn.

The social media education effort started because Pacific Life sought to create a unique value-add offering, one that would help advisors attract more business, Tucker says. The future buyers of mutual funds have been raised on technology, so the medium struck the firm as an ideal way for advisors to connect with them, she says.

‘We wanted to be able to have a different story to tell [in advisor offices],’ she says.”

The article also describes how Putnam Investments provides a multitude of ongoing social media training resources for its sales team:

At Putnam, everyone across the retail sales team is well versed in how to use social media to build business, says Jayme Lacour, director of social media at the Boston-based firm. That includes internals giving presentations over the Web and externals presenting ideas to advisors at the branch level and one-on-one, as well as the firm’s sales and marketing leaders speaking on panels. ‘It’s an expectation of our sales team from the top to the bottom,’ he says.

The firm offers a full range of presentations that cater to social media neophytes and experts alike. Putnam reps cover everything from creating a profile to using Boolean search terms to find potential clients on LinkedIn, Lacour says. …

A few years ago, Putnam rolled out a dedicated website, called Advisor Tech Tips, that includes social media pointers.

Building relationships with advisors through social media has been a major focus at Putnam, says Mark McKenna, head of global marketing. ‘This is really what we do hands-on with advisors,’ he says. For instance, the firm recently brought about 30 advisors into its offices for a full day of training, which also included professional head shots taken in Putnam’s studio, he says.”

Vanguard also is included in the story as a leader in providing social media education and support for its field force; the article says the firm recently added a section to its website offering tips for how advisors should use social media.
Log in to read the full Ignites article.
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#HSonAir Podcast: Customer Spotlight Series- Interview with Cori Schmid from Mutual of Omaha

cori.schmidOn the heels of the LIMRA Social Media Conference for Financial Services (#LLSMC), Cori Schmid, Social Media and Online Marketing Manager at Mutual of Omaha (@mutualofomaha), joins us in our San Francisco studio to talk about social adoption, digital trends in Financial Services, and of course one of my favorite shows- Wild Kingdom. We were thrilled to have Cori as our first customer guest to join us in our San Francisco studio for this recording.
In Episode 57 I also interview Stephanie Tsai (@stephhhtsai) of our Customer Success team. Stephanie works closely with Cori and her team at Mutual of Omaha to grow their program, establish goals, address challenges, and ensure that the program thrives.
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir. If you have a question, comment or suggestion, or would like to be on the show, or know someone who should- please send an e-mail to OnAir@HearsayCorp.com.
Remember to “like” our Hearsay Social On the Air page on Facebook and continue to follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk.
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Congratulations to the Winners of the 2015 Social Media Silver Bowl Awards!

Screen Shot 2015-08-21 at 1.37.49 PMAs the 6th annual LIMRA LOMA Social Media Conference for financial services (#LLSMC) comes to a close, we’d like to congratulate the winners of the Social Media Silver Bowl Awards! The Silver Bowl Awards recognizes innovation and business success of financial services firm and advisor use of social media campaigns and programs.
This year’s award recipients truly embody what it means to be innovative thought leaders via social business growth in many areas, including sales, customers service, digital marketing, and recruiting. The awards program aims to highlight innovative social business programs that make a measurable impact on business overall.


To that end, here’s the full list of winners:
Best Integrated Social Media Campaign
Voya Financial — “Born to Save”
Best Use of Social Media by an Agent/Advisor
*Thrivent Financial — Hannah Sorensen
*Sun Life Financial — Rebecca May-Gorges
Best Use of Social Media for Customer Service
Allianz Turkey — “Social Customer Care”
Best Use of an Emerging Social Channel
*Transamerica –Vine Campaign
Best Use of Social Media for Social Good
John Hancock — “There’s Only One Boston”
Best Use of Social Media for Recruiting
*COUNTRY Financial — “Candidate Experience”
Best Use of Social Media for Consumer Education
*Prudential — “Bring Your Challenges”
Best Use of Social Media by a Company Outside the United States
Allianz Turkey — “Becoming One”
*Denotes Hearsay Social customer


Congratulations everyone!
Learn about the Predictive Social Suite for Advisors.
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#HSonAir Podcast: Interview with Scott Campbell of American National

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How are financial services companies embracing digital transformation? In episode 41 we interview Scott Campbell (@scottccampbell), EVP & CMO of American National Insurance to discuss the origins of their social program, and how they are leveraging social media to connect with clients, recruit talent, and thrive.
We also sit down with Anita Moorthy (@anitamirchi), Head of EMEA Marketing at Hearsay Social to talk about the state of social media in Europe and the unique challenges faced with adoption, language, culture, and growth.
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 OnAir@HearsayCorp.com.  Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow #RonnyWalk

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#HSonAir Employee Spotlight Series: Julia Winder (Customer Success)

cutmypicIn a special Cinco de Mayo episode we profile Julia Winder (@juliawinder), Advanced Product Specialist at Hearsay Social and part of the Customer Success Dream Team.  In our discussion we explore Julia’s background, have a deep conversation about American pathological optimism, and her day-to-day interactions with our customers as they begin their Hearsay Social Experience.
As a bonus we also include a special interview with David Robles (@DavidRobles) of our Engineering team.  The interview was recorded in Spanish, and we discuss David’s career and growth that’s taken him from Hermosillo, Mexico, to Hearsay Social via London (a recent ongoing theme).  We hope our spanish speaking listerners will enjoy this bonus interview recorded just for them.
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 OnAir@HearsayCorp.com.  Like our NEW page on Facebook and follow along on all #RonnyWalk progress.
Thanks for listening!

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