Skip to content

See You at the LIMRA LOMA Social Media Conference in San Francisco

LIMRA_welcome_InstaWith one-of-a-kind attractions like the Golden Gate Bridge and the Ferry Building Marketplace  – not to mention what’s expected to be great weather – we’re excited to welcome you to our hometown of San Francisco next week for the 2015 LIMRA LOMA Social Media Conference for Financial Services (#LLSMC)!
Stop By the Hearsay Social Booth (#21)
Head over to our booth (#21) to catch up with our team members, get tips on how you can use social and digital technologies to grow your business, and pick up some great swag.
Win a Pair of Beats by Dre
Drop off your business card at our booth for a chance to win a pair of Beats by Dre. The winner will be announced Friday, August 21, during the morning break at 9:00 AM. For additional chances to win, take a photo of your hotel keycard at your favorite spot in the city and tweet us @hearsaysocial using #LLSMC.
Check Out Hearsay Social’s Presentations
We’re hosting several presentations on Thursday, August 20, including a TED-style talk with Hearsay Social CEO and founder, Clara Shih (@clarashih), a fireside chat that explores how MassMutual (@massmutual) built a successful social business program for its financial professionals, and the Silver Bowl Awards:

Thursday, August 20
9:00 – 9:20 AM

“Survival of the Fittest: The Rise of the Omni-channel Advisor”
Grand Ballroom A
As consumer expectations change with each technological innovation, every financial services and insurance company today is struggling with determining the best channel to reach the social, mobile client. Legacy channels seem inadequate, while the rise of robo-advice firms, insurance comparison sites and direct-to-consumer offerings look to disrupt the industry. Will the “digitization of everything” mark the beginning of the end for traditional agency business? Join Hearsay Social’s CEO and founder, Clara Shih (@clarashih), for a TED-style talk where she’ll share her perspectives on potential outcomes and what financial services leaders and marketers must do to help advisors adapt, be more productive and thrive in a world where technology advancements and innovation are only accelerating.

Thursday, August 20
10:30 – 11:30 AM
“Best Practices for Building a Strategic Social Business Program: A Fireside Chat with Corina Roy, MassMutual”
Regency A
In an industry built on relationships and trust, financial services firms must not only have a strong corporate presence on social media, but also a strong presence for their financial professionals to reach local communities and the clients they serve. Join Corina Roy (@corinaroy), assistant vice president of digital and customer experience at MassMutual, and Abhay Rajaram (@abhayrajaram), vice president of global customer success at Hearsay Social, to hear how MassMutual (@massmutual) developed a social media program for its financial professionals, how it’s driving higher adoption and productivity on social, and where it’s headed next.
Thursday August 20
11:30 – 12:15 PM
3rd Annual Silver Bowl Awards Presentation co-hosted by Hearsay Social and LIMRA
Grand Ballroom A
The annual #SilverBowlAwards recognize excellence, innovation and achievement in the use of social media in the financial services industry. This event is the big reveal of the 2015 winners, which this year includes some brand-new categories recognizing industry trends in social media. Come to this presentation to congratulate your peers and get an inside look into the winning campaigns.
On behalf of the entire Hearsay Social team, see you there!

Transforming customer relationships with social business: Recap from the 2014 LIMRA Social Media Conference for Financial Services

Victor Gaxiola and Molly Degnan at the LIMRA Social Media Conference in Boston.

In its fifth year, LIMRA’s 2014 Social Media Conference for Financial Services last week provided financial services teams the strategies they need to build relationships, generate sales and recruit new producers with social media.

This year’s presenters shared more real life success stories and tangible strategies than ever before. In particular, there was a heavier focus on successful use of social media by agents and advisors in the field.

Here are the some of the key topics covered throughout the conference:

Advisor use of social media

In contrast to prior years, where it seemed the conference was primarily focused on brand or corporate use of social media, this year’s conference was much more focused on how advisors in the field successfully leverage social business practices.

MassMutual, New York Life, Sun Life Financial, Guardian Life, and other organizations shared stories of how advisors successfully leveraged social media to maintain customer relationships and grow business. Even Zuckerberg Media founder and CEO Randi Zuckerberg (@randizuckerberg), who focused on social media trends,  provided some best-practice examples of advisors using Facebook to connect directly with their customers.

One standout session was a panel discussion, “Winning as a Team @ MassMutual,” moderated by Hearsay Social’s Customer Advocacy Manager, Victor Gaxiola (@victorgaxiola).

In a lively discussion, the cross-functional team from Mass Mutual, including Kathleen Mayko (Director, Brand Marketing, Life Company Marketing, @kathleen_mayko), Doug Morrin (Assistant Vice President & Counsel, Law Department, @DougMorrin), and Corina Roy (Assistant Vice President, Field Digital, Life Company Marketing, @corinaroy), shared the evolution of their social media program.


In a round robin format, Corina shared how MassMutual has mobilized its field force to embrace social technology to connect with prospects and clients, and Kathleen covered the brand perspective. Both expanded on the the need for interdepartmental collaboration and communication to meet the challenges of adoption early on and through the life of the program.

Victor categorized the challenge facing the industry well: “Social media in financial services is a revolution at an evolutionary pace.”

Representing the legal perspective, Doug was a refreshing surprise illustrating MassMutual’s progressive approach to social media understanding and adoption. He spoke about how he became knowledgeable about social media by actually creating his own social media accounts and using them. (A great tip for other legal and compliance professionals who are looking to better understand the technology.)

From the beginning, he approached social media as a business imperative; instead of being a roadblock, the legal and compliance team would be partners in making social successful at MassMutual.


Mobile and social media have always gone hand-in-hand, but this year the mobile conversation was front and center. There was some mention of mobile strategy in almost every presentation.

Randi Zuckerberg, for example, discussed a number of mobile trends. “People want to get everything within one click on their phone,” she said, sharing examples of mobile consumer applications such as Uber and asking, “so how do you give your clients what they need?” A few of the mobile applications from insurance companies that she shared were The Liberty Mutual Home GalleryProgressive Art app, and MetLife Infinity.

There seems to be general consensus that the way people digest information has changed, and therefore firms and relationship managers need to connect with customers, employees, and investors through mobile channels. In their “Social E-Motion” session, Aaron Brickman, Adam Sherman, and Louis Cardello (senior associates at New York Life), shared the statistic that cold calls are ineffective 97% of the time, highlighting the need for other ways to connect with customers and prospects.

Integrated campaigns

As the industry’s use of social media matures, it is only natural that financial services organizations become more sophisticated with their social business programs. Particularly apparent at this year’s LIMRA conference was the number of success stories concerning fully integrated campaigns across other digital channels,  in-person activities, and mobile.
In his session “Plan for the Moment – Twitter and Financial Services Partner,” Dan Greenberg (Senior Account Manager, Twitter, @dangb) shared some impressive examples of integration with Twitter marketing programs, live events and TV broadcasts. Dan highlighted a successful campaign that New York Life ran encouraging customers to share stories.

Dan also shared a variety of examples of Twitter tools available to help bridge Twitter engagement with other marketing programs, such as “Click-to-Call” on mobile and Twitter Cards.

The core day of the LIMRA event concluded with the “Silver Bowl Awards” hosted by Michael Lock (President & COO, Hearsay Social, @michaelhlock) and James Kerley (Chief Member Officer, LIMRA/LOMA). With this second-annual installation of these awards, the conference attendees had a chance to look back at each other’s successes over the past year and learn from some truly creative campaigns.

Can’t wait to see how you all continue to innovate over the coming year!

Social business at LIMRA #LLSMC: AXA Advisors, MassMutual, and Hearsay Social to share success stories

Hearsay Social CEO Clara Shih and Jim Kerley (President of LL Global Services and Chief Membership Officer, LIMRA, LOMA and LL Global), at LLSMC last year. Photo courtesy of Corina Roy (@CorinaRoy)

Next week the Hearsay Social team is excited to be converging on Boston for the 2014 Social Media Conference for Financial Services hosted by LIMRA, a worldwide research, consulting, and professional development organization representing hundreds of insurance and financial services companies around the world.
As LIMRA’s Elite Strategic Partner, we look forward to connecting with business leaders and sharing the stage with sales and marketing executives like Kathleen Mayko (Director, Brand Marketing, Life Company Marketing, MassMutual) and Nicole Pesce (Director, Head of Digital – AXA Advisors) to discuss how today’s producers can use social media to build relationships, amplify their brand, and grow sales.
See below for a summary of all the conference activities where you can find Hearsay Social.

SMedia Banner


Winning as a Team @ MassMutual: Social Media Program Best Practices

WHEN: 10:30 to 11:30 am on Thursday, August 21
WHO: Kathleen Mayko (Director, Brand Marketing, Life Company Marketing, MassMutual), Doug Morrin (Assistant Vice President & Counsel, Law Department, MassMutual), Corina Roy (Assistant Vice President, Field Digital, Life Company Marketing, MassMutual), and Victor Gaxiola (Customer Advocacy Manager, Hearsay Social) as moderator.
WHAT: Successful social media programs require cross-functional coordination and efforts within your company. But this is easier said than done. How do you coordinate a social media program with key areas? How do you ensure various stakeholders and managing teams are on the same page? Join a panel of social media program stakeholders from MassMutual representing Corporate Marketing, Field Digital Marketing and Legal, and hear their perspectives and learnings on what it takes to work together to drive success on social.


Successful Social Media for Advisors: A Fireside Chat with Nicole Pesce, AXA Advisors

WHEN: 4:00 to 4:45 pm on Thursday, August 21
WHO: Nicole Pesce (Director, Head of Digital – AXA Advisors) and Michael Lock (President & COO, Hearsay Social)
WHAT: In an industry built on relationships and trust, to maximize the value of social media, financial services firms must have a strong corporate presence on social, as well as a strong advisor presence on social across all the local communities and clients it serves. Join Michael Lock and Nicole Pesce to hear how AXA developed its social media program for its advisors, how it is driving higher adoption and advisor productivity on social, and where it’s headed next.


Hearsay Social is LIMRA’s Elite Strategic Partner and endorsed social media solution for member firms to learn about and be successful on social media.

2nd Annual Silver Bowl Awards

WHEN: 5:15 to 6:00 pm on Thursday, August 21
WHO: Hosted by James W. Kerley, LLIF (President of LL Global Services and Chief Membership Officer, LIMRA, LOMA and LL Global) and Michael Lock (President & COO, Hearsay Social)
WHAT: Do you want to know what great social media looks like in financial services? The #SilverBowlAwards are here to answer the question on everyone’s minds. Join us for an hour of fun and learning as the winner of the #SilverBowlAwards are announced. Categories include Best Use of Facebook, LinkedIn, Twitter, YouTube, Best Use of Social Media by an Advisor, and Social Good.
We look forward to seeing you at each of these sessions, at the Hearsay Social booth, and online at #LLSMC!

Hearsay Social CEO Clara Shih to keynote on social media, big data and distribution at GAMA LAMP

HeaderLogoToday we’re excited to announce that from March 16-19 we’ll be in Nashville for GAMA’s annual Leadership and Management Program (LAMP), which brings together more than 2,500 field leaders and industry executives representing more than 50 insurance companies from around the world.

GAMA has organized what’s sure to be a superb event, featuring top practitioner speakers including GAMA 2013-14 president Howard J. Elias (Guardian Life), Harry P. Hoopis (Northwestern Mutual), Peter S. Novak (MassMutual), Gregory R. Smith (Farm Bureau Insurance) and more.


Additionally, we’re proud to say we’ll be kicking off the event with a keynote from our CEO Clara Shih on Monday morning. In addition to Clara’s keynote, we will be hosting a workshop on day two of GAMA LAMP with distribution leaders from major financial firms participating. Also, take advantage of the chance to meet one-on-one with a key Hearsay Social executive onsite to explore how social business applies to your specific situation. Sign up here.

Here’s some more information about our sessions at GAMA LAMP:

How Social Media and Big Data are Transforming Distribution

Over one billion people today look to Facebook and Twitter for news and recommendations. At the same time, people are broadcasting life events every day across the social networks. How can advisors today tap into these opportunities to engage with their current and prospective clients?

In this very special keynote kicking off GAMA LAMP on Monday at 9:15 AM, Hearsay Social CEO Clara Shih (@ClaraShih) will share how insurers can leverage big data insights from social media to bring digital channel efficiencies to advisor forces and transform distribution.

The Dawn of the Super-Human Advisor

On Tuesday, March 18 at 3 PM, Jason Suen (Global Director of Customer Success, Hearsay Social, @JasonSuen) will be leading a panel with distribution leaders from major financial firms to discuss their experiences with social business. Panelists will share both qualitative insights and concrete actions every leader should be taking to get from “likes” to generating business on Facebook, LinkedIn, Twitter, and other popular social networks. Participants in this workshop will walk away with a blueprint for leading their organization to success in the social media era.

See you at Clara’s keynote on Monday morning, Jason’s workshop on Tuesday afternoon, booth #435 (where you can enter a daily drawing for a chance to win a set of Beats by Dr. Dre Headphones) and online at #LAMP14 all throughout the event!

Learn more about social media and financial services:

Sales has changed more in the past 10 years than it did in the previous 100

How SunLife Leverages LinkedIn and Stays Compliant

Enhancing the social business experience for financial advisors at Wedbush Securities