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Highlights from the SIFMA Social Media Seminar and LIMRA Distribution Conference (Podcast)

IMG_6785In episode 31 we review the highlights from the SIFMA Social Media Seminar in San Francisco (#SIFMASocial) and the LIMRA Distribution Conference (#DistConf) that took place in Orlando, FL.  Nicole Johnson (@nicjohnmedia), Yasmin Zarabi (@yasminzarabi), and Meagan Hency (@mherf), join Victor Gaxiola (@VictorGaxiola) to talk about the key themes from the two events and explore how much has changed in social media adoption and digital transformation.
Join the conversation on Twitter using hashtag #HSonAir. We also invite you to ask questions, make comments and suggestions on line or by sending an email to OnAir@HearsayCorp.com
Want to connect in person? Visit our events page on our website, or check out this list of events in the 1st Quarter where our team will be presenting or participating.

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Farewell Ronny- A New Adventure Begins

Ronny
In episode 29 we bid farewell to Ronny Kerr (@RonnyKerr), co-host of Hearsay Social On the Air as he embarks on a new adventure.  In our discussion we’ll reflect on the evolution of our company and brand during his time here and what lies ahead as he moves forward in a new chapter of his life and career. This moving episode promises to tug at your heart strings as it lifts your spirits in a joyful and tearful adieu.
Please join the conversation on Twitter with @VictorGaxiola and @RonnyKerr using hashtag #HSonAir and for this episode also add the special hashtag #FarewellRonny.
Have a question, comment or suggestion? Please send us an e-mail at OnAir@HearsayCorp.com

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Interview with Alicianne Rand of NewsCred

aliciannerandIn episode 25 we interview Alicianne Rand (@AlicianneRand), VP of Marketing with NewsCred (@NewsCred) one of Hearsay Social’s content partners.
In our discussion we explore how content is being created, consumed and shared by brands and individuals as well as look at how marketers need to evolve their approach to gain new audiences and remain relevant.
Join the conversation with @VictorGaxiola and @RonnyKerr on Twitter using our hashtag #HSonAir.
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#HSonAir Employee Spotlight Series: Interview with Sarah Pedersen of Hearsay Social

sarah pedersenIn episode 22 of Hearsay Social On the Air we introduce Sarah Pedersen (Director of Customer Success at Hearsay Social, @SarahCPedersen), and the role she and her team play in the implementation and adoption of social by our clients.
We also explore how the Customer Success team collaborates with clients to help them define and reach their goals, meet their challenges, and thrive in their use of social media.
Be a part of the conversation with @VictorGaxiola and @ronnykerr on Twitter using hashtag #HSonAir
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Ten Tenets for Social Business Success

shutterstock_111111614Each year as spring baseball kicks off, my son is invited to participate in a league tryout to assess his skills in fielding, hitting and catching the ball.  His performance determines his placement on a team that usually has players across the spectrum of  skill levels, ensuring parity amongst the league. It’s an exercise that he finds puzzling because he knows how to catch, he knows how to throw and he knows how to hit. How could this exercise make any difference in his ability to play the game?
I was reminded of this yearly ritual when it came to reviewing the basic tenets that lead to social business success. Though you and I may be proficient in the skill set necessary to thrive on social media, like my son in baseball, it helps to assess this skill set on a periodic basis to ensure we’re still adding value to our audiences on social networks.
As a refresher, below are ten best practices for financial professionals to improve their social networking presence to help build connections and drive engagement with clients.

1. Be discoverable

When was the last time you used the yellow pages to buy a product or service?  The fact is, we’ve all moved onto digital, so lacking a presence online today is now equated to irrelevance in business. Establishing a digital footprint is essential for any financial professional to reflect who they are, who they serve and where they can be found.

2. Be authentic/transparent

People choose to work with you because of who you are–quirks and all. On social media, it is imperative that your profiles and the content you share demonstrate your personality and style. Social networking and sharing should be nothing more than a digital extension of your offline self. If you care about your audience, you will not misrepresent your voice or be anything other than what you are.

3. Listen first

There is a reason why you have two ears and one mouth, and the same applies on social. The gift of social is that it provides a window into the lives and values of those around us who are sharing content and snippets of information about the things they care about. Listen to them, respond when necessary and add new nuggets of brilliance from time to time. You’ll be amazed how much smarter you’ll look in the eyes of others when you speak less and listen more.

4. Be personable

Ask questions and make people feel good. Social is a conversation, and often the very reason people post is to get a response, so give it to them. Although it’s easier to click “like” on a post, write a comment instead. You’ll be amazed at how much more inviting this simple change makes in the engagement you have with your connections.

5. Be consistent

Whether it’s during your morning commute on the bus or train or during the afternoon coffee break, make time for social engagement. All relationships require some tender loving care, and social provides an ideal way to check in with your connections in an easy, scalable way.

6. Respect your audience

Whether social is used for personal or professional use, be sure you add value to the conversation and respect your audience. A good rule of thumb is to share content that will either educate, enrich, engage or entertain.

7. Be creative

Change your profile picture, post song lyrics, ask a question; in other words, mix things up. Social provides you with a creative outlet to share with others and participate in a global social conversation. Could the ice bucket challenge have existed without social?

8. Take risks

Social is a playground that allows us to take calculated risks to connect with others and add value. Try posting at different times or days or sharing different kinds of content, and you’ll be surprised at how different a response these small changes can elicit from your audience.

9. Promote others

The golden rule on social is to help spread the love and promote others as you would yourself. If you like a piece of content posted by someone else, share it! (And give them credit.) If you read a tweet that added value, favorite it and retweet. Social sharing is easy, and people recognize those that amplify their message, so don’t be shy.

10. Measure everything

You can’t manage what you can’t measure, and social is no different. There is a direct correlation between activity and results, and it’s reflected in how people engage with you. It also helps you manage the kinds of content you share, when you post, and how you can leverage the use of each platform. Things to measure: conversion rates (calls to action), engagement, and reach.
Did I miss anything? Share your tenets for social business success in the comments!
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Ten tenets for social business success

shutterstock_111111614In episode 21 of Hearsay Social On the Air, we review the ten tenets of social business that drive engagement and success and explore ten best practices for financial professionals to improve their digital connections to get measurable results. Join the conversation on Twitter with @VictorGaxiola and @ronnykerr using hashtag #HSonAir.
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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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Interview with Stephanie Sammons of Wired Advisor: #HSonAir Episode 18

sammonsIn episode 18 of Hearsay Social On the Air we invite Stephanie Sammons (CEO and Founder of WiredAdvisor.com@StephSammons) to discuss the state of social business and digital technologies in financial services. We also explore how Stephanie as a writer, speaker, and podcaster is helping individuals and businesses thrive in their use of social media to grow their influence and connect with clients.
Be part of the conversation with @VictorGaxiola and @ronnykerr on Twitter using hashtag #HSonAir.
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Interview with Pat Hume of TrapIt: #HSonAir Episode 10

Pat-Victor-WebinarIn episode 10 of Hearsay Social On the Air we launch our Partner Highlight Series with an introduction to TrapIt President Pat Hume (@pathume66).
The episode features a replay of a joint webinar hosted by Victor and Pat on content marketing and the importance of having a content strategy to connect and add value to your social audiences. You can follow the webinar conversation on Twitter at #FinServContent and add your review and feedback to our show at #HSonAir.
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Interview with Ted Jenkin of oXYGen Financial: #HSonAir Episode 9

ted jenkinIn episode 9 of Hearsay Social On the Air we interview Ted Jenkin (CFP and co-CEO of oXYGen Financial, @TedJenkin) to share how he and his business partner Kile Lewis (@kilelewis) are developing their practice to address the next generation of investors. Listen to the show to explore how oXYGen Financial is approaching business from a progressive perspective, and how it’s generating positive results.
Finally, join @VictorGaxiola and @ronnykerr on Twitter to participate in the conversation using hashtag #HSonAir.
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