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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: Interview with Craig Iskowitz of the Ezra Group

IMG_9703In Episode 69, I interview Craig Iskowitz (@craigiskowitz), Founder and CEO of the Ezra Group, and publisher of two blogs: Wealth Management Today and Think Like a Consultant. The Ezra Group is a management consulting firm that provides business and technology strategy services to the financial services industry. They work with broker-dealers, banks, asset managers, RIA’s and technology vendors to share their deep knowledge and experience in wealth management products and services.
In our conversation we explore the trends and changes in technology affecting the financial services industry and the clients Craig serves. We also talk about robo-advisors, content,  platform consolidation, and the increasing value of data to drive decisions.
I invite you to be a part of the conversation with me @victorgaxiola on Twitter using hashtag #HSonAir.  If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com.   I also invite you to “like” our  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- 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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#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 OnAir@HearsayCorp.com.
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

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#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 OnAir@HearsayCorp.com.
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

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#HSonAir Podcast: Interview with Matt Fronczke of Kasina

mattfronczkeIn episode 52, Matt Fronczke, Director of Product Consulting at Kasina joins us to discuss how technology is evolving in the B2B world of financial services and his role in leading many of the firm’s consulting engagements and developing new and innovative products and product related research for their clients. In our discussion we explore how big data is changing the face of the industry and the evolving role of the digital 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 OnAir@HearsayCorp.com.
Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr on Twitter using hashtag #RonnyWalk

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#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 OnAir@HearsayCorp.com.  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!

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#HSonAir Podcast: An Interview with Steve Garrity (CTO/Founder) of Hearsay Social

steveblogIn episode 36 we sit down with Steve Garrity (@stgarrity), CTO and Founder of Hearsay Social, to discuss his background and the origins of the company.  We also talk about his recent experience presenting at SxSW and his thoughts on the evolving digital transformation in Financial Services.
Be a part of the conversation on Twitter with @VictorGaxiola and @EliZelig using hashtag #HSonAir. We also invite you send your questions and comments via e-mail to OnAir@HearsayCorp.com. In the spirit of crowdsourcing, we are also looking for your suggestions to help improve our podcast outro. Have a great idea? Don’t hesitate to send it in. We’ll review all submissions and share the best ones in upcoming shows.
To that end, be sure to take a listen to the NEW podcast by our Engineering Group: Software Engineering Fireside Chat,  available on iTunes.
Finally, we’d like to congratulate Duke for winning the NCAA Men’s Basketball Championship on Monday.

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#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 Zappos.com 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 OnAir@HearsayCorp.com or LIKE our NEW page on Facebook.

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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.
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