We’re excited to share that our CEO and founder, Clara Shih, was named this week to Investment Advisor’s prestigious 2016 IA 25 list of the most influential people in the financial services industry. She is joined by an impressive group of leaders including Naureen Hassan, chief digital officer at Morgan Stanley Wealth Management; Kate Healy, managing director of marketing at TD Ameritrade; and Marty Bicknell, CEO of Mariner Holdings.
This year’s winners represent the various forces that shape and steer the industry forward, from traditional brokerages to technology startups, regulatory organizations to research firms. Now in its 14th year, the IA 25 is chosen by editors of the Investment Advisor Group, which includes Investment Advisor and Research magazines and ThinkAdvisor.com.
Read the complete profile, “Clara Shih: Democratizing Financial Advice,” in the May issue of Investment Advisor and on ThinkAdvisor.com.
This honor is the latest of several recent accomplishments for both Clara and the company. Earlier this week, Clara’s newest book, The Social Business Imperative, was released, and the company was awarded “Best Place to Work” by the SF Business Times and Silicon Valley Business Journal. In March, Clara was honored at the 2016 Girls Inc. Celebration Luncheon for her support of and advocacy for girls’ education, especially in STEM fields. And earlier this year, we were named to HousingWire’s HW TECH100 list of most innovative technology companies in the mortgage and housing industry. We also continue to grow our international customer base, as evidenced by the recent addition of three new marquee customers in Asia.
For nearly a quarter of a century, Research magazine has annually recognized advisors in the financial services industry who have proven to hold themselves to a benchmark of excellence worthy of remark across the industry.
Those honored have served a minimum of 20 years in the industry, have acquired substantial assets under management, have demonstrated superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.
Today we want to take a moment to thank and congratulate this year’s winners for their achievements:
- Lewis Altfest, CEO and Principal Advisor, Atlfest Personal Wealth Management
- Sally Law, Chairman and CEO, Law & Associates, Raymond James Financial Services
- Eugene Lerner, Managing Director/Partner/Founder, The Lerner Group, HighTower
- Robert Reich, Senior Vice President, Wealth Brokerage Services, Wells Fargo Advisors
- Greg Sarian, Managing Director/Partner/Founder, The Sarian Group, HighTower
Learn more about the winners below and in the full article on ThinkAdvisor.
At a family reunion last year, I caught up with my cousin who has been a financial advisor for the past 15 years. The topic of social business came up, given his work and mine as a manager of customer success at Hearsay Social. An avid proponent of social media for business, he was excited to share some of his recent success stories with me.
First, he said that his favorite thing about social business is the fact that “it works while he sleeps.” In fact, his two single largest accounts originated simply because he managed an up-to-date and compelling social presence. After finding him through an advisor-search tool on his company’s website, these clients researched him on social media before proactively contacting him.
Second, my cousin explained that he actually spends very little time on social media. Like most other successful financial advisors, he aims to spend most of his time with clients. But he does set aside a small amount of time to keep his profile up to date, grow his network, listen for key buying signals from his prospects and clients, and share relevant content.
Not everyone has mastered social business in the way my cousin has. In fact, my team at Hearsay Social is specifically dedicated to coaching advisors on how to optimize their social media usage for measurable business results. What we’ve learned over the past few years is that there are three key actions that you can take today to jump-start your social business.
Continue reading this article over at ThinkAdvisor.
Sharing compelling content is the most effective way to engage an audience on social. The challenge is that there is an endless supply of material coming from every possible direction. At a certain point, it all just starts to sound like noise.
So how can advisors rise above that noise to deliver information of value to their customers? How do you decide what’s best for your social channels?
Hearsay Social recently signed content partnerships with Broadridge, Life Happens, NewsCred and Trapit so that agents and advisors can always access high-value, compelling industry and general interest content to share on social and engage their audiences.
By working with these great companies, we’ve come up with a few important tips for social media publishing that will help investment professionals clear through the clutter to drive meaningful interactions with clients.
Continue reading this article over at ThinkAdvisor.
But really: how does social media actually help financial advisors market their firm, sell their products, and grow their business?
That’s just one of the questions Hearsay Social sought to answer at its second annual Social Business Innovation Summit in San Francisco last month, which brought executives and thought leaders from across the financial services and technology industries together to discuss the future of innovation.
Speakers at the event included CEOs from top financial organizations in addition to tech industry stalwarts like Joe Fernandez, SVP, GM and founder of Klout, Bryan Schreier, general partner at Sequoia Capital, and Ralf Vonsosen, head of marketing at LinkedIn Sales Solutions.
In a special session at the Summit, two financial advisors discussed how they are using social media to grow, maintain and serve their own base of clients. Here’s what we learned.
Temperatures are dropping, snow is falling, and festivities are in full swing. As you start your celebrations, remember that you can leverage your social media presence to share in the season of giving.
Your Facebook, Twitter, LinkedIn and Google+ profiles are great way to keep in touch with friends, family, clients and prospects year round–especially during the holiday season.
As a financial advisor, you can get in the social spirit with the following 12 steps to holiday social business success.
- Be thankful for your clients. Thanksgiving may have come and gone, but it’s never too late to share some appreciation. While it might not be scalable to reach out to each client individually, consider showing your appreciation on social media. Thank your clients for their business directly by using @tags in Facebook or Twitter.
- Broadcast your availability and vacation time. Even though it’s the holidays, you never know when clients will need to get in touch. Help them find you when you’re around, and keep your social “pings” to a minimum while you’re on vacation with your family.
For the other 10 steps check out our blog post on ThinkAdvisor: 12 Steps to Holiday Social Business Success.