The statistics don’t lie. LinkedIn, the world’s largest professional social network with over 150 million members, is increasingly becoming one of the most important platforms for financial advisors and representatives who want to engage with their customers and prospects on social media.
Integrated with LinkedIn and the other popular social networks, Hearsay Social already provides a complete compliance and marketing solution for enterprise organizations like Northwestern Mutual, Thrivent Financial, and Farmers Insurance Group.
As a thought leader for social media in the financial services industry, Hearsay Social CEO Clara Shih spoke on a panel this morning at the first-ever LinkedIn Financial Services Summit in New York City. Clara joined other industry leaders including Kara Segreto (CMO, Prudential Retirement), Audrey Hendley (GM, New Customer Acquisition, American Express), Frank Eliason (SVP, Social Media, Citi), and Sean Belka (SVP, Fidelity Center for Applied Technology, Fidelity Investments). Moderating was Mike Gamson (SVP, Global Solutions, LinkedIn).

The conversation onstage wove through big topics like how social media has transformed relationships, especially between advisors and clients, and it zeroed in specifically on what organizations should be looking for when they begin defining social business ROI.
Here are some of our favorite tweets sent out during the panel:
#INFinserv. Excellent panel, especially Frank Eliason, Kara Segreto, and Clara Shih. Great job moderating by Mike Gamson.— lewisgoldman (@lewisgoldman) May 10, 2012
Great panel on Social Media in Financial services. Thanks to all especially
@clarashih and@frankeliason#INFinserv— Heather A Taylor (@heatherAtaylor) May 10, 2012
#INFinserv@clarashih -able to indicate the lift bcos of social media – done for some clients – results are very promising— Aarti Manwani (@m_aarti) May 10, 2012
#INFinserv@clarashih-for finserv social is a soft channel-a great indicator of money and motion but you may want to reach them personally— Aarti Manwani (@m_aarti) May 10, 2012
@clarashih – once you have satisfied compliance the next question is where is the ROI#INFinserv— Aarti Manwani (@m_aarti) May 10, 2012
Listening in to
#INFinserv w@frankeliason@clarashih and more. Learn to move forward past the fear— Joyce Sullivan (@JoyceMSullivan) May 10, 2012
“First wave of social media, people listened first.”
@hearsaysocial#infinserv— theROSEsocial (@theROSEsocial) May 10, 2012
“The trend that I would underscore is mobile”
@hearsaysocial#INFinServ— Mathew zimmer (@MathewZimmer) May 10, 2012
Marketers: Bifurcate social media (
#YouTube#Pintrest) & social networks like#LinkedIn and#facebook@clarashih@hearsaysocial#INfinserv— Ads on LinkedIn (@AdsOnLinkedIn) May 10, 2012
Social networking is a social graph, social media is content centric not people centric
@clarashih#INFinserv— Heather A Taylor (@heatherAtaylor) May 10, 2012
Social media = content centric – social networking = people centric
#INFinserv via@clarashih@hearsaysocial— Kimberly Johns (@kimberlyjohns) May 10, 2012
Proliferation of online profiles has opened up valuable data to trigger financial services discussions
@clarashih@hearsaysocial#INfinserv— Ira A (@iraa) May 10, 2012
The world has shifted from a world of search to a world of discovery —
@clarashih#INFinserv— Gregg Weiss (@greggweiss) May 10, 2012
Great to see
@frankeliason and@clarashih on#infinserv panel today. Twice in two months!— Sandra(@sanhenriques) May 10, 2012
Excited to hear from
@clarashih from Hearsay Social#INFinserv— Matt Sudol (@bklynisbetter) May 10, 2012
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