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Majority of Clients Want to Connect With You On Social Media, Says FPA / LinkedIn Study

There’s no doubt that social media is a top priority for many financial services firms and advisors. Today, social media is a key way to connect and engage with clients and, by sharing education and thought leadership to help clients navigate their financial journeys, it can help grow business. In a joint study by LinkedIn and […] Read more >
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Hearsay Innovation Summit 2016: What’s Next for Financial Services?

We’re honored to host nearly 100 executive leaders and startup thinkers from the financial services industry and beyond for a day of thought-provoking discussion about the future of financial services products, distribution and the new customer experience. Read more >
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Hearsay Social CEO Clara Shih Named to 2016 IA 25 List of Industry Influencers

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. 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. Read more >
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The Social Business Imperative: Eight Years Later

When I wrote my first book back in 2008, social networks were just getting off the ground. What a long way we have come. Today, you’d be hard-pressed to find someone who doesn’t believe in social media’s profound impact on every aspect of work, life, and society. As consumers, we live the social, mobile, and digital transformation every day – from the moment we wake up and scroll through Facebook to when we tweet the world good night just before falling asleep. Read more >
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Announcing the “Rethinking Email” eBook: 4 Ways to Deepen Relationships and Grow Business

In a world where consumers are bombarded with marketing messages at every turn, personalization is key when communicating with customers via email. Even amid the rise of digital marketing technologies, email remains the go-to channel for marketers – and the most effective. The numbers don’t lie: 72% of consumers prefer email as their primary channel […] Read more >
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9 Ways to Reach—and Retain—Digitally Savvy Clients

Digital marketing efforts were once largely confined to the home office, but now you, the advisor, have the opportunity to use digital channels to market yourself to existing clients. But where do you start? Jennifer Leopold, Customer Success Manager at Hearsay Social shows you how. With market volatility predicted to last throughout 2016, it’s more […] Read more >
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4 Reasons to Text Prospects for Better Conversion

Whether you’re waiting in line for your morning coffee, commuting to work, or even sitting in a meeting—there’s one thing you can count on happening all around you today. Everyone is texting. According to Pew Research Center, 97 percent of U.S. smartphone users text at least once per day. In fact, text messaging has become the most widely used feature on our phones, followed by using the internet, making voice/video calls and email. Read more >
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