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The Women Adviser Summit and The Advisor of the Future: A Few Parallels

Last week, I had the pleasure of speaking at the InvestmentNews Women Adviser Summit in Chicago alongside several leading women financial advisors on the panel Going Social: How Social Media Needs to Play a Role in Your Brand-Building. I spoke about they ways in which advisors can remain relevant through digital channels. Read more >

Hearsay Social Named “Best Place to Work” in Bay Area

We are thrilled to share that Hearsay Social has been named one of this year’s “Best Places to Work” by the San Francisco Business Times and Silicon Valley/San Jose Business Journal. Read more >

LIMRA Study Reveals How Financial Brands Can Help Advisors With Social Media

LIMRA recently released a study of financial services companies that looked into if, and how, they are arming their advisors with the resources and support needed to succeed on social media. According to the Supporting Social Media report, six out of 10 financial services companies have deployed programs to assist their advisors and representatives on social media, realizing the importance of social media at the field level. Read more >

4 Tips to Fix Advisor Websites

Nearly every advisor has a website. What’s not as common is a site that engages the target audience and stands out in a crowded digital landscape. Consumers look for thought leadership and interesting content to determine if an advisor is someone they can trust. As such, your website plays a pivotal role in the client acquisition process. If you want to turn site visitors into clients, here are four things to keep in mind. Read more >
Hearsay Social iPhone App

Announcing New Hearsay Social Mobile Apps for iPhones and Android Devices

We launched two new mobile apps this year. With the apps for iPhone and Android devices advisors can use the Predictive Social Suite to engage with their clients and prospects on the go. Read more >
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LinkedIn’s Finance Marketer Guide: Steering Your Company to an Always-On Social Strategy

LinkedIn certainly knows a thing or two about growing a brand. After all, it has steered the company beyond so much more than just a recruiting platform from the early days. Today, with more than 300 million members globally, LinkedIn has become an essential marketing resource for today’s actively engaged B2B and B2C finance marketers. Read more >

8 Key Takeaways from SIFMA’s 2015 Social Media Event

San Francisco was the perfect backdrop to this year’s SIFMA Social Media Seminar focused on social and digital transformation affecting the financial services industry. As a first-time attendee, I had the pleasure of being a part of a day’s worth of thought-provoking panel discussions, networking opportunities, and expert insights on the future of social business and […] Read more >