In episode 38 we interview Marian Mullally (@mcmmarian), Owner of MCM Marketing, who works closely with financial professionals to expand their reach through targeted brand development and qualified networking. Working with Marian, her clients learn how to fully leverage the value of their digital presence to connect with clients and prospects.
We also spoke briefly with Megan Hency (@mherf) who provided her observations from the SIFMA Private Client Conference in Chicago. You can also read her recent blog post recapping the highlights of the event.
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 along on all #RonnyWalk progress.
Thanks for listening!
Achieving great success is one thing, sustaining it is a completely different challenge. In the work Julie Littlechild (@jlittlechild) has done with successful advisors she has found key trends in how they find support, stay focused and stay motivated. In episode 37 Julie shares data from a recent study that examined how advisors define success, what gets in their way, and the tactics they use to drive substantial growth.
Read more about the Six Characteristics of Uncommonly Successful Advisors and find other resources from Julie at JulieLittlechild.com.
Join the conversation with @VictorGaxiola and @EliZelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion be sure to send us an e-mail to OnAir@HearsayCorp.com.
In 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, comments and suggestions via e-mail to OnAir@HearsayCorp.com. Also 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, we were both very wrong.
In episode 35 we interview Sophia Bera (@sophiabera), Financial Planner and founder of Gen Y Planning, which delivers comprehensive financial planning to next Gen investors in their 20s and 30s across the country. In our discussion we explore how Sophia is disrupting the traditional financial planning model working with clients to deliver an upgraded service experience. We also talk about her new eBook What You Should Have Learned About Money, But Never Did: A Gen Y Guide to Empowered Personal Finance available on Amazon.com
Join the conversation with @VictorGaxiola and @EliZelig on Twitter using hashtag #HSonAir. If you have any questions, comments or suggestions for future guests, please e-mail us at OnAir@HearsayCorp.com
In 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. 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. To download the Advisor of the Future Executive Report- Click Here
We also provide an update on the whereabouts of our old friend @RonnyKerr as he continues on his #RonnyWalk across America
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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