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Q&A with Christine Meginness, Program Director for Hearsay Sites

How did you get into this line of work, and why are you passionate about it? Having attended high school and college in the heart of tech here in the S.F. Bay Area, I’ve been immersed in this space...

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Innovation and Compliance: Friends, not Foes

Innovation and compliance can sometimes butt heads. Compliance programs are built around an understanding of business outcomes and use cases, in order to build controls within the frameworks of the...

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Sell insurance on Instagram? Yes, it’s happening now.

Recently, an insurance agent on the Hearsay platform noted that in the past year they’ve sold every line of business through social media, even through Instagram. “It’s crazy to think you can sell...

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How Financial Services Firms Can Bridge the Lead Hand-off Gap

Sales and marketing alignment is a hot topic. While they may not always be in sync, there is one thing marketing and sales teams can agree on: Optimizing lead programs to increase conversion rate is...

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Building Trust and Partnerships: Keys to Successful Social Selling Programs

What does it take to successfully scale social selling programs? Recently, Hearsay’s VP of Marketing Leslie Leach was joined by Cully Eisenbeis, Senior Channel Management Specialist for Social Media...

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Three Quick Wins to Revolutionize Agent and Advisor Effectiveness

Looking for ways to accelerate your financial reps’ effectiveness through integrated, seamless experiences? At this year’s Hearsay Summit, Dennis Craig, VP, MGA & National Account Relationships at...

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Instagram for Financial Pros: Three that Work, Why, and Tips to Get you Started

Do you have a handle on using Instagram for your business? If you’re not a photographer or graphic designer, managing an account on this highly visual platform can feel overwhelming. But we’ve found...

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Q&A with Tim Rickards, Director of Social and Content Strategy

Hearsay is excited to introduce you to our new Director of Social and Content Strategy, Tim Rickards! Tim started his career as a copywriter in the SF Bay Area, and joined Charles Schwab’s in-house...

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Advisor Spotlight: How Hearsay helped this UBS Digital Rockstar create a...

For busy advisors and fund managers strapped for time, developing and maintaining a steady social media presence can easily fall through the cracks. When used effectively, social media can be an...

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Harmonizing Marketing and Compliance in Financial Services: The Upside of a...

It’s no secret that developing strong cross-functional partnerships across teams drives greater alignment and better business results. But recognizing that fact and actually bringing it to life are...

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