The Empire State of Mind series continues with Part II, where we visit with Connor Crown (@ConnorCrown) and Mike Gardineer (@MikeGardineer), Sales Development Representatives in our New York office to discuss their observations on the financial services industry and the initial challenges prospects face in social adoption.

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 [email protected].

Like our NEW page on Facebook and follow the progress of Ronny Kerr on #RonnyWalk

Thanks for listening!

Victor

Links:

• My Little Buttercup scene from the movie "The 3 Amigos"

In a special two part series, Episode 42 (Part I) focuses on our New York office interviews with Karin Zabel (@kazab), Austin Lunny (@austin_lunny) and Weifang Zhu (@wzhu2009), members of our Customer Success Dream Team as well as Molly Degnan (@modegs) and Amanda Sydor (@amandasydor), our Marketing Event specialists. Adding to the atmosphere, Manhattan itself serves as an ambient character ever present throughout the episode.

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 [email protected]. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow #RonnyWalk

Thanks for listening!

Victor

Links:

• Waltz in Grand Central Terminal from the movie "The Fisher King"

How are financial services companies embracing digital transformation? In episode 41 we interview Scott Campbell (@scottccampbell), EVP & CMO of American National Insurance to discuss the origins of their social program, and how they are leveraging social media to connect with clients, recruit talent, and thrive.

We also sit down with Anita Moorthy (@anitamirchi), Head of EMEA Marketing at Hearsay Social to talk about the state of social media in Europe and the unique challenges faced with adoption. language, culture, and growth.

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 [email protected]. Like our NEW page on Facebook and follow the progress of our good friend Ronny Kerr or follow #RonnyWalk

Thanks for listening!

Additional Notes/Links from our show:

• Blog post on UK's FCA Setting New Rules on Social Media Use

In a special Cinco de Mayo episode we profile Julia Winder (@juliawinder), Advanced Product Specialist at Hearsay Social and part of the Customer Success Dream Team. In our discussion we explore Julia’s background, have a deep conversation about American pathological optimism, and her day-to-day interactions with our customers as they begin their Hearsay Social Experience.

As a bonus we also include a special interview with David Robles (@DavidRobles) of our Engineering team. The interview was recorded in Spanish, and we discuss David's career and growth that's taken him from Hermosillo, Mexico, to Hearsay Social via London (a recent ongoing theme). We hope our spanish speaking listerners will enjoy this bonus interview recorded just for them.

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 [email protected]. Like our NEW page on Facebook and follow along on all #RonnyWalk progress.

Thanks for listening!

Additional Notes/Links from our show:

• Boy Sends Letters to 32 NFL Teams to find Allegiance

• Social Business Training at Hearsay Social

• Sons of Liberty on the History Channel

• American Pathological Optimism on This American Life

• Humans of New York Facebook Page

• Humans of New York Website

• Sizzler commercial from the 90s link

• Find out what Winnie The Pooh Character are you?

Note: It's Jackie Robinson, not Frankie Robinson as stated on the show.

Are Financial Services companies doing enough to arm their advisors, agents and producers with the resources and support they need to succeed with social media? In episode 39 we interview Norah Denley (@NDenley) Sr. Research Analyst at LIMRA on the results of a recent study they conducted exploring how financial services companies are adopting social media and the ongoing challenges identified by participating member companies.

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 [email protected]. Like our NEW page on Facebook and follow along on all #RonnyWalk progress.

Thanks for listening!

Additional Segments:

Sanjiv Baxi (@SanjivBaxi) from our business development team stops by to share infromation about the launch of our Curated Content Channels- an innovative way for advisors to find and articulate in their authentic voice on social.

Nicole Johnson (@nicjohnmedia) co-author of the Advisor of the Future visits to discuss the recent reactions to the Executive Report presentation in Chicago.

Additional Notes:

• Blog post reviewing the LIMRA Social Media Conference- October 2014
• Download your copy of the Advisor of the Future Executive Report

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 [email protected]. Like our NEW page on Facebook and follow along on all #RonnyWalk progress.

Thanks for listening!

Additional Notes:

• San Francisco Giants splash hits and video of the 1st one by Barry Bonds
• Check out Highlights from the Q/A with Mark Zuckerberg of Facebook
• HBO gets prickly over the use of Periscope and Game of Thrones streaming

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 [email protected].

#WeHaveSnacks

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 pf 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 [email protected].

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

Check out Sophia's takeover of the @BillWinterberg FPPad.com Bits & Bytes Show.

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 [email protected]

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. 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 [email protected] or LIKE our NEW page on Facebook.