Customer Success enthusiast, cycling fangirl, Laker lover, reading addict, proud mom
Silicon Valley
Joined August 2009
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Announcing Hearsay Triggered Advisor Actions – Turning Advisors’ Mobile Devices into Powerful Data-Driven Work Systems, Making Every Advisor a Data-Driven Relationship Manager. bit.ly/2JkkC2a
Proud to see more press for the launch of Advisor Actions on the Insurance Innovation Reporter. bit.ly/2SkXO6O
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Advisor Actions will enable millions of financial advisors, insurance agents, and regulated relationship managers. bit.ly/2CYHa8s
What outcome can Hearsay drive for your business? @hearsaysystems #financialservices bit.ly/2QQS9nk
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On November 7th at 10 AM PT Mitch Avnet of Compliance Risk and Phil Burch will discuss how technology can help compliance and supervision teams proactively mitigate risk for their firms and allow advisors to provide best-in-class service to their clients. bit.ly/2Chc3E2
Spending too much time on social? Having a hard time measuring social success? Hear from our @HearsaySystem Customer Education Manager, Linh Le, who debunks important #socialmedia myths and join our upcoming webinar that dives deeper on Oct 16th. bit.ly/2A5trdv
This infographic breaks down how the different social networks protect it's users information from removal of bot users to two-step authentication. bit.ly/2P6l5ae
@ClaraShih talks about a 4-point system to ensuring that consumers' data is handled properly at Fortune‘s Most Powerful Women Summit in Laguna Niguel, California. Thank you for the write up, @kayelbee! #fortune #mostpowerfulwomen for.tn/2P9syWb
Hear more from @Hearsaysystems very own VP of Business Development, Bill Rusitzky, and partner Spredfast about why corporate social media marketing and advisor social selling must work together. #hearsay #hearsaysystems #financialservices #spredfast bit.ly/2P8xcno
No surprise that showing consistency is on the list. Setting goals and building productive habits are key to being successful at anything. bit.ly/2IAgx9Q
Hearsay is hiring a Wealth Management Practice Executive. This is a great opportunity for someone who has deep expertise in the wealth management industry and excels in consultative relationship development and in creative program/project management.
bit.ly/2MrCNrv
There's a heap of helpful website tips worth considering, ranging from layout, design, content notes and CTAs. bit.ly/2DjMft3
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One simple Twitter strategy that helped this group generate 90% more clicks. bit.ly/2NkPwN6
In this infographic, 76% of agencies admitted they don't provide any mobile apps for prospects or customers while 95% of agents polled said that digital technologies are "important or very important." bit.ly/2NimlKQ
What stops women in finance? Some stats in here showing how culture impacts women in the workforce. bit.ly/2p4dwWu
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64% of businesses polled using social media said that they gain leads from Facebook and 53% noted improved sales. bit.ly/2MYuTFt
Hearsay is hiring an Insurance Practice Executive. This is a great opportunity for someone who has deep expertise in the insurance industry and excels in consultative relationship development and in creative program/project management.
bit.ly/2MAOUTu
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Good article on email marketing tips and best practices. Did you know that data decays at an estimated rate of over 40% per year?! bit.ly/2MsxYhV
Facebook Pages are improving to better help businesses. Fun fact: Each week, two out of three people on Facebook visit a local business Page or an Event Page. bit.ly/2o9XycI