Shows
TechGirl Financial PodcastS7EP9: Accelerating AI AdoptionIn recent years, AI’s explosive growth has been extraordinary, as both individuals and businesses
leverage its capabilities to boost productivity and streamline operations. This surge has ignited a fresh wave of excitement for the future of computing, often compared to the transformative impact of the internet and mobile technology.
Ed Ortega, Co-Founder of the AI consulting firm Machine & Partners, joins us to explore how this groundbreaking technology is reshaping workplaces and revolutionizing our daily interactions with machines and each other.
As always, we encourage all our listeners to be a part of our podcast. Ple...2024-11-0549 min
TechGirl Financial PodcastS7EP8: Securing Your Future, Preserving Your LegacyEstate and legacy planning reach beyond merely drafting documents for wealth distribution. Careful planning involves safeguarding your values, preserving your legacy, and ensuring your wishes are respected for generations to come. Whether you're passing assets to loved ones, donating to charitable causes, or supporting institutions that matter to you, having a well-structured plan is crucial for peace of mind. If you are interested, we can help you create a personalized estate plan that reflects your unique goals and lifelong legacy.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions...2024-10-2221 min
TechGirl Financial PodcastS7EP7: Markets are Non-PartisanElection day is fast approaching, and in this podcast, we wanted to address some of the main concerns expressed by investors about the impact elections have on financial markets. In short, they don’t. However, this does not stop volatile markets leading up to the decisive date and politicians taking credit for good markets or being blamed for bad markets. Join us as we discuss the history of past elections, historical returns and why gridlock in D.C. can be good for an investment portfolio.
As always, we encourage all our listeners to be a part of our...2024-10-0820 min
TechGirl Financial PodcastS7EP6: Help Them Grow Or Watch Them GoAuthor, researcher, speaker and an authority on leadership and career development, Julie Winkle Giulioni joins the TechGirl Financial podcast to share insights from the third edition of her book: Help Them Grow or Watch Them Go: Career Conversations Organizations Need and Employees Still Want.
Study after study continues to confirm that career development is the single most powerful tool managers have for driving retention, engagement, productivity, and results. But many time-starved managers’ report that they don't have time for it. This book offers a better way: frequent, short conversations with employees about themselves, their goals, and the bus...2024-09-2551 min
TechGirl Financial PodcastS7EP5: What Will You Do, When Your Money Works For You? What will you do when your money works for you? At TechGirl Financial, this isn’t just a tagline; it’s a call to action. It encourages clients to envision their lifestyle after the kids have left home and their careers have ended, and they navigate the third act of life. Will it be filled with more golf or tennis? More travel and family visits? Time is a valuable currency, and just as we recommend a diversified investment portfolio, we advocate for a varied approach to how you spend your time to enrich your life and lifestyle. Join us for...2024-09-0527 min
TechGirl Financial PodcastS7EP4: Stocks for the Long RunGerry Mihalick, CFA, and Portfolio Manager at Berkshire Asset Management returns to the podcast to update us on the current state of the markets and their Rising Dividend Strategy. In our conversation we discuss the current interest rate environment, corporate valuations, and the importance of maintaining a disciplined focus to achieve investment success. Don’t be distracted by the noise and hear first-hand how Gerry and the Berkshire team approaches the markets, especially in times of volatility.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and of...2024-08-2042 min
TechGirl Financial PodcastS7EP3: Maximizing Your Restricted Stock Units (RSUs)Join us as we explore the world of Restricted Stock Units (RSUs) and their impact on your financial journey. RSUs are now a significant component of employee compensation, and companies use them strategically to attract and retain top talent. But how can you maximize their potential? Are RSUs on the rise or decline? And just how crucial is an RSU allocation for securing your financial well-being? In this podcast we encourage listeners to participate in a new survey that we’ve created to gauge the changing landscape of RSUs across the country.
As always, we encourage all our...2024-08-0618 min
TechGirl Financial PodcastS7EP2: Geeking Out on Fixed IncomeAs market uncertainty continues to loom large, we will highlight the crucial role of fixed income as a portfolio ballast, essential for maintaining stability and mitigating risk. This podcast is designed to equip you with the knowledge and tools needed to seize opportunities, manage risks, and achieve your investment goals with confidence.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook a...2024-07-2330 min
TechGirl Financial PodcastS7EP1: State of the Markets: Proceed with CautionThe TechGirl Financial podcast returns with its seventh season providing deep insights on the financial markets and an inside look at the landscape of our economy. We kick things off with a conversation about the state of the markets today, what to expect in the year to come, and why in times of uncertainty investors should proceed with caution.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also e...2024-07-0927 min
TechGirl Financial PodcastS6EP8: How to Negotiate a Better Job Offer In the competitive landscape of recruiting and placement, the negotiating process of a new job offer can lead to a more lucrative outcomes with long-term implications. Nicole Bannon, team lead and advisor with Rora/81 Cents joins us on the podcast to provide intel on how to improve your chances of a better offer and the leverage you have to chart your own path. In our conversation we discuss how to evaluate a good fit with a new company and what to consider to increase your total compensation.
As always, we encourage all our listeners to be a p...2023-06-2044 min
TechGirl Financial PodcastS6EP7: How to Prepare for the College Application ProcessCindy McCormick, Principal Advisor of Cindy McCormick College Advising joins us on the podcast to share key insights on how to prepare for the college application process. As part of the conversation, we explore the value of getting started early, the importance of a student self-assessment, and what to consider when seeking the best fit.
As parents, we want to provide our kids with the best guidance as they prepare to take the next step in their education. Cindy has been a strong advocate and coach to help us with our son Noah as he prepares to...2023-06-0653 min
TechGirl Financial PodcastS6EP6: Bank Shutdowns and Transitions Recent disruption in the banking sector has added to investor anxiety and concerns about market volatility. The shakeup has only accelerated concerns about the stability of Silicon Valley’s startup culture and the health of large tech companies that were already laying off employees in anticipation of a possible recession. We are in a state of flux and in this podcast we address how to digest the banking shut down, the impact on client portfolios, and how to address times of transition.
As always, we encourage all our listeners to be a part of our podcast. Please ask q...2023-03-1517 min
TechGirl Financial PodcastS6EP5: The Benefits of Planning in Times of Uncertainty and Volitivity What will you do when your money works for you? At TechGirl Financial this is our defining tagline that gets to the heart of our planning process. We love helping people identify their financial goals and working with them to create a customized roadmap to get them there. Throughout the planning process we learn more about what they value and their guardrails to prepare for times of uncertainty and volitivity and keep them on track. If you are interested in learning more and getting started, we encourage you to schedule some time with our team – Click Here
As a...2023-02-2132 min
TechGirl Financial PodcastS6EP4: The Benefits of a Self-Directed Brokerage Account (SDBA) in a Company Sponsored Retirement PlanThe disappearance of pensions and defined benefit plans by employers has placed the burden of retirement planning on individuals via a 401(k), 403(b) or 457 plan with limited fund options and very little support. Neil Nakagawa, AIF® Vice President of the West Region for The Pacific Financial Group joins us to review the benefits of a Self-Directed Brokerage Account (SDBA) that expand the investment options available to employees, more control, and professional money management. More and more companies are offering SDBAs to employees. If you are interested in finding out more, listen to this podcast, and then reach out to o...2023-01-2424 min
TechGirl Financial PodcastS6EP3: The Four Pillars of Holistic WellnessAs we begin the new year with a renewed focus on living a healthy lifestyle, Divya Gupta, Board Certified Holistic Nutrition Coach, joins us to share the four pillars of holistic wellness. In our conversation we discuss the importance of good nutrition, sleep, mental health, and exercise to improve your quality of life.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on F...2023-01-1055 min
TechGirl Financial PodcastS6EP2: Strategies for Charitable GivingIn the spirit of the season, Cheryl Red of Be Incredible Coaching joins us to share some strategic ways investors can maximize their charitable giving by the end of the year or start their planning for 2023 and beyond. In our conversation, she shares tips about when to give, where to give, and what to give. If you’d like to learn more, please be sure to visit Chery’s website and blog (links below).
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for f...2022-12-2747 min
TechGirl Financial PodcastS6EP1- Weatherproofing Your Investment PortfolioAfter a tumultuous year, Season 6 of the TechGirl Financial podcast returns with all new episodes built to address your concerns and questions. Together with a deep roster of special guests and subject matter experts, our focus this season will be to help clients weatherproof their investment portfolios and financial plans for the coming year. Join us as we dig deeper to uncover opportunities in 2023, despite the headwinds of rising interest rates, inflation, and a likely recession.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer co...2022-12-1310 min
TechGirl Financial PodcastS5EP13- The Collapse of Crypto – Risks of Disruptors (BONUS EPISODE)In this BONUS episode, we explore how recent headlines of FTX’s bankruptcy and the repercussions to the cryptocurrency and blockchain space are NOT new. Innovative and disruptive technologies experience growing pains, especially early in their development and evolution. Join us as we revisit technologies that have stumbled in the past and provide some perspective on what to expect next.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We als...2022-11-2217 min
TechGirl Financial PodcastS5EP12- Changing Jobs in Today’s Post Pandemic Environment: Wealth Building OpportunitiesIn the final episode of our special three-part series, we share how to evaluate a new job offer to maximize your wealth opportunities. In addition to a higher salary, what other financial incentives are on the table to make the deal sweeter? In this episode we explore retirement plans, stock options, restricted stock units and other financial incentives companies use to attract talent. Learn how you can maximize your wealth building opportunities before saying “YES” and making a move.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comm...2022-08-1625 min
TechGirl Financial PodcastS5EP11- Changing Jobs in Today’s Post Pandemic Environment: Foundational ConsiderationsIn the 2nd episode of our special three-part series, we expand on the foundational considerations when evaluating a job change. What health and family benefits are being offered? Is the company financially strong, and will they provide adequate insurance coverage? What happens if the economy takes a turn for the worse? In this episode we explore some of the additional questions to ask and consider before saying “YES” to the job offer.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future show...2022-08-0920 min
TechGirl Financial PodcastS5EP10: Changing Jobs in Today’s Post Pandemic Environment: Top 10 Things to ConsiderTechGirl Financial is happy to announce a special three-part series that explores the changing landscape of the job market and opportunities for those seeing work or changing jobs. With a recession looming, today’s employees have multiple variables to consider before saying “YES” to a new opportunity. Join us as we share the top 10 things to consider before making a change.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also...2022-08-0211 min
TechGirl Financial PodcastS5EP9: ESG InvestingMargaret Leung, Head of ETF Distribution at Nuveen, joins us to talk about the growth of ESG (Environmental, Social, Governance) funds and investments. In our conversation Margaret shares how Nuveen uses ESG Data to identify companies with strong business practices, including: sustainable natural resource usage, human capital development, and business ethics. Investors today have high expectations of the companies they invest in, seeking those whose values align with their own. Join us as we explore this fast-growing space of the investment landscape and reach out to our team if you’d like to learn more.
As always, we...2022-02-1541 min
TechGirl Financial PodcastS5EP8: The Benefits of Investing in Dividend Paying StocksGerry Mihalick, CFA, and Portfolio Manager at Berkshire Asset Management joins us to share his philosophy and approach to developing and managing Berkshire’s Dividend Strategy. In our conversation, we explore how Gerry helps our clients in the selection of a dividend paying stock portfolio, and the discipline necessary for success. Join us to learn the benefits of aligning with a third-party money manager to reach your financial goals.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, ple...2022-01-2542 min
TechGirl Financial PodcastS5EP7: Investing in InfrastructureAs we kick off 2022 we are thrilled to have Ryan Issakainen, Exchange Traded Fund Strategist at First Trust Portfolios, joins us to share his outlook on the challenges and opportunities of investing in Infrastructure. In our conversation we explore clean energy including solar and wind power, water infrastructure, 5G growth and next generation computing. Learn how investors can benefit from investing in the thematic trends that may drive market performance and economic growth over the next several years.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, a...2022-01-0447 min
TechGirl Financial PodcastS5EP6: The State of the Travel Industry with Matt MauleThe Covid-19 pandemic has had a drastic impact on the travel industry affecting airlines, hotel chains, and cruise lines. Although the industry has faced headwinds in the past, the longevity of the pandemic and the extent of its impact were unprecedented. Industry expert Matt Maule joins us to share his insights on the industry, it’s rebound, and the many lessons learned throughout this period to emerge stronger and more focused.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To...2021-12-2138 min
TechGirl Financial PodcastS5EP5: 8 Timeless Principles of InvestingIn this podcast we cover 8 Timeless Principles of Investing to help you make more informed decisions and avoid making mistakes. Take control and approach the market with confidence. Learn the advantages of investing early, avoiding the noise and the emotional roller coaster of investing.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on Li...2021-11-3018 min
TechGirl Financial PodcastS5EP4: Take Charge of Your 401(k)In this podcast we share how investors can take charge of their employee sponsored retirement savings plans and the options they have when changing jobs or retiring.
Based on our whitepaper of the same name, podcast highlights include:
Powerful information that could potentially save you in taxes and fees
Tips to help you put one step ahead in your retirement preparations
How to avoid critical mistakes
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please s...2021-11-0923 min
TechGirl Financial PodcastS5EP3: Our Financial Planning ProcessIn this podcast we breakdown the TechGirl Financial Planning Process and how we work with clients to develop their own customized financial roadmap and the investment strategy to support it. In our conversation we’ll share the steps we take and the reasons why we think of it as a journey.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Inst...2021-09-0734 min
TechGirl Financial PodcastS5EP2: Changes in College AdmissionsIn the spring of 2020 as the pandemic took hold, schools across the nation at all levels had to quickly shift from providing in-person learning to remote instruction. This affected the learning environment and opportunities for kids to excel and showcase their talent in college applications. As a result, colleges and universities across our nation had to re-adjust their admissions standards and revisit their processes.
In this podcast, Geoff Williams, 529 Specialist at John Hancock Investment Management joins us to share how today’s students can prepare for the shifting landscape of college admissions and how to impress admissions off...2021-08-2455 min
TechGirl Financial PodcastS5EP1: The Post Pandemic WorldAfter months living in the shadows of the pandemic, the world is finally re-awakening to embrace a new world. In the 5th season of our podcast, we will explore how our world is changing in multiple areas including: education, the workplace, medicine, health care, leadership and travel, and others. Join us as we invite special guests to the program to share their insights on the new world.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send...2021-08-1010 min
¡Habla en Publico!06. Prepara Con Exito Tu Discurso - Alida Gaxiola.En este gran episodio Alida Gaxiola nos comparte sus mejores tips para preparar correctamente nuestro discurso, ademas, nos da ejemplos prácticos de como ser diestros en el escenario.
Los invito a escuchar este podcast que grabamos con mucho cariño para ustedes.
Linkedin: https://www.linkedin.com/in/arq-alida-gaxiola-caballero-2b939b19/2021-02-1654 min
TechGirl Financial PodcastS4EP6: Investing In InnovationIn the financial services industry, we often disclose that when it comes to investing, past performance is not indicative of future results. When it comes to investing in innovation, not only is this true but can provide a strategic advantage because you are investing in what CAN happen, not what HAS happened. In today’s podcast we explore the innovation premium that companies can offer by expanding their intellectual capital and investing in research and development. We talk about companies that have failed to innovate in the past, and the high price they paid for the lack of innovation, and...2020-12-1541 min
TechGirl Financial PodcastS4EP5: Adriana Gascoigne of Girls in TechToday we are thrilled to welcome Adriana Gascoigne, founder and CEO of Girls in Tech, a global non-profit dedicated to empowering, educating, and mentoring women in the technology industry. In our conversation Adriana shares how Girls in Tech has evolved from its early Silicon Valley roots to a global network across six continents with over 60,000 members, and how they are empowering women in tech face the challenges of our world. Join us for this inspiring conversation with a rising tech star.
As always, we encourage all our listeners to be a part of our podcast. Please ask q...2020-11-1752 min
TechGirl Financial PodcastS4EP4: Angelica SirotinIn today’s podcast we welcome Angelica Sirotin, a Gen Z Digitalization Expert, Venture Entrepreneur, Executive Producer, and Co-Founder of the Digital Pioneers Network. Angelica is one of the select few pioneering voices providing novel insights on Gen Z in the critical areas of digital transformation, education, and the future of work. Raised in technology, our conversation explores how Gen Z digital natives are changing the workplace and the long-term impact of their generation.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions fo...2020-10-2050 min
TechGirl Financial PodcastAsra NadeemAs part of our Innovation Series this season, we are thrilled to have Asra Nadeem join us on the program. Asra is the first female Pakistani venture capitalist and global speaker who has spoken on the TEDx stage. She is President at
, a pre-accelerator and co-founder of
, a deep-tech company whose proprietary technology turns text into movies and 3D scenes in real-time. We are very excited to have her on the program as we explore how technology is changing the future of entertainment and business via story-driven content trends and the hurdles that still need to...2020-10-0636 min
TechGirl Financial PodcastS4EP2: Big Ideas in InnovationAlthough 2020 will be remembered as the year of the Coronavirus pandemic, behind the scenes in labs, tech incubators and companies around the world, new innovations and processes are developing that will have long lasting repercussions on our everyday lives. From deep learning to automation, 3D printing to next generation DNA sequencing, we are living in a new age of innovation. Join us as we explore 10 BIG ideas for innovation that are already making headlines and will likely make a lasting impact on how we work, play live, and engage with one another.
As always, we encourage all ou...2020-09-2255 min
TechGirl Financial PodcastS4EP1: Innovation NationThe 4th season of the TechGirl Financial podcast will be centered around Innovation and its ongoing impact at home, at work and in our communities. Despite the global pandemic that has led to economic hardship for individuals and businesses around the world, we continue to seek the silver linings brought about by adversity in the fields of health care, communications, technology, business and education to name a few. Join us, and our special guests, this season as we explore how innovation is driving the wheels of industry and keeping our nation moving forward.
As always, we...2020-09-0816 min
TechGirl Financial PodcastS3EP6: The Benefits of a Health Savings Account (HSA)At TechGirl Financial we NOW have the ability to manage Health Savings Accounts (HSAs) and wanted to share the many benefits that they offer to those that are eligible to participate. In this podcast we review the benefits, share who’s eligible, how much you can contribute each year, and how to make the most of your account. If you are interested in learning more, contact us.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e...2020-06-0928 min
TechGirl Financial PodcastS3EP5: The Uncertain Future of the College ExperienceAs the Covid-19 pandemic continues to take hold our lives, the future of education and the college experience for students remains stalled and uncertain. This past month the California State University Schools announced that Fall classes would be entirely on-line, and more and more high school graduates are choosing to defer starting college and taking a gap year to wait things out.
As a follow up and continuation of our last podcast, Ava Silva, our intern and current Santa Clara University Freshman, and Mika Gaxiola, our daughter and high school senior join us to provide their perspectives...2020-05-2629 min
TechGirl Financial PodcastS3EP4: Will Schools Re-Open this Fall?The closing of schools across the country this Spring has led to a great deal of uncertainty on the re-opening of schools this fall and the future of education. Due to the Coronavirus pandemic, how has the shift to online education and changes in acceptance criteria affect the value and experience of college education?
As many listeners of this podcast know, our daughter Mika is a senior in high school and this podcast centers around our own personal conversations and the options we are considering for her future. We know we are not alone with the anxiety a...2020-05-1228 min
TechGirl Financial PodcastS3EP3: Why Now May Be the Best Time to Sell Your Restricted Stock Units (RSUs)Based on the blog post of the same title, in this podcast Kim Gaxiola, CFP® shares why NOW is a great time to consider selling your RSUs. In addition to reducing a concentrated equity position, we explore how tax-loss harvesting, rebalancing and diversification can make an impact on your long-term investment strategy. If you’d like to learn more, please be sure to contact us to explore your own situation.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To par...2020-04-2818 min
TechGirl Financial PodcastS3EP2: You Can't Fix What You Can't SeeAuthor and friend, Karen Cornwell, who has spent her career in technology, joins us to talk about her new book “You Can’t Fix What You Can’t See.” She shares how we must learn to leverage gender diversity to improve innovation and drive top-line growth. Her book delivers a wealth of experience and combines aspects of neuroscience, psychology, sociology, and linguistics. We hope you will enjoy this conversation as we dig deeper into the many insights her book explores and the stories she shares. Remember, as a listener, you are part of the process and we encourag...2020-04-0745 min
TechGirl Financial PodcastS3EP1: Stronger Than CoronavirusThe world has been consumed with the Coronavirus pandemic and its impact on our daily lives. Driven by fear and uncertainty, the financial markets continue to exhibit a high level of volatility and despite the chaos, we remain positive and optimistic about the future.
Join us as we share our insights on current events, what we are doing to address the pandemic, and how to make the most of the time at home. At the end of the podcast we share an interview with our good friend, Dr. Jason Bellak of the Oklahoma Institute of Allergy, Asthma a...2020-03-2552 min
TechGirl Financial PodcastS2EP9: End of the Year, End of a DecadeIn the final podcast of our second season, we talk about money moves you should consider before the end of the year and introduce listeners to Ava Silva, our new intern. In addition, we expand on the value of charitable giving and the local and global organizations we support at TechGirl Financial. As we close the second season, we’d like to thank all our listeners, guests and partners for their support and look forward to coming back in 2020 with season 3. Stay tuned!
As always, we encourage all our listeners to be a part of our podcast. Ple...2019-12-2434 min
TechGirl Financial PodcastS2EP8: Protecting Your WishesIn our final podcast of the Professional Education Series, Barbara Pretlove, Estate Planning Attorney at Pretlove Law joins us to talk about why it’s so important to establish your estate plan and legal documents. As part of the discussion, we explore how wills, trusts, powers of attorney and health care directives can ensure your wishes are carried out while alive, especially if suffering from dementia or medical conditions, and after you pass away.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions fo...2019-12-1040 min
TechGirl Financial PodcastS2EP7: Hard Conversations With Aging ParentsBeing part of the Sandwich Generation is not easy, especially if you are caring for aging parents and raising kids at the same time. In today’s podcast we discuss how to approach the hard family conversation around dementia and Alzheimer’s disease. As part of our conversation we share early warning signs to look for, the types of questions to ask, and how to bring in your trusted advisors to help with next steps. As families gather to celebrate the holiday season, we think starting the conversation around these sensitive subjects will help ensure that your parent’s wishes...2019-11-2635 min
TechGirl Financial PodcastS2EP6: Working with a CPA on Tax Planning StrategiesWe continue our Professional Education Series with Lisa Silva, CPA and owner of TaxPros in California. With over 23 years of public accounting experience, Lisa has a deep focus on income tax planning and compliance for individuals and small businesses. In our conversation we talk about tax planning, working with Restricted Stock Units (RSUs) and Initial Public Offerings (IPOs), how to prepare for an audit, and how she stays abreast of tax law changes.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for f...2019-11-1241 min
TechGirl Financial PodcastS2EP5: Building An Investment PortfolioIn Episode 3, “How Financial Planning Helps You Make Big Decisions” we discussed the planning process and the steps we take to develop a financial plan. Today, we continue with the next stage in the process and explore HOW we go about selecting the specific investments used to execute the plan. As part of the conversation, we cover the importance of risk tolerance, diversification, re-balancing, and why it’s best to work with an advisor to develop your strategy and identify the appropriate investments.
As always, we encourage all our listeners to be a part of our podcast. Please...2019-10-2945 min
TechGirl Financial PodcastS2EP4- Navigating Real Estate in the Bay AreaIn the second episode of our Financial Professional Education Series, Jeni Nunn, Realtor at Coldwell Banker joins us to share how she helps clients buy or sell their home. Our conversation focuses on the first-time homebuyer experience, multi-generational solutions, and the creative approaches to buying in the Bay Area.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and c...2019-10-1553 min
TechGirl Financial PodcastS2EP3: How Financial Planning Helps You Make Big DecisionsIn this episode Kim and Victor explore how financial planning can help individuals and families with big decisions including: buying a home, paying off student loans, and preparing for retirement. Using financial planning software, Kim and Victor share how they can create multiple scenarios and simulate a financial roadmap, including the potential bumps in the road.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to fi...2019-10-0132 min
TechGirl Financial PodcastS2EP2: The Mortgage Lending ProcessIn the first episode of our Financial Professional Education Series, Janene Chernoff, Branch Manager and Loan Officer at Guild Mortgage joins us to share insights on the mortgage lending process. Our conversation focuses on the first-time homebuyer experience and what you should expect and consider BEFORE shopping for a new home; including the multiple financial and educational resources available to make home buying, even in a challenging area like Silicon Valley, possible. If you are considering buying or refinancing a home, don’t miss this episode.
As always, we encourage all our listeners to be a part of...2019-09-1739 min
TechGirl Financial PodcastS2EP1: Back at it for Season 2We are back for Season 2 of the TechGirl Financial Podcast. This season, we will explore the various stages of the client journey with other financial professionals in real estate, mortgage lending, accounting, estate planning and others. It promises to be an educational ride that will keep you informed with insights from our collaborate team of experts.
In the first Episode we lay the groundwork for the season, talk about recent market volatility and celebrate Life Insurance Awareness Month in September.
As always, we encourage all our listeners to be a part of our podcast. Please as...2019-09-0321 min
TechGirl Financial PodcastS1EP10: What If???In this episode we explore how insurance is used to protect investors and their families due to an untimely death or disability and the high cost of long term care.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.
Episode Links:
A Look at Whole Life Insurance Article
Term vs...2019-06-1132 min
TechGirl Financial PodcastS1EP9: College Education PlanningIn this episode we explore college education planning and how you can prepare for the rising cost of education without sacrificing your own retirement.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.
Episode Links:
A Countdown to College Article
A Cheat Sheet for Sending Your Kid to College
Sche...2019-05-2826 min
TechGirl Financial PodcastS1EP8: The Buzz Around IPOsIn this episode, we discuss the buzz surrounding recent IPOs in Silicon Valley, and what investors and employees of these companies should consider when startups go public.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.
Episode Links:
TechGirl Financial YouTube Video: What To Do With Restricted Stock Options
Sc...2019-05-1432 min
TechGirl Financial PodcastS1EP7: Meet Sammy RabbitIn this episode, Sam X Renick, founder and creator of Sammy Rabbit joins us to share how he is teaching kids great money habits using songs, stories and activities that are both engaging and sticky. In our discussion we explore how Sam is empowering kids’ dreams and improving financial literacy through the development of great habits and strategic life skills.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also...2019-04-3043 min
TechGirl Financial PodcastS1EP6: KonMari Your FinancesIn this episode, we discuss how you can spark joy and organize your finances by applying the KonMari Method created by tidying expert Marie Kondo- bestselling author and star of Netflix’s hit show “Tidying Up with Marie Kondo”, and founder of KonMari Media, Inc.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on Link...2019-04-1626 min
Modern Financial AdvisorEpisode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuationVictor Gaxiola, Head of Marketing for Tech Girl Financial, joins Mike Langford to explore how he and his team are using social media as well as video and podcasts to grow their business. In this episode you will hear how partnering with a forward-thinking broker-dealer made all the difference and why Victor believes that acquiring an audience is key to increasing the value of your wealth management business.2019-04-0448 min
TechGirl Financial PodcastS1EP5: Talking About Money: The WorkplaceIn our final episode of our Talking About Money Series we move to the workplace to discuss how to apply the concepts and strategies of Kathleen Burns Kingsbury’s book to address how to leverage your strengths for better pay, flexibility and promotion.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.
2019-04-0236 min
TechGirl Financial PodcastS1EP4: Talking About Money: Kids and Aging ParentsIn this episode we continue talking about money to address money challenges at home with your kids and aging parents.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.
Podcast Links:
Breaking Money Silence Website
Schedule a Chat with our team
Contact us
2019-03-191h 00
TechGirl Financial PodcastS1EP3: Talking About Money: CouplesIn this episode we continue talking about money at home with your spouse or significant other and the specific areas you may want to address together. The podcast recording provided a few surprises of our own as we discussed our own challenges with money and issues with holiday car commercials.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and...2019-03-0530 min
TechGirl Financial PodcastS1EP2: Talking About MoneyIn this episode we dig deep by exploring the challenges individuals face when it comes to talking about money at home and in the workplace. Much of the discussion centers around the book Breaking Money Silence®, by author Kathleen Burns Kingsbury who defines the danger or not talking about money and the high price we pay for this silence.
Join us as we explore how you can identify your own money issues and the steps you can take to break through them and improve the dialogue with your spouse or significant other, your boss, your children and a...2019-02-1924 min
TechGirl Financial PodcastS1EP1: Welcome to the TechGirl Financial PodcastIn the first episode we introduce listeners to the TechGirl Financial Podcast and its hosts Victor & Kim Gaxiola. From their home office in California, the duo will share the reasons for the podcast, their background, and what listeners can expect in future episodes.
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.
...2019-01-2923 min
Hearsay On the Air PodcastFireside Chat – 2018 SIFMA Social Media & Digital Marketing SeminarClara Shih, CEO/founder of Hearsay, sits down with Erik Jepson, head of digital marketing at Morgan Stanley, to talk about the firm's digital transformation journey.2018-04-2012 min
Hearsay On the Air PodcastClara Shih Keynote – 2018 SIFMA Social Media & Digital Marketing Seminar2018-04-2028 min
Hearsay On the Air PodcastHS110- The Final EpisodeThey say all good things must come to an end, and after 110 shows, countless guests and experiences, Hearsay On the Air bids adieu. In the last few years, I've learned so much from our guests, hosts and fellow employees and am forever grateful that they shared their stories. There are so many people to thank for sharing the experience, and I'll begin by thanking my co-hosts: Ronny, Eli and Alissa. I asked them to take a chance on the show and to bring their unique insights to the program. Each had a different approach to the show, an...2017-09-1509 min
Hearsay On the Air PodcastHS109- Interview with Nancy Marescotti and Karen Lightstone of BMO Private BankingIn episode 109 we interview Nancy Marescotti and Karen Lightstone of BMO Private Banking to find out who they are using social media to connect with their customers. We explore the process BMO used to illustrate the value of social to its private bankers and the methods they used to implement the new technology. 2017-08-3128 min
Hearsay On the Air PodcastHS108- Interview with Paulina Dudzinska of The Co-operatorsIn Episode 108, Paulina Dudzinksa, Manager of Social Media Marketing at The Co-operators joins me to share their biggest success factors during implementation of their social program, and the process they followed to entice adoption. Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests and other fun stuff. 2017-08-1138 min
Hearsay On the Air PodcastHS107- The State of SEO in Wealth Management with Dr. Pete of MozIn Episode 107, Dr. Peter Meyers (@dr_pete), Marketing Scientist at Moz and Greg Kroleski (@gregkroleski), Hearsay data manager, join me to discuss the results and highlights from our joint white paper “The State of SEO: Search Engine Rankings for Wealth Management Firms.” In our conversation, we expand on the white paper research finding, including the value of local, paid, and organic search and the growing impact of mobile. To learn more, we encourage you to download the white paper and visit our Hearsay Sites page on our website. Be part of the conversation with @victorgaxiola on Twitter using...2017-06-2938 min
Hearsay On the Air PodcastHS106- How to Create Your Own PodcastSince we started Hearsay On the Air, I’ve often been asked how we did it? Specifically, what does it take to create the show, the equipment we use, and the things to consider when crafting a program. In Episode 106, I share specific insights on how you can create your own podcast based on our own experience. As part of the program, I also offer suggestions as well as a list and explanation of all the equipment we use to produce every program. Hopefully this episode will inspire you to take the leap and create your own podcast. If you...2017-06-1538 min
Hearsay On the Air PodcastHS105- Highlights from the 2017 Hearsay Summit: The Advisor Cloud ConversationIn Episode 105, co-host Alissa Dos Santos and I review the highlights and themes from our 2017 Hearsay Summit in San Francisco. Taking a 30,000 foot view of the two day event, we explore how much the financial services industry has evolved in the past few years since the creation of the first Summit back in 2013. Specifically, how much the Finserv industry has advanced from the development of social networks for one-to-many methods of communicating, to more personal one-to-one message mediums (text, email and social network messaging). Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag...2017-05-2634 min
Hearsay On the Air PodcastHS104- Improving Advisor and Agent Selling Skills via The Taylor MethodIn Episode 104, Eszylfie Taylor (@TheTaylorMethod) creator of The Taylor Method, shares how he coaches and trains financial advisors and agents reach their potential and be more successful. Using simplicity and repeatable language to connect with clients and prospects, his program developed over the last 16 years is derived from the successes and failures of over 16,000 client meetings conducted by Eszylfie Taylor himself. Get your popcorn ready for the “show” to understand the massive impact Eszylfie is making for his clients and the customers they serve. Eszylfie is a Million Dollar Round Table Top of the Table producer. Before starti...2017-05-0440 min
Hearsay On the Air PodcastHS103- How Prudential Leverages Texting to Build Client LoyaltyIn Episode 103 we share a recent webcast with Birdia Chambers (@BirdiaChambers), Prudential’s Head of Social and Digital Strategy, on the strategy and implementation of Hearsay Messages. In our discussion, Birdia shares Prudential’s initial discovery process including who was involved, and the best practices and outcomes they learned along the way. A replay of the full webcast is available online here. Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email to OnAir@HearsayCorp.com. We also invite you to “like” our podcast pag...2017-04-2038 min
Hearsay On the Air PodcastHS102- Marketing to Millennials: Keeping It RealJoining the workplace in the shadow of a financial crisis, and the first generation raised in the age of the internet, in Episode 102, Brittany Hedin (@justalittlebrit) returns to the podcast to talk about Millennials. Specifically, what brands and financial professionals need to consider to attract the attention and business of this large and influential generation. Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Facebook where we share post...2017-04-0652 min
Hearsay On the Air PodcastHS101- Customer Spotlight Series: An Interview with Vido Setaram of ScotiabankIn Episode 101, Vido Setaram, Manager of Sales Training and Culture at Scotiabank joined me in our Toronto office and shared how they empower their Home Financing Advisors to use social media to connect with prospects and clients. In our conversation, we explored how he trains and consults with Advisors to become more efficient in their use of digital to improve the customer journey and drive sales. Be part of the conversation with @victorgaxiola on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email to OnAir@HearsayCorp.com. We also invite y...2017-03-2334 min
Hearsay On the Air PodcastHS100- The Reunion ShowWhen we started this little “experiment” we never imagined it would last to see 100 episodes, and yet, here we are. Hearsay On the Air has become a part of our culture bringing together the voices of our people, customers, partners and industry thought leaders. Along the way, we’ve had some fun taking the show on the road, and adding value through “infotainment.” To celebrate the milestone, we couldn’t think of a better way to celebrate than to bring back Ronny Kerr (@ronnykerr) and Eli Menaker (@elizelig) to share their favorite episodes and experiences on the program as we...2017-03-091h 00
Hearsay On the Air PodcastHS99- Customer Spotlight Series: An Interview with Misty Farukh of Raymond JamesIn Episode 99, Misty Farukh (@mistyfarukh) Associate Vice President, Investments at Raymond James & Associates joins us to share how she is leveraging the power of social media and digital technology to connect and engage with clients and prospects. In our interview we discuss the unique needs of millennial clients, and how changing demographics are affecting the financial services industry. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an email to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Fa...2017-02-2333 min
Hearsay On the Air PodcastHS98- Calling all Hearsay SuperheroesCalling all Hearsay Superheroes! In Episode 98, Brittany Hedin (@justalittlebrit) and I share the launch of our new Hearsay Superhero Advocacy Program. The program is designed to uncover and spotlight how our customers are using the power of digital innovation to modernize the advisor-client relationship. In the podcast we share the benefits of becoming a Hearsay Superhero and the various ways to participate, including: Spotlighting Success- via a written case studies, a guest blog post, or as a guest on the Hearsay On Air podcast. Brand Awareness- sharing your company logo or providing a special q...2017-02-1624 min
Hearsay On the Air PodcastHS97- 12 Digital Marketing Trends in 2017In Episode 97, Brittany Hedin (@justalittleBrit), Executive Assistant in Customer Success and Marketing at Hearsay Systems joins me to review and expand on the 12 digital marketing trends in 2017 from Business 2 Community. Taking advantage of our global team visiting in San Francisco for our bi-annual Company Kickoff Event (CKO), we also asked a few individuals to weigh in on their own predictions on what marketing trends we can expect this year. 12 digital marketing trends of 2017 The increasing dominance of video ads - YouTube and FB have these down but Google has entered the fray with in-SERP video advertising. Mo...2017-01-2649 min
Hearsay On the Air PodcastHS96- Reflections and ResolutionsAs 2016 comes to a close we reflect on the themes and activities of the year as well as the special guests we’ve had on #HSonAir. 2016 was a tumultuous year with a divisive presidential election, the deaths of notable entertainment and political figures, and the uncertainty of the DOL fiduciary rule in 2017. At Hearsay, we continued our focus on upgrading the social and digital experience for end users supporting the rise of the omnichannel advisor. We also expanded the conversation on the changing landscape of our industry at the annual Innovation Summit, industry conferences and our regional cust...2016-12-2922 min
Hearsay On the Air PodcastHS95- Customer Spotlight Series: An Interview with Patrizia Aragona of Raymond James Limited CanadaIn Episode 95, Patrizia Aragona (@mamminad2), Marketing Manager at Raymond James Limited in Canada joins us to share to share how they’ve developed and grown their social and digital program for their advisors in Canada. Working closely with the home office in the United States that initiated the Raymond James social program, Patrizia has grown their user community in Canada exponentially, empowering their advisors with the tools to connect and engage with their clients. I had the good fortune of co-presenting at the Raymond James Canada National Sales Symposium with Patrizia and this interview is the result of conversations we had...2016-12-1538 min
Hearsay On the Air PodcastHS94- Customer Spotlight Series: An Interview with Mark McKenna of Putnam InvestmentsIn Episode 94, Mark McKenna, Putnam Investments Head of Marketing, shares observations and key insights from the 2016 Putnam Investments Advisor Survey on Social Media Use. The survey, now in it’s fourth year, has continued to serve as an industry barometer on the adoption, use, growth and evolution of social media use in the financial services industry. In our interview, Mark shares how advisors today are leveraging social media, and getting more advanced in their use to enrich client relationships and build their business. As an industry leader and early adopter of social, Putnam Investments continues to serve as a val...2016-12-0156 min
Hearsay On the Air PodcastHS93- Customer Spotlight Series: An Interview with Katie Piretti of American NationalIn Episode 93, we continue our Customer Spotlight Series with an insightful interview with Katie Piretti (@ktpiretti), Interactive Media Manager at American National. In our discussion, Katie shares how American National has integrated both social media and websites via Hearsay to empower their field representatives in their personal brand development to connect with clients and prospects. We also talk about how digital technology helps level the playing field providing field representatives a way to scale their presence and business and remain competitive. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir. If you have a qu...2016-11-1051 min
Hearsay On the Air PodcastHS92- Employee Spotlight Series: Jordan Eldredge (Engineering)In Episode 92, we continue our Employee Spotlight Series with an amusing and insightful interview with Jordan Eldredge (@captbaritone) of our Engineering team. In our discussion, Jordan shares how his rich musical background and passion has guided his journey that ultimately led him to Hearsay Social. This is by far one of my favorite episodes, with recorded performances of original pieces as well as covers. This podcast further illustrates the talent and culture that makes our organization unique and fun and we hope you enjoy it. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSo...2016-10-2742 min
Hearsay On the Air PodcastHS91- Customer Spotlight Series: An Interview with Julie Hesson of T. Rowe PriceIn Episode 91, we continue our Customer Spotlight Series with an interview of Digital Marketing Manager Julie Hesson, to discuss how she is leading the Hearsay Social program at T. Rowe Price. In our interview she shares how she transitioned from Engineering to Marketing; how leveraging social has helped provide a voice to their brand and staff empowering their associates to connect with advisors and add value. Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com. We also...2016-10-1339 min
Hearsay On the Air PodcastHS90- Kicking off Dreamforce 2016 with Salesforce.com's Chief Digital Evangelist Vala AfsharDreamforce (#DF16) has officially landed here in San Francisco this week, and with it we're honored to share the Hearsay on Air mic with Vala Afshar (@valaafshar), Salesforce.com Chief Digital Evangelist. As one of the most social media-savvy C-level execs out there, Vala is someone who truly embodies the "practice what you preach" philosophy. In addition to his work at Salesforce, he co-hosts a weekly TV show, DisrupTV, and writes for The Huffington Post about digital marketing and information technology, and the changing role of CIOs, CMOs and CDOs. In #HSonAir episode 90, Hearsay CEO...2016-10-0449 min
Hearsay On the Air PodcastHS89- Interview with Robert Knop of Assist You TodayIn episode 89, Robert Knop, Founder and CEO of Assist You Today (@assistyoutoday) joins us to talk about social selling and it’s impact on the financial services industry. In our conversation we explore how Assist You Today is helping shift social media from a driver of engagement to a driver of revenue. As a social media guru and social selling expert for many years, Robert has launched and managed successful social selling programs at American Funds and Pacific Life and has led discussions at LinkedIn SalesConnect, the LIMRA annual Social Media, and Digital Marketing for Financial Services conf...2016-09-2236 min
Hearsay On the Air PodcastHS80: A Review of the Hearsay Innovation Summit 2016In Episode 80, Victor and Alissa are joined by Sarah Pederson (@sarahcpedersen) of the Customer Success team and Dan Tucker (@1danieltucker) of the Product team to review and discuss the highlights and themes from this year’s Innovation Summit in San Francisco (#HearsaySummit). Be part of the conversation with @victorgaxiola and @alissadossantos on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion, please send an e-mail to OnAir@HearsayCorp.com. We also invite you to “like” our podcast page on Facebook where we share posts about the podcast, our guests, and other fun stuff.2016-05-1235 min
Hearsay On the Air PodcastHS79- Hearsay Innovation Summit PreviewIt’s all hands on deck at
Hearsay Social as we prepare for our fourth annual Innovation
Summit on Thursday, May 5, in our hometown of San Francisco.
In this episode, Alissa Dos Santos and Victor Gaxiola
preview the key themes we anticipate will take center stage at
the event as well as promote our outstanding line up of featured
speakers. To participate in the Innovation Summit on
Thursday, we invite our listeners to follow along on Twitter by
using #hearsaysummit and following @hearsaysocial.
Be part of the conversation
with @victorgaxiola
and @alissadossantos on Twitter using hashtag #HSonAi...2016-05-0412 min
Hearsay On the Air PodcastHS57- Customer Spotlight Series: Interview with Cori Schmid from Mutual of OmahaOn the heels of the LIMRA Social Media Conference for Financial Services (#LLSMC), Cori Schmid, Social Media and Online Marketing Manager at Mutual of Omaha (@mutualofomaha), joins us in our San Francisco studio to talk about social adoption, digital trends in Financial Services, and of course one of Victor's favorite shows- Wild Kingdom. We were thrilled to have Cori be our first customer to join us in San Francisco for this recording.
In Episode 57 we also bring in Stephanie Tsai (@stephhhtsai) of our Customer Success team that works closely with Cori and her team at Mutual of Oma...2015-09-0157 min
Hearsay On the Air PodcastHS54- Hearsay Social InternationalAs our entire company gathers at our bi-annual Company Kickoff event to celebrate the 1st half of the year and prepare for the remainder of 2015 and beyond, Victor (@VictorGaxiola) interviews individuals from our international operation.
Joining us again from New York is Connor Crown (@ConnorCrown) who you may remember from Episode 43: Empire State of Mind Part II. From Europe, we interview Chris Andrew (@ChrisWAndrew) who is heading up our operations in London and Thomas Weyand (@taw01) who is working in Munich, Germany. Finally, we interview Jason Suen (@JasonSuen) on his experiences opening up our Asia/Pacific operation in...2015-08-111h 00
Hearsay On the Air PodcastHS49-Boosting Your Financial Marketing Efforts Using Facebook Promoted PostsIn episode 49, we replay the highlights of the "Boosting Your Financial Marketing Efforts Using Facebook Promoted Posts" Webinar from June 11, 2015.
In the webinar, Thrivent Financial’s Marketing Experts, Kyle Marie Woods (@kylemarie) and Quinn Gorski (@qgorski), and Facebook’s US Industry Lead, Brad Auerbach share how to use Facebook promoted posts to increase engagement and amplify reach with real examples from the field.
For more information on the webinar visit our blog post with the embedded replay of the entire webinar.
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir. If you have a q...2015-07-071h 03
Hearsay On the Air PodcastHS48- An Interview with Gregory Bailey of Insure.VCWe’ve heard a lot about FinTech, what about InsureTech? In episode 48 we interview Gregory Bailey (@gbaileyco), Partner at Insure.VC and long time industry thought leader on the changes we are seeing today in mobile, social and wearable tech as well as big data in the ongoing evolution of technology in the insurance space.
Gregory will be a speaker at the LIMRA Social Media Conference for Financial Services in our hometown of San Francisco this August. We hope to see you there.
Join the conversation with @victorgaxiola and @elizelig on Twitter, use hashtag #HSonAir. If you have...2015-06-3047 min
Hearsay On the Air PodcastHS47- Employee Spotlight Series: Ben Henry (Engineering)In episode 47 we sit down for a lively conversation with Ben Henry (@bjhenry) Director of Engineering at Hearsay Social. In our discussion we explore his interesting and entertaining journey to Engineering from the shores of Santa Cruz, through an early start in literature, and his experiences as a professional poker player. A fun show with a heart of gold and plenty of laughs.
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 a...2015-06-231h 07
Hearsay On the Air PodcastHS46- 7 Key Takeaways from the Digital Marketing for Financial Services SummitIn episode 46 we invite Sanjiv Baxi (@sanjivbaxi), Manager of Strategic Alliances to talk about the seven key takeaways from the Digital Marketing for Financial Services Summit in Toronto. In our discussion we explore how consumer driven expectations for simplicity are changing the financial services experience, and the impact on mobile, social and digital tools.
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 the progress of our good friend Ronny Kerr...2015-06-1637 min
Hearsay On the Air PodcastHS45- Social Business Innovation Summit 2015 ReviewIn episode 45, we review highlights and themes of the 3rd Annual Social Business Innovation Summit (#SBIS15), that brought together key thought leaders in financial services and Silicon Valley. Host Victor Gaxiola (@VictorGaxiola) is joined by Customer Success Executives Divya Gupta (@Divya_Gupta), and Jenny Wiens (@JWiens45) as well as Product Marketing Manager, Alissa Dos Santos (@AlissaDosSantos) to talk about our collective observations of the event as well as customer reactions to the speakers and concepts presented.
Join the conversation with @victorgaxiola and @elizelig on Twitter using hashtag #HSonAir. If you have a question, comment or suggestion please send us...2015-06-0951 min
Hearsay On the Air PodcastHS44- Interview with Chris Johnson and JP Cummins of Janney Montgomery ScottIn episode 44 we visit Janney Montgomery Scott (@Janney1832) in Philadelphia and interview Chris Johnson (@CJohnson_Janney), Private Client Group Marketing Consultant, and JP Cummins, Financial Advisor. In our conversation we explore how Janney is embracing digital technology and empowering advisors like JP to connect with clients, share content, and extend thought leadership via the Hearsay Social solution.
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 the progress of our good frien...2015-06-021h 01
Hearsay On the Air PodcastHS43- Empire State of Mind: Part IIThe 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 OnAir@HearsayCorp.com.
Like our NEW page on Facebook and follow the progress of Ronny Kerr on #RonnyWalk
Thanks for listening!
...2015-05-261h 03
Hearsay On the Air PodcastHS42- Empire State of Mind: Part IIn 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 OnAir@HearsayCorp.com. Like our NEW page on Fa...2015-05-191h 17
Hearsay On the Air PodcastHS31- SIFMA Social Media Seminar and LIMRA Distribution HighlightsIn episode 31 we review the highlights from the SIFMA Social Media Seminar in San Francisco (#SIFMASocial) and the LIMRA Distribution Conference (#DistConf) that took place in Orlando, FL. Nicole Johnson (@nicjohnmedia), Yasmin Zarabi (@yasminzarabi), and Meagan Hency (@mherf), join Victor Gaxiola (@VictorGaxiola) to talk about the key themes from the two events and explore how much has changed in social media adoption and digital transformation.
Join the conversation on Twitter using hashtag #HSonAir. We also invite you to ask questions, make comments and suggestions on line or by sending an email to OnAir@HearsayCorp.com
2015-03-0631 min