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5 Retirement Planning Steps to Take.

Investopedia Investopedia is the world's leading source of financial content on the web, ranging from market news to retirement strategies, investing education to insights from advisors.

I found a ton of value in this article. Check it out and let me know what you think in the comments.

Financial Planning: A Step-by-Step Guide - NerdWallet Financial planning is the process of outlining how your money, investments and other assets can help you meet your financial goals.

In 2021, we saw a 29% YoY increase in Instagram content shared through Hearsay's platform! Instagram is a powerful tool for financial services professionals seeking to connect with next-gen clients. Here's a roadmap for getting results on this channel: https://bit.ly/3MSq8d1?hss_meta=eyJvcmdhbml6YXRpb25faWQiOiA1MCwgImdyb3VwX2lkIjogOTcwMTAzLCAiYXNzZXRfaWQiOiAyMDgwODAzLCAiZ3JvdXBfY29udGVudF9pZCI6IDEwODM2OCwgImdyb3VwX25ldHdvcmtfY29udGVudF9pZCI6IDE5Nzg5Mn0%3D

The Field Marketer’s Guide to Instagram | Hearsay Systems Library Help teams attract prospects, retain customers, and grow business on Instagram

Social media is a powerful tool for financial services, but firms must go beyond corporate marketing and embrace the "selling" side of social to compete in the digital era. Hearsay's CEO shares the benefits of social selling: https://www.forbes.com/sites/forbestechcouncil/2022/03/28/putting-the-selling-back-into-social-selling

Council Post: Putting The 'Selling' Back Into Social Selling To compete in today's digital era, where valuable engagements may translate into sales, organizations and their advisors must embrace the selling side of social.

The recent SEC and CFTC enforcement actions have spurred many questions for firms, so Hearsay asked the experts. Here's what they said about trends in enforcement actions and what firms should prioritize in light of increased scrutiny. https://bit.ly/3IrQwHa

Expert Q&A: How recent SEC & CFTC enforcement actions impact financial services | Hearsay Systems Blog On the heels of recent SEC and CFTC enforcement actions related to digital communication channels, Hearsay hosted a panel with subject matter experts Bill Simpson, Compliance Principal at Hearsay, and Ed Wegener, Managing Director of Governance, Risk and Compliance at Oyster Consulting.

When it comes to delivering direct, personalized customer experiences, text messaging is hard to beat. Here are 7 ways to make texting a viable tool for all financial advisors to add to their toolkit. https://bit.ly/3JNxhsI

7 keys to success: compliant texting | Hearsay Systems Library Empower teams to build trusted relationships through compliant and scalable texting

Tune into this insightful conversation featuring Hearsay’s Director of Social and Content Strategy, Tim Rickards. Tim shares practical advice on how to use A/B testing for better performance and how to be effective in a highly regulated industry like finance. https://sweetfishmedia.com/show/b2b-growth/a-b-test-your-way-to-success-with-tim-rickards

A/B Test Your Way to Success with Tim Rickards | Sweet Fish Media powered by Sounder In this episode Benji talks to Tim Rickards, Managing Director, Social & Content Strategy at Hearsay Systems. From micro to macro, A/B…

To wrap up a 4-part series on Hearsay’s compliance functionality, see how firms are prioritizing business efficiency in the coming year using Hearsay’s automated workflow routing capabilities: https://bit.ly/35WD40r

Hit the easy button with Hearsay Compliance: Workflow Routing | Hearsay Systems Blog Compliance approval processes are never as simple as they seem. The journey from creation to publication can be circuitous, repetitive, and sometimes difficult to track.

Hearsay's Customer Support team has achieved some amazing milestones in the past year. Read about their journey to improving customer satisfaction. https://bit.ly/3KdxghF

Hearsay Customer Support: Embracing Kaizen Inside Out | Hearsay Systems Blog Last year, I had the pleasure of working alongside and developing our email and phone Product Specialists as the Director of Customer Support at Hearsay as we crossed some exciting milestones.

Social selling is often equated with social publishing, but a post alone does not close deals. Join Hearsay on March 15th at 1pm ET to learn 7 essential social selling habits teams can leverage to move beyond posting to selling. https://bit.ly/3hfzUHk

Hearsay Webinar - Social Selling 2.0 Join Leslie Leach, LinkedIn sales leader Matt Repking, and Grace Braatz-Opper of Modern Woodmen, as they discuss how to put the selling back in social

Video content dominates on social media, yet video is subject to stricter rules than posts or comments — which can be overwhelming for compliance teams. Read how Hearsay’s compliance functionalities help lessen this regulatory burden. https://bit.ly/3Icca2R

Hit the easy button with Hearsay Compliance: Video supervision | Hearsay Systems Blog When it comes to successfully engaging an audience over social channels, personalized videos are the gold standard. Among a sea of generalized, lowest-common-denominator content, the genuine nature of video shines through.

Amidst a rapidly shifting regulatory landscape, mature firms are prioritizing compliance and investing in technologies to stay ahead of automation and supervision processes. Hearsay's Compliance Principal, Bill Simpson, shares more in Wealth Management: https://www.wealthmanagement.com/technology/how-has-pandemic-affected-finserv-compliance-teams

How Has the Pandemic Affected Finserv Compliance Teams? Mature firms are initiating proactive compliance, going out and trying to determine what regulatory changes are coming and how they will impact the business.

Customers often tell us that managing an electronic communications program can be complicated, but Hearsay's smart lexicon functionality can help simplify. Learn how it works in this blog— the first of a 4-part series covering the benefits of Hearsay's compliance functionality: https://bit.ly/3s301pO

Hit the easy button with Hearsay Compliance: Lexicon functionality | Hearsay Systems Blog Managing an electronic communications program can be complicated, but it doesn’t need to be. As a partner to organizations in the financial services industry, we’ve integrated compliance features seamlessly within our platform in order to help firms navigate the complexity.

Here's a test post I scheduled for 5:30 PM. Go Packers!

Hearsay's recent compliance survey shows 63% of firms allow texting for business purposes. Here's how some firms are using messaging platforms to the benefit of their clients and prospects. https://financialadvisoriq.com/c/3437664/436644/firms_messaging_tech_strengthen_client_prospect_links

RIA Firms Tap Messaging Tech to Strengthen Client, Prospect Links

To strengthen client relationships, it's important for firms to engage in the conversations of the moment. Here are four ways to help advisors drive conversations that matter—beyond financial returns. https://bit.ly/3FEOe6s

Four Steps to ESG Success | Hearsay Systems Library Help advisors drive conversations that matter—beyond financial returns

With video garnering higher client response rates, compliance teams need an effective way to supervise advisor videos at scale. To aid in this effort, Hearsay's video compliance pre-review tool automatically flags problematic text and imagery. Learn how this technology will help compliance officers save on time and effort. https://www.wealthmanagement.com/technology/hearsay-builds-automated-video-preview-software-help-overworked-compliance-officers

Hearsay Builds Automated Video Preview Software to Help Overworked Compliance Officers Hearsay Systems is releasing a video prereview tool for compliance departments overwhelmed with the volume of advisor videos.

Following the release of our 2021 FinServ Compliance Benchmark Report, we asked Ann Robinson, Chief Compliance Officer at Farmers Financial Solutions, to weigh in on three interesting compliance trends in digital communications. See the trends to know, and her perspective on each! https://bit.ly/3IqcDPm

Insights from our 2021 Compliance Benchmark Survey | Hearsay Systems Blog Following the release of Hearsay’s recent 2021 FinServ Compliance Benchmark Report, Bill Simpson, Sr. Compliance Manager at Hearsay, spoke with Ann Robinson, Chief Compliance Officer at Farmers Financial Solutions, to get her take on three interesting findings resulting from this survey.

In building a compliant field texting program, the team at American Family Insurance has learned what truly makes their program thrive. See which acceleration levers have had the biggest impact on agent productivity and customer experience! https://bit.ly/3D9SFVh

Upgrade your compliant texting program: Insider tips from American Family | Hearsay Systems Blog At our recent customer roundtable, Josh Feyen, Field Digital & Social Media Administrator at American Family Insurance, joined Leslie Leach, VP of Marketing at Hearsay to discuss lessons learned and acceleration levers for their Hearsay Relate program.

Happy Thanksgiving weekend my friends! I'm going to eat until I pop!

Strong program collaboration between marketing and compliance teams in financial services is key to success. 🤝 In this blog post, we share how to lay the foundation for an aligned partnership that accelerates business objectives and captures market momentum. https://bit.ly/2Yb5dwY

Harmonizing marketing and compliance in financial services: the upside of a strong partnership | Hearsay Systems Blog 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 two vastly different things.

To meet client needs, many financial services firms have expanded their communication channels over the past year. Yet most compliance programs still apply a one-size-fits-all approach to these communications. Learn how flexible lexicons help manage channel-specific risks. https://bit.ly/3oQkkXV

Not all surveillance systems are created equal | Hearsay Systems Blog Over the past year and a half, financial services firms have broadened their footprints with respect to communications media.

It's been a transformative year for cybersecurity enforcement. With the SEC's renewed focus on cybersecurity disclosures and policies, a wave of enforcement actions has followed, prompting firms to prepare for increased scrutiny. Read more on this from Hearsay Compliance: https://bit.ly/2YBoEPS

Transformation at the SEC; Cybersecurity in the spotlight | Hearsay Systems Blog 2021 has been a transformative year for cybersecurity enforcement. With Gary Gensler as the new SEC Chairman, the agency has taken a renewed focus on cybersecurity disclosures and policies and procedures designed to protect investors and customers alike.

Regulatory constraints have made compliant texting a challenge, but now financial advisors can text compliantly with customers directly from within Salesforce. Watch our session on Salesforce+ to see how Hearsay makes it possible. https://www.salesforce.com/plus/experience/Dreamforce_2021/series/Other_Industries/episode/episode-21

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Meet Tim Rickards! As a former Hearsay customer, Tim knows how to help others get the most possible from their relationship with Hearsay. Now, as Hearsay's Director of Social & Content Strategy, Tim shares his content strategy advice, including a common mistake many financial services firms make on social media. https://bit.ly/3AMrajN

Q&A with Tim Rickards, Director of Social and Content Strategy - Hearsay Systems 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 group following stints at several agencies. Yes, Tim was previously a Hearsay customer! At Charles S...

Research indicates that clients leave advisors not because of performance, but rather for failure to connect in the moments that matter. Hearsay partners with industry leading platform providers like Twilio to create channels which have helped advisors achieve 7x increased client engagement. https://customers.twilio.com/2612/hearsay

“A paradigm shift”—How Hearsay empowers financial advisors to build authentic relationships with customers | Twilio Customer Stories “A paradigm shift”—How Hearsay empowers financial advisors to build authentic relationships with customers Hearsay helps financial services advisors achieve 7x increased client engagement after building out new text and call channels with Twilio. The Results 7x Increased client engagement 37% ...