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Clara Shih
Founder & CEO . Board. Author, Social Business Imperative; The Facebook Era. Frequent Flyer.
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Clara Shih Aug 15
A terrific breakdown of ways AI can actually apply in the day-to-day world of financial services marketing and sales, via
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Clara Shih Aug 14
Hearsay is officially on Microsoft's AppSource!
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Clara Shih Aug 13
Free lunch every day? Yes, please! (PS: is hiring in Seattle, SF, NY and beyond!)
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Clara Shih Aug 12
Replying to @mackey2399
Amazing story. Need more of this in the world ❤️❤️❤️
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Clara Shih Aug 10
Content creation can be a tough process. Here are some tips to get you out of writer's block.
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Clara Shih Aug 8
Some inspiration for keeping visitors interested in your website.
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Clara Shih Aug 7
Need some content ideas for the month of August?
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Clara Shih Aug 3
Industry trends in these slides including the talent shortage for financial advisors. By 2022, the US wealth management industry is likely to face a shortfall of at least 200,000 advisors.
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Clara Shih Aug 2
5 ways to unite your marketing and sales teams – and achieve results that move business forward. via by
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Clara Shih Aug 2
Is the industry moving to digital fast enough? sits down w/ , , and to tell it like it is.
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Clara Shih Jul 27
Awesome article in PlanAdviser mag about Cetera rolling out Hearsay Relate and compliant texting to their advisors!
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Clara Shih Jul 26
7 Advantages of Having a Social Media Strategy
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Clara Shih Jul 24
Top firms offer tips on how they power advisor (and sales) productivity and deliver exceptional client experiences, via
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Clara Shih Jul 16
Video content popularity continues to rise but with the launch of IGTV we are going to start seeing more vertical videos. What are your thoughts on this?
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Clara Shih Jul 12
Check out Michael Kitces' summer reading list with suggestions on books about everything from how to improve your financial advice so it actually “sticks” with clients to an uplifting read on how the world continues to improve in amazing ways.
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Clara Shih Jul 10
After a $40 million renovation — the largest restoration project in the park’s history — the Mariposa Grove, a collection of around 500 mature giant sequoias, reopened at the beginning of June.
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Clara Shih Jul 2
Top pros recently provided insightful clarity about social media and digital communications in financial services, via
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Clara Shih Jun 29
To get more business value from CRM, financial services firms must reimagine both their internal culture and their tech stack. via by
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Clara Shih Jun 29
Thrilled to partner w/ on their game-changing initiative to enable compliant texting for their advisors! via
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Clara Shih Jun 28
"The number one thing you can do to increase the value of your CRM is simple: Get your advisors to use it." Here's how, via
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