Samson & Buford Financial Advisors

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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:

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.

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.

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:

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.

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.