The latest episode of the Marketing Happens podcast is available for download and streaming.

I interview industry-veteran Terry Golesworthy from The Customer Respect Group. He discusses past and current trends that he analyzes for his newsletter about social media for financial services, Social Eyes.

He also talks about recreating the trusted advisor model on social media as well as what the next few years may look like in the industry.

Next, we discuss about how the agent should sell him or herself as the financial expert in their community and how the goal is to always provide value in that special relationship.

We also learn from Terry what plain language is and why it’s important for industry websites and marketing material.

Plus, as always, there are several social tips for the beginner, intermediate, and advanced insurance professional.

Download on your favorite podcast app or go here.