H.D. Vest Selects Socialware to Provide a Compliant Way for Advisors to Use Social Media

H.D. Vest Financial Services® is pleased to announce its selection of Socialware, the leading social business solution provider, to enable H.D. Vest advisors to communicate with clients through social media in a secure and compliant manner. Socialware was chosen after more than a year of research. 

"As more and more Americans are utilizing social media in their daily lives, we believe this is an excellent opportunity for our advisors to stay in contact with clients and really understand what's important in their lives," said H.D. Vest President and CEO Roger Ochs. "We are very excited about our partnership with Socialware. Their experience working with financial professionals who have increased regulatory responsibilities when it comes to social media is going to be a benefit to our advisors and our firm as we enter this new territory." 
 
H.D. Vest is launching a pilot program on April 16, 2013, with fifty advisors and will offer all of its 4,600+ advisors the opportunity to sign up for the social media program through Socialware at its annual National Conference June 18-21, 2013, in Miami, Florida. Advisors who participate will use Socialware to create, nurture, and identify business opportunities through their Facebook, LinkedIn, and Twitter networks. Socialware is also providing
strategic consulting to create a successful implementation plan across the organization. 
 
"We're thrilled to be awarded the opportunity to build a social program from the ground up with H.D. Vest," said Chad Bockius, CEO of Socialware. "This is a great example of a company recognizing all the constituents in the social process and collaborating with a trusted partner to empower every professional. Utilizing our integrated software and services solution will allow H.D. Vest and its advisors to activate the social enterprise to grow their business."
 
Learning the news about this rollout, H.D. Vest Advisor Joe Bonfiglio of Holmdel, New Jersey, said, "I am very excited to start using social media as a new way to connect with clients. I believe this medium has tremendous potential to keep me actively engaged with my clients. Research has shown that engaged clients are both more loyal and more likely to refer new clients to their financial advisor. I am looking forward to using social media to help further strengthen my client relationships and grow my business."
 
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