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March 29, 2013 at 07:29 AM
H.D. Vest Financial Services announced Thursday that after conducting a year of social media platform research, it has selected Socialware as its platform of choice for its independent network of 4,600 financial planners.
Socialware allows advisors to communicate with clients through social media in a secure and compliant manner. Headquartered in Austin, Texas, Socialware currently works with 160 businesses and specializes in providing them with secure and compliant software and services that allow them to market themselves with customers and prospects on Facebook, LinkedIn and Twitter.
Irving, Texas-based H.D. Vest will launch a pilot program on April 16 with 50 advisors. At its annual national conference in Miami on June 18 through 21, the firm will then offer all of its 4,600 advisors the chance to sign up for the social media program. Advisors who participate will use Socialware to identify business opportunities through their Facebook, LinkedIn and Twitter networks.
H.D. Vest President and CEO Roger Ochs said his firm will rely on Socialware’s experience in working with financial professionals who have to navigate complex regulatory responsibilities when using social media.
“We are very excited about our partnership with Socialware. 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,” Ochs said in a statement.
