H.D. VEST SELECTS ADVISORSQUARE TO POWER REPRESENTATIVE WEB SITE PROGRAM
June 8, 2005
ORLANDO, Fla., June 8, 2005 — H.D. Vest announced today at its Vest Fest 2005
Conference that is has selected LiveOffice’s AdvisorSquare platform to power its
Advisor web site program. The new partnership will provide H.D. Vest Advisors with
access to AdvisorSquare’s comprehensive web site offering, which is specifically
designed to help financial professionals enhance their online marketing activities.
The new AdvisorSquare Web Connect program gives H.D. Vest Advisors the ability to create individualized, interactive web sites that effectively market their financial products and services online. AdvisorSquare’s turnkey web site solution assists representatives in quickly developing and customizing the look and feel of their practice’s web site pages to match their online marketing objectives.
H.D. Vest Advisors can now select from a large number of content options when creating their AdvisorSquare web site, including:
"We are continually searching for ways to provide our representatives with the technologies they need to remain at the forefront of their profession," said Carolyn Sterling, Senior Marketing Manger of H.D. Vest. "AdvisorSquare's online marketing solutions fit perfectly with this goal and provide our Advisors with access to useful web tools and countless customization options that help to strengthen client relationships."
"AdvisorSquare is excited to provide H.D. Vest and their Advisors with access to our powerful suite of online marketing solutions," said Michele McGarry, national account manager for LiveOffice’s AdvisorSquare business unit. "We are pleased to now be the preferred web site provider for H.D. Vest’s extensive network of highly reputable tax and financial professionals."
The new AdvisorSquare Web Connect program gives H.D. Vest Advisors the ability to create individualized, interactive web sites that effectively market their financial products and services online. AdvisorSquare’s turnkey web site solution assists representatives in quickly developing and customizing the look and feel of their practice’s web site pages to match their online marketing objectives.
H.D. Vest Advisors can now select from a large number of content options when creating their AdvisorSquare web site, including:
- Over 100 professionally designed web site templates that complement an advisor’s existing branding
- More than 200 NASD-approved articles to help educate clients and prospects on important finance-related topics
- Interactive financial calculators that enable customers to research important financial scenarios at their own discretion
- Up-to-date financial news and information to keep clients informed of daily market activities
- An automated referral system that supercharges new business efforts
- Simple editing tools that make page updates as easy as word processing and require no prior technical knowledge
- Access to AdvisorSquare’s exclusive, members-only newsletter and online seminars, which offer simple and creative online marketing ideas
"We are continually searching for ways to provide our representatives with the technologies they need to remain at the forefront of their profession," said Carolyn Sterling, Senior Marketing Manger of H.D. Vest. "AdvisorSquare's online marketing solutions fit perfectly with this goal and provide our Advisors with access to useful web tools and countless customization options that help to strengthen client relationships."
"AdvisorSquare is excited to provide H.D. Vest and their Advisors with access to our powerful suite of online marketing solutions," said Michele McGarry, national account manager for LiveOffice’s AdvisorSquare business unit. "We are pleased to now be the preferred web site provider for H.D. Vest’s extensive network of highly reputable tax and financial professionals."
About H.D. Vest
Based in Irving, Texas , H.D. Vest Financial Services® supports an independent network of tax and non-tax professionals who distribute comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 6,000 independent contractors manage over $16 billion in assets for some 1.4 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.
AdvisorSquare is the nation's #1 provider of financial websites and has helped over 12,000 investment professionals use the Internet to grow their business.
AdvisorSquare accelerates business growth online for financial advisors nationwide with over 100 professionally designed templates, personalized content
pages, NASD-reviewed financial articles, a comprehensive Investor Research Center , valuable financial calculators and countless customization options. Plus,
only AdvisorSquare provides customers with useful Internet marketing tips each month in its member-only GetHits online newsletter.
LiveOffice is the leading provider of on-demand collaboration, communication and compliance applications. From websites to message archiving and conferencing services, LiveOffice is dedicated to helping businesses optimize productivity and achieve regulatory compliance with its suite of Internet-based products. With LiveOffice's products and services, businesses are always just a click away from the most powerful and cost effective web-based productivity solutions available today.
Make Your Office a LiveOffice™ by calling 800-251-3863 or visiting www.liveoffice.com.
©2007 LiveOffice, LiveOffice LLC, AdvisorMail and our logo are trademarks of LiveOffice LLC. All other company names and products are trademarks of their respective companies.
Make Your Office a LiveOffice™ by calling 800-251-3863 or visiting www.liveoffice.com.
©2007 LiveOffice, LiveOffice LLC, AdvisorMail and our logo are trademarks of LiveOffice LLC. All other company names and products are trademarks of their respective companies.

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