Socialware Blog

As Socialware's Senior Social Business Strategist, Mike has a rare combination of skills and experience that bridge financial services and social business. A financial services industry veteran with over 17 years of experience in roles spanning customer service, finance and investment advice and management. he has worked at world-class firms such as Fidelity Investments, State Street Corporation, The Pioneer Group and BFDS. He has also been an entrepreneur and leader in the social media industry since its earliest days. Mike has built robust business networks across LinkedIn, Facebook and Twitter and is a frequent speaker on the subject of social media for business.

What if my book of business is all older, longtime clients?

They are likely loyal and very comfortable working with you without social media. But, what about your clients’ heirs? Who will be charged with assuming legal authority over your clients’ assets and accounts when those clients lose their decision making capacity? Who will these people turn to when they have questions about the finances of their parents and grandparents?

Why I Joined Socialware

Social media will never be this new again. Socialware is solving a huge problem for a very important industry that provides very important services to all of us. We all use financial services. And most of us, soon to be nearly all, use social media on a day to day basis. Within a few weeks of first reading about the company I had made the decision to join Socialware as their Social Business Strategist and my wife and I were starting the process of moving our family from Boston to Austin.