Investors

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Investors

  1. 1. Investors Why should you join? www.linkedFA.com
  2. 2. What is linkedFA? www.linkedFA.com <ul><li>linkedFA is the first and only social networking site specifically for financial advisors to connect with their investors </li></ul><ul><li>As an investor, by using linkedFA you have constant access to your financial advisor and your money providing you a greater level of comfort and control, while providing access to more information and data on your investments. </li></ul>
  3. 3. Why was linkedFA created? www.linkedFA.com <ul><li>linkedFA is the first and only social networking site specifically for financial advisors to connect with their investors </li></ul><ul><li>As an investor, by using linkedFA you have constant access to your financial advisor and your money providing you a greater level of comfort and control, while providing access to more information and data on your investments. </li></ul>
  4. 4. Why should I use linkedFA? www.linkedFA.com <ul><li>The existing consumer social networks are primarily for personal use </li></ul><ul><li>Let’s face it, your personal life is your business, but it’s none of your financial advisor’s business! </li></ul><ul><li>Connect to your financial advisor to keep up to date on your portfolio and investment opportunities! </li></ul><ul><li>Separate the personal from the professional by using linkedFA to communicate with all of your financial advisors </li></ul>
  5. 5. How Does Using linkedFA Help My Investing Success? www.linkedFA.com <ul><li>linkedFA’s social networking tools allow your advisor to create profiles and upload documents, daily blogs, videos and research reports for you to use in making investment decisions </li></ul><ul><li>Through linkedFA, you and your advisor have the ability to connect and communicate in a robust, professional and personalized social networking environment. </li></ul>
  6. 6. How Do linkedFA’s Privacy Features Protect Me? www.linkedFA.com <ul><li>linkedFA’s design paradigm enforces privacy and prevents unauthorized disclosure of your personal or confidential information </li></ul><ul><li>Robust, customizable privacy settings </li></ul><ul><ul><li>No minimum disclosure of information </li></ul></ul><ul><li>No third party applications like games to expose your personal data to others </li></ul><ul><li>When any linkedFA member sees a social network post from another linkedFA member who is not in his network, the identity of the non-network member is hidden by the system displaying the member’s nickname only. </li></ul><ul><li>You can be completely anonymous within your advisor’s network so no other investor knows your identity! </li></ul>
  7. 7. How Do linkedFA’s Compliance Features Protect Me? www.linkedFA.com <ul><li>The regulatory agency FINRA may require your advisor to keep a copy of all correspondence between you for six years. </li></ul><ul><li>This is for your protection in case of a dispute. </li></ul><ul><li>linkedFA stores all communications between a financial professional and his investors for a minimum of six years, meeting FINRA regulatory requirements </li></ul><ul><li>Includes all the shared content, such as documents and reports shared, blog posts, even photos and videos, along with any comments made to same. </li></ul>
  8. 8. What If I Have More Than One Financial Advisor? www.linkedFA.com <ul><li>You can connect and communicate with each of your financial advisors, including stock brokers, insurance representatives, CPAs, etc. through linkedFA! </li></ul><ul><li>Your interactions and comments with each are kept private and separate. </li></ul><ul><li>Using linkedFA for all your investment and financial interactions is simple, secure and convenient! </li></ul><ul><li>Simply invite them to join your network in linkedFA </li></ul>
  9. 9. www.linkedFA.com Join linkedFA today! It’s Free. Leverage “financial media” to grow your portfolio and insure your investing success!

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