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Investors

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  • 1. Investors Why should you join? www.linkedFA.com
  • 2. What is linkedFA? www.linkedFA.com
    • linkedFA is the first and only social networking site specifically for financial advisors to connect with their investors
    • 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.
  • 3. Why was linkedFA created? www.linkedFA.com
    • linkedFA is the first and only social networking site specifically for financial advisors to connect with their investors
    • 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.
  • 4. Why should I use linkedFA? www.linkedFA.com
    • The existing consumer social networks are primarily for personal use
    • Let’s face it, your personal life is your business, but it’s none of your financial advisor’s business!
    • Connect to your financial advisor to keep up to date on your portfolio and investment opportunities!
    • Separate the personal from the professional by using linkedFA to communicate with all of your financial advisors
  • 5. How Does Using linkedFA Help My Investing Success? www.linkedFA.com
    • 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
    • Through linkedFA, you and your advisor have the ability to connect and communicate in a robust, professional and personalized social networking environment.
  • 6. How Do linkedFA’s Privacy Features Protect Me? www.linkedFA.com
    • linkedFA’s design paradigm enforces privacy and prevents unauthorized disclosure of your personal or confidential information
    • Robust, customizable privacy settings
      • No minimum disclosure of information
    • No third party applications like games to expose your personal data to others
    • 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.
    • You can be completely anonymous within your advisor’s network so no other investor knows your identity!
  • 7. How Do linkedFA’s Compliance Features Protect Me? www.linkedFA.com
    • The regulatory agency FINRA may require your advisor to keep a copy of all correspondence between you for six years.
    • This is for your protection in case of a dispute.
    • linkedFA stores all communications between a financial professional and his investors for a minimum of six years, meeting FINRA regulatory requirements
    • Includes all the shared content, such as documents and reports shared, blog posts, even photos and videos, along with any comments made to same.
  • 8. What If I Have More Than One Financial Advisor? www.linkedFA.com
    • You can connect and communicate with each of your financial advisors, including stock brokers, insurance representatives, CPAs, etc. through linkedFA!
    • Your interactions and comments with each are kept private and separate.
    • Using linkedFA for all your investment and financial interactions is simple, secure and convenient!
    • Simply invite them to join your network in linkedFA
  • 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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