Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Investors

295 views

Published on

Published in: Economy & Finance, Business
  • Be the first to comment

  • Be the first to like this

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!

×