LinkedFA is the only FINRA compliant social networking site built specifically for Financial Advisors and their clients.
linkedFA offers Financial Advisors and Insurance professionals all the client relationship building benefits of Facebook, Linkedin, etc. combined with FINRA required compliance, supervision and record keeping features.
With linkedFA, financial industry professionals can realize the following benefits:
-Enhances client relationships to grow existing business and attract new clients
-All client correspondence fully exportable and saved for six years
-Full client correspondence control ensures your clients cannot be poached or recruited
-Full editorial cont
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
