FiPath Launches FiPath for Advisors™, a Comprehensive, Online Marketing Solution For Financial Advisor Leads

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Site matches advisors with consumers actively seeking financial guidance and provides free, educational resources for leveraging social media to enhance business opportunities

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FiPath today launched FiPath for Advisors™, the first independent, total online marketing solution for financial advisor leads. Already more than 250 advisors are enrolled as members, taking advantage of a range of resources that help them learn how to use today’s new social media tools, and navigate the changing regulatory environment to fully leverage the online marketing channel. FiPath for Advisors also helps advisors easily connect with, and attract, high quality clients through a variety of connection points, including a member match program that taps into an established network of over 70,000 consumers who are actively seeking financial guidance through the financial education consumer site, http://www.FiPath.com.

Connecting with consumers is becoming increasingly difficult for financial advisors. According to Willis Consulting, many larger advisor firms will be recruiting fewer trainees to their advisor-training programs next year. Not only that, but more Americans are adding themselves to the National Do Not Call Registry, under the FTC and FCC, which gives them a way to avoid getting telemarketing calls at home – including calls from financial advisors. In addition, many consumers are going online to get their financial information and make connections – a new frontier for many advisors who are unfamiliar with social media tools and the regulations around usage.

FiPath for Advisors helps advisors fully leverage the power of social media to connect with potential clients by providing industry-best practices for online marketing and client acquisition. These financial advisor tools help reduce marketing costs along with the stress of knowing how to use social media compliantly.

FiPath for Advisors offers independent advisors access to a variety of resources, including:

  •     Member-match program to connect advisors to potential clients
  •     Webinar platform to connect with community members
  •     Collaborative forums to tap into others’ expertise
  •     Opportunities for content contribution and visibility
  •     Best practices related to social media compliance, regulatory, marketing and practice management

“Financial advisors face many challenges in today’s marketplace – including how to find and attract potential clients online,” said Peter Velardi, CFP® President and Chief Operating Officer at FiPath. “FiPath for Advisors provides financial advisors with the opportunity to connect directly with target prospects online, while at the same time, educating them on how to utilize social media resources compliantly to engage with other potential clients. Our unique offering was designed for institutions of all sizes as an outsourced marketing solution that works as an extension of in-house programs, resulting in a total online marketing program.

FiPath for Advisors enables independent advisors and small, broker-dealer organizations to implement a complete online marketing program quickly, efficiently and in a cost-effective way. FiPath for Advisors is completely independent and does not sell products or manage consumers’ money, nor is it affiliated with any institution. Advisory Board members include Jennifer Openshaw, a renowned retirement expert and financial maven, and Hal Hershfield, Ph.D., who has done extensive studies on the impact of time on financial decision making.

FiPath for Advisors is a service of FiPath, the only independent site that provides financial education and collaboration for consumers. FiPath has an array of top-tier partners that it makes available for free to its members, including Morningstar, E-Trade, Schwab, and ING.

About FiPath for Advisors™
FiPath for Advisors™, a service of FiPath, is the first independent, online marketing solution for financial advisors. FiPath for Advisors offers members access to a range of financial advisor tools that help them easily connect with potential high quality clients, learn how to use social media to attract new clients, and how to navigate the changing regulatory requirements. The result is a complete lead generation solution for any advisor seeking to enhance their business. For more information or to join FiPath for Advisors visit http://www.fipath.com/advisors.

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David Andersen
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