With a membership base of more than 250 advisors, FiPath for Advisors will help advisors connect with and attract high quality clients.
The platform will use a variety of connection points such as a member match program with access to a network of over 70,000 consumers seeking financial guidance through its financial education consumer site.
Go deeper with GlobalData
With many wealthy investors registering to the National Do Not Call Registry, and avoiding telemarketing, it is getting more difficult for advisors to reach a larger network.
FiPath for Advisors provides advisors with the power of social media to connect with potential clients. The program also reduces marketing costs and compliance issues pertaining to the use of social media by investment professionals.
According to Peter Velardi, CFP president and CEO 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."
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData
