Products June 29, 2011

linkedFA to Go Mobile

linkedFA, the first social networking Web site that enables financial professionals to leverage social media compliantly, announced the beta release of a mobile version of www.linkedFA.com.  
Reported by

linkedFA launched the mobile site to meet demand based on feedback from its 10,000+ users and will serve as a prototype for an iPhone app currently in development. The mobile site was designed to work on the iPhone, Android and the iPad, and users are automatically routed to each device-specific version by visiting www.linkedFA.com from the device.

Similar to the standard version of linkedFA, the mobile version allows users to share updates with Linkedin, Facebook, Twitter and linkedFA simultaneously while capturing and storing all correspondence via linkedFA’s proprietary compliance engine.

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“The increase in demand for a mobile solution made the immediate release of a mobile-specific version of linkedFA inevitable. Mobile access to social media sites is up 46% year over year, and we have already seen an almost 300% increase in iPhone use on linkedFA in the last month alone – it was a logical choice,” said Stephen Prosser, Director of Business Development.

Products June 29, 2011

LPL Financial Introduces Marketing Platform for Advisers

LPL Financial’s ClientsFirst platform was first introduced in 2009, but has been revamped to better serve its retirement plan advisers.  
Reported by

ClientsFirst is a proprietary client communication and client acquisition system, designed to identify prospective clients, reinforce existing relationships, increase referrals, segment client leads, and implement a marketing strategy with customizable marketing materials.

The enhanced version was built specifically for LPL Retirement Partners advisers, the company announced, and includes specific resources and information including:

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  • Ready-made marketing campaigns encompassing a range of relevant topics for the retirement plan space, such as fee disclosure, participant engagement, and non-qualified deferred compensation
  • Newsletters, articles and seminars for prospecting and relationship development
  • An extensive library on social media such as a step-by-step guide to establishing your profiles, managing relationships and navigating compliance concerns

“We are excited to roll out to our advisers one of the most robust retirement plan focused marketing platforms that exists today in the independent broker/dealer space.  We are confident that the addition of this platform to our existing tools and support will further drive the growth of our advisers’ businesses,” said Bill Chetney, executive vice president of LPL Financial Retirement Partners.

LPL Financial is a wholly owned subsidiary of LPL Investment Holdings Inc.

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