Marketing Site Seeks to Connect Advisers to Consumers

FiPath has launched FiPath for Advisors, an online marketing solution to help advisers generate leads.  

FiPath for Advisors was developed by FiPath, creators of a financial education website. The company reports that more than 250 advisers have already enrolled and are using the program to help them learn how to use social-media tools and navigate the regulatory environment to leverage online marketing channels. FiPath for Advisors aims to connect advisers with clients through a variety of connection points, including a member match program that taps into a network of more than 70,000 consumers who are seeking financial guidance through FiPath’s consumer-facing website,

FiPath for Advisors helps advisers leverage the power of social media to connect with potential clients by providing what it says are industry-best practices for online marketing and client acquisition. The goal is to reduce marketing costs and increase social media savvy.

Resources for advisers include:

  • Member-match program to connect advisers 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