Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Do's and Don'ts of connection requests on LinkedIn
Spending a few extra minutes crafting a personalized note when inviting to prospects to connect on LinkedIn can help lead to a productive new client relationship.
Prospecting recent retirees using LinkedIn
Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.
Putnam study finds social media vital to advisors' work during pandemic
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients.
Use LinkedIn to prospect for Millennial money in motion
Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business.
12 useful tips and tricks in iOS 12
The release of iOS 12 last September improved phone performance and introduced many convenient features.
Survey shows 92% of social advisors gained new assets
In the latest release of the Putnam Social Advisor Survey, 92% of advisors using social media reported seeing asset gains attributable to social networking.
Personalize your prospecting with these 4 LinkedIn connection invites
With LinkedIn usage reaching its maturity stage, the days of simply hitting the “Connect” button to grow your network have passed. Writing personalized, specific, and memorable connection invitations is key to getting them accepted and starting those relationships off on the right foot.
Your LinkedIn 10-Minute Daily Challenge
Watch our simple 10-minute daily routine that uses LinkedIn best practices to strengthen client relationships, uncover warm referrals, and grow assets.
Tap into LinkedIn alumni connections
Our LinkedIn video series shows how to search for alumni connections and filter by years attended, current city, and employer.
Identify women investors to diversify your book
Prospecting to women may be one of the best opportunities today for expanding your business. Increasingly, women are becoming the financial ...
Search LinkedIn for referrals and prospects
Learn how to use filters to identify prospects and narrow your search by second level connections, geographic location, companies, and more.
How to optimize your LinkedIn profile
Learn how to make your LinkedIn profile more attractive to search engines and prospects in five simple steps.
Adjust your LinkedIn privacy settings
Learn a few simple adjustments to your privacy settings help make LinkedIn a more effective tool for prospecting and growing your business.
Get started using LinkedIn
LinkedIn can be a powerful business-building tool for financial advisors, connecting you to a rich network of potential clients.
Alexa: Help me find a financial advisor
Soon, investors looking for services and products may rely more on voice assistants than typing a query on a keyboard. Get prepared with our easy guide.
Advisors: Jump into Instagram with these 10 accounts to follow
With 800 million monthly active users, Instagram is now a major player in social media. Almost 40% of financial advisors have taken to Instagram for business purposes. Get started on Instagram by following these 10 accounts.
Enhance client conversations with FRED
Use FRED to enhance your client meetings with data from an online database of more than 500,000 economic time series from nearly 90 different sources.
Five key findings from Putnam’s Social Advisor Survey
Our latest Social Advisor Survey shows that social media is changing advisor-client relationships for the better both professionally and personally.
Five ways to get more engagement on your LinkedIn posts
There are over 250 million monthly active users on LinkedIn. Here are five methods you can implement today to get more engagement on your LinkedIn posts.
Putnam blogs are now Alexa enabled
A new way to discover and listen to timely market insights from Putnam.
Top podcasts for financial advisors
Financially focused podcasts are numerous — these 5 podcasts offer interesting, fun, and thoughtful ways to examine financial and investing themes.
Your weekly LinkedIn strategy: The 5–5–5 method
As a financial advisor, it can be challenging to integrate LinkedIn into your daily routine. Here’s a great way to create a “5-5-5” weekly strategy.
Advisors grow more attentive to cyber risks
Financial advisors and advisory firms are doing more to shore up cybersecurity systems and policies, the SEC found in its recent review of 75 firms.
Getting ahead with LinkedIn Sales Navigator
33% of advisors focusing on LinkedIn as their primary social network are paying for a premium account – 88% of those are using Sales Navigator.
Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.
Can prospects find you? Investors seek advisors using search engines
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
How businesses use Snapchat to engage with Millennials
Snapchat is worth noting for advisors focusing on Millennials as part of an intergenerational wealth transfer strategy.
Advisors ARE social
According to one of the largest surveys of financial advisors on the use of social media, 85% of advisors are actively using social media daily.
Advisor Tech Tips is one of many resources available to advisors from Putnam Investments. Founded with a belief in the value of expert financial advice, Putnam has a long tradition of supporting financial advisors with business-building and planning resources. Content is offered for informational purposes only and is not meant as an endorsement for any particular app, mobile device, or social networking site.