Advisor Tech Tips

Stay on top of trends in mobile technology, software, and social media.


Personalize your prospecting with these 4 LinkedIn connection invites

Personalize your prospecting with these 4 LinkedIn connection invites

March 14, 2019

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.

More »


Your LinkedIn 10-Minute Daily Challenge

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.

More »

Tap into LinkedIn alumni connections

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.

More »

Identify women investors to diversify your book

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 decision ...

More »

Search LinkedIn for referrals and prospects

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.

More »

How to optimize your LinkedIn profile

How to optimize your LinkedIn profile

Learn how to make your LinkedIn profile more attractive to search engines and prospects in five simple steps.

More »

Adjust your LinkedIn privacy settings

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.

More »

Get started using LinkedIn

Get started using LinkedIn

LinkedIn can be a powerful business-building tool for financial advisors, connecting you to a rich network of potential clients.

More »

Alexa: Help me find a financial advisor

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.

More »

Advisors: Jump into Instagram with these 10 accounts to follow

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.

More »

Enhance client conversations with FRED

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.

More »

Five key findings from Putnam’s Social Advisor Survey

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.

More »

Five ways to get more engagement on your LinkedIn posts

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.

More »

Putnam blogs are now Alexa enabled

Putnam blogs are now Alexa enabled

A new way to discover and listen to timely market insights from Putnam.

More »

Top podcasts for financial advisors

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.

More »

Your weekly LinkedIn strategy: The 5–5–5 method

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.

More »

Just released — FundVisualizer® for your smartphone

Just released — FundVisualizer® for your smartphone

You can now use FundVisualizer on your smartphone, as well as your desktop or iPad.

More »

Create hypotheticals with FundVisualizer

Create hypotheticals with FundVisualizer

Use the hypothetical tool in FundVisualizer to create custom hypos and model periodic contributions or withdrawals, before and after sales-charge, or the frequency of a rebalance.

More »

8 email productivity practices

8 email productivity practices

Was your New Year’s Resolution to be at “Inbox Zero” at the end of each day? How’s that working out for you? Try these practices to increase your email productivity.

More »

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.