Resources to help you serve your clients and build your business.

Advisor Tech Tips

Five top tips to boost client focus in 2020

Client interaction is the keystone of an advisor’s success, and today’s clients expect greater access to advisors. Yet the average advisor spends only 8.8 hours per week meeting with clients.

Here are 5 tips on how to increase the time and quality of your interaction with crucial clients in the new decade. Read Post

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Five top tips to boost client focus in 2020

Millennial Money

Putnam Investments' Millennial Money program is designed to help advisors understand the generation of investors born between 1980 and 2000, and the opportunity they present as prospective clients.

Learn how to advise the youngest generation of workers

Prospecting to women

Women have increasingly gained control over household spending, investing, and many aspects of financial decision-making. At the same time, they are responsible for up to 85% of all consumer purchases and make up about half of the workforce.

Learn how to reach this fast-growing market

Retirement planning

Investor education

Did you know?

Financial planning experts Bill Cass and Chris Hennessey offer weekly insights to help your clients with complex financial matters.

Visit Wealth Management Center

The case for professional advice

Professional financial advisors provide several services that may help the performance of a long-term financial program, and offer value to investors who might otherwise "go it alone." This client-approved brochure highlights the research findings and outlines three ways advisors can make the biggest impact.

Download our brochure (PDF)

Practice management

Learn the art of advising clients from a seasoned veteran Don Connelly, Founder and CEO, Don Connelly and Associates, LLC.

Don and Putnam Investments have teamed up to offer this unique set of practice management insights to help you communicate more effectively with your clients and make your business stand out from the competition.

Say It So It Makes A Difference (AUDIO)
Distinctly Different: Ya gotta stand out! (AUDIO)