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

Financial advice adds value

Recent studies have found that working with an advisor can add as much as 4% annually to a portfolio's long-term return. This client-approved brochure highlights the research findings and outlines three ways advisors make the biggest impact.

Download Financial advice adds value (PDF)

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.

View the presentation (PPT)

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

Practice management

Learn the art of advising clients from a seasoned veteran.

Don Connelly

Founder and CEO,
Don Connelly and Associates, LLC
Image of Don Connelly

Advisor Tech Tips

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. Read Post

Visit Advisor Tech Tips

Getting ahead with LinkedIn Sales Navigator