To navigate complex financial markets, investors deserve an ally. Study after study confirms that investors benefit from working with financial advisors who can help develop and maintain a long-term strategy.
Retirement planning
Investor education
- Converting a Traditional IRA to a Roth (pdf)
- Business succession planning (pdf)
- Developing a "tax-smart" retirement income strategy (pdf)
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
Intergenerational wealth transfer
Wealth Management Center resources
- A closer look at the current estate and gifting tax rules (pdf)
- Ten income and estate tax planning strategies for 2016 (pdf)
Video discussions
- How to connect with the next generation [video]
- Wealth transfer [video]
Managing volatility
Reassuring your clients in turbulent markets is just as important as helping them develop and maintain an investment plan.
Put volatility in perspective
Advisor Tech Tips
Top questions from advisors at our recent LinkedIn webcast
Over 1,500 financial advisors attended our live webcast, “Leveraging LinkedIn for your practice.” Here are answers to the most frequently asked questions. Read Post
Visit Advisor Tech Tips
Social media training
Learn how to use Twitter and LinkedIn to build your online brand and to network and prospect. Start using apps, mobile devices, and technology to improve productivity.
One-on-one training with Putnam
Call Putnam Dealer Marketing Services at 800-354-4000. Your Putnam wholesaling team can work with you one-on-one in person, office wide, or via webinar to deliver technology training.
Practice management
Learn the art of advising clients from a seasoned veteran.
