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

Advisor Tech Tips

6 things to keep in mind as you follow COVID vaccine news

Headlines about progress on COVID-19 vaccines come as welcome news as we approach the end of a year defined by the global pandemic. But what is likely to lie beyond the headlines? Your clients are probably wondering the same about their investments as they follow the latest coronavirus news. Read Post

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6 things to keep in mind as you follow COVID vaccine news

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.

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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.

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Distinctly Different: Ya gotta stand out! (AUDIO)