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

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

Intergenerational wealth transfer

Wealth Management Center resources

Video discussions

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

Do more with your spreadsheet data

Easily import funds and portfolios from a spreadsheet into FundVisualizer® to create custom comparisons. Read Post

Visit Advisor Tech Tips

Do more with your spreadsheet data

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.

Don Connelly,

Founder and CEO,
Don Connelly and Associates, LLC
donconnelly.com