Wealth Management

Weekly insights from financial-planning experts Bill Cass and Chris Hennessey.

Help your clients with complex financial planning matters:

Year-end planning ideas

Year-end planning ideas

Tax- and estate-planning ideas including changes to claiming Social Security benefits and the latest news on the DOL's fiduciary rule. Listen to the replay


Business-building resources to help you be the best at what you do

  • Social Media
    • Learn how to build your online brand and use LinkedIn to network and prospect. Start using apps, mobile devices, and technology to improve productivity. See all resources

    • Get Started with LinkedIn

      Learn how to build your business by establishing your network, prospecting for new clients, and making introductions.

      Get Started with Twitter

      Includes practical tips on daily routines and a glossary of Twitter terms.

      Client seminars
      Your Putnam representative can lead FINRA- approved client seminars in your office, including:
      • Growing Your Business with Social Media
      • LinkedIn for the Youngest Professionals
    • Try one-on-one training with Putnam

      Your Putnam wholesaling team can work with you one-on-one in person, office wide, or via webinar to deliver technology training.

      To sign up or learn more, contact your Putnam Wholesaler or call Putnam Dealer Marketing Services at 800-354-4000.

  • Client Seminars
  • Investor Education
  • Advisor Tech Tips
  • Practice Management
    • Putnam has partnered with experts in financial planning practice management to help you build your business today.

    • Don Connelly,
      founder and CEO, Don Connelly and Associates, LLC

      Don Connelly is perhaps the nation's most successful speaker, motivator, and mentor to advisors in the financial services industry. Offering practical guidance to financial services professionals, Don inspires audiences to strive for greater accomplishments. He is known as a guru on managing client relationships, selling, and becoming a successful financial advisor. His career on Wall Street spans more than 40 years and includes positions as stock broker, financial planner, branch manager, wholesaler, and national sales manager, and for nearly 19 years he was company spokesperson, Senior V. P., and Senior Marketing Officer for Putnam Investments.

      Member of the Putnam Business Advisory Group, Putnam's national speaking bureau.

      His opinions do not necessarily reflect those of Putnam Investments.

      Dennis Moseley-Williams,
      founder and President,
      Dennis Moseley-Williams Strategic Consulting

      Dennis Moseley-Williams Strategic Consulting helps organizations reach, connect with, and build sustainable positive relationships with their desired communities through the integrated application of effective communications strategies and best business practices. Founder Dennis Moseley-Williams works closely with clients to develop customized solutions that drive results, increase revenues, produce long-lasting client relationships, and build businesses based on skill, knowledge, and personal service.

      Member of the Putnam Business Advisory Group, Putnam's national speaking bureau.

      His opinions do not necessarily reflect those of Putnam Investments.