Grow your business with social media

Strategies to build and strengthen relationships

Increasingly, financial advisors are using social media to find their next best client, act on clients’ important life events, and stay top of mind throughout the year.

Increasingly, financial advisors are using social media to find their next best client, act on clients’ important life events, and stay top of mind throughout the year.

Impact of social media on close rate

Advisors were asked if social media has shortened the time required to convert a prospect to a customer with traditional approaches.

Source: Putnam Social Advisor Survey, 2016.

FOR FINANCIAL ADVISORS

Partner with Putnam to learn how to use social media to prospect, get referrals, and build your brand.

LinkedIn Playbook for Financial Professionals

  • Learn how to use social media to build your brand
  • Prospect and get referrals
  • Engage clients and reach news ones
  • Maximize your efforts

The Putnam Social Advisor Survey

  • Learn how advisor use of social is maturing
  • Understand trends in choice of primary network
  • Navigate compliance requirements effectively
  • Shorten the time to close with social media