Grow your business using social media
Strategies and expertise to build and strengthen relationships
81% of financial advisors using social media for business report gaining assets attributable to social media activity.
Nearly half of all advisors say their social media activity has increased since the beginning of the pandemic.
Source: Putnam Social Advisor Survey 2021. Online survey conducted in June 2021 of 252 financial advisors who had been advising retail clients for more than 2 years and had used social media for business.
Putnam's team of dedicated Practice Management Specialists can help you optimize your use of social media.
Alexandra Nawoichik
Senior Practice Management Specialist
Marie Sparks
Senior Practice Management Specialist
Tiffany Dyson
Practice Management Specialist
Learn how to:
Develop and express your professional brand to grow and maintain relationships
Connect with current clients; attract top prospects; leverage groups
Align marketing communications with target markets
Prospect and generate revenue using social media
Mine for high-quality referrals and strengthen relationships with the households you serve
Increase net new assets with a premium subscription
Add value with clients and nurture COIs with unique seminars
Empower those in life transition
Educate local business owners
10 minute daily challenge