Grow your business using social media
Strategies and expertise to build and strengthen relationships
Our annual Social Advisor Survey of financial advisors’ use of social media was conducted in November–December 2019 among 1,010 retail advisors. In June 2020, we conducted a pulse survey of 252 advisors to explore changes in their use of social media in light of the COVID-19 pandemic, which began in February 2020.
10 minute daily challenge
Follow this simple daily routine to leverage LinkedIn, the world’s largest professional network, and help build your business, strengthen client relationships, and grow assets.Download the challenge (PDF)
For financial advisors
Partner with Putnam to learn about an active approach to social media