Grow your business using social media
Strategies and expertise to build and strengthen relationships
The Putnam Social Advisor Survey (2017) found that 86% of advisors using social media for business gained new clients.
Advisors reporting that social media activity helped them gain new clients
When we began the survey in 2013, only 49% said social media helped them gain clients.
Impact of social media on client relationships
88% say that social media has changed the nature of their relationships with their clients.
Download "The Social Advisor 5.0: Ahead of the curve" to learn how advisors are taking an active approach on social media to grow their business.
Download the report (PDF)FOR FINANCIAL ADVISORS
Partner with Putnam to learn about an active approach to social media.
Creating and optimizing your social media presence
Learn how to establish and optimize a profile that will build your brand to attract prospects
Developing your LinkedIn network
Best practices for developing and growing your network and how to retain assets across multiple generations.
Prospecting and generating revenue using social media
This advanced session presents actionable strategies using wealth management and money in motion opportunities that can lead to asset gains.
GET STARTED!
Challenge yourself to incorporate our 10-minute LinkedIn routine in your practice. To learn more, contact your Putnam consultant or call us at 800-354-4000.
FOR YOUR CLIENTS
Growing your business with social media
Invite business owners and professionals to this seminar to learn how a robust social media presence can benefit any enterprise or individual.
Where are you on the Social Advisor Maturity Curve?
Our research found that advisors taking an active approach to social media achieved greater results. Take this quiz to determine where you are on the curve and how you can actively manage your social presence.
