Advisors ARE social

The Putnam Social Advisor Survey 2016

Putnam surveyed over 1,000 financial advisors on their use of social media for business.


Key findings

  • Effective use of social media by advisors is no longer controversial or unproven

  • Advisors favor platforms that provide ease of personalized communications

  • Compliance frameworks are well established and generally accommodative

  • Advisor social media use is growing in application and sophistication

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