Grow your business using social media and technology
Your Putnam wholesaling team can work with you one-on-one in person, office wide, or via webinar to deliver technology training.
To sign up or learn more, contact your Putnam Wholesaler or call Putnam Dealer Marketing Services at 800-354-4000.
Training goals:
- Introduce advisors to social media best practices and educate them on best ways to engage current clients and discover new prospects
- Align the training program with your specific firm objectives for social media
Methods:
- The customizable presentation can be given both live and as an interactive webinar
- The live presentation can either be a demo done on a laptop, pre-approved PowerPoint slides, or a combination of both
Topics covered:
Profile basics
- Your professional photograph
- Your headline and job title
- Education and employment history
Best practices
- Sending and responding to targeted messages
- Privacy settings
- Annual best practices to keep profiles fresh
Prospecting
- Using advanced searches to identify potential clients
- Finding referrals from current clients
Social presence
- Posting content, liking content and retweeting
- Adding interests and activities outside of work
- Using and searching hashtags for targeted content