Advisor Tech Tips
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What might lie ahead as we enter the vaccine era? FundVisualizer can help you explore risk
January 19, 2021 | FundVisualizer
With phase one of the national vaccine rollout happening more slowly than predicted and record-setting numbers of new infections being reported across the country, important questions remain about what a post-vaccine world might actually look like.
What might lie ahead as we enter the vaccine era? FundVisualizer can help you explore risk
With phase one of the national vaccine rollout happening more slowly than predicted and record-setting numbers of new infections being reported across the country, important questions remain about what a post-vaccine world might actually look like.
Directions 2021: Five trends in the advisor-client relationship for a post-pandemic world
The pandemic has created unforeseen and unimaginable challenges in 2020. As we anticipate the availability of vaccines and a "return to normal," how will the advisor-client relationship shift in the upcoming years?
6 things to keep in mind as you follow COVID vaccine news
Headlines about progress on COVID-19 vaccines come as welcome news as we approach the end of a year defined by the global pandemic. But what is likely to lie beyond the headlines? Your clients are probably wondering the same about their investments as they follow the latest coronavirus news.
Addressing client uncertainties in a most unusual election year
This most unusual of elections is taking place amid a backdrop of unprecedented uncertainty: an ongoing global pandemic and recession at home, an electorate more polarized and energized than ever, and an election outcome that may not be immediately clear.
Putnam study finds social media vital to advisors' work during pandemic
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients.
Educating clients about ETFs: Let FundVisualizer highlight the advantages
Even clients who have a good grasp of investing basics may not yet be aware of exchange-traded funds — although ETFs may already be part of their portfolios.
Retirement and estate planning: Three discussions to have with clients now
The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.
What are your peers’ best practices during the COVID-19 crisis?
Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.
Stimulus funds: Now may be the time to help clients reassess financial goals
As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions.
The new normal: Five advisor tips for delivering client service virtually
As everyone adjusts to the new normal, where working from home and social distancing replace in-person meetings, it is important for financial advisors to develop strategies to continue delivering great client service virtually.
Talking volatility: arm yourself with data from FundVisualizer
As day-to-day realities of life with coronavirus take root, concerns about the financial implications of the pandemic are top of mind for Americans.
Coronavirus: Answering investor questions
Headlines about the global impact of the coronavirus (or COVID-19) contribute to growing uncertainty for governments, markets, and individual investors.
Advisor Tips: Getting the most out of FundVisualizer
Over 40,000 advisors have used FundVisualizer since 2011. We continually seek feedback through focus groups, demos and one-on-one conversations: what do advisors like most while using FundVisualizer?
3 tech trends reshaping client relationships in 2020
Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.
Top five tips to boost client focus in 2020
Client interaction is the keystone of an advisor’s success. Here are five tips to increase the time and quality of your crucial client interactions
Client year-end planning made easier with FundVisualizer
In this season of year-end meetings, FundVisualizer can speed up your portfolio reviews with clients. It can help identify investments best-suited for their needs.
Use LinkedIn to prospect for Millennial money in motion
Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business.
Introduction to FundVisualizer
With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, anywhere.
Financial advisors continue to help improve FundVisualizer
Since its launch in 2011, almost 40,000 advisors have used FundVisualizer to search for and compare mutual funds, including no-loads and ETFs; model portfolios, create client-shareable output, and most recently, “explore” similar funds to discover new investment opportunities.
12 useful tips and tricks in iOS 12
The release of iOS 12 last September improved phone performance and introduced many convenient features.
Survey shows 92% of social advisors gained new assets
In the latest release of the Putnam Social Advisor Survey, 92% of advisors using social media reported seeing asset gains attributable to social networking.
Personalize your prospecting with these 4 LinkedIn connection invites
With LinkedIn usage reaching its maturity stage, the days of simply hitting the “Connect” button to grow your network have passed. Writing personalized, specific, and memorable connection invitations is key to getting them accepted and starting those relationships off on the right foot.
Your LinkedIn 10-Minute Daily Challenge
Watch our simple 10-minute daily routine that uses LinkedIn best practices to strengthen client relationships, uncover warm referrals, and grow assets.
Tap into LinkedIn alumni connections
Our LinkedIn video series shows how to search for alumni connections and filter by years attended, current city, and employer.
Identify women investors to diversify your book
Prospecting to women may be one of the best opportunities today for expanding your business. Increasingly, women are becoming the financial ...
Search LinkedIn for referrals and prospects
Learn how to use filters to identify prospects and narrow your search by second level connections, geographic location, companies, and more.
How to optimize your LinkedIn profile
Learn how to make your LinkedIn profile more attractive to search engines and prospects in five simple steps.
Adjust your LinkedIn privacy settings
Learn a few simple adjustments to your privacy settings help make LinkedIn a more effective tool for prospecting and growing your business.
Get started using LinkedIn
LinkedIn can be a powerful business-building tool for financial advisors, connecting you to a rich network of potential clients.
Alexa: Help me find a financial advisor
Soon, investors looking for services and products may rely more on voice assistants than typing a query on a keyboard. Get prepared with our easy guide.
Advisors: Jump into Instagram with these 10 accounts to follow
With 800 million monthly active users, Instagram is now a major player in social media. Almost 40% of financial advisors have taken to Instagram for business purposes. Get started on Instagram by following these 10 accounts.
Enhance client conversations with FRED
Use FRED to enhance your client meetings with data from an online database of more than 500,000 economic time series from nearly 90 different sources.
Five key findings from Putnam’s Social Advisor Survey
Our latest Social Advisor Survey shows that social media is changing advisor-client relationships for the better both professionally and personally.
Five ways to get more engagement on your LinkedIn posts
There are over 250 million monthly active users on LinkedIn. Here are five methods you can implement today to get more engagement on your LinkedIn posts.
Putnam blogs are now Alexa enabled
A new way to discover and listen to timely market insights from Putnam.
Top podcasts for financial advisors
Financially focused podcasts are numerous — these 5 podcasts offer interesting, fun, and thoughtful ways to examine financial and investing themes.
Your weekly LinkedIn strategy: The 5–5–5 method
As a financial advisor, it can be challenging to integrate LinkedIn into your daily routine. Here’s a great way to create a “5-5-5” weekly strategy.
FundVisualizer® for your smartphone
You can now use FundVisualizer on your smartphone, as well as your desktop or iPad.
Advisors grow more attentive to cyber risks
Financial advisors and advisory firms are doing more to shore up cybersecurity systems and policies, the SEC found in its recent review of 75 firms.
Getting ahead with LinkedIn Sales Navigator
33% of advisors focusing on LinkedIn as their primary social network are paying for a premium account – 88% of those are using Sales Navigator.
Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.
Fund and portfolio analysis for free, anytime, anywhere
Use FundVisualizer to evaluate more than 30,000 funds, ETFs, and indexes from across the industry.
Create and model portfolios for your clients
Use the model portfolio feature in FundVisualizer to compare historical returns of different portfolios and their allocations across various market environments.
Explore funds with FundVisualizer
Use the fund explorer feature in FundVisualizer to discover new investment opportunities for your clients.
Import your fund data into FundVisualizer
To save time, use the data import feature in FundVisualizer to quickly move your fund data from a spreadsheet directly into the tool.
Share your investment ideas with clients
Use the PDF Creator in FundVisualizer to create and share customized shareholder-approved reports directly from the tool.
Create hypotheticals with FundVisualizer
Use the hypothetical tool in FundVisualizer to create custom hypos and model periodic contributions or withdrawals, before and after sales charge, or the frequency of a rebalance.
Can prospects find you? Investors seek advisors using search engines
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
How businesses use Snapchat to engage with Millennials
Snapchat is worth noting for advisors focusing on Millennials as part of an intergenerational wealth transfer strategy.
Advisors ARE social
According to one of the largest surveys of financial advisors on the use of social media, 85% of advisors are actively using social media daily.
Resolve to improve your Linkedin profile
For financial advisors making resolutions about business building in 2017, improving your LinkedIn profile is a good place to start.
Top questions from advisors at our recent LinkedIn webcast
Over 1,500 financial advisors attended our live webcast, “Leveraging LinkedIn for your practice.” Here are answers to the most frequently asked questions.
A daily social media routine
How can you maximize your social media efforts? Like any strategy, you start with a plan.
Swipe right for Spotlight, a vastly improved iPhone search feature
Check out your iPhone's fast and efficient search tool to quickly find anything on your device and across the Internet:
Productivity "recipes" for busy advisors
Use IFTTT to organize your online activities and help build your business.
Get better search results from your LinkedIn Profile
Use keywords to take your search optimization a step further.
Let disruptive technology advance your business
As groundbreaking technology transforms industries, financial services will need to change as well.
2015 Putnam Investments Social Advisor Survey
81% of financial advisors currently use social media for business, up from 75% in 2014.
Six ways outdated technology can interfere with your message
Don't lose your audience by using outdated or inefficient technology.
Top 5 habits of highly successful LinkedIn advisors
Advisor survey explores which LinkedIn features may lead to the greatest asset gains.
Advisor Tech Tips is one of many resources available to advisors from Putnam Investments. Founded with a belief in the value of expert financial advice, Putnam has a long tradition of supporting financial advisors with business-building and planning resources. Content is offered for informational purposes only and is not meant as an endorsement for any particular app, mobile device, or social networking site.