Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Grow your Twitter following and stay relevant with hashtags
February 6, 2015
Twitter is about growing your following and being part of topical conversations. The best way to accomplish this is to use relevant #hashtags in your tweets. A #hashtag is the easiest way for anyone to search for tweets around a common topic of interest. For example, if you plan to tweet about tax planning, select relevant hashtags, such as those listed in the table below. Even for topics outside of your business - community service, for example ... Read more
-
Send handwritten cards without leaving your app
Choose a card, sign it, and mail it - all from your device Have you ever wanted to send a birthday card, ...
-
Get customized news alerts with Newsle
Customize your news alerts with Newsle Many advisors receive notifications from sources like Google Alerts about their platinum clients and top centers ...
-
Year-end social media checklist
Make sure your profile picture and background images on social networks are up to date. You've changed in the past year, ...
-
Financial Advisors' Use of Social Media
Putnam Investments surveyed over 700 financial advisors to learn more about how they are using social media for business. Download ...
-
Get organized with LinkedIn tags
Make the most of tags to manage your network Is your LinkedIn network growing? If so, are you finding it hard to organize, ...
-
8 ways to build your Twitter following
Twitter is a great way to stay connected with people, trends, and topics that are relevant to your business. Twitter works ...
-
Save on smartphone costs when traveling
Planning an overseas trip? Use these tips to avoid unnecessary charges on your smartphone. Consider buying a prepaid local SIM card, which ...
-
Misplaced your device? Here's how to find it.
Follow these steps to locate your missing smartphone or tablet For iPhone or iPad: From any computer, go to icloud.com and log in ...
-
10 Must-have Apps for Financial Advisors
QuoteStream Access up to 10 model portfolios updated continuously with real-time market data. Set up watchlists, track the FOREX, or receive ...
-
Increase your recruiting pool with LinkedIn
Guest blogger Kevin Nichols is Director of Coaching at the Oechsli Institute and writes the Social Media Advisor Blog for WealthManagement.com. Follow him on ...
-
A daily social media routine
The reach and influence of social media is well established. Now it has an ever-increasing role in how financial advisors engage ...
-
Meet Rosie, the Robo-Advisor
Guest Blogger April Rudin is president of the Rudin Group and a blogger for the Huffington Post and WealthManagement.com. This article originally ...
-
Join real-time market conversations with StockTwits
StockTwits is a stock market information platform similar to Twitter that allows you to follow companies and stocks, conduct searches, connect ...
-
LinkedIn for the youngest professionals
If you have teenage children, they're probably involved in some sort of social network, whether it's Instagram or SnapChat or some ...
-
A great new option for CardMunch users
Effective July 11, 2014, LinkedIn is discontinuing the CardMunch app. If you are a LinkedIn member and use CardMunch, you can ...
-
Be Interesting on LinkedIn
Your LinkedIn Summary is your elevator pitch to the world. It lets others know what your value proposition is, what sets ...
-
Instantly import your data into FundVisualizer
FundVisualizer's latest feature instantly imports your spreadsheet of funds or portfolios Using the data import tool, you can copy fund data from a spreadsheet and paste ...
-
8 email productivity practices
Was your New Year's Resolution to be at "Inbox Zero" at the end of each day? How's that working out for ...
-
Don't give the competition free advertising on LinkedIn
LinkedIn is a great networking and prospecting tool for advisors. A recent Putnam-sponsored survey found that 95% of financial advisors using social ...
-
Find a doctor with ZocDoc
When on the road, your health shouldn't have to take a back seat. With ZocDoc, you can easily find a nearby ...
-
Social media success stories from advisors
According to the Putnam-sponsored Survey of Financial Advisors' Use of Social Media conducted in partnership with FTI Consulting, nearly half of advisors using ...
-
Financial advisors and social media: Bullish or bearish?
As part of the Putnam-sponsored survey of Financial Advisors' Use of Social Media conducted in partnership with FTI Consulting, advisors were asked if ...
-
Avoid travel headaches with Hipmunk
Turn your tablet or smartphone into a mobile travel agent If you're away from your desktop computer, finding flights and hotels for ...
-
Print documents from anywhere
Print documents right from your smartphone or tablet Have you ever found yourself on the road and you suddenly need a hard ...
-
Navigate traffic with WAZE
More than a navigation app, WAZE lets you and other drivers in your area share real-time traffic and road information. 285683
-
Are you sharing user-friendly content?
Before you share website content, think about whether it can be easily viewed on your clients' mobile devices. 284806
-
3 reasons to try Twitter lists
With Twitter lists, you can create your own curated group of users to follow. Click on a list from your profile ...
-
An important client connection: the WiFi guest network
You can provide an impressive, efficient work environment for clients who visit your office by setting up a WiFi network just ...
-
Share FundVisualizer results with clients
Use FundVisualizer to create PDF reports to share directly with your clients As you create and save fund comparisons, add them to the PDF creator ...
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.
