Advisor Tech Tips

Stay on top of trends in mobile technology, software, and social media.


Alexa: Help me find a financial advisor

Alexa: Help me find a financial advisor

September 4, 2018

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.

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Advisors: Jump into Instagram with these 10 accounts to follow

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.

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Enhance client conversations with FRED

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.

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Five key findings from Putnam’s Social Advisor Survey

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.

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Five ways to get more engagement on your LinkedIn posts

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.

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Putnam blogs are now Alexa enabled

Putnam blogs are now Alexa enabled

A new way to discover and listen to timely market insights from Putnam.

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Top podcasts for financial advisors

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.

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Your weekly LinkedIn strategy: The 5–5–5 method

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.

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Just released — FundVisualizer® for your smartphone

Just released — FundVisualizer® for your smartphone

You can now use FundVisualizer on your smartphone, as well as your desktop or iPad.

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Advisors grow more attentive to cyber risks

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.

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Getting ahead with LinkedIn Sales Navigator

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.

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Advisors expand use of text messaging

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.

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Fund and portfolio analysis for free, anytime, anywhere

Fund and portfolio analysis for free, anytime, anywhere

Use FundVisualizer to evaluate more than 30,000 funds, ETFs, and indexes, from across the industry.

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Create and model portfolios for your clients

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.

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Explore funds with FundVisualizer

Explore funds with FundVisualizer

Use the fund explorer feature in FundVisualizer to discover new investment opportunities for your clients.

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Import your fund data into FundVisualizer

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.

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Share your investment ideas with clients

Share your investment ideas with clients

Use the PDF Creator in FundVisualizer to create and share customized shareholder-approved reports directly from the tool.

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Create hypotheticals with FundVisualizer

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.

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Can prospects find you? Investors seek advisors using search engines

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?

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Using emojis in client communication

Using emojis in client communication

Should financial advisors use emojis?

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How businesses use Snapchat to engage with Millennials

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.

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Advisors ARE social

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.

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Resolve to improve your Linkedin profile

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.

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Top questions from advisors at our recent LinkedIn webcast

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.

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A daily social media routine

A daily social media routine

How can you maximize your social media efforts? Like any strategy, you start with a plan.

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Swipe right for Spotlight, a vastly improved iPhone search feature

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:

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Productivity

Productivity "recipes" for busy advisors

Use IFTTT to organize your online activities and help build your business.

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Get better search results from your LinkedIn Profile

Get better search results from your LinkedIn Profile

Use keywords to take your search optimization a step further.

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Let disruptive technology advance your business

Let disruptive technology advance your business

As groundbreaking technology transforms industries, financial services will need to change as well.

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2015 Putnam Investments Social Advisor Survey

2015 Putnam Investments Social Advisor Survey

81% of financial advisors currently use social media for business, up from 75% in 2014.

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Six ways outdated technology can interfere with your message

Six ways outdated technology can interfere with your message

Don't lose your audience by using outdated or inefficient technology.

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Top 5 habits of highly successful LinkedIn advisors

Top 5 habits of highly successful LinkedIn advisors

Advisor survey explores which LinkedIn features may lead to the greatest asset gains.

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Advisors’ social media wish list

Advisors’ social media wish list

What else do advisors need to help build their business with social media?

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Connect with the next generation of clients

Connect with the next generation of clients

Use social media to communicate and connect with a new generation of clients.

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Build client relationships with a Facebook business page

Build client relationships with a Facebook business page

Tailor content and messages specific to your work and professional relationships with a Facebook business page.

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Facebook and financial advisors

Facebook and financial advisors

What distinguishes the "Facebook Superheroes" from counterparts who use LinkedIn as their primary network?

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Social media success factors

Social media success factors

For advisors using social media for business, the number of networks used and the frequency of activity are directly proportional to asset ...

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Stand out when responding to social signals

Stand out when responding to social signals

When it comes to social media, it’s important to stand out and be noticed.

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Advisors and Facebook by the numbers

Advisors and Facebook by the numbers

83% of financial advisors on Facebook gained new business through social media.

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Grow your Twitter following and stay relevant with hashtags

Grow your Twitter following and stay relevant with hashtags

A hashtag is the easiest way to make sure your tweets are discoverable.

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Send handwritten cards without leaving your app

Send handwritten cards without leaving your app

Use the Felt app to send a handwritten card through the U.S. Postal Service without leaving your home or office.

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Get customized news alerts with Newsle

Get customized news alerts with Newsle

Use Newsle to stay on top of news and events that affect your key clients and contacts.

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Year-end social media checklist

Year-end social media checklist

Make sure your profile picture and background images on social networks are ...

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Financial Advisors' Use of Social Media

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.

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Get organized with LinkedIn tags

Get organized with LinkedIn tags

With LinkedIn tags, you can create your own connection subgroups for organizing and messaging.

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8 ways to build your Twitter following

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. Here are some quick and easy ways to build your audience.

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Save on smartphone costs when traveling

Save on smartphone costs when traveling

Planning an overseas trip? Use these tips to avoid unnecessary charges on your smartphone.

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Misplaced your device? Here's how to find it.

Misplaced your device? Here's how to find it.

Follow these steps to locate your missing smartphone or tablet.

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10 Must-have Apps for Financial Advisors

10 Must-have Apps for Financial Advisors

From real-time market data to breaking business news, a mobile image scanner, and a customized TV viewing tool, these apps are great for advisors on the go.

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Increase your recruiting pool with LinkedIn

Increase your recruiting pool with LinkedIn

LinkedIn was built for recruiting, and Guest blogger Kevin Nichols explains how to use it to find financial advisor talent.

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Meet Rosie, the Robo-Advisor

Meet Rosie, the Robo-Advisor

Are Robo-Advisors a force to be reckoned with? Guest Blogger April Rudin explains how human advisors prove their worth to clients.

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Join real-time market conversations with StockTwits

Join real-time market conversations with StockTwits

With free analytics and sentiment tools, StockTwits is more effective than Twitter for following the market.

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LinkedIn for the youngest professionals

LinkedIn for the youngest professionals

LinkedIn now allows the youngest professionals to explore the benefits of college and the working world.

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A great new option for CardMunch users

A great new option for CardMunch users

Evernote is an incredibly useful business-card scanning app that can build content-rich profiles for your contacts.

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Be Interesting on LinkedIn

Be Interesting on LinkedIn

LInkedIn Interests — an often overlooked feature — can boost your networking success.

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8 email productivity practices

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 you? Try these practices to increase your email productivity.

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Don’t give the competition free advertising on LinkedIn

Don’t give the competition free advertising on LinkedIn

LinkedIn shows viewers of your profile other profiles that have been viewed by similar users. In effect, you're giving free advertising to your competition.

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Find a doctor with ZocDoc

Find a doctor with ZocDoc

Easily find a nearby doctor, dentist, or specialist who accepts your insurance.

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Social media success stories from advisors

Social media success stories from advisors

According to a Putnam-sponsored survey, nearly half of financial advisors using social media for business reported a success story.

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Financial advisors and social media: Bullish or bearish?

Financial advisors and social media: Bullish or bearish?

We asked financial advisors if their use of social media had increased or decreased year-over-year and received a surprising amount of candid feedback.

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Avoid travel headaches with Hipmunk

Avoid travel headaches with Hipmunk

This free travel app can turn your tablet or smartphone into a mobile travel agent, with innovative search and sorting options.

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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.