Advisor Tech Tips

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


Most recent post

2023 survey of advisors' use of social media

April 4, 2023  |  Business Building

Findings from the 2023 Putnam Social Advisor Survey show that more advisors are using social media for business but fewer are seeing success.

More »

2023 survey of advisors' use of social media
All posts
The potential for GPT in client communication

The potential for GPT in client communication

GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.

More »

Three ways to protect yourself from cybercrime

Three ways to protect yourself from cybercrime

Cybercrime and identity theft are real risks everyone faces. Learn about best practices for prevention.

More »

For Gen Z, tech is money

For Gen Z, tech is money

For advisors, connecting with Gen Z presents a unique challenge and opportunity.

More »

Advisors can now reference reviews in their marketing

Advisors can now reference reviews in their marketing

With clarification from the SEC, advisors can now reference online reviews in their marketing materials.

More »

How TikTok

How TikTok "finfluencers" are shaping the future of investing

TikTok "finfluencers" flexed their influence in 2021, with some creators attracting millions of followers.

More »

Setting up your video conferencing studio

Setting up your video conferencing studio

By having a firm grasp on the technology and production standards required of a successful video conference, you can continue to build and enhance your important client relationships.

More »

How to get started with LinkedIn Sales Navigator

How to get started with LinkedIn Sales Navigator

This checklist is tailored for advisors who want to get started using Sales Navigator.

More »

5 ways to optimize your LinkedIn profile

5 ways to optimize your LinkedIn profile

Use this checklist to make sure your LinkedIn profile is optimized to appear in relevant online searches.

More »

Templates for LinkedIn messaging

Templates for LinkedIn messaging

These templated responses for LinkedIn messaging can save time and spark new connections.

More »

Five essential apps for financial advisors

Five essential apps for financial advisors

These five apps can add efficiency and productivity to your practice.

More »

How advisors are tapping into TikTok and Reddit

How advisors are tapping into TikTok and Reddit

Putnam's research found that 31% of financial advisors using social media for business are using Reddit, and 21% are using TikTok.

More »

Do's and Don'ts of connection requests on LinkedIn

Do's and Don'ts of connection requests on LinkedIn

Spending a few extra minutes crafting a personalized note when inviting to prospects to connect on LinkedIn can help lead to a productive new client relationship.

More »

Prospecting recent retirees using LinkedIn

Prospecting recent retirees using LinkedIn

Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.

More »

Putnam study finds social media vital to advisors' work during pandemic

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.

More »

Use LinkedIn to prospect for Millennial money in motion

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.

More »

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.