Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Connect with the next generation of clients
June 10, 2015
A key strategy for financial advisors is intergenerational planning. You want to find opportunities to involve your clients' children in a financial plan - and, ideally, to engage those children as future clients. According to data on wealth transfer only 2 percent of children keep their inheritance with their parents' financial advisor. Along with other approaches, social media can be a helpful tool for connecting with the next generation. Here is one idea that leverages LinkedIn: When meeting ... 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, ...
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, ...
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 ...
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 ...
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 ...
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 ...
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 ...
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.