Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Advisor Tips: Getting the most out of FundVisualizer
February 4, 2020
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?
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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.
Advisors’ social media wish list
What else do advisors need to help build their business with social media?
Connect with the next generation of clients
Use social media to communicate and connect with a new generation of clients.
Build client relationships with a Facebook business page
Tailor content and messages specific to your work and professional relationships with a Facebook business page.
Facebook and financial advisors
What distinguishes the "Facebook Superheroes" from counterparts who use LinkedIn as their primary network?
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 ...
Stand out when responding to social signals
When it comes to social media, it’s important to stand out and be noticed.
Advisors and Facebook by the numbers
83% of financial advisors on Facebook gained new business through social media.
Grow your Twitter following and stay relevant with hashtags
A hashtag is the easiest way to make sure your tweets are discoverable.
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.
Year-end social media checklist
Make sure your profile picture and background images on social networks ...
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.
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.
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.