Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
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The potential for GPT in client communication
January 18, 2023 | Applications
GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.
Three ways to protect yourself from cybercrime
Cybercrime and identity theft are real risks everyone faces. Learn about best practices for prevention.
For Gen Z, tech is money
For advisors, connecting with Gen Z presents a unique challenge and opportunity.
Advisors can now reference reviews in their marketing
With clarification from the SEC, advisors can now reference online reviews in their marketing materials.
How TikTok "finfluencers" are shaping the future of investing
TikTok "finfluencers" flexed their influence in 2021, with some creators attracting millions of followers.
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.
How to get started with LinkedIn Sales Navigator
This checklist is tailored for advisors who want to get started using Sales Navigator.
5 ways to optimize your LinkedIn profile
Use this checklist to make sure your LinkedIn profile is optimized to appear in relevant online searches.
Templates for LinkedIn messaging
These templated responses for LinkedIn messaging can save time and spark new connections.
Five essential apps for financial advisors
These five apps can add efficiency and productivity to your practice.
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.
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.
Prospecting recent retirees using LinkedIn
Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.
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.
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.
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 ...
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.