Advisor Tech Tips

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


Top questions from advisors at our recent LinkedIn webcast

Top questions from advisors at our recent LinkedIn webcast

July 26, 2016

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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Build and test custom portfolios

Build and test custom portfolios

Use FundVisualizer® to see the potential impact of your allocation changes.

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Easily share your investment ideas

Easily share your investment ideas

Quickly create and share customized client reports with FundVisualizer®.

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Do more with your spreadsheet data

Do more with your spreadsheet data

Easily import funds and portfolios from a spreadsheet into FundVisualizer® to create custom comparisons.

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Fund and portfolio analysis for free, anytime, anywhere

Fund and portfolio analysis for free, anytime, anywhere

Use FundVisualizer® to compare and analyze thousands of funds and ETFs.

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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 ...

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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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Print documents from anywhere

Print documents from anywhere

Print documents right from your smartphone or tablet to any printer that’s connected to a wireless network.

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Navigate traffic with WAZE

Navigate traffic with WAZE

More than a navigation app, WAZE lets you and other drivers in your area share real-time traffic and road information.

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Are you sharing user-friendly content?

Are you sharing user-friendly content?

Before you share website content, be sure it can be easily viewed on your clients' mobile devices.

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3 reasons to try Twitter lists

3 reasons to try Twitter lists

Get news on topics that matter most to you and network more efficiently by creating Twitter lists.

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An important client connection: the WiFi guest network

An important client connection: the WiFi guest network

Offer a professional, efficient work environment for clients who visit your office by setting up a WiFi network just for them.

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Financial Advisors' Use of Social Media

Financial Advisors' Use of Social Media

75% of financial advisors use at least one social network. See how advisors are using different social media channels for business.

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Enhance your networking with LinkedIn contacts

Enhance your networking with LinkedIn contacts

Available as an app or on your desktop, the contacts feature lets you keep detailed notes on connections, set reminders, and network more effectively.

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Save time with keyboard shortcuts

Save time with keyboard shortcuts

To save time writing e-mail and text messages, create abbreviations for phrases you use most.

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Share YouTube videos with clients and prospects

Share YouTube videos with clients and prospects

How many times have you watched a video that would be great for your clients or prospects to see? It is easy to share videos via social media.

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Post videos on your blog

Post videos on your blog

Want to make your blog content more dynamic with videos? You can embed a video with a few simple steps.

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Who sees what on your LinkedIn profile?

Who sees what on your LinkedIn profile?

There are many levels of privacy for your LinkedIn account. Here's what to consider for privacy best practices, and how to adjust your account settings.

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LinkedIn: mobile vs. desktop

LinkedIn: mobile vs. desktop

Is it best to use LinkedIn on your desktop, phone, or tablet? Here's our take on all versions, and best practices for using them.

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Study: How

Study: How "social" are the Mass Affluent?

Can financial advisors reach affluent individuals via social media? A recent survey suggests you can.

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Is a LinkedIn Premium account for you?

Is a LinkedIn Premium account for you?

LinkedIn offers a variety of Premium account levels. What do they offer for financial advisors?

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Use this calculator to highlight muni benefits

Use this calculator to highlight muni benefits

Putnam’s new online calculator helps you educate clients by performing side-by-side comparisons of CDs and municipal bonds.

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Manage expenses with personal finance apps

Manage expenses with personal finance apps

Here are a few apps to consider for clients who want to manage their budgets and expenses more efficiently.

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What not to say on Twitter

What not to say on Twitter

Certain words used in a social media context can trigger scrutiny by regulators. The terms below are a small subset of ...

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Use your phone as a wireless hotspot

Use your phone as a wireless hotspot

Make your smartphone into a hotspot to enable your wifi-only devices to connect to the Internet.

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Set up reminders based on your physical location

Set up reminders based on your physical location

Want a reminder based on where you are, rather than at a specific time? Learn how to set reminders that activate

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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.