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

Connect with the next generation of clients

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.