Advisor Tech Tips

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Advisors' social media wish list

July 16, 2015

The 2014 Putnam Investments Survey of Financial Advisors' Use of Social Media asked over 700 financial advisors what they'd like to see more of to make social media successful in their practice. Overwhelmingly, advisors asked for more education and training on how to use social media to find and retain clients and grow their book of business. Advisors also cited content, internal promotion, and CRM integration as "wish list" items. Some quotes from the survey: "More focused training to ... Read more

Advisors' social media wish list

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.