Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Get better search results from your LinkedIn Profile
November 11, 2015
You want to ensure that potential clients and connections can easily find you on LinkedIn. Two important tactics you can use are optimizing your LinkedIn Profile and writing a great LinkedIn Summary. To take your search optimization a step further, consider these ideas: Incorporate keywords throughout your LinkedIn profile Keywords are recognized by LinkedIn’s internal search algorithm, as well as by Google and other search engines. Start by brainstorming keywords that describe you and the services you offer: Then, narrow ... Read more
Let disruptive technology advance your business
We are surrounded by disruptive technology — groundbreaking advances in products and services that are changing entire industries. For financial advisors, ...
Six ways outdated technology can interfere with your message
1. Displaying your fax number. Very few people send or receive faxes. With client touchpoints such as your business card and email ...
Top 5 habits of highly successful LinkedIn advisors
The Putnam Investments Survey of Financial Advisors’ Use of Social Media found that among advisors using social media for business, 55% ...
Send handwritten cards without leaving your app
Choose a card, sign it, and mail it — all from your device Have you ever wanted to send a birthday card, ...
Year-end social media checklist
Make sure your profile picture and background images on social networks are up to date. You’ve changed in the past year, ...
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. Twitter works ...
Save on smartphone costs when traveling
Planning an overseas trip? Use these tips to avoid unnecessary charges on your smartphone. Consider buying a prepaid local SIM card, which ...
Misplaced your device? Here's how to find it.
Follow these steps to locate your missing smartphone or tablet For iPhone or iPad: From any computer, go to icloud.com and log in ...
10 Must-have Apps for Financial Advisors
QuoteStream Access up to 10 model portfolios updated continuously with real-time market data. Set up watchlists, track the FOREX, or receive ...
Meet Rosie, the Robo-Advisor
Guest Blogger April Rudin is president of the Rudin Group and a blogger for the Huffington Post and WealthManagement.com. This article originally ...
Join real-time market conversations with StockTwits
StockTwits is a stock market information platform similar to Twitter that allows you to follow companies and stocks, conduct searches, connect ...
Instantly import your data into FundVisualizer
FundVisualizer’s latest feature instantly imports your spreadsheet of funds or portfolios Using the data import tool, you can copy fund data from a spreadsheet and paste ...
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 ...
Find a doctor with ZocDoc
When on the road, your health shouldn’t have to take a back seat. With ZocDoc, you can easily find a nearby ...
Avoid travel headaches with Hipmunk
Turn your tablet or smartphone into a mobile travel agent If you’re away from your desktop computer, finding flights and hotels for ...
Print documents from anywhere
Print documents right from your smartphone or tablet Have you ever found yourself on the road and you suddenly need a hard ...
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. 285683
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.