Advisor Tech Tips

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


Build client relationships with a Facebook business page

May 19, 2015

Many advisors have had success gaining business through social media. If you are looking to do the same, consider creating a Facebook business page, where you can tailor content and messages specific to your work and professional relationships. To create your page, use a desktop computer - not a phone or tablet. Go to Facebook for business to get started and also find tips, tools, and a video tutorial. Once your page is set up, begin posting content and ... Read more

Build client relationships with a Facebook business page

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.