Advisor Tech Tips

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

Social media success factors

April 16, 2015

For advisors using social media for business, the number of networks used and the frequency of activity are directly proportional to asset gains via social media. According to the Putnam Investments Survey of Financial Advisors' Use of Social Media (2014), advisors who stated that they use four social networks and are active on social media almost every week attributed a total of $1.2 billion in new assets to their social media efforts, compared with $80 million gathered by the advisor ... Read more

Social media success factors

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.