Advisor Tech Tips

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

Facebook and financial advisors

April 23, 2015

Advisors who use Facebook as their primary social network and who attribute asset gains to social media activity represent only 18% of the total advisor population. But, on average, they outperformed advisors concentrating on all other social networks - including LinkedIn - when it came to gathering new assets attributable to social media activity. On average, the "Facebook Advisor" attributed nearly double the assets ($4.31M) to social media activity than the advisor focusing primarily on LinkedIn. This is ... Read more

Facebook and financial advisors

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.