Advisor Tech Tips

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


Alexa: Help me find a financial advisor

September 4, 2018

Soon, investors looking for services and products may rely more on voice assistants than typing a query on a keyboard. In fact, it is estimated that by 2020, 30% of all web browsing will be done without a screen (Gartner). Consequently, it’s becoming increasingly important for advisors to ensure they are on Alexa’s radar. Staying ahead of the trend is important for advisors to remain competitive. Consider reviewing your web presence and make changes that will better position ... Read more

Alexa: Help me find a financial advisor

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.