Advisor Tech Tips

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


Can prospects find you? Investors seek advisors using search engines

April 26, 2017

Over the past two decades, search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find? There are many ways to use search engines to maximize your visibility and web presence. According to StatCounter, 81% of desktop web traffic and 96% of mobile web traffic came from Google’s search engine as of February 2017. Google search results typically fall into three areas: paid search, local search, and organic search. Paid ... Read more

Can prospects find you? Investors seek advisors using search engines

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.