Advisor Tech Tips

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


Your weekly LinkedIn strategy: The 5–5–5 method

December 4, 2017

As an advisor, you know the value of LinkedIn as a prospecting and networking tool. But many find it overwhelming and miss the opportunity to integrate LinkedIn into their weekly routine. Here’s a great way to create a “5-5-5” weekly strategy. Start with 5 names of existing LinkedIn connections and contact them to check in on a topic unrelated to your business. Offer congratulations on new role at a company, a job change, or a work anniversary, or ... Read more

Your weekly LinkedIn strategy: The 5–5–5 method

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.