Advisor Tech Tips

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


Five key findings from Putnam’s Social Advisor Survey

April 3, 2018

Our latest Social Advisor Survey shows that social media is changing advisor-client relationships for the better. Advisors reported that it has improved both professional and personal relationships with their clients, thanks to more frequent communication and an easier exchange of information. One theme emerges from the data we obtained from over 1,000 financial advisors: Taking an active approach to social media is the most effective way to gain new client assets. Five key findings from the survey: 87% ... Read more

Five key findings from Putnam’s Social Advisor Survey

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.