Advisor Tech Tips

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

Social media success factors

For advisors using social media for business, the number of networks used and the frequency of activity are directly proportional to asset gains via social media. According to the Putnam Investments Survey of Financial Advisors’ Use of Social Media (2014), advisors who stated that they use four social networks and are active on social media almost every week attributed …

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Year-end social media checklist

Make sure your profile picture and background images on social networks are up to date. You’ve changed in the past year, and your picture should, too. Networks such as LinkedIn...

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