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Category: Business Building

The potential for GPT in client communication
Applications Business Building

The potential for GPT in client communication

GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.

For Gen Z, tech is money
Business Building Social Media

For Gen Z, tech is money

For advisors, connecting with Gen Z presents a unique challenge and opportunity.

Advisors can now reference reviews in their marketing
Business Building

Advisors can now reference reviews in their marketing

With clarification from the SEC, advisors can now reference online reviews in their marketing materials.

Setting up your video conferencing studio
Business Building Device Support

Setting up your video conferencing studio

By having a firm grasp on the technology and production standards required of a successful video conference, you can continue to build and enhance your important client relationships.

How to get started with LinkedIn Sales Navigator
Business Building Social Media

How to get started with LinkedIn Sales Navigator

This checklist is tailored for advisors who want to get started using Sales Navigator.

5 ways to optimize your LinkedIn profile
Business Building Social Media

5 ways to optimize your LinkedIn profile

Use this checklist to make sure your LinkedIn profile is optimized to appear in relevant online searches.

Templates for LinkedIn messaging
Business Building Social Media

Templates for LinkedIn messaging

These templated responses for LinkedIn messaging can save time and spark new connections.

How advisors are tapping into TikTok and Reddit
Business Building Social Media

How advisors are tapping into TikTok and Reddit

Putnam’s research found that 31% of financial advisors using social media for business are using Reddit, and 21% are using TikTok.

Do’s and Don’ts of connection requests on LinkedIn
Business Building Social Media

Do’s and Don’ts of connection requests on LinkedIn

Spending a few extra minutes crafting a personalized note when inviting to prospects to connect on LinkedIn can help lead to a productive new client relationship.

Prospecting recent retirees using LinkedIn
Applications Business Building Social Media

Prospecting recent retirees using LinkedIn

Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.

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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.

Any Putnam funds referenced in the above articles are not available for sale outside the United States.

Services provided by Putnam may not be available in all countries or to all investors. This content is not an offer to any investor who is not qualified under local law.

The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

All funds and investment products involve risk, and you can lose money. See the prospectus for details. Any economic and performance information is historical and not indicative of future results.

If you are a U.S. retail investor: Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

A Member of the Power Financial Corporation Group of Companies™

In the United States, mutual funds are distributed by Putnam Retail Management.

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