Use LinkedIn to prospect for Millennial money in motion
Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business.
Category: Business Building
Personalize your prospecting with these 4 LinkedIn connection invites
With LinkedIn usage reaching its maturity stage, the days of simply hitting the “Connect” button to grow your network have passed. Writing personalized, specific, and memorable connection invitations is key to getting them accepted and starting those relationships off on the right foot.
Tap into LinkedIn alumni connections
Our LinkedIn video series shows how to search for alumni connections and filter by years attended, current city, and employer.
Identify women investors to diversify your book
Prospecting to women may be one of the best opportunities today for expanding your business. Increasingly, women are becoming the financial decision makers for many households, and studies project they will be poised to lead in controlling assets within the next decade. Women now control 51% of personal wealth in the United States, and by 2030 will
Alexa: Help me find a financial advisor
Soon, investors looking for services and products may rely more on voice assistants than typing a query on a keyboard. Get prepared with our easy guide.
Enhance client conversations with FRED
Use FRED to enhance your client meetings with data from an online database of more than 500,000 economic time series from nearly 90 different sources.
Five key findings from Putnam’s Social Advisor Survey
Our latest Social Advisor Survey shows that social media is changing advisor-client relationships for the better both professionally and personally.
Top podcasts for financial advisors
Financially focused podcasts are numerous — these 5 podcasts offer interesting, fun, and thoughtful ways to examine financial and investing themes.
Getting ahead with LinkedIn Sales Navigator
33% of advisors focusing on LinkedIn as their primary social network are paying for a premium account – 88% of those are using Sales Navigator.
Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.