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Category: Social Media

Business Building Social Media

Financial Advisors’ Use of Social Media

75% of financial advisors use at least one social network. See how advisors are using different social media channels for business.

Enhance your networking with LinkedIn contacts

Available as an app or on your desktop, the contacts feature lets you keep detailed notes on connections, set reminders, and network more effectively.

Business Building Social Media

Share YouTube videos with clients and prospects

How many times have you watched a video that would be great for your clients or prospects to see? It is easy to share videos via social media.

Business Building Social Media

Post videos on your blog

Want to make your blog content more dynamic with videos? You can embed a video with a few simple steps.

Social Media

Who sees what on your LinkedIn profile?

There are many levels of privacy for your LinkedIn account. Here’s what to consider for privacy best practices, and how to adjust your account settings.

Applications Device Support Social Media

LinkedIn: mobile vs. desktop

Is it best to use LinkedIn on your desktop, phone, or tablet? Here’s our take on all versions, and best practices for using them.

Social Media

Study: How “social” are the Mass Affluent?

Can financial advisors reach affluent individuals via social media? A recent survey suggests you can.

Social Media

Is a LinkedIn Premium account for you?

LinkedIn offers a variety of Premium account levels. What do they offer for financial advisors?

Social Media

Certain words used in a social media context can trigger scrutiny by regulators. The terms below are a small subset of what regulators routinely look at when evaluating the appropriateness of social media communication. These terms are worth considering any time you are writing Tweets, LinkedIn updates, or Facebook posts. You should always determine the

Social Media

A Twitter glossary

Whether or not you post on Twitter, knowing the basics can be quite useful, especially as you follow trends and topics relevant to your business. Here, we include terms for new users as well as techniques that can help experienced tweeters take greater advantage of Twitter features. Tweet A 140 character (or less, including spaces)

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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.

Putnam Retail Management, LP and Putnam Investments are Franklin Templeton companies.

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

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