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.
Putnam’s research found that 31% of financial advisors using social media for business are using Reddit, and 21% are using TikTok.
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.
Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.
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.
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
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.
Use the fund explorer feature in FundVisualizer to discover new investment opportunities for your clients.
Use the PDF Creator in FundVisualizer to create and share customized shareholder-approved reports directly from the tool.
LinkedIn shows viewers of your profile other profiles that have been viewed by similar users. In effect, you’re giving free advertising to your competition.