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Category: Applications

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.

Five essential apps for financial advisors
Applications

Five essential apps for financial advisors

These five apps can add efficiency and productivity to your practice.

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.

Enhance client conversations with FRED
Applications Business Building

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.

Putnam blogs are now Alexa enabled
Applications

Putnam blogs are now Alexa enabled

A new way to discover and listen to timely market insights from Putnam.

Advisors grow more attentive to cyber risks
Applications Device Support

Advisors grow more attentive to cyber risks

Financial advisors and advisory firms are doing more to shore up cybersecurity systems and policies, the SEC found in its recent review of 75 firms.

Advisors expand use of text messaging
Applications Business Building Device Support

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.

Productivity “recipes” for busy advisors
Applications Business Building

Productivity “recipes” for busy advisors

Use IFTTT to organize your online activities and help build your business.

Let disruptive technology advance your business
Applications Business Building

Let disruptive technology advance your business

As groundbreaking technology transforms industries, financial services will need to change as well.

Top 5 habits of highly successful LinkedIn advisors
Applications Business Building

Top 5 habits of highly successful LinkedIn advisors

Advisor survey explores which LinkedIn features may lead to the greatest asset gains.

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Putnam Investments
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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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