2023 survey of advisors’ use of social media
Findings from the 2023 Putnam Social Advisor Survey show that more advisors are using social media for business but fewer are seeing success.
Findings from the 2023 Putnam Social Advisor Survey show that more advisors are using social media for business but fewer are seeing success.
GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.
For advisors, connecting with Gen Z presents a unique challenge and opportunity.
With clarification from the SEC, advisors can now reference online reviews in their marketing materials.
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.
This checklist is tailored for advisors who want to get started using Sales Navigator.
Use this checklist to make sure your LinkedIn profile is optimized to appear in relevant online searches.
These templated responses for LinkedIn messaging can save time and spark new connections.
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.