Advisors’ social media wish list
What else do advisors need to help build their business with social media?
Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Posts from category: Business Building
Connect with the next generation of clients
Use social media to communicate and connect with a new generation of clients.
Build client relationships with a Facebook business page
Tailor content and messages specific to your work and professional relationships with a Facebook business page.
Facebook and financial advisors
What distinguishes the "Facebook Superheroes" from counterparts who use LinkedIn as their primary network?
Social media success factors
For advisors using social media for business, the number of networks used and the frequency of activity are directly proportional to asset gains via social media. According to the Putnam Investments Survey of...
Stand out when responding to social signals
When it comes to social media, it’s important to stand out and be noticed.
Advisors and Facebook by the numbers
83% of financial advisors on Facebook gained new business through social media.
Grow your Twitter following and stay relevant with hashtags
A hashtag is the easiest way to make sure your tweets are discoverable.
Get customized news alerts with Newsle
Use Newsle to stay on top of news and events that affect your key clients and contacts.
Financial Advisors’ Use of Social Media
Putnam Investments surveyed over 700 financial advisors to learn more about how they are using social media for business.