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.
Category: Business Building
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.
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.
Use this calculator to highlight muni benefits
Putnam’s new online calculator helps you educate clients by performing side-by-side comparisons of CDs and municipal bonds.
Improve your LinkedIn searches with Boolean operators
What is Boolean? Boolean, named after 19th century mathematician George Boole, is a method of Internet searching designed to help narrow your search and generate more precise results. How does it work? Boolean uses “connectors” to make your search more accurate, such as: Using Boolean search on LinkedIn When you use Boolean search operators on
Broaden your list of potential clients with Advanced Search
With LinkedIn’s Advanced Search feature, you can easily target specific industries and groups, or even levels of seniority within an organization, to find connections in your area. Use the “alerts” feature to receive regular updates based on your search criteria.
Share timely market insights with Perspectives app
Putnam’s veteran portfolio managers offer timely insights on events making news and moving markets.
To blog or not to blog?
As a financial advisor, should you start a blog? Consider these pros and cons first.
5 Things to consider for your LinkedIn Summary
Your LinkedIn Summary is your personal brand statement in 150 words or less. Here are 5 things to consider when writing it.
Using LinkedIn groups to stay connected
Build your professional brand and stay connected with your target audience.