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.
Category: Social Media
For Gen Z, tech is money
For advisors, connecting with Gen Z presents a unique challenge and opportunity.
How TikTok “finfluencers” are shaping the future of investing
TikTok “finfluencers” flexed their influence in 2021, with some creators attracting millions of followers.
How to get started with LinkedIn Sales Navigator
This checklist is tailored for advisors who want to get started using Sales Navigator.
5 ways to optimize your LinkedIn profile
Use this checklist to make sure your LinkedIn profile is optimized to appear in relevant online searches.
Templates for LinkedIn messaging
These templated responses for LinkedIn messaging can save time and spark new connections.
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.
Do’s and Don’ts of connection requests on LinkedIn
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.
Prospecting recent retirees using LinkedIn
Advisors have a business-building opportunity to identify and support recent retirees by using LinkedIn searches.
Putnam study finds social media vital to advisors’ work during pandemic
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients.