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Category: Tutorials

Educating clients about ETFs: Let FundVisualizer highlight the advantages
FundVisualizer Tutorials

Educating clients about ETFs: Let FundVisualizer highlight the advantages

Even clients who have a good grasp of investing basics may not yet be aware of exchange-traded funds — although ETFs may already be part of their portfolios.

Retirement and estate planning: Three discussions to have with clients now
FundVisualizer Tutorials

Retirement and estate planning: Three discussions to have with clients now

The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.

What are your peers’ best practices during the COVID-19 crisis?
FundVisualizer Tutorials

What are your peers’ best practices during the COVID-19 crisis?

Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.

Stimulus funds: Now may be the time to help clients reassess financial goals
FundVisualizer Tutorials

Stimulus funds: Now may be the time to help clients reassess financial goals

As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions.

The new normal: Five advisor tips for delivering client service virtually
FundVisualizer Tutorials

The new normal: Five advisor tips for delivering client service virtually

As everyone adjusts to the new normal, where working from home and social distancing replace in-person meetings, it is important for financial advisors to develop strategies to continue delivering great client service virtually.

Talking volatility: arm yourself with data from FundVisualizer
FundVisualizer Tutorials

Talking volatility: arm yourself with data from FundVisualizer

As day-to-day realities of life with coronavirus take root, concerns about the financial implications of the pandemic are top of mind for Americans.

Coronavirus: Answering investor questions
FundVisualizer Tutorials

Coronavirus: Answering investor questions

Headlines about the global impact of the coronavirus (or COVID-19) contribute to growing uncertainty for governments, markets, and individual investors.

Advisor Tips: Getting the most out of FundVisualizer
FundVisualizer Tutorials

Advisor Tips: Getting the most out of FundVisualizer

Over 40,000 advisors have used FundVisualizer since 2011. We continually seek feedback through focus groups, demos and one-on-one conversations: what do advisors like most while using FundVisualizer?

3 tech trends reshaping client relationships in 2020
FundVisualizer Tutorials

3 tech trends reshaping client relationships in 2020

Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.

Top five tips to boost client focus in 2020
FundVisualizer Tutorials

Top five tips to boost client focus in 2020

Client interaction is the keystone of an advisor’s success. Here are five tips to increase the time and quality of your crucial client interactions

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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.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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