A daily social media routine
How can you maximize your social media efforts? Like any strategy, you start with a plan.
Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Swipe right for Spotlight, a vastly improved iPhone search feature
Check out your iPhone's fast and efficient search tool to quickly find anything on your device and across the Internet:
Productivity “recipes” for busy advisors
Use IFTTT to organize your online activities and help build your business.
Get better search results from your LinkedIn Profile
Use keywords to take your search optimization a step further.
Let disruptive technology advance your business
As groundbreaking technology transforms industries, financial services will need to change as well.
2015 Putnam Investments Social Advisor Survey
81% of financial advisors currently use social media for business, up from 75% in 2014.
Six ways outdated technology can interfere with your message
Don't lose your audience by using outdated or inefficient technology.
Top 5 habits of highly successful LinkedIn advisors
Advisor survey explores which LinkedIn features may lead to the greatest asset gains.
Advisors’ social media wish list
What else do advisors need to help build their business with social media?
Connect with the next generation of clients
Use social media to communicate and connect with a new generation of clients.