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Share YouTube videos with clients and prospects

September 6, 2013 | Business Building, Social Media

In a few simple steps, you can share videos from YouTube, customized with your own introduction.

Other related tips:

Use LinkedIn to prospect for Millennial money in motion
Survey shows 92% of social advisors gained new assets
Personalize your prospecting with these 4 LinkedIn connection invites

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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.

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