September 24, 2012
--- A library of videos, articles and
infographics was launched by Putnam Investments aimed at helping advisers to
use social media and technology in practice management. ---
Putnam created a library of tips on
navigating the range of current technology—including apps, mobile devices and
social media—to
help advisers better understand, adapt and fully leverage these resources for
practice-building. The firm’s site, at www.advisortechtips.com, offers
vignettes on optimizing the use of iPads, merchandising apps and strengthening a
LinkedIn presence. Topics are designed to shorten the learning curve for
advisers.
“There have never been more resources available to the financial
adviser community to help them comprehensively serve their clients and build
their practices,” said William T. Connolly, head of global distribution, Putnam
Investments. “At the same time, we recognize that advisers have incredible
demands on their time and energy—and could benefit from
quick, easy-to-access, ongoing education on highly useful elements of mobile
technology, software and social media.”
- Practice-building topics on the site include:
- 10 apps for advisers;
- Five ways to optimize a LinkedIn profile;
- Comparing Funds on FundVisualizer;
- Twitter as a Listening Tool;
- Using LinkedIn to prospect; and
- Using an infographic with a client.
In conjunction with the blog, Putnam has developed a LinkedIn
group, “Advisor Tech Tips,” which provides a forum for information and
discussions on technology and social media as growing aspects of practice
management. Putnam’s Advisor Tech
Tips
has a link to join the LinkedIn group.
Jill Cornfield