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.