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Who is the social advisor?

Putnam Investments
Putnam Investments

Putnam Investments partnered with FTI Consulting to learn about the social media behavior of financial advisors.

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Who is the social advisor? Putnam Investments partnered with FTI Consulting to learn about the social media behavior of 鍖nancial advisors.
Is a 44-year-old male.
Works as a fee-based independent broker/dealer.
Uses social media to build referral network, brand, and relationships.
Has 10+ years of experience.
Typical assets aquired from new social media client: <$500K.
Has a book of business of <$150M.
Manages typical client portfolios of <$1M.
Are you a social advisor? www.advisortechtips.com Putnam Investments Survey of Financial Advisors Use of Social Media (2013). Conducted in partnership with FTI Consulting: Survey conducted by FTI Consulting Strategic Communications in July 2013 among 408 U.S.-based 鍖nancial advisors. Data sources: FTI Consulting Strategic Communications 鍖nancial advisor panel and Harris Interactive. Putnam Retail Management 284822 11/13

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Who is the social advisor?

  • 1. Who is the social advisor? Putnam Investments partnered with FTI Consulting to learn about the social media behavior of 鍖nancial advisors.
  • 3. Works as a fee-based independent broker/dealer.
  • 4. Uses social media to build referral network, brand, and relationships.
  • 5. Has 10+ years of experience.
  • 6. Typical assets aquired from new social media client: <$500K.
  • 7. Has a book of business of <$150M.
  • 9. Are you a social advisor? www.advisortechtips.com Putnam Investments Survey of Financial Advisors Use of Social Media (2013). Conducted in partnership with FTI Consulting: Survey conducted by FTI Consulting Strategic Communications in July 2013 among 408 U.S.-based 鍖nancial advisors. Data sources: FTI Consulting Strategic Communications 鍖nancial advisor panel and Harris Interactive. Putnam Retail Management 284822 11/13