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Advisor Tech Tips

Advisor Tech Tips helps financial advisors stay on top of trends in mobile technology, software, and social media.

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Advisor Tech Tips helps financial advisors stay on top of trends in mobile technology, software, and social media.

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1

Social Media archive | Advisor Tech Tips

http://www.advisortechtips.com/category/social-media

Find us on Facebook. Find us on Twitter. Find us on LinkedIn. Find us on Google. Stay on top of trends in mobile technology, software, and social media. Top questions from advisors at our recent LinkedIn webcast. Over 1,500 financial advisors attended our live webcast, Leveraging LinkedIn for your practice. Here are answers to the most frequently asked questions. A daily social media routine. How can you maximize your social media efforts? Like any strategy, you start with a plan. For advisors using soci...

2

Year-end social media checklist | Advisor Tech Tips

http://www.advisortechtips.com/device-support/year-end-social-media-checklist

Find us on Facebook. Find us on Twitter. Find us on LinkedIn. Find us on Google. Stay on top of trends in mobile technology, software, and social media. Year-end social media checklist. December 23, 2014. Make sure your profile picture and background images on social networks are up to date. You’ve changed in the past year, and your picture should, too. Show some personality in your profile picture while maintaining a professional look. This is a great way to build your network of quality connections.

3

FundVisualizer archive | Advisor Tech Tips

http://www.advisortechtips.com/category/fundvisualizer

Find us on Facebook. Find us on Twitter. Find us on LinkedIn. Find us on Google. Stay on top of trends in mobile technology, software, and social media. Build and test custom portfolios. Use FundVisualizer to see the potential impact of your allocation changes. Easily share your investment ideas. Quickly create and share customized client reports with FundVisualizer . Do more with your spreadsheet data. Easily import funds and portfolios from a spreadsheet into FundVisualizer to create custom comparisons.

4

Device Support archive | Advisor Tech Tips

http://www.advisortechtips.com/category/device-support

Find us on Facebook. Find us on Twitter. Find us on LinkedIn. Find us on Google. 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:. Send handwritten cards without leaving your app. Use the Felt app to send a handwritten card through the U.S. Postal Service without leaving your home or office. More ...

5

Advisors and Facebook by the numbers | Advisor Tech Tips

http://www.advisortechtips.com/social-media/advisors-and-facebook-by-the-numbers

Find us on Facebook. Find us on Twitter. Find us on LinkedIn. Find us on Google. Stay on top of trends in mobile technology, software, and social media. Advisors and Facebook by the numbers. March 6, 2015. Putnam Investments surveyed over 700 financial advisors to learn more about how they are using social media for business. Of financial advisors use Facebook. Consider Facebook their primary social network. Of advisors on Facebook gained new business through social media. A daily social media routine.

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Retirement/Income Resources | Putnam Wealth Management

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Estate and Wealth Transfer. Find us on Facebook. Find us on Twitter. Find us on LinkedIn. Find us on Google. Preserving and sustaining wealth for the future. Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass. Weigh in each week with a range of insights, tips, and legislative updates. What business owners should know about the employer mandate. Sales ideas and tools.

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Beware the pitfalls of the portability rule

http://www.putnamwealthmanagement.com/beware-the-pitfalls-of-the-portability-rule

Estate and Wealth Transfer. Find us on Facebook. Find us on Twitter. Find us on LinkedIn. Find us on Google. Preserving and sustaining wealth for the future. Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass. Weigh in each week with a range of insights, tips, and legislative updates. Beware the pitfalls of the portability rule. July 15, 2015. Christine can shelter ...

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Affordable Care Act remains intact after high court ruling

http://www.putnamwealthmanagement.com/affordable-care-act-remains-intact-after-high-court-ruling

Estate and Wealth Transfer. Find us on Facebook. Find us on Twitter. Find us on LinkedIn. Find us on Google. Preserving and sustaining wealth for the future. Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass. Weigh in each week with a range of insights, tips, and legislative updates. Affordable Care Act remains intact after high court ruling. July 1, 2015. Thirty-f...

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Simon Davis and Shep Perkins, CFA, author at Putnam Perspectives

http://www.putnamperspectives.com/author/davisperkins

Aaron M. Cooper. Robert J. Kea, CFA. Norman P. Boucher, Portfolio Manager, and Paul D. Scanlon, CFA. Christian J. Galipeau. Joshua M. Cummings, CFA, Analyst Christopher J. Eitzmann, Analyst Greg Kelly, Analyst. Simon Davis and Shep Perkins, CFA. David L. Glancy. Daniel J. Graña. Darren A. Jaroch. Robert D. Ewing, D. William Kohli. Putnam Fixed Income Team. Gerard P. Sullivan. Jason R. Vaillancourt, CFA. Jacquelyne J. Cavanaugh. Joanne M. Driscoll. Onsel Emre, Ph.D. Joseph P. Joseph. Kevin F. Murphy.

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Macroeconomics archive | Putnam Perspectives

http://www.putnamperspectives.com/category/macroeconomics

Aaron M. Cooper. Robert J. Kea, CFA. Norman P. Boucher, Portfolio Manager, and Paul D. Scanlon, CFA. Christian J. Galipeau. Joshua M. Cummings, CFA, Analyst Christopher J. Eitzmann, Analyst Greg Kelly, Analyst. Simon Davis and Shep Perkins, CFA. David L. Glancy. Daniel J. Graña. Darren A. Jaroch. Robert D. Ewing, D. William Kohli. Putnam Fixed Income Team. Gerard P. Sullivan. Jason R. Vaillancourt, CFA. Jacquelyne J. Cavanaugh. Joanne M. Driscoll. Onsel Emre, Ph.D. Joseph P. Joseph. Kevin F. Murphy.

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David L. Glancy, author at Putnam Perspectives

http://www.putnamperspectives.com/author/dglancy

Aaron M. Cooper. Robert J. Kea, CFA. Norman P. Boucher, Portfolio Manager, and Paul D. Scanlon, CFA. Christian J. Galipeau. Joshua M. Cummings, CFA, Analyst Christopher J. Eitzmann, Analyst Greg Kelly, Analyst. Simon Davis and Shep Perkins, CFA. David L. Glancy. Daniel J. Graña. Darren A. Jaroch. Robert D. Ewing, D. William Kohli. Putnam Fixed Income Team. Gerard P. Sullivan. Jason R. Vaillancourt, CFA. Jacquelyne J. Cavanaugh. Joanne M. Driscoll. Onsel Emre, Ph.D. Joseph P. Joseph. Kevin F. Murphy.

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Putnam Fixed Income Team, author at Putnam Perspectives

http://www.putnamperspectives.com/author/fixedincometeam

Aaron M. Cooper. Robert J. Kea, CFA. Norman P. Boucher, Portfolio Manager, and Paul D. Scanlon, CFA. Christian J. Galipeau. Joshua M. Cummings, CFA, Analyst Christopher J. Eitzmann, Analyst Greg Kelly, Analyst. Simon Davis and Shep Perkins, CFA. David L. Glancy. Daniel J. Graña. Darren A. Jaroch. Robert D. Ewing, D. William Kohli. Putnam Fixed Income Team. Gerard P. Sullivan. Jason R. Vaillancourt, CFA. Jacquelyne J. Cavanaugh. Joanne M. Driscoll. Onsel Emre, Ph.D. Joseph P. Joseph. Kevin F. Murphy.

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What the S&P downgrade may mean to investors | Putnam Perspectives

http://www.putnamperspectives.com/author/ewing_kohli

Aaron M. Cooper. Robert J. Kea, CFA. Norman P. Boucher, Portfolio Manager, and Paul D. Scanlon, CFA. Christian J. Galipeau. Joshua M. Cummings, CFA, Analyst Christopher J. Eitzmann, Analyst Greg Kelly, Analyst. Simon Davis and Shep Perkins, CFA. David L. Glancy. Daniel J. Graña. Darren A. Jaroch. Robert D. Ewing, D. William Kohli. Putnam Fixed Income Team. Gerard P. Sullivan. Jason R. Vaillancourt, CFA. Jacquelyne J. Cavanaugh. Joanne M. Driscoll. Onsel Emre, Ph.D. Joseph P. Joseph. Kevin F. Murphy.

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Look beyond low oil prices for opportunity | Putnam Perspectives

http://www.putnamperspectives.com/author/cummingseitzmannkelly

Aaron M. Cooper. Robert J. Kea, CFA. Norman P. Boucher, Portfolio Manager, and Paul D. Scanlon, CFA. Christian J. Galipeau. Joshua M. Cummings, CFA, Analyst Christopher J. Eitzmann, Analyst Greg Kelly, Analyst. Simon Davis and Shep Perkins, CFA. David L. Glancy. Daniel J. Graña. Darren A. Jaroch. Robert D. Ewing, D. William Kohli. Putnam Fixed Income Team. Gerard P. Sullivan. Jason R. Vaillancourt, CFA. Jacquelyne J. Cavanaugh. Joanne M. Driscoll. Onsel Emre, Ph.D. Joseph P. Joseph. Kevin F. Murphy.

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Robert D. Ewing, CFA, and Nick C. Thakore, author at Putnam Perspectives

http://www.putnamperspectives.com/author/ewingthakore

Aaron M. Cooper. Robert J. Kea, CFA. Norman P. Boucher, Portfolio Manager, and Paul D. Scanlon, CFA. Christian J. Galipeau. Joshua M. Cummings, CFA, Analyst Christopher J. Eitzmann, Analyst Greg Kelly, Analyst. Simon Davis and Shep Perkins, CFA. David L. Glancy. Daniel J. Graña. Darren A. Jaroch. Robert D. Ewing, D. William Kohli. Putnam Fixed Income Team. Gerard P. Sullivan. Jason R. Vaillancourt, CFA. Jacquelyne J. Cavanaugh. Joanne M. Driscoll. Onsel Emre, Ph.D. Joseph P. Joseph. Kevin F. Murphy.

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