Who is the social advisor?
-
Upload
putnam-investments -
Category
Economy & Finance
-
view
268 -
download
0
description
Transcript of Who is the social advisor?
![Page 1: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/1.jpg)
Who is the social advisor?Putnam Investments partnered with FTI Consulting to learn about the social media behavior of financial advisors.
![Page 2: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/2.jpg)
Is a 44-year-old male.
![Page 3: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/3.jpg)
Works as a fee-based independent broker/dealer.
![Page 4: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/4.jpg)
Uses social media to build referral network, brand, and relationships.
![Page 5: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/5.jpg)
Has 10+ years of experience.
![Page 6: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/6.jpg)
Typical assets aquired from new social media client: <$500K.
![Page 7: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/7.jpg)
Has a book of business of <$150M.
![Page 8: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/8.jpg)
Manages typical client portfolios of <$1M.
![Page 9: Who is the social advisor?](https://reader033.fdocuments.us/reader033/viewer/2022060107/554c25a4b4c905191f8b4740/html5/thumbnails/9.jpg)
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 financial advisors.
Data sources: FTI Consulting Strategic Communications financial advisor panel and Harris Interactive.
Putnam Retail Management 284822 11/13