Your SlideShare is downloading. ×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Introducing the official SlideShare app

Stunning, full-screen experience for iPhone and Android

Text the download link to your phone

Standard text messaging rates apply

Who is the social advisor?

243
views

Published on

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

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

Published in: Economy & Finance, Business

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
243
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
5
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Who is the social advisor? Putnam Investments partnered with FTI Consulting to learn about the social media behavior of financial advisors.
  • 2. Is a 44-year-old male.
  • 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.
  • 8. Manages typical client portfolios of <$1M.
  • 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 financial advisors. Data sources: FTI Consulting Strategic Communications financial advisor panel and Harris Interactive. Putnam Retail Management 284822 11/13