Who is the social advisor?

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

Published in: Economy & Finance, Business
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Who is the social advisor?

  1. 1. Who is the social advisor? Putnam Investments partnered with FTI Consulting to learn about the social media behavior of financial advisors.
  2. 2. Is a 44-year-old male.
  3. 3. Works as a fee-based independent broker/dealer.
  4. 4. Uses social media to build referral network, brand, and relationships.
  5. 5. Has 10+ years of experience.
  6. 6. Typical assets aquired from new social media client: <$500K.
  7. 7. Has a book of business of <$150M.
  8. 8. Manages typical client portfolios of <$1M.
  9. 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

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