Post on 08-May-2015
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Who is the social advisor?Putnam Investments partnered with FTI Consulting to learn about the social media behavior of financial 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 financial advisors.
Data sources: FTI Consulting Strategic Communications financial advisor panel and Harris Interactive.
Putnam Retail Management 284822 11/13