who is the social advisor?

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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.

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Post on 08-May-2015

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

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Page 1: Who is the social advisor?

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?

Is a 44-year-old male.

Page 3: Who is the social advisor?

Works as a fee-based independent broker/dealer.

Page 4: Who is the social advisor?

Uses social media to build referral network, brand, and relationships.

Page 5: Who is the social advisor?

Has 10+ years of experience.

Page 6: Who is the social advisor?

Typical assets aquired from new social media client: <$500K.

Page 7: Who is the social advisor?

Has a book of business of <$150M.

Page 8: Who is the social advisor?

Manages typical client portfolios of <$1M.

Page 9: Who is the social advisor?

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