Browsing Tag
social media
13 posts
Most Advisors Gaining Clients with Social Media
More than nine in 10 advisors who use social media for business say it has helped them gain new clients, according to latest Putnam Social Advisor Survey.More than nine in 10 advisors who use social media for business say it has helped them gain new clients, according to latest Putnam Social Advisor Survey.
April 11, 2019
Make Social Media Marketing Meaningful to Your 401(k) Business
Social media for social media’s sake doesn’t do much if done wrong. How do 401k advisors ensure it’s…
February 1, 2019
401k Advisors Largely Shun Digital Communication—But Shouldn’t
Advisors would love to conduct business in the “traditional manner,” and meet in person with clients as opposed…
July 25, 2018