Tap into LinkedIn alumni connections – Advisor Tech Tips-Tempemail Zone

Alumni connections are one of the best sources of relevant referrals. It’s important to first add your college or graduate school to your profile so other alumni can find you. Many times prospects will place ....

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Your LinkedIn 10-Minute Daily Challenge – Advisor Tech Tips-Tempemail Zone

Many advisors may find it overwhelming to use LinkedIn.  But it’s as easy as taking 10 minutes a day to essentially unleash the power of LinkedIn to monetize opportunities for your business. Our 10-minute challenge ....

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Survey shows 92% of social advisors gained new assets – Advisor Tech Tips-Tempemail Zone

Advisors are seeing greater success through social media than ever before. In the sixth release of the Putnam Social Advisor Survey, 92% of advisors using social media for business reported seeing asset gains attributable to ....

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Use LinkedIn to prospect for Millennial money in motion – Advisor Tech Tips-Tempemail Zone

Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business, according to a recent study. With many advisors overlooking this generation, those who focus on Millennials have the ....

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