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