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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

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Who is the social advisor?

  • 1. Who is the social advisor? Putnam Investments partnered with FTI Consulting to learn about the social media behavior of financial advisors.
  • 3. Works as a fee-based independent broker/dealer.
  • 4. Uses social media to build referral network, brand, and relationships.
  • 5. Has 10+ years of experience.
  • 6. Typical assets aquired from new social media client: <$500K.
  • 7. Has a book of business of <$150M.
  • 9. 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