Financial Institutions Newsletter FI-News-2018-Q4 - Page 11

Partner with with Putnam for social media training Partner Putnam for social media training with Putnam social media training Your Partner Putnam consultant team is team recognized industry-wide as a valuable partner partner in building your your Your Putnam consultant is for recognized industry-wide as a valuable in building Partner with Putnam for social media training business using with social media. They is can work with you with one-on-one person, officewide, or via your using social team media. They can work you one-on-one in partner person, officewide, or via Partner Putnam for social media training Your business Putnam consultant recognized industry-wide as a in valuable in building Partner with Putnam for social media training Your webinar Putnam team is recognized industry-wide as a valuable partner in building your webinar to deliver custom training sessions to you and your clients. to consultant deliver custom training sessions to you you and your clients. Partner with Putnam for work social media training social media. can with one-on-one in person, or via Your business Putnam using consultant team is They recognized industry-wide as a valuable partner officewide, in building your 1 MINUTE DAILY CHALLENGE social team media. can work with you one-on-one in person, or via Your business Putnam using consultant is They recognized industry-wide as a valuable partner officewide, in building your webinar to consultant deliver custom training to you you one-on-one and your Your Putnam team is recognized industry-wide as a clients. valuable partner in building business using social media. They can sessions work with in person, officewide, or via your webinar to deliver custom training sessions to you and your clients. business using social media. They can work with you one-on-one in person, officewide, or via via FOR ADVISORS FOR ADVISORS business using social media. They can work with you one-on-one in person, officewide, or webinar to deliver custom training sessions to you and your clients. webinar to deliver custom training training sessions sessions to to you you and and your your clients. clients. FOR ADVISORS FOR ADVISORS FOR ADVISORS FOR ADVISORS Follow this simple daily routine to leverage LinkedIn, the world’s largest professional FOR ADVISORS Creating Creating and optimizing your social Prospecting and generating revenue revenue using using and optimizing your social Prospecting and generating network, and help build your business, strengthen client relationships, and grow assets. media presence social media media presence social media Creating and optimizing your social Prospecting and teaches generating Learn how Learn to establish a social media profile that will that will This advanced session to revenue use powerful how to establish a social media profile This advanced session how teaches how to using use powerful Creating and optimizing your social Prospecting and generating revenue using media presence social media Prospecting and generating revenue using with NEWS FEED | 1–2 MINUTE MEETING PREPARATION | 4–6 MINUTES build your build brand to attract prospects. Topics include search options to discover rollover opportunities with your brand to attract prospects. Topics include search options to discover rollover opportunities Creating and optimizing your social Prospecting and session generating revenue using media how presence social media social media Learn to establish a social media profile that will This advanced teaches how to use powerful Creating optimizing and your social Prospecting and generating revenue using optimizing your LinkedIn to generate results current clients, mine existing client connections for your profile LinkedIn profile to search generate search results current clients, mine existing connections Creating and optimizing optimizing your social Scan your LinkedIn newsfeed for posts by connections Check your calendar for client tomorrow’s meetings for with media presence social media Learn how brand to establish a social media profile that will This advanced session teaches how to use This advanced session teaches how to powerful use powerful build your to attract prospects. Topics include search options to discover rollover opportunities media presence social media media presence and privacy settings advisor consider. valuable referrals, leverage alumni network, and with and and privacy every settings every advisor should consider. valuable clients referrals, leverage your alumni network, and should influencers and your prospects Learn how your to establish social media profile that will This search advanced session teaches how to use powerful for search options to discover discover rollover opportunities build brand to a attract prospects. Topics include options to rollover opportunities with with optimizing your LinkedIn profile to profile generate search results clients, mine existing client connections Learn how to to establish establish a social media profile that Learn how a social media that will will This current advanced session teaches how to on use powerful identify your ideal prospect on LinkedIn. Leveraging identify your ideal prospect LinkedIn. Leveraging current clients, mine existing client connections for to build your brand to attract prospects. Topics include search options to discover rollover opportunities with Browse network updates for news, trends, and Research your client or prospect’s LinkedIn Profile optimizing your LinkedIn profile to should generate search results current clients, mine existing client connections for build your brand attract prospects. Topics include privacy settings every advisor consider. valuable referrals, leverage your alumni network, and build and your brand to to attract prospects. Topics include search options to discover rollover opportunities with opportunities wealth-management and money-in-motion opportunities wealth-management and money-in-motion valuable referrals, leverage your alumni network, professional activities learn more about their professional lives. You may optimizing your profile to generate search results results current clients, mine existing client connections for and and and privacy settings every advisor should consider. valuable referrals, leverage your alumni network, optimizing your LinkedIn LinkedIn profile to generate search identify your ideal prospect on LinkedIn. optimizing your LinkedIn profile to generate search results current clients, mine existing client connections for via social media activity can lead to asset identify your ideal prospect on LinkedIn. Leveraging via social media activity can lead gains. to Leveraging asset gains. identify additional retirement assets from a previous job every advisor should consider. valuable referrals, leverage your alumni network, and and privacy privacy settings settings every advisor should consider. identify your ideal prospect on LinkedIn. Leveraging LinkedIn helps focus your attention on the news wealth-management and money-in-motion opportunities and privacy settings every advisor should consider. valuable referrals, leverage your alumni network, and wealth-management and money-in-motion opportunities and issues important to your contacts, keeping Connect with them if you are not already connected identify your ideal prospect on LinkedIn. Leveraging wealth-management and money-in-motion opportunities via social media activity can lead to asset gains. social media activity can lead to asset gains. identify your ideal prospect on LinkedIn. Leveraging YOUR CLIENTS FOR YOUR CLIENTS you in tune with their interests and needs. FOR on LinkedIn wealth-management and money-in-motion opportunities Developing your LinkedIn network network Developing your LinkedIn via social media activity can lead to asset gains. wealth-management and money-in-motion opportunities via social media activity can lead to asset gains. their personal A quality network the core is of the your social media A quality is network core of your social media Find common interests by scanning FOR media YOUR CLIENTS FOR YOUR CLIENTS via social activity can lead to asset gains. MY NETWORK | 1 MINUTE Developing your LinkedIn and philanthropic activities, LinkedIn Groups, and activity. We will share best practices for developing activity. We will share best network practices for developing FOR YOUR CLIENTS Developing your is LinkedIn quality network the and core of network your social media LinkedIn Summary and A growing network how to FOR YOUR CLIENTS Accept (or retain ignore) requests connect and your growing your network and how assets to retain to assets Developing your LinkedIn network Developing your LinkedIn network FOR YOUR CLIENTS A quality We network is the core of your social media activity. will share best practices for developing Developing your LinkedIn network across multiple generations. across multiple generations. Search client or with prospect’s network to find Growing Growing your business with social media your your business social media A quality network the core of LinkedIn’s your social media “People You May Know” feature A quality network is is the core of Use your social activity. We will share best practices for media developing and growing your network and how to retain assets your next best lead A quality network is the core of your social media activity. We will will share share best best practices developing to add new, quality contacts to and your networks Invite business professionals to this seminar Invite owners business and owners and professionals to this seminar activity. practices for for developing and We growing your network and how to retain assets across multiple activity. We will share generations. best practices developing Growing your business with social media Growing your business with social media To learn more, contact your Putnam To learn more, contact your growing your network and how to for retain assets Putnam across LinkedIn users are proud of their to learn how a robust social media presence can professional benefit to learn how a robust social media presence can benefit and across growing multiple your network and Growing how to a retain assets quality network is crucial to using generations. Growing your business with social media Invite business business owners and professionals to information this seminar multiple generations. and growing your network and how to retain assets Invite owners and professionals to this seminar accomplishments. Make use of profile any enterprise or individual. any enterprise or individual. consultant, call us contact at LinkedIn 800-354-4000, consultant, call us at your 800-354-4000, effectively. Leverage LinkedIn’s algorithm across multiple generations. Growing your business with social media to learn how a robust social media presence can To learn more, Putnam Invite business owners and professionals to this seminar inform social conversations with prospects and benefit across multiple generations. to connect with new prospects and re-engage Growing to learn how business a to robust can benefit your with media social presence media To learn more, contact your Putnam To learn more, contact your Putnam any enterprise or individual. Invite to business owners and professionals to this seminar or visit AdvisorsAREsocial.com or visit AdvisorsAREsocial.com — social this can lead to presence stronger relationships. learn how a clients robust media can benefit enterprise or individual. consultant, call us with at your 800-354-4000, existing contacts. Invite any business owners and professionals to this seminar To learn more, contact Putnam consultant, call us at 800-354-4000, to learn how a robust social media presence can benefit any enterprise or individual. consultant, us at your 800-354-4000, To learn more, call contact Putnam to learn how a robust PRO social TIP media presence can benefit or visit AdvisorsAREsocial.com any enterprise or individual. or visit AdvisorsAREsocial.com consultant, call us at NOTIFICATIONS 800-354-4000, | 2–3 MINUTES any enterprise or individual. or visit AdvisorsAREsocial.com consultant, call us at 800-354-4000, or visit AdvisorsAREsocial.com Monitor job changes, birthdays, and other life events or visit AdvisorsAREsocial.com Follow up on career or life milestones in your Financial advisors: Consult with Consult your firm’s department Financial advisors: with compliance your firm’s compliance department Financial advisors: Consult with your firm’s compliance department network — online and offline and be fully and aware its aware policies procedures before you engage in engage in be of fully of and its policies and procedures before you and be fully aware of its policies and procedures before you engage any social media activities or activities alter your profile. any advisors: social media or public alter your public profile. Financial Consult with your firm’s compliance department in any social media activities or alter See your public profile. who viewed your profile and be This fully aware of and procedures you is engage in as Financial Consult with your firm’s compliance department This material is advisors: for informational purposes only and is before not as material is its for policies informational purposes only meant and not meant This material is endorsement for informational purposes only and is department not meant as in any media or alter your public profile. and social be an fully aware of its policies and procedures before you engage an endorsement for any activities particular social networking site. Examples for any particular social networking site. Financial advisors: Consult with your firm’s compliance Acknowledging important life Examples events helps you an endorsement for any particular social networking site. Examples Financial advisors: Consult with your firm’s compliance department any social media or alter your public profile. are illustrative purposes only. are for illustrative purposes only. and for be fully aware of its activities policies and procedures before you engage in conversations This material is for informational purposes only and is not meant as stay top-of-mind and initiate about are illustrative only. and for be fully aware purposes of its policies and procedures before you engage in any social media activities or alter your public profile. an endorsement for any particular social networking site. Examples This material is for informational rollovers, purposes wealth only and is not meant as management, and other topics. any social media activities or alter your public profile. are for illustrative purposes only. an endorsement for any particular social site. Examples This material is for informational purposes only networking and is not meant as This material is for informational purposes only and is not meant as are for illustrative an endorsement for any purposes particular only. social networking site. Examples an endorsement for any particular social networking site. Examples are for illustrative purposes only. are for illustrative purposes only. FOR DEALER USE ONLY USE – NOT FOR – PUBLIC DISTRIBUTION FOR DEALER ONLY NOT FOR PUBLIC DISTRIBUTION Putnam Investments | 100 Federal Street | Boston, 02110 MA | putnam.com Putnam Investments | 100 Federal Street | MA Boston, 02110 | putnam.com FOR DEALER USE ONLY – NOT FOR PUBLIC DISTRIBUTION FOR DEALER USE ONLY | – 100 NOT Federal FOR PUBLIC Putnam Investments Street DISTRIBUTION | Boston, MA 02110 | putnam.com FOR DEALER ONLY – NOT FOR Federal PUBLIC Street DISTRIBUTION Putnam USE Investments | 100 | Boston, MA 02110 | putnam.com FOR DEALER USE ONLY – NOT FOR PUBLIC DISTRIBUTION Putnam Investments | 100 Federal Street | Boston, MA 02110 | putnam.com Putnam Investments | 100 Federal Street | Boston, MA 02110 | putnam.com Always customize your request to connect. Let prospects who you’re about to meet know that connecting helps you work together more effectively. Don’t hesitate to mention common interests in your requests. “ Looking forward to seeing you tomorrow. I see you’re a member at Oakhurst. I’ll be there for the charity tournament in June. Let’s connect on LinkedIn. I find it helps me to be a more effective resource for you.” Putnam Retail Management Putnam Retail Management SU867 311892 8/18 311892 8/18 SU867 Putnam Retail Management Putnam Retail Management SU867 311892 8/18 4 th QUARTER 2018 | Financial Newsletter Putnam Retail Institutions Management SU867 311892 8/18 10 Putnam Retail Management SU867 311892 8/18 SU867 311892 8/18