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With a large majority of advisers active on LinkedIn, it's no wonder that platform has become, quite possibly, the best prospecting tool around. Yet with more firms loosening the reins and allowing their advisers to become more active on Twitter, and with the large amount...

It’s no secret that in less than a decade, social media has transformed the way we do business, and the way clients prospects find and engage with their advisor. The Putnam Social Advisor Study conducted this year solidified that fact, finding that 81% of respondents...

I’ll admit it, I have a tendency to be somewhat of a realist. I poke holes in things, look for better, more efficient ways, and am never quite satisfied with someone or something simply being “good"…..I want “GREAT!” While this helps me excel at coaching...