Financial advisors and social mediaPutnam Investments surveyed over 800 financial advisors to learn more about how they are using social media for business. The findings are the fourth annual iteration of the study.

THE SOCIAL ADVISOR

81%are using socialmedia for businessUp from 75% in 2014

79%gained new clientsvia social mediaUp from 66% reportingclient gains in 2014

was the average asset gain

53% gained over $1M in new assets

Median = $1.9M$4.6M

The typical financial advisor who has gained assets using social media

Active on 5 social networks

$80MBook of business

$1.8M Typical client assets

44-year-old male with 10 yearsof experience

All assets are reported as medians.

Wirehouseadvisoror financial planner

71% who gained assets were active on a daily basis

Putnam Retail Management

One Post Office Square Boston, MA 02109

putnam.com

AR223 296656 9/15

Asset gains are reported as medians. Adoption is calculated among advisors active on social media for business and/or personal use. All other findings are based on advisors using social media for business purposes.

The 2015 Putnam Investments Survey of Financial Advisors’ Use of Social Media was conducted in partnership with Brightwork Partners LLC among 817 advisors nationally who have been advising retail clients for at least two years. The online study was conducted in July 2015.

Advisors were asked how they are leveraging their primary social networks for business.

FINDINGS: NETWORKS

FINDINGS: BUSINESS GOALS

64%68%88%

56%

30%

11%

Improving my referral network

Connecting with peers

Enhancing current client relationships

Building my brand identity

Expanding my professional knowledge

Promoting myself as a thought leader

ADOPTION

PRIMARY NETWORK

GAINED NEW BUSINESS

AVERAGE USE/MONTH

54% 48%65%

65%

57%

51%

51%

52%

54%

52%

45%

41%

47%

43%

47%

49%

56%59%

47% 42%70%

17 times 24 times 22 times