Social Media: It’s Where the Clients Are

Mark McKenna, Putnam’s Head of Global Marketing, highlights trends in advisors’ use of social media and explores the idea of data collection to enhance sales capabilities, creating opportunities for industry innovation. Hear the highlights of recent research on social media.

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Recent Posts

In-House Data: Fact or Fiction?

October 16, 2023

I’m going to be honest with you, which I always am but this time it’s scary honesty. There are a lot of in-house agency research reports out there. And not all of them contain data that are close to the integrity of the studies IHAF publishes—the next of which drops at the IHAF conference on …

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IHAF Wrapped

December 20, 2023

  • by IHAF Staff

One of our favorite things to do at year-end is look back at the events, presentations, and online resources our members tapped most. (Why should Spotify have all the fun?) Here are a few of your favorites in 2023:

     • New Assortment of Org Charts     Download     • Updated Job Profiles          …

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