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9 Ways Financial Advisors Can Make Twitter Their Own



 

With over 241 million monthly active users, it can be easy to get overwhelmed with all that’s happening on a minute-by-minute basis. To help you get the most out of your Twitter feed, we’ve put together this list of 9 ways that financial services professionals can make Twitter their own.

 

1. DISCOVER WHAT’S GOING ON.

There are some tools to help you find what’s relevant to our industry. You can use Advanced Search to find people or Tweets that are nearby, or people that are using specific terms in their Tweets. Twitter also has an advanced algorithm that curates tailored tweets they think you’ll love, under the Discover tab.

FSM Blog Image- Advanced Search

 

2. FOLLOW INDUSTRY INFLUENCERS, PR LEADERS, STOCKS & MORE.

To build a great feed, think about who and what is important in our industry. Do you want to read breaking news? Be inspired by leaders? Gain knowledge? Get press? Stay tuned on how your stocks are doing? You can do all of that and more. Start here:

  • Browse the suggested user lists; we advise you to follow competitors, peers and your clients (learn what’s important to your clients).
  • Check out who your competitors and clients are following
  • Explore what’s trending now (especially within your local area – see image below)

Financial Social Media Blog

  • Don’t feel obligated to follow everyone who follows you
  • Follow stocks via StockTwits. Instead of using a hashtag, use the dollar sign to track the lastest news on a stock. (ex. $AAPL)

$APPL

3. TWEET IN THE NOW.

Twitter is real time communication.

Whether you’re hosting a meet and greet, or getting inspired at an event, Twitter lets you share those moments with the world. If you’re doing a radio show or being featured on the news, share some behind the scenes sneak-peeks (commentary or a quick photo) to intrigue your audience.

Matson_MoneyScreenshot

Remember, you can tweet from anywhere with the Twitter app on your smartphone or tablet.

 

4. USE KEYWORDS.

Keywords are important in your website – and in all your general accounts – but this is one of the best Twitter marketing tips to make sure people take notice of your service. Keywords are important in pushing traffic toward your particular services and website. For example, when someone uses the advanced search (discussed in #1) to search for ‘wealth manager’ you want to appear on that list! Use a (#) hashtag in front of your keywords to open yourself up to a larger conversation and new potential prospects.

 

5. IT’S MORE THAN WORDS. 

Twitter is now photo friendly. If a photo is worth 1,000 words, but each tweet can only be 140 characters, you better be utilizing the visuals! Studies found that Tweets with rich media, like photos, tend to garner more attention than words or characters alone. In fact, Tweets with images get 2x more engagement than text based tweets alone. Advisors, try live Tweeting photos from events that will further position you as the expert (remembering to use the event hashtag and tag all influencers in attendance).

Financial Social Media Blog

cummingsfinancial_screen

6. UTILIZE VINE.

Vine is Twitter’s video platform that allows you to send out short, 6-second mini-movies. Vine is a really fun way to help your posts “pop” and to visually tell your story.

American Family Insurance creatively uses caulking to illustrate home maintenance money saving tips. To see this video and more creative, successful ways to use Vine, click here: Are Vine Videos the Next Social Media Sensation for Financial Professionals?

 

7. OPTIMIZE YOUR PROFILE.

Optimizing your profile is highly important. In our post, Make it Count! Best Practices for Optimizing Your Twitter Profile, we talk about how Twitter is a prospecting tool, as such, you should make your profile stand out against the crowds. The financial services industry can sometimes be bland, so take this chance to make you or your company stand out!

 

8. JOIN THE CONVERSATION.

Search hashtags or keywords and find conversations you can hop in on, but be careful not to be too “salesy” – simply be available to answer questions and further position yourself as a thought leader.

Searchimage

 

9. KEEP IT SECURE. DON’T GET HACKED.

Now that you’ve made Twitter your own, don’t let anyone else tarnish it! Make sure you use a strong password using alpha-numeric combinations, and do not give it out to anyone. We all remember the false tweet that was sent after The Associated Press Twitter account (@AP) was hacked last spring.

Financial Social Media Blog

The stock market reacted in a matter of seconds, spotlighting the power of social media in moving financial markets.

Also, if you link any third party applications, check Twitter to make sure they are trusted. (Twitter offers a Safe Tweeting Resource Page.)

 

What are your thoughts for making Twitter your own? For more tips and tricks about Twitter marketing practices, follow @finsocmedia!

Amy McIlwain
Author, speaker, and President at Financial Social Media, Amy McIlwain speaks at events around the world ranging from audiences of 1000 to small executive boardrooms. She's appeared on FOX, CBS, ABC, and NBC as a social media expert and her book, The Social Advisor: Social Media Secrets of the Financial Industry, has been featured as a best-seller in the Amazon business category. Hire Amy to speak at your next event! Visit www.amymcilwain.com
Amy McIlwain

@amymcilwain

International Speaker, Author, Global Industry Principal at @Hootsuite building compliant social media solutions for #FinServ. Traveler, skier, Bengals fan!
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Amy McIlwain
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About Amy McIlwain

Author, speaker, and President at Financial Social Media, Amy McIlwain speaks at events around the world ranging from audiences of 1000 to small executive boardrooms. She's appeared on FOX, CBS, ABC, and NBC as a social media expert and her book, The Social Advisor: Social Media Secrets of the Financial Industry, has been featured as a best-seller in the Amazon business category. Hire Amy to speak at your next event! Visit www.amymcilwain.com

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