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How Financial Advisors Should use Twitter

Well not only did we set some Google Hangout records on this live Hangout on Air event, but we also had some fun talking about Twitter all while having a beer and/or glass of wine.  If you missed our first #FridayToast event, let me tell inform you of what we are doing every Friday at 3pm eastern.  Amy McIlwain, myself (Joe Simonds), and my brother Luke are discussing social media all while imbibing on our favorite Friday afternoon adult beverage.  This week, we discuss how financial advisors should use Twitter.

Why do so FEW Financial Advisors use Twitter?

To begin, the financial services industry as a whole seems to be a bit anxious (or afraid) to use Twitter.  However, as our friend Amy points out in the hangout, it isn’t really just do to compliance issues.  The problem really has to do with the fact that no one is really showing financial advisors how to use Twitter correctly.  Simple things like actually listening, retweeting, and interacting with other Twitter users are what makes Twitter work.

Yet, most financial advisors are only using Twitter to push content and their brand out there.   It would be like going on a date and the only person only talks about themselves and never responds to a single thing you say or question that you ask.  Of course it won’t turn out well!

However, that really is where the disconnect is for financial advisors using Twitter.  What you really need to do it start listening, start engaging with other people just like you would face to face, and then of course be authentic.

It is also important that you learn how to use Twitter hashtags (#) appropriately, and also how to when to include other Twitter users (using the @ symbol followed by their Twitter handle), along with retweets, favorites, and quoted tweets.

But the main takeaway is to just listen and engage, just like you would on a date, a business meeting, or a new client meeting.  And make sure to have some FUN!


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Fernando Godinez

Fernando Godinez is the CEO of Advisor Internet Marketing. He’s been the architect behind some of the top financial advisors online presence in the country and help them triple their practice through online lead generation. Over the past few years he has been responsible for generating over 500k leads through online marketing and lead generation campaigns for independent financial advisors.

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