Twitter Essentials for Financial Advisors & Insurance Agents


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This presentation goes through the basics of the social network Twitter. It covers the methodology for building a profile, attracting followers, and bringing in new prospects to get into your sales funnel.

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Twitter Essentials for Financial Advisors & Insurance Agents

  1. 1. Beginners Guide to Using Twitter
  2. 2. Beginners Guide to Using Twitter ✦ ✦ ✦ ✦ ✦ ✦ Why you should be on Twitter What you should post When you should post How to build a following Who you should be following How to build your profile @advisorlytics
  3. 3. What is Twitter? Twitter is an online social networking and microblogging service that enables users to send and read "tweets", which are text messages limited to 140 characters. Registered users can read and post tweets, but unregistered users can only read them. @advisorlytics
  4. 4. Twitter Statistics & Facts • • • • • • • • 51% of active Twitter users follow companies, brands or products on social networks. (via Edison) 49% of monthly Twitter users follow brands or companies. (via Convince and Convert) Twitter users are 3 times more likely to follow brands than Facebook users. (via Convince and Convert) 42% of Twitter users learn about products and services via Twitter. (via Convince and Convert) 67% of Twitter users are far more likely to buy from the brands they follow on Twitter. (via MediaBistro) 37% of Twitter users will purchase from a brand they follow. (via MediaBistro) Close to 80% follow a brand to get exclusive content. (via MediaBistro) Over 90% say they follow businesses on Twitter to get discounts and promos. (via MediaBistro) 70% of small businesses are on Twitter. (via MediaBistro) @advisorlytics
  5. 5. Twitter Statistics & Facts @advisorlytics
  6. 6. Why Should I Be on Twitter? ✦ ✦ ✦ ✦ Discover and follow prospects Engage with them to start building rapport Serve as a knowledgable resource and thought leaders for the community Stay up to date on latest news and industry trends. @advisorlytics
  7. 7. How do I send a Tweet? • • • • 140 Character Limit Use hashtags (#) to attach tweet to topics Use @ plus username to tweet to individuals Insert URLs & Pictures (about 20 characters each) With a 140-character limit, word choice is extremely important on Twitter. @advisorlytics
  8. 8. Twitter Terminology @advisorlytics
  9. 9. Twitter Terminology @advisorlytics
  10. 10. Twitter Terminology @advisorlytics
  11. 11. What Should I Post on Twitter? • • 70% interaction • Retweets, @Replies to engage users 30% promotional • Push out blog posts, ask questions, talk about industry developments & news @advisorlytics
  12. 12. What Should I Post on Twitter? • • • Social listening - eavesdropping on your customers’ social media conversations - helps determine what your audience is saying and interacting with. This will assist you in deciding what kind of content you should create and share. Competitor listening - see which tweets are getting the most engagement for your competitors and replicate accordingly Trending Topics - what topics are the most users talking about at any point in time (listed on the left hand side) @advisorlytics
  13. 13. When Should I Post Factors SEO Ranking on Twitter? • • • @advisorlytics Generally Twitter Users active in the evening However, depends greatly on audience Test when you post, including different days and times of the week. Post the same tweet multiple times a day or week
  14. 14. When Should I Post Factors SEO Ranking on Twitter? Twitter icon Guy Kawasaki suggests: “Repeat your tweets four times, eight hours apart! If you do it that way you will always catch Paci!c Coast prime time, which is early evening.” @advisorlytics
  15. 15. When Should I Post Factors SEO Ranking on Twitter? Twitter is constantly updating; something you post one second could be at the bottom of your followers’ feeds within the next second. For convenience, schedule Tweets through social monitoring tools such as TweetDeck or HootSuite. @advisorlytics
  16. 16. How Do I Build a Follower-Base? • • • • Find people in your industry and follow them. Follow businesses and wellknown thought-leaders in your industry. For local business, follow area businesses, news sources and local individuals. Reach out to these people and ask them to follow you in return @advisorlytics
  17. 17. How Do I Build a Follower-Base? • • • • Make sure that your tweets aren’t over promotional Provide useful and pertinent information Engage with your users to get retweets, which enables your account to get in front of new people Share content that people want to see and share @advisorlytics
  18. 18. How Do I Build a Follower-Base? • They aren’t called social networking sites for nothing! • Don’t forget: share content from others. • If others see you sharing and commenting on their tweets and posts, they’re more apt to follow you and share what you have to say. @advisorlytics
  19. 19. With Twitter ,You Have to be Patient! You’re not going to build your Twitter following overnight. These things take time, but the effort is worth it. @advisorlytics
  20. 20. How to Build Your Profile @advisorlytics
  21. 21. How to Build Your Profile @advisorlytics
  22. 22. Let’s Open Up the Floor.... T @advisorlytics
  23. 23. We Would Like to Help You with T All of Your Interactive Needs T • • • • Search Engine Optimization (SEO) • Responsive Website Design Social Media Strategy & Marketing Services • Analytics and Conversion Optimization Online Ads (PPC/CPM) • Local Marketing Email Marketing • Strategy & Consulting for Financial Institutions @advisorlytics
  24. 24. Contact Us T Mike Rowan, President 404-455-7825 @advisorlytics
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