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Christine LucMarketing SpecialistDecember 12, 2012
We Merge   Marketing tech   Engaging content   Compliance   Expert guidance   Ease of use
Who We AreSan Francisco, California        Cameron                          Christine        Co-Founder                   ...
Why You Need to Be on Twitter• Twitter helps you reach out to potential clients in a casual  and public setting• It’s easy...
HOW TO SET UP ATWITTER PROFILE
Common Twitter Functions• Tweet   • Status update of 140 characters max. About 1 or 2 short sentences• @ - Mention  • Use ...
How to Determine if a Twitter User isSpam• They promise you hundreds or thousands of new    followers•   There’s no photo•...
How to Make Sure You Don’t Look Like aSpam Account• Fill out your profile. All the fields!• Post quality content• Keep pos...
What to Tweet About• Articles that would be helpful to prospects• Life at the office• Hobbies that strengthen common inter...
How Often Can You Tweet?• A lot. You can tweet up to 5 times a day and there’s no  problem• Try to space out your tweets s...
HOW TO SCHEDULETWEETS ONADVISORDECK
How to Engage with People on Twitter• Explore the # Discover tab of Twitter• Search for topics that you know and respond t...
Results You Can Expect with Twitter• Twitter is an easy way to connect with people, but  developing relationships with peo...
How to Incorporate Twitter Into OfflineMarketing• Mention your Twitter handle on business cards, in your  email signature,...
HOW ADVISORDECKCAN KEEP YOURTWEETS COMPLIANT
QUESTIONS
Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practic...
How to Take Flight on Twitter
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How to Take Flight on Twitter

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In the slides for this webinar, we’ll tell you everything you need to know to get started on Twitter and tweet fearlessly!

We’ll cover:
- How to set up a profile
- Hashtags: what they are, how to use them
- Common Twitter functions
- How to find people to follow
- How to determine if a Twitter user is spam
- How often you can tweet
- Ideas on what to tweet about
- How to get people’s attention on Twitter
- How to incorporate Twitter into offline marketing
- How to schedule tweets for your whole team in AdvisorDeck
- How AdvisorDeck social posts can meet compliance

For more information about AdvisorDeck, http://getadvisordeck.com/feature-list/

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How to Take Flight on Twitter

  1. 1. Christine LucMarketing SpecialistDecember 12, 2012
  2. 2. We Merge Marketing tech Engaging content Compliance Expert guidance Ease of use
  3. 3. Who We AreSan Francisco, California Cameron Christine Co-Founder Marketing SpecialistLeadership & backing Lincoln Collins Wade Dokken • Co- • Co- Founder, WealthVest Founder, WealthVest Marketing Marketing • Fmr. CEO The • Fmr. CEO American Hartford Europe Skandia • Fmr. COO American Skandia
  4. 4. Why You Need to Be on Twitter• Twitter helps you reach out to potential clients in a casual and public setting• It’s easy to curate articles and brand yourself as an expert in your field• A strong presence on Twitter is good for search engines as well as developing business relationships
  5. 5. HOW TO SET UP ATWITTER PROFILE
  6. 6. Common Twitter Functions• Tweet • Status update of 140 characters max. About 1 or 2 short sentences• @ - Mention • Use the @ sign to mention a Twitter user online. The user you mention will be notified that you mentioned them• # - Hashtag • Use the # to label your tweet• RT – Retweet • Share someone else’s status update with your followers• MT - Modified Tweet • Shorten someone else’s tweet and share with your followers while still giving them credit
  7. 7. How to Determine if a Twitter User isSpam• They promise you hundreds or thousands of new followers• There’s no photo• Their username may have a lot of digits• Their username might not be coherent (recognizable as a name or abbreviation of a name)• Example:
  8. 8. How to Make Sure You Don’t Look Like aSpam Account• Fill out your profile. All the fields!• Post quality content• Keep posting quality content• Have a few tweets under your belt before engaging with other people on Twitter: aim for at least 20.
  9. 9. What to Tweet About• Articles that would be helpful to prospects• Life at the office• Hobbies that strengthen common interests with prospects • If your clients love golf and you love golf, go ahead and mention it if you’re at the golf course• Arrivals at events or conferences that you attend for your job
  10. 10. How Often Can You Tweet?• A lot. You can tweet up to 5 times a day and there’s no problem• Try to space out your tweets so that you’re not updating more than once an hour because otherwise you’ll flood a follower’s Twitter feed • If you start a tweet with a mention (@) then it will decrease the likelihood that all of your followers will see it, so don’t hold back on those conversations!
  11. 11. HOW TO SCHEDULETWEETS ONADVISORDECK
  12. 12. How to Engage with People on Twitter• Explore the # Discover tab of Twitter• Search for topics that you know and respond to people• Share tweets by other users or comment on links that other users post• Try to regularly talk to certain people to build relationships rather than responding to any strangers you stumble upon and then forgetting about them
  13. 13. Results You Can Expect with Twitter• Twitter is an easy way to connect with people, but developing relationships with people still takes time• Twitter can help enhance your content marketing and offline marketing efforts• It’s a great tool for promoting blog posts or other marketing pieces you have• Good to get in a habit of scheduling tweets regularly to save time
  14. 14. How to Incorporate Twitter Into OfflineMarketing• Mention your Twitter handle on business cards, in your email signature, in your offline marketing materials• Create and promote hashtags for events that you’re hosting or attending • You can make your own! If you’re speaking at a “Safe Money” seminar, you can use #SafeMoney • Encourage people to use those hashtags to talk about the event on Twitter • Use the hashtag yourself and retweet or respond to people that do
  15. 15. HOW ADVISORDECKCAN KEEP YOURTWEETS COMPLIANT
  16. 16. QUESTIONS
  17. 17. Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practices• Questions? support@advisordeck.com

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