Twitter for Advisors

David Cesarini

October 2, 2009

Objectives

• See Twitter as a way to build and retain customers for your advisory business

• Identify the costs and benefits of using Twitter in your marketing strategy.

What do you know about Twitter?

• A discussion using rhetorical questions only

• After you ask a question wait two turns before you can ask again

Who is using Twitter?

• Over 32 million unique visitors per month• Chances are your target market is there:

Canadian Advisor Twitter List

What do you say?

• Benefits: – Share information, update your clients, and

speak to your target market directly

• Potential Costs?

Summary

• Tool to build and retain customers for your advisory business

• There are costs