Christine LucMarketing SpecialistDecember 12, 2012

We Merge

Marketing tech

Engaging content

Compliance

Expert guidance

Ease of use

Who We Are

San Francisco, California

Leadership & backing

ChristineMarketing Specialist

CameronCo-Founder

Wade Dokken• Co-Founder,

WealthVest Marketing• Fmr. CEO American

Skandia

Lincoln Collins• Co-Founder,

WealthVest Marketing• Fmr. CEO The

Hartford Europe• Fmr. COO American

Skandia

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

HOW TO SET UP A TWITTER PROFILE

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

How to Determine if a Twitter User is Spam

• 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:

How to Make Sure You Don’t Look Like a Spam 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.

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

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!

HOW TO SCHEDULE TWEETS ON ADVISORDECK

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

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

How to Incorporate Twitter Into Offline Marketing

• 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

HOW ADVISORDECK CAN KEEP YOUR TWEETS COMPLIANT

QUESTIONS

Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practices• Questions? support@advisordeck.com