Twitter For Financial Advisors

• 1. Twitter for Advisors David Cesarini October 2, 2009

2. 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.

3. 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

4. Who is using Twitter?

• Over 32 million unique visitors per month

• • • Chances are your target market is there:

5. 6. 7. 8. Canadian Advisor Twitter List 9. What do you say?

• Benefits:

• • Share information, update your clients, and speak to your target market directly

• Potential Costs?

10. Summary

• Tool to build and retain customers for your advisory business

• There are costs