Whether you’re just getting acquainted with Twitter or you’re antsy about dipping your toes in the water, we have a Twitter-specific presentation to cover all of your questions regarding business usage of Twitter. How can Twitter be used to generate leads for business? How can you use it to widen your business network? How do you tweet? What do you tweet about and how often should you do it? We cover the ins and outs: - Setting up a profile - Writing a tweet - Signs and symbols, hashtags and more - How to find people to tweet to - How to grow your follower base - How to find great content to share

1. HOW TO MASTER
TWITTER
Christine Luc
Marketing Specialist
AdvisorDeck, LLC

2. At AdvisorDeck, we merge
Marketing tech
Engaging content
Compliance
Expert guidance
Ease of use

3. SETTING UP A TWITTER
PROFILE

4. Your Profile Page
• Profile photo can be headshot or company logo
• Wallpaper should incorporate company colors
• Header picture (the picture behind the profile picture)
should not clash with photo
• Avoid using too much text in this image
• Have a professional page that conveys your brand.

5. Tweets
• Tweets are short messages that are 140 characters max
• Can include links
• How short should a tweet be?
• If you need ideas on how long to make your tweet, keep it around
100 characters so that people can retweet it.
• For an idea of that length, type out the sentence above. Twitter and
AdvisorDeck both include a character count!

6. What can you tweet about?
• Share content
• Share business updates, including photos
• Connect with your clients by mentioning common
interests
• Business events you’re attending

7. SIGNS AND SYMBOLS

8. Basic Signs
• @ - This is a mention symbol. When you type out a username, that
user will see that you mentioned them
• If you start a tweet with this symbol, only that user will see your message. It will
not show up on the Twitter feed
• RT – This means retweet. RT is an indicator that someone shared
someone else’s tweet.

9. Advanced Signs
• MT – Modified tweet. To share a tweet that you edited for
length, use MT
• .@ - To start a tweet by mentioning a user while also making
sure that everyone can see the tweet, put a period before @,
otherwise starting a tweet with @ will only be visible to the user
you mention

10. HASHTAGS

11. Beginner hashtag tips
• # - This is a hashtag (known outside of Twitter as a pound
sign)
• Use this to tag your tweet with searchable topics
• For hashtag recommendations, see here:
• http://financialsocialmedia.com/twitter/35-twitter-hashtags-
for-financial-professionals/
• http://www.hashtags.org/platforms/twitter/hashtags-for-
the-financial-industry/

12. Advanced hashtag tips
• You can add 1-3 hashtags at the end of a short tweet or
incorporate it into a message
• AVOID: #tweets like this that #make every other #word
into a #hashtag
• Find hashtags affiliated with conferences that you attend
and use them to network
• Promote your event with a hashtag to get people talking
about your event!
• Keep the promotional hashtag short and easy to remember

13. HOW TO FIND PEOPLE

14. Where to search for people:
• Look at your Twitter recommendations
• Link Twitter to your email to find existing clients on Twitter
• Klout and Twellow are great tools for finding industry
influencers
• Follow people who share your tweets and if they’re in your
industry, keep in touch with them
• Twitter advanced search

15. HOW TO FIND
CONTENT

16. Resources
• LinkedIn Today
• Twitter’s Discover tab
• Google Reader
• Google News
• Publications and TV channels you absorb on a regular
basis

17. RECOMMENDED
STRATEGY

18. What should you do?
• Schedule tweets on a regular basis so that your followers
know when to expect updates
• Make conversations with prospects and peers outside of
your tweet schedule!
• Understand that developing relationships is a long-term
strategy in social media

19. QUESTIONS

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