How To Get Started on Twitter [Step by Step Guide for Financial Advisors, by Blueleaf]

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    11-May-2015

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Easy step by step guide to getting started on Twitter. Whats Inside Part One How to Create Your Free Account Part Two How to Setup Your Profile Part Three How to Start Following People Part Four How to Start Tweeting Part Five Basic Twitter Lingo Part Six Easy Formulas for Awesome Tweets BONUS How to Send a Tweet From Your Phone Glossary

Transcript

  • How To Get Started on Twitter

    Easy Step-By-Step Guide for Financial Advisors

  • Whats Inside Part One How to Create Your Free Account Part Two How to Setup Your Profile Part Three How to Start Following People Part Four How to Start Tweeting Part Five Basic Twitter Lingo Part Six Easy Formulas for Awesome Tweets BONUS How to Send a Tweet From Your Phone Glossary

  • Ready? Lets do this.

    If youd like help along the way... email marketing@blueleaf.com

    or Tweet @BlueleafAdvisor

  • Part One How to Create Your Free Account

  • How to Create Your Free Account 1. Go to http://twitter.com/signup 2. Enter your name and email address 3. Create a password 4. Choose a Twitter username i.e. @BlueleafAdvisor

    A Username should represent you or your firm. It should be easy to remember and quickly recognizable, and easy to spell so other users can send messages without typos.

    Youre not locked into this username forever it can be changed!

    5. Quickly check to make sure your name, email address, password, and username are all spelled correctly 6. Click Create My Account

  • Part Two How to Setup Your Profile

  • 7. From the Twitter home page, click on the Settings link. You should be on the Account tab. Set the timezone to match yours. 8. Dont check Protect My Updates. If you do, your tweets are hidden from the public. This shuts people out, discourages engagement, and will hinder your Twitter success. 9. From the Profile tab, upload a picture. http://michaelhyatt.com/the-beginners-guide-to-twitter.html

    How to Setup Your Profile

  • Tip! Use your headshot, not your logo, for your profile picture. Research

    suggests that a personal headshot (or the headshot of someone at your firm) leads to better engagement. Its more personal and relatable. You can use

    your logo for your header photo.

  • 10. Fill out the rest of your basic information: Location, URL for your website/blog, and a brief bio. 11. When you are finished, click the Save button. http://michaelhyatt.com/the-beginners-guide-to-twitter.html

    How to Setup Your Profile

  • Tip! If you work with clients irrespective of geographical location, we suggest writing something vague for your Location i.e. Everywhere, or Just a phone call away. Chicago may deter prospects who find you on Twitter and then jump to the conclusion that This person cant help me. I dont live in Chicago.

    Your bio can also be as serious or as fun as youd like, but it must be brief

    no more than 160 characters. Quite a few bloggers agree that

    Hillary Clinton perfected the Twitter bio/profile picture combo.

  • Part Three How to Start Following People

  • Follower On Twitter, you follow another user to see his or her updates on your Twitter home page, and they follow you to see yours.

  • 13. Build your followers. As you get more savvy in the Twitter world, youll build a base of followers. You can do this by following more people, which encourages them to follow you back, sending out clever tweets that people who arent your followers may see, and just continuing to be an active tweeter. Tips To Get More Followers Integrate your efforts to extend the engagement Work with others to reach more Twitter users Learn more about our users and what they like Delight your followers with behind-the-scenes access Wow them with exclusive content and promotions Let your current followers help you spread the word to new ones Get more followers with paid Twitter Ads (This shouldnt be

    necessary https://business.twitter.com/attract-followers

    How to Start Following People

  • 12. Find people/brands you know via search and via Twitters suggestions. Twitter will present you with a list of popular people to follow. Click at least five people to follow and press Next when youre done. Youll be presented with another list tailored to the people you chose, and youll be asked to choose at least five more. You can always skip this step by skipping forward on the prompts given. You can always Unfollow an account later, so dont over-think each Follow. If their tweets turn out to be boring, irrelevant, you can Unfollow them. http://www.wikihow.comGet-More-Followers-on-Twitter

    How to Start Following People

  • Part Four How to Start Tweeting

  • How To Start Tweeting 14. Just Tweet it. Now that your account is set up, youre ready to go! Start sharing your short-and-sweet thoughts with the world. Just type a message and press Tweet when youre ready.

  • How To Start Tweeting 15. Attach a photo. Tweets with images get 150%+ more engagement. From Your Computer: Go to compose a new tweet, as you normally would, and click the small camera icon and select the image you want to tweet from your computer files. Add some text and press send! From Your Smartphone: Go to compose a new tweet, as you normally would, and tap the small image icon. Select the photo from your camera roll, or take a photo (selecting Use Photo when youre happy with it), and add some text and press send.

  • Part Five - Basic Twitter Lingo You Need on Day One

  • Retweet (RT) Twitter is all about sharing things that your followers might find useful, interesting, or entertaining. When you see a tweet that

    you think your followers would be interested in, click the Retweet button to make that tweet appear in your followers home pages. Theyll know you

    were the one who shared it.

  • Favorite Using the Favorite function is the equivalent of liking a post on Facebook. It shows your appreciation or agreement with a post without reposting it on your followers home pages. To use this function, click the

    star icon below a tweet.

  • Hashtag (#) People on Twitter insert hashtags into their tweets to

    provide context and to make them easily searchable for people looking for updates on a specific topic. A hashtag is simply a keyword preceded by the hash symbol, like #Blueleafing. Include it and anybody who searches that

    hashtag will see your updates.

  • Part Six - Easy Formulas for Awesome Tweets

  • To help you up your Twitter game, here are some Twitter formulas just make the below changes to each one. Each audience is different, so you may find that some of these formulas work better than others to grow your following. Fill in the blanks where the

    [BRACKETS] are Edit the hashtag with the actual

    hashtag youd like to use (e.g. #Blueleafing)

    Replace @TwitterHandle with a persons real Twitter handle (e.g. @BlueleafAdvisor)

    http://blog.hubspot

    Tweet Formulas

    blog.hubspot.com/marketing/tweet-formulas-to-get-you-started-on-twitter

  • #1 The Basic Shared Content Tweet [ARTICLE TITLE] http://url .com #hashtag by @TwitterHandle This go-to tweet style is the easiest to execute, but many times people forget to include a relevant hashtag and authors Twitter handle. The hashtag could get your tweet more exposure to people following that hashtag. And always credit your information source (the author or the site you got the post from) on social media. Itll show appreciation to the original content creator, and they might return the favor by sharing some of your content with their followers. Example: Harry Connick Jr., Skittles, & Advisors You Want to Punch hub.am/1njSwla by @BlueleafAdvisor #2 The RT With Commentary [YOUR OPINION] #hashtag RT @TwitterHandle [ARTICLE TITLE] http://url .com Typically when you want to retweet someones tweet, you can simply click the retweet button and share the content with your followers. But if you want to get people to notice you on Twitter, you may want to add some commentary to your retweets. In this case, when you retweet, copy and paste their tweet, preface the tweet with RT @TwitterHandle, and add commentary to the beginning. If you modify their tweet at all (e.g. to make the tweet a bit shorter), use MT stands for modified tweet instead of RT. Example: #4 is important but often forgotten RT @BlueleafAdvisor Its Time to Rethink the Standard Email Newsletter hub.am/1qa5jvC by @CorinneDeCost

    Tweet Formulas

    blog.hubspot.com/marketing/tweet-formulas-to-get-you-started-on-twitter

  • #3 The Problem/Solution Tweet Dont let your [ASSET] [NEGATIVE RESULT]. Find out how to [GOAL] here - http://url .com #hashtag Fear is a powerful motivator. Nobody wants to suck, or fail, or flounder, or fall short, or whatever [negative result] you use. And if they do, they want to learn how to remedy the situation, fast. Thats where you can help them. Also, if theres a relevant hashtag you can use here, dont forget to include it! Example: Dont know what to post, so youve lost all your readers? Check out these 4 Hot Topics and 12 Specific Blog Post Ideas hub,am/1i4rYXP #blogging #4 The Stat or Fact Tweet Did you know that [STAT]? http://url .com #hashtag Dont just find any old data point here find something that will really intrigue your target audience. Once they get this little preview, theyll want to read the full story to understand (1) why this data point is true, and (2) what they should do about it. Example: Do you know the online research tool 81% of financial service pros neglect? hub.am/1nw6Zfr #Blueleafing

    Tweet Formulas

    blog.hubspot.com/marketing/tweet-formulas-to-get-you-started-on-twitter

  • #5 The Endorsement Tweet I loved this article by @TwitterHandle about [TOPIC] http://url .com #hashtag Lots of valueable info on [TOPIC] in this article by @TwitterHandle http://url.com #hashtag This tweet can take many forms, but instead of tweeting a basic shared content tweet, youre adding your endorsement to the tweet, and possibly including info on why you enjoyed the piece. Example: I loved this article by @CarolynHeard about how to stand out from other Financial Advisors hub.am/1kXH1Bw #Blueleafing #6 The Question Tweet [QUESTION] #hashtag OR [QUESTION] http://url .com #hashtag Twitter, like all social media, is a two-way conversation. You should regularly ask your followers questions. These can be tied to an article youve read or could be something a little more random (though still tied to your brand). Not every tweet needs to drive traffic to a website page. Example: What kind of billing system do you prefer? #Blueleafing

    Tweet Formulas

    blog.hubspot.com/marketing/tweet-formulas-to-get-you-started-on-twitter

  • #7 The Tip or Advice Tweet [YOUR OWN WORDS OF WISDOM] #hashtag [QUESTION] #hashtag 1. [ANSWER 1] 2. [ANSWER 2] 3. [ANSWER 3] Tweeting bits of advice that obviously arent traffic drivers is a great way to build credibility. Tweets like this are tweeted frequently and can get you more engagement and followers, so dont look at it as a sacrifice. Example: Do you pass re-share test? Be valuable as a #blogger 1. Provide information 2. Provide analysis 3. Provide assistance 4. Be entertaining #8 The Inspiring Quote [ARTICLE TITLE] http://url .com #hashtag by @TwitterHandle The hashtag could get your tweet more exposure to people following that hashtag. And always credit your information source (the author or the site you got the post from) on social media. Itll show appreciation to the original content creator, and they might return the favor by sharing some of your content with their followers. Example: Advisors You Want to Punch hub.am/1njSwla by @BlueleafAdvisor

    Tweet Formulas

    blog.hubspot.com/marketing/tweet-formulas-to-get-you-started-on-twitter

  • Youre almost there! BONUS section: How To Send a Tweet from Your Phone

  • Twitter is even more convenient if you can connect it to your cell phone. You can receive updates from those you are following as well as send your own interaction alerts. It can all be done via text message or the Twitter app. For the App: Download the free app through your

    smartphones App Store. Once the app has downloaded onto your

    mobile device, open it up. Enter our account information on the login screen, and you can get started!

    How To Tweet from Your Phone

  • For Texting: Twitter doesnt charge anything for this

    service, but your phone carrier might. Its a good idea to check with them and make sure you are on an unlimited text messaging plan, since you dont want to be surprised with a big phone bill.

    Under the Settings link, click on the Mobile tab. Enter your mobile phone number and click on the Start button. Now take your cell phone and text message the code Twitter gives you to 40404 (the number will be different if you are outside the U.S.). Be patient. Eventually, Twitter will confirm to you that your device is registered.

    Now, while still on your phone, set up a contact named Twitter. For the mobile phone number, use 40404. Anytime you want to send a Twitter update, you will text it to this contact name.

    How To Tweet from Your Phone

  • A Brief & Basic Twitter Glossary

  • Twitter Glossary @Mention You direct public messages to other Twitter users by inserting an @ sign immediately followed by their username. For example, @BlueleafAdvisor Nice article! DM DM is short for Direct Message, a tweet-like message sent in private between two Twitter users. Unlike the public @Mentions, DMs are private and do not appear to anyone except the specified recipients. You can send a DM to anyone who follows you. Engagement Engagement on Twitter refers to the practice of responding to and making conversation with your followers and other people on Twitter. Most of the businesses that are successful on Twitter make this a priority. Feed A feed is any constantly-updating list of tweets or other updates, usually sorted chronologically with the most recent updates appearing at the top. Your home page is a feed of tweets from people you follow and your profile page is a feed of your tweets. URL Shortener Tweets are limited to 140 characters, so many users will choose to shorten website links in order to better fit in the character limit. At Blueleaf, we like to use the free service Bitly. Trending When a term is extremely popular on Twitter at any given moment, its trending. The home page offers a list of trending terms. Be forewarned the Twitter community is fickle and trends often evaporate as quickly as they appear.

  • Congrats! Youve completed the beginner Twitter training for Financial Advisors.

    NEXT: Send a tweet to @BlueleafAdvisor to tell us how its going! Follow @BlueleafAdvisor to get even more helpful resources for building and growing your advisory business. Visit www.Blueleaf.com/advisor to see what we do. (Its cool.)

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