5 Simple Ways to Prospect with Twitter


Aug 26 • Internet Marketing, Social Media, Twitter • 12974 Views • No Comments

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Editor’s Note: Twitter is an amazing tool for both information consumers and creators. Ms. Schlapia outlines a solid strategy for making the most of this social network and where to focus your energy. In our view, central to success in using Twitter is understanding how to filter the “fire hose” – what is called the “tweet stream”. It’s clear there is too much to see – so knowing how to leverage search is most critical in our view. Don’t overlook advanced search that also allows you to look at Twitter’s sphere geographically to your region.

Creating a social media presence can be one of the best marketing moves you make for your firm. According to a study by LinkedIn and Cogent Research, 5 million investors use social media to research their financial decisions. Social media is the hot button in the playing field; providing your firm with brand awareness, established credibility, increased traffic to your website, and new channels to fill your prospect and referral pipelines. Twitter has a greater reach than traditional marketing methods and offers businesses a cost-effective alternative to engage with target markets; and a means to providing solutions and valuable content to your online community of followers.

The study by LinkedIn and Cogent Research reveals more than 90% of high-net-worth investors participate in social media. Old marketing methods need to be tossed out and replaced with a comprehensive social media marketing strategy to position your firm as a leader in the industry.

  1. USE TWITTER SEARCH:  Utilize Twitter’s search feature to find prospects in your target market. Your prospect pipeline will fill quickly.
  2. CREATE A TWITTER LIST:  Create a private Twitter list and include your prospective clients. Monitor their tweets to gain insight to their passions and needs; allowing you the opportunity to provide solutions.
  3. PROMOTE EVENTS:  Webinars and workshops are a great way to position yourself as an industry thought leader and make new connections.
  4. RETWEET, FAVORITE, AND REPLY:  Engage in conversations with your prospects. Remember, a relationship will build over time. Interact with others just as you would in person.
  5. SHARE RELEVANT CONTENT:  Share quality, beneficial, and relevant industry content with your online community. This will help position you as an influential leader.
Andrea Schlapia

Andrea Schlapia is the Founder and CEO of Ironstone, which represents the culmination of her 20+ year career within the financial services industry. Her experience began as a financial advisor evolving into a consultant coach for advisors entering the field. This ignited her passion to support others through learning and development of best practices in order to achieve substantial results. To this end, she followed her desire into positions of senior-level practice management specialists for Dreyfus, Prudential, and DWS Investments prior to the realization of Ironstone.

While her vision of Ironstone stemmed from her professional endeavors, it has taken shape as a boutique consulting group providing specialized solutions for a select number of clientele. In her work with entrepreneurs and business professionals from various fields, she strives to find and fill the gaps of each practice entrusted to Ironstone’s care.

Also known for her dynamic and entertaining presentation style, Andrea captivates her audiences with her interactive, high-energy presentations, which are built with “how-to” strategies that result in real-world implementation for significant impact. Andrea has been featured in multiple publications and audio broadcasts as a specialist and distinguished spokeswoman in her field.

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The above article is for educational purposes only. Investment professionals should consult their compliance departments before accessing or implementing any of the marketing ideas, practices or advice found in the DigitalFA. Your use of the DigitalFA website tells us you have read and agreed to our Terms of Service.

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