Home > Aspiring RIAs > Do’s and Don’ts of Twitter, LinkedIn and Facebook for Advisors

Do’s and Don’ts of Twitter, LinkedIn and Facebook for Advisors

Eighty percent of the U.S.-based advisors at Raymond James use social media to build their digital brands, and in an interview with ThinkAdvisor, Lisa Turley, the firm’s SVP-advisor marketing shares dos and don’ts for using Twitter, LinkedIn, and Facebook. For example, she tells the publication that technical commentary isn’t the right thing to publish on Facebook. She also describes the “Five Stages of Client Engagement” via social media. See the full Q&A below. Also, consultant Julie Littlechild explains that the new ways prospects are hearing from and about advisors are leading advisors to develop platforms that speak to an “audience,” not just singular prospects. “When you see advisors blogging, podcasting and running webinars, they’re building and nurturing audiences,” she writes in a post at her AbsoluteEngagement.com website. She lists various tech tools advisors can use to publish and broadcast their message to that audience. See a link to her post below.


Do’s and Don’ts of Twitter, LinkedIn and Facebook for Advisors

By Jane Wollman Rusoff

Source: ThinkAdvisor

To be or not to be on social media: That isn’t the question. Today, it’s a must for financial advisors to have a digital presence, and that doesn’t mean just putting up a website and hoping prospects will find it. There’s a strategy for using LinkedIn, Twitter and Facebook to reap marketing results, as Lisa Turley, senior vice president-advisor marketing at Raymond James, a leader in social media for advisors, tells ThinkAdvisor, in an interview.



Tools That Get Your Message to More Prospects

By Julie Littlechild

Source: AbsoluteEngagement.com

The nature of business development, I think it’s safe to say, is changing. You might argue (perhaps persuasively) that not much has changed when you’re sitting across from a prospect. In that moment, it’s about the needs of the prospect and determining if the fit is right. It’s just you and the prospect and the connection you make. What’s different is everything that happened before that prospect walked into your office.


You may also like
Social Media is Not Just About YOU—It’s About Knowing Your Clients and Prospects
Unsolicited Third-Party Comments on Social Media Are Not Testimonials – Shouldn’t be Shared
Grow Your Business with Social Media

Leave a Reply