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HOW TO GET 1,000 TWITTER FOLLOWERS ADVISER KNOWHOW THE WEEKLY TV PROGRAMME FOR ADVISERS BY ADVISERS As advisers’ businesses continue to evolve in a post-RDR world, learning how to use Twitter is becoming increasingly helpful for advisers looking to market themselves and even win new clients. 1 Reasons for joining Twitter 2 How to get 1,000 followers 3 Value KEY QUESTIONS ADVISER KNOWHOW EPISODE 77 9 JULY 2014 HOW TO GET 1,000 TWITTER FOLLOWERS
Transcript

HOW TO GET1,000 TWITTER FOLLOWERS

ADVISER KNOWHOW THE WEEKLY TV PROGRAMME FOR ADVISERS BY ADVISERS

As advisers’ businesses continue to evolve in a post-RDR world, learning how to use Twitter is becoming increasingly helpful for advisers looking to market themselves and even win new clients.

1 Reasons for joining Twitter

2 How to get 1,000 followers

3 Value

KEY QUESTIONS

ADVISER KNOWHOW EPISODE 77 9 JULY 2014 HOW TO GET 1,000 TWITTER FOLLOWERS

ADVISER KNOWHOW EPISODE 77 9 JULY 2014 HOW TO GET 1,000 TWITTER FOLLOWERS

KEY POINTS

HERE ARE THE KEY POINTS FOR THIS WEEK’S ADVISER KNOWHOW FEATURING AN INTERVIEW WITH BRIDGET GREENWOOD, DIRECTOR OF FINANCIAL SOCIAL MEDIA UK.

1 3

2

REASONS FOR JOINING TWITTER:

¬ Looking to grow your client base

¬ Wanting to ask other advisers for advice based on their own experiences

¬ Meeting like-minded people

¬ Marketing/sharing your own ideas with other people

¬ Advertising your business

VALUE:

¬ Builds client/adviser relationships

¬ Can provide you with information/links/articles which you otherwise may not have been aware.

¬ Keeps you in the know about current events.

¬ Allows you to meet people who could help influence your business positively.

¬ You can always unfollow people at any time, so don’t let it overwhelm you!

HOW TO GET 1,000 FOLLOWERS:

¬ Ask people who you know to help you follow the ‘right’ people for you.

¬ Comment on Tweets which interest you.

¬ Take a look at Twitter lists and follow people with similar interests to you.

¬ Retweet tweets that interest you.

¬ Use hashtags so that people can see what is trending.

¬ Try not to automate Tweets too much.

ADVISER KNOWHOW EPISODE 77 9 JULY 2014 HOW TO GET 1,000 TWITTER FOLLOWERS

PROGRAMME TRANSCRIPT

“It’s obviously worked and it’s raised my profile from nowhere to fairly well known.”

Matthew Walne,Santorini Financial Planning

Sarah Pitard, New Model AdviserWith roughly 15 million Twitter users in the UK, here at Adviser KnowHow we’re left with one question. Could joining Twitter help your business and what would it take to get 1,000 Twitter followers? Here in the studio with me today is Bridget Greenwood, director of Financial Social Media UK, a digital marketing consultancy firm which helps advisers build better online relationships, gain new clients and save the optimum amount of time through the use of social media, but first, let’s have a listen to what a few other advisers have to say.

What was your goal when you first joined Twitter?

Alistair Cunningham, Wingate Financial PlanningI’d always kept my personal life and my private life pretty separate, it was a big transition for me moving from having the two separate, to thinking, a lot of my existing close client relationships know me very well, so the idea of keeping the two things separate was a bit bizarre. So, probably in mid 2009, I joined all my social media accounts together and mixed my business and my personal accounts.

Chris Budd, Ovation FinanceI think when I joined Twitter, it was for; the word I would use would be ‘engagement’. I didn’t know much about it and like most people when I first joined, I was a bit nervous of it, but actually I’ve found that engaging with people, talking with people was just fun.

Matthew Walne, Santorini Financial PlanningI think initially, it was just for fun, I mean it’s five years now since I’ve been on Twitter. So, it’s quite a long time and that’s I guess a fairly early adopter and I didn’t think I really had a plan to be honest at all, but as time grew by, the plan has very much developed and it’s obviously beginning to work, getting nominated for social media awards and winning awards. So, it’s obviously worked and it’s raised my profile from nowhere to fairly well known I guess. So, yes it’s definitely worked, but initially there was no plan, definitely no plan.

Has Twitter helped to grow your business?

Alistair Cunningham, Wingate Financial PlanningWe’ve had probably half a dozen enquiries through Twitter, in fact Aaron, who joined us last week, was a recruit that we actually got off Twitter, he was one through a tweet, which is probably a bit of a first for some firms. So, yes I would say it’s definitely aided the business.

Chris Budd, Ovation FinanceI have never been a great one for engaging with the IFA world. I don’t know to any other IFAs and actually through Twitter, I’ve met loads of really nice IFAs. So, it’s been a very interesting industry experience and shared good ideas, good practice, gone to the IFP conference, had fun there, all of that’s

come out because I belong to Twitter and talked to people and had some fun.

Who are your followers?

Alistair Cunningham, Wingate Financial PlanningIt tends to be mainly advisers and then you know, you just get the odd one or two sort of random followers, but yes, it tends to be mainly advisers now. So, out of 2,600 followers, I think, you know, over 50% of them are probably are advisers now and worldwide as well, not just UK.

Alistair Cunningham, Wingate Financial PlanningPrincipally, it’s other advisers and then people that share interests that I share. So, for example, photography, cycling, physics, that sort of thing.

Hi Bridget, how are you?

I’m very well Sarah, thank you.

Good, good. Well, I just wanted to talk to you a little bit about when you joined Twitter and sort of what your goals were when you originally joined Twitter?

Bridget Greenwood, Financial Social Media UKInteresting enough, when I first joined Twitter, I didn’t really have a big purpose for it. I was told, “Oh, have a look at Twitter.” so, I did and for the first six months I hated it if I’m absolutely honest, but now it’s my preferred

ADVISER KNOWHOW EPISODE 77 9 JULY 2014 HOW TO GET 1,000 TWITTER FOLLOWERS

social media site. So, it does take a tiny bit of getting used to, I think the first thing to do is decide who do you want to talk to when you go online and follow some people that you already know. Ask them to introduce you to some really good people and then you have a timeline, you know, what comes up in your Twitter filter is something that’s relevant that you could have a conversation with so, that kind of helps.

How do you use it for your business?

I use it in many ways; I am connected to a lot of advisers which is a main part of my client base and my target audience. So, I listen to what they have to say, I understand what the concerns in their industry are, I’m able to have relevant conversations with what’s going on and a lot of that is listening because when it comes to what’s happening within the industry as an adviser, it’s nice to know, but you know, I’m not in that position and then, when they have other questions around marketing or social media, then I can step in and maybe help out and then just when I enjoy what they have to say, I’ll happily share it out. So, I’m just having regular chitchats and conversations with people who I’m interested in doing business with.

So, you have quite a lot of Twitter followers. Do you have any top tips on how you’ve been able to gain over a 1,000 Twitter followers?

Well, it’s a lot easier today than it was a few years ago, more people are using Twitter and what I would say is, find the people that you want to connect with, if you want to connect with Press, then a really top tip is ‘lists’. If you go onto someone’s profile and then there’s a bunch of options, Twitter’s just changed it now. So, some are on the old profile, in which case, you want to look on the left hand side under their name and some are on the new profile which means that it goes across the top and then there’s a ‘more’ section. Click on that, it will say ‘lists’ and have a look at the lists, the public lists that people have put together. So, Martin Bamford, for example, has got a whole load of public lists for press. So, if you want to talk to the industry press, then go and have a look at his list. I’ve got two lists now that say ‘financial world’. So, if you’re interested in connecting with more people in the financial world, go ahead and do that. If you’re looking for SME go and find someone on Twitter and see what’s happening in their lists. If they don’t have lists, then you can click on ‘following’ and you can see who they’re following and you can click on ‘followers’ and see who’s following them and so, all of a sudden, you just need to find one or two people and you’ll have a whole range of other people to follow. Engage with them and many of them will follow you back.

Bridget, do you have any top Twitter tips in general, just sort of phrases that you might be able to give us a bit of insight?

Go through and take the time and find one or two key people who are talking to your audience, say hello to them, re-tweet what they’re doing and start off your relationship with them that way and you will have much more success then trying to be, perhaps spending less time and automating it more. When you’re making a connection with someone, say when you meet them face to face, shake their hand, look them in the eye and ask them how they’re doing. Don’t just grab their business card and run.

Thank you so much.

Thank you very much Sarah.

You can download this week’s cribsheet at citywire.co.uk/adviserknowhow or bnymellonam.co.uk/adviserknowhow or you can find the link @AdviserKnowHow on Twitter.

Thanks for listening and we’ll see you next week.

“For the first six months I hated it if I’m absolutely honest.”Bridget Greenwood, Financial Social Media UK

ADVISER KNOWHOW EPISODE 77 9 JULY 2014 HOW TO GET 1,000 TWITTER FOLLOWERS

Produced in association with BNY Mellon, Adviser KnowHow is a new groundbreaking programme, created specifically to help you and your business. Every week we speak directly to your peers in the industry to understand how they have addressed some of the key issues that advisers face every day of their working lives.

Get involved and add your views on twitter: @Adviserknowhow

ADVISER KNOWHOW A PROGRAMME FOR ADVISERS BY ADVISERS

ADVISER KNOWHOW EPISODE 77 9 JULY 2014 HOW TO GET 1,000 TWITTER FOLLOWERS

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TRANSCRIPT Past performance is not a guide to future performanceThe value of investments and the income from can fall as well as rise so you may get back less than you originally invested. This document is issued in collaboration with Citywire.For Professional Clients only. This is not intended as investment advice. Any views and opinions contained in this document are those of the individual as at the date of issue, are subject to change, do not represent the views of BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA, formerly named BNY Mellon Asset Management International Limited) and should not be taken as investment advice. BNYMIM EMEA and its affiliates are not responsible for any subsequent investment advice given based on the information supplied. This document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised. Unless otherwise noted, all references to total assets under management (AUM) (which are approximate), provided by The Bank of New York Mellon Corporation, are as of 31 March 2014*. AUM for The Boston Company Asset Management, EACM Advisors, Mellon Capital Management Corporation and Standish Mellon Asset Management Company LLC includes assets managed by those individual firms’ officers as associated persons, dual officers or employees of The Dreyfus Corporation. In addition, AUM / OUM for the following firms may include assets managed by them as non-discretionary investment manager for, or by the individual firms’ officers as dual officers or employees of, The Bank of New York Mellon: The Boston Company Asset Management, LLC, The Dreyfus Corporation and its BNY Mellon Cash Investment Strategies division, Mellon Capital Management Corporation, Newton Capital Management Limited (part of The Newton Group), Standish Mellon Asset Management Company LLC, and CentreSquare. AUM includes BNY Mellon Wealth Management, Ankura Capital and external data. This document should not be published in hard copy, electronic form, via the web or in any other medium accessible to the public, unless authorised by BNYMIM EMEA to do so. To help us continually improve our service and in the interest of security, we may monitor and/or record your telephone calls with us. This document is issued in the UK and in mainland Europe (excluding Germany) by BNYMIM EMEA, BNY Mellon Centre, 160 Queen Victoria Street, London EC4V 4LA. Registered in England No. 1118580. Authorised and regulated by the Financial Conduct Authority. BNYMIM EMEA and any other BNY Mellon entity mentioned are all ultimately owned by The Bank of New York Mellon Corporation.

VIDEO Past performance is not a guide to future performanceThe value of investments and the income from can fall as well as rise so you may get back less than you originally invested. This document is issued in collaboration with Citywire.For Professional Clients only. This is not intended as investment advice. Any views and opinions contained therein are those of the individual as at the date of issue, are subject to change, do not represent the views of BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA, formerly named BNY Mellon Asset Management International Limited) and should not be taken as investment advice. BNYMIM EMEA and its affiliates are not responsible for any subsequent investment advice given based on the information supplied. This video may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised. This video is issued in the UK and in mainland Europe (excluding Germany) by BNYMIM EMEA, BNY Mellon Centre, 160 Queen Victoria Street, London EC4V 4LA. Registered in England No. 1118580. Authorised and regulated by the Financial Conduct Authority. Issued as at 6/5/2014 CP12691 6-8-2014 (3M)

Contact BNY Mellon: tel: 0500 66 00 00 email: [email protected] web: www.bnymellomim.co.uk

* As at 31 March 2014


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