How Financial Advisors Can Grow Their Brand with Twitter Threads

When I started my RIA in July 2020, I leaned primarily into two platforms:

Twitter & YouTube

I believed they had the best combination of distribution + discovery + community-building.

In July 2021, a year after getting started, I shared my Twitter growth strategy with members of PlannerDAO.

Below is the full recording, along with key takeaways & tips:

Some highlights from the episode:

• Engagement is Key: It's not just about posting; it's about building relationships through comments, retweets, and direct messages
• The Power of Threads: Can serve as mini blog posts, allowing you to share valuable insights and establish authority in your niche
• Finding Your Niche: Can help you connect with your target audience more effectively
• Long-Term Strategy: Twitter is not a quick lead generation tool; it's about building relationships & showing expertise over time
• Real Success Stories: Sharing how to connect with potential clients and grow your business, including a story about how a simple tweet led to a new client

How to Make Twitter Work for You

• Have a clear bio
• Create a "link in bio"
• Create your pinned tweet
• Engage with others
• Be consistent

Your bio should clearly list:

• What you do
• Who you help
• Include a link

🎡 Club Read: How to Design Your Social Profiles to Convert

Your pinned tweet might include:

• Who you are
• What you do
• Why you got into FP
• Personal tid-bits
• Links to blog, site, etc.

🎡 Club Read: The Power of Pinned Posts

What is a "thread"?

A long-form piece of content on Twitter that consists of multiple tweets all tied together - like these:

Best kinds of content for threads:

• Things you’ve learned as an advisor
• Client wins / stories
• Mistakes to avoid
• Interesting, not-common-knowledge finance info
• Business accomplishments, lessons learned
• Blog posts (key points broken down)
• Complex information made simple

Helpful thread tips:

• Include images/GIFs to make it more fun & engaging
• Over time, go back and rewrite / add to it
• Design & formatting matters (one sentence per line, tiered lists)
• Tag relevant people
• Include a TL;DR

Th Value of Native Content

The point is to take top of funnel content (blogs, podcasts, videos) and natively embed it into social platforms.

• Threads are just twitter blog posts
• Carousels are just instagram blog posts
• Slideshows are just linkedin blog posts

🎡 Club Read: Mastering the Art of Repurposing Content

The Takeaway

Twitter is just one piece of distribution within a whole marketing strategy.

The purpose of all marketing is to drive awareness and get someone one step closer to doing business with you.

• Create content to serve that purpose

🎥 Watch the full recording