How financial advisors can use Twitter to get new clients

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This blog provides a few Twitter tips for financial advisors that you can use to build a community, get leads, and get new clients. Most financial advisors do a terrible job with Twitter; learn how to be the rare exception!

But first…

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Sara Grillo, CFA is a highly fun and slightly crazy marketing consultant based in NYC.I I am an irreverent and fun marketing consultant for financial advisors.

Should financial advisors use Twitter to get leads?

Ideally, you should have a presence on all the major platforms: LinkedIn, Facebook, Twitter, Instagram, etc. However, normally there is one platform that offers the best chance for you to connect with your ideal audience, and that is where you should build your online community.

Is it Twitter?

Here are some points to think about.

LinkedIn vs. Twitter

“Which social media platform is better, LinkedIn or Twitter, for financial advisors?

LinkedIn allows you to post longer prose content, while Twitter limits you to 280 characters. For this reason, Twitter is ideal for posting links (which is why reporters love it), images, or videos. LinkedIn also provides opportunity to write a longer profile page.

You can’t ask someone to connect on Twitter. You can send them a DM but they probably won’t respond unless they know you. On LinkedIn, you can send a connection request and if they say the right thing they may connect back.

Community matters the most

The way all social media algorithms work is this. The higher response you get on your content, the more people they show it to. Pick a place that fits with the way you want to format your content, and that offers you the best chance to get your posts in front of people who appreciate it enough to like, share, comment, and repost.

Nobody succeeds on social media without the ability to do that regardless of what platform they chose.

Lead generation tips for financial advisors on Twitter

Financial advisors who want to get new clients from Twitter should:

  • Establish a niche focus for their content, and use the hashtags associated with that theme in their posts
  • Follow those who influence their target base, and comment, retweet, and otherwise engage with those influencers’ posts
  • Get good at expressing yourself in short, pithy sentences as there is a character limit on Twitter.
  • Look for opportunities to create content in response to, or comment on, trending topics, to capitalize on the flow that is already existing, instead of always trying to create your own traffic flow from scratch
  • Vary content between links, text only posts, images, and videos until you notice a pattern. Learn what the analytical data can teach you about what your audience prefers.
  • Don’t neglect your profile. There isn’t much information you can offer, but you should have a nice headshot and an engaging headline about what you post about and who it is meant to benefit.
  • Have a good Twitter handle – get people’s attention right away with a clever name.

Were my financial advisor Twitter tips helpful?

Alright that’s all for now.

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Or if you want me to help you revamp your website, send me a message.

If you’re into LinkedIn…

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts, and they are all two sentences or less.

This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.

You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn.

The Sara Grillo membership is a social media program for financial advisors - but only the cool ones.

Thanks for reading. See you in the next one!

-Sara G


Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program. Nothing in these materials may be construed as an investment, insurance, or financial recommendation. For such a recommendation, consult with a financial advisor.

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. Opinions stated by third parties may not be correct and do not reflect the views of Grillo Investment Management, LLC. Grillo Investment Management, LLC may not be held accountable for any statements made by third parties.

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