We jumped off the grid for the first three days of this week but have returned to see that we missed two Webinars relevant to financial advisors’ use of social media. We thought we’d mention them here just in case you too were enjoying the natural beauty of Door County, Wisconsin or some other special summer place.

Best Practices for Advisors Using Twitter

“…and Twitter is a distant third.”

That’s what we find ourselves repeatedly reporting about survey findings tracking how advisors are using social media. The benefits and use of LinkedIn and Facebook are more readily apparent.

But Twitter was front and center at Tuesday’s Webinar “Best Practices for Driving Business and Connecting with Customers on Twitter,” the latest in a social media series organized by Socialware. The Webinar was moderated by Mike Williams, Socialware vice president of sales and business development, with Cathy Curtis, certified financial planner and investment advisor, and D. Bruce Johnson, president & CEO of Advisolocity. On Twitter, they’re known as @MikeWilliams2, @CurtisFinancial and @DBJAssociates.

The Webinar begins with some basic slides but hang in there for the discussion. As she has been in previous Webinars, Cathy Curtis is both generous and specific in her recommendations of how advisors can optimize their use of Twitter. She has a vibrant Facebook page and a newly designed blog but Curtis says Twitter is her favorite social media tool.

Johnson from Advisolocity, a full-service Internet marketing resource for advisors and firms, also weighs in with useful suggestions on how to best manage a Twitter presence.

Just as an aside, we were genuinely surprised by the mention of AdvisorTweets and appreciate the comments.

Social Media Overview For Advisors

Monday’s Webinar by Advisor Websites was broader in that it appeared to review LinkedIn, Facebook, Twitter and YouTube. While a replay isn’t available, the presentation does a good job of making the argument for participation, including some compelling data and advisor-specific ideas.

Did you attend either of these? If so, can you expand on our admittedly bare bones report? We welcome all comments below.

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