AdviserVoiceTwitter Archives - AdviserVoice https://www.adviservoice.com.au/tag/twitter/ Financial planner information & financial planner education/CPD - AdviserVoice Mon, 27 Jul 2026 09:08:33 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 Have more than just a ticket to the game https://www.adviservoice.com.au/2013/11/just-ticket-game/ https://www.adviservoice.com.au/2013/11/just-ticket-game/#respond Thu, 07 Nov 2013 20:50:14 +0000 https://adviservoice.com.au/?p=26392 Creating social media accounts is just the beginning: Astute.

Creating social media accounts is just the beginning: Astute.

Social media marketing may be helping consumers find and research financial advisers but in the age of digital media, an online presence is just a ticket to the game, according to Hans Egger, director of Astute Wealth Advice, creators of the AstuteWheel.

“The good news is that if an adviser has executed the right social media strategies via Twitter and Google Adwords, for example, and has maximised SEO to improve rankings, then the adviser’s LinkedIn Profile, website, business and social Facebook pages, Twitter and blog should all appear on the first page of a consumer search,” Mr Egger says. “The bad news is that unless each of these touch points is engaging, consumers may simply move on – without the adviser ever even being aware they dropped on by.”

Each time consumers ‘touch’ the adviser, the adviser’s process or the advice business they make decisions about whether or not to proceed, according to Mr Egger. “If the adviser’s blog, tweets, website or social media accounts don’t resonate with people then they can very easily move on – and often do,” he says.

Mr Egger said that ideally, an adviser website should start a journey full of touch points that lead to moments of truth. “It should start as an education process that tells consumers not only what the financial adviser does but whether or not that particular adviser can help them,” he says. “If the answer is yes, the website should also contain a clear call to action that puts the consumer in contact with the adviser and starts the process.”

Consumers, he says, either consciously or sub-consciously, want answers to the following questions before actually making contact with an adviser:

  • What is my experience with this financial planning practice going to be like?
  • Will I like you?
  • Will it be an easy process?
  • How much value can you add to my financial situation initially, and ongoing?
  • Can I find answers to all these questions before I make actual contact with you so that I can make a decision about whether or not to engage you?

“All adviser touch points present an opportunity for advisers to not only answer these questions but also to engage the potential client in the financial planning process and start preparing them for the first meeting,” Mr Egger said. “Websites, for example, can now include tools such as a welcome video, a five-minute health check and education about what financial planning actually is, to help them to start understanding their own specific financial advice needs.”

Websites can also be used to capture basic consumer data, according to Mr Egger. “Technology can now very efficiently help consumers provide answers to simple ‘fact find’ type questions like, age, date-of-birth, details of dependants, birth dates, financial position, etc., in preparation for the first adviser/client meeting,” he says. “That creates great efficiencies for the adviser – and the more efficient an advice business becomes, the better the outcomes are likely to be for clients.”

]]> Creating social media accounts is just the beginning: Astute.

Creating social media accounts is just the beginning: Astute.

Social media marketing may be helping consumers find and research financial advisers but in the age of digital media, an online presence is just a ticket to the game, according to Hans Egger, director of Astute Wealth Advice, creators of the AstuteWheel.

“The good news is that if an adviser has executed the right social media strategies via Twitter and Google Adwords, for example, and has maximised SEO to improve rankings, then the adviser’s LinkedIn Profile, website, business and social Facebook pages, Twitter and blog should all appear on the first page of a consumer search,” Mr Egger says. “The bad news is that unless each of these touch points is engaging, consumers may simply move on – without the adviser ever even being aware they dropped on by.”

Each time consumers ‘touch’ the adviser, the adviser’s process or the advice business they make decisions about whether or not to proceed, according to Mr Egger. “If the adviser’s blog, tweets, website or social media accounts don’t resonate with people then they can very easily move on – and often do,” he says.

Mr Egger said that ideally, an adviser website should start a journey full of touch points that lead to moments of truth. “It should start as an education process that tells consumers not only what the financial adviser does but whether or not that particular adviser can help them,” he says. “If the answer is yes, the website should also contain a clear call to action that puts the consumer in contact with the adviser and starts the process.”

Consumers, he says, either consciously or sub-consciously, want answers to the following questions before actually making contact with an adviser:

  • What is my experience with this financial planning practice going to be like?
  • Will I like you?
  • Will it be an easy process?
  • How much value can you add to my financial situation initially, and ongoing?
  • Can I find answers to all these questions before I make actual contact with you so that I can make a decision about whether or not to engage you?

“All adviser touch points present an opportunity for advisers to not only answer these questions but also to engage the potential client in the financial planning process and start preparing them for the first meeting,” Mr Egger said. “Websites, for example, can now include tools such as a welcome video, a five-minute health check and education about what financial planning actually is, to help them to start understanding their own specific financial advice needs.”

Websites can also be used to capture basic consumer data, according to Mr Egger. “Technology can now very efficiently help consumers provide answers to simple ‘fact find’ type questions like, age, date-of-birth, details of dependants, birth dates, financial position, etc., in preparation for the first adviser/client meeting,” he says. “That creates great efficiencies for the adviser – and the more efficient an advice business becomes, the better the outcomes are likely to be for clients.”

The post Have more than just a ticket to the game appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2013/11/just-ticket-game/feed/ 0 I, Robot: (Not)! https://www.adviservoice.com.au/2013/08/i-robot-not/ https://www.adviservoice.com.au/2013/08/i-robot-not/#respond Mon, 12 Aug 2013 21:55:40 +0000 https://adviservoice.com.au/?p=23943 Am I a Robot if I automate my business?
Automation and your business.

Automation and your business.

In financial services we generally accept that it is a wise move to automate as much as possible in our processes.

The arguments for doing so largely revolve around efficiency, reliability, and risk management.  That is, automating simply makes good business sense as it frees up time, it makes sure that the right things get done when they need to, and it minimises the possibility of mistakes.

Does the same rationale apply when considering automation of your marketing?

During the last 2 years I have used, observed and learned many things about social media use. What seems an overwhelming thing at first is in reality no more overwhelming than the internet itself.  Or email.

Email can be overwhelming if you allow it to be.  So too can social media channels.  So can pretty much everything else in the information or communications world.

Gradually I have learned some techniques and tools for managing my digital marketing, though not without a lot of mistakes and wasted hours along the way.

This line of thinking was triggered by an excellent article that caught my eye, and then generated some discussion with others, about “automation” of social media.  (Should you Tweet while you sleep?)   In the article Lilach Bullock made a superbly valid point in her article on the difference between scheduling and automation, and the two are often confused or used interchangeably.  I love one….and loathe the other when it comes to social media and digital marketing.

I love to schedule.  I loathe automation.

Scheduling allows me to be organised and reliably delivering the bulk of my social media posts.  It enables me to write three blog posts in a couple of hours when I have the time and creativity…but not have to post them immediately.  It enables me to scan Twitter feeds in 20 minutes to save a lot of useful material that is worth sharing, and then drip that out over the next 24 hours.  It enables me to maintain a continual presence on LinkedIn and Facebook without actually having to be there all the time.

Scheduling works for me as a one-man business. It provides an efficient use of my time, ensures reliable delivery and initial engagement points, and minimises the risk of me losing touch with my market place.  (By the way…free plug for Hootsuite and Bundlepost: check them out if you want some efficiency tools! By the way guys, you should now be paying ME, instead of me pay you!)

It is important for me to say that scheduling of content and shared stories is fabulous, but it does NOT replace the need to personally engage with folk who do repspond or interact.  Heck, I actually get a lot of that one-on-one interaction done on my mobile phone while waiting in traffic, or filling in the 3 minutes before a meeting starts – that is the easiest part of using social media.

Social media cannot be fully scheduled though.  To use social media well you must be interacting with your potential customers or fans, and that requires some one to one engagement with other human beings. That engagement just cannot be scheduled.

Automation on the other hand….well, that sucks.

Pet social media peeves for me include pretty much all the automated things…like getting impersonal direct messages beseeching me to follow someone everywhere just because I took an interest in something on one channel.    Or suddenly receiving a continuous daily (or worse, multiple times daily) email message referring to the same article ad nauseum.  That is just Groundhog Day,and it will drive most people suicidal if they are on the receiving end.  I really hate those  automated messages telling me I need to use something as ridiculous as TrueTwit in order to validate that I am a real human being before somebody else will follow me back.

Why would anyone put up a security screen and ask you to verify that you are not a Russian mobster before they will deign to follow you?  Here’s a thought: I don’t need Twitter followers enough that I’ll go jumping through silly hoops for you….that type of thing is just a barrier to engaging with your market place in my view.

Scheduling is about efficient delivery of content to your constituents.

Automation is just an impersonal method of trying to appear personal.

One is smart business.  The other is cynical engagement at best, or deceitful behavior at worst.

www.financialadvisercoach.com

]]> Am I a Robot if I automate my business?
Automation and your business.

Automation and your business.

In financial services we generally accept that it is a wise move to automate as much as possible in our processes.

The arguments for doing so largely revolve around efficiency, reliability, and risk management.  That is, automating simply makes good business sense as it frees up time, it makes sure that the right things get done when they need to, and it minimises the possibility of mistakes.

Does the same rationale apply when considering automation of your marketing?

During the last 2 years I have used, observed and learned many things about social media use. What seems an overwhelming thing at first is in reality no more overwhelming than the internet itself.  Or email.

Email can be overwhelming if you allow it to be.  So too can social media channels.  So can pretty much everything else in the information or communications world.

Gradually I have learned some techniques and tools for managing my digital marketing, though not without a lot of mistakes and wasted hours along the way.

This line of thinking was triggered by an excellent article that caught my eye, and then generated some discussion with others, about “automation” of social media.  (Should you Tweet while you sleep?)   In the article Lilach Bullock made a superbly valid point in her article on the difference between scheduling and automation, and the two are often confused or used interchangeably.  I love one….and loathe the other when it comes to social media and digital marketing.

I love to schedule.  I loathe automation.

Scheduling allows me to be organised and reliably delivering the bulk of my social media posts.  It enables me to write three blog posts in a couple of hours when I have the time and creativity…but not have to post them immediately.  It enables me to scan Twitter feeds in 20 minutes to save a lot of useful material that is worth sharing, and then drip that out over the next 24 hours.  It enables me to maintain a continual presence on LinkedIn and Facebook without actually having to be there all the time.

Scheduling works for me as a one-man business. It provides an efficient use of my time, ensures reliable delivery and initial engagement points, and minimises the risk of me losing touch with my market place.  (By the way…free plug for Hootsuite and Bundlepost: check them out if you want some efficiency tools! By the way guys, you should now be paying ME, instead of me pay you!)

It is important for me to say that scheduling of content and shared stories is fabulous, but it does NOT replace the need to personally engage with folk who do repspond or interact.  Heck, I actually get a lot of that one-on-one interaction done on my mobile phone while waiting in traffic, or filling in the 3 minutes before a meeting starts – that is the easiest part of using social media.

Social media cannot be fully scheduled though.  To use social media well you must be interacting with your potential customers or fans, and that requires some one to one engagement with other human beings. That engagement just cannot be scheduled.

Automation on the other hand….well, that sucks.

Pet social media peeves for me include pretty much all the automated things…like getting impersonal direct messages beseeching me to follow someone everywhere just because I took an interest in something on one channel.    Or suddenly receiving a continuous daily (or worse, multiple times daily) email message referring to the same article ad nauseum.  That is just Groundhog Day,and it will drive most people suicidal if they are on the receiving end.  I really hate those  automated messages telling me I need to use something as ridiculous as TrueTwit in order to validate that I am a real human being before somebody else will follow me back.

Why would anyone put up a security screen and ask you to verify that you are not a Russian mobster before they will deign to follow you?  Here’s a thought: I don’t need Twitter followers enough that I’ll go jumping through silly hoops for you….that type of thing is just a barrier to engaging with your market place in my view.

Scheduling is about efficient delivery of content to your constituents.

Automation is just an impersonal method of trying to appear personal.

One is smart business.  The other is cynical engagement at best, or deceitful behavior at worst.

www.financialadvisercoach.com

The post I, Robot: (Not)! appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2013/08/i-robot-not/feed/ 0