Less is more and more is less. This applies to the digital world, too.
Advisors should post short, catchy headlines and shortened links on Twitter, says Marie Swift, president and chief executive officer of Impact Communications.
Tailor posts so that they are short and punchy to encourage people to click on your links. “Learn to ‘bottom line it’ and create a bit of intrigue,” says Swift. “Think of yourself as a reading service, pointing the way to good information. Then try to engage people who follow you.”
And be aware that lengthy hyperlinks can take up valuable character space in social media posts. Link shortening services like tinyurl.com and bitly.com allow you to transform long, clumsy web addresses into bite-sized fragments that are easier on the eye. (They can also provide valuable information on how many people click on each link.)
Stay tuned for tips on how to engage your followers later on this month.
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Getting a foot in the door to the high net worth market can be a challenge, but there are any number of ways in. Six advisors shared how they landed their first high net worth client, from golfing to finding the right CPA.
August 21 -
Financial Planning's August 2026 continuing education quiz is now open to subscribers. By successfully completing the quiz, advisors can earn one hour of CE credit to maintain professional certifications.
August 21 -
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
August 21 -
A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.
August 21 -
Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.
August 20 -
With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.
August 20









