Powerful Online Research Tool Ignored by 81% of Financial Service Professionals

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It’s a tool for learning about anything you want – People, places, things.

shocked really.001You can search for a topic.
You can learn about a topic.
You can browse public opinion of the topic.
You can monitor conversations about the topic.

You can search for a person.
You can learn about that person.
You can browse to understand topics that matter the person.
You can monitor conversations involving the person.

It is all online. It is all free. It is Twitter. STOP! Do not move. Do not leave this article. If you shy away from the “T” word (as I will now refer to it), you’re the exact person who must see this.

If you don’t want to use it, you’re not alone.

Blueleaf’s query of well over 10,000 financial service professionals found that 81.3% do not have an active T account.

I’m not here to talk you into becoming a user (though we can have that convo if you want). I’m here to help non-users still get awesome value from the platform. Because the truth is, if you completely ignore T, you’re neglecting a powerful opportunity to save time, increase productivity, grow and improve – both as an individual and a business.

The time to accept this is now. But first, let’s all agree there are two levels of neglect.

Levels of Neglect

“I don’t post.” — That’s okay, we understand. Posting may not be “your thing”.
“I don’t look.” — That’s a freaking crying shame. Is awesomeness not “your thing” either??

You don’t look?

This is me, feeling sorry for you…  

All playing aside, the honest (and accurate) truth is that T offers insane value for every single business professional – even those who never register. You can get insane value by just watching from the sidelines. Today I’m going to help you get value from just looking.

Why you should care enough to look.

Quickly, without quoting the dictionary or giving you a lecture on the grand vision of T, remember this: T is information aggregation. That’s all you need to see it as (forget the word ‘social’). T automatically collects the information you want and keeps it in one place.

And that is awesome. Why?

– Access specific content that matters to you.
– View ‘hidden’ information you wouldn’t necessarily find browsing on your own. (This is a powerful benefit of T. You can get a bunch of tailored information you wouldn’t find on your own. In many ways this information accessibility is similar to the experience of having account aggregation and being able to view clients’ held-away assets.)

Plus, it isn’t scary to look.

T is easy to navigate. (And easy to ask Google if you ever get stuck.)
T is efficient in your day. (Do one search, get tons of bite-sized headlines to skim.)
T is just stuff shared by real people. (No monsters.)
T is free.


Okay, here’s the meat of it. Get ready to fall in love with the power of T… You + T = ♥

4 Powerful Reasons To Look at “T” even as a non-user

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1) Watch Your Competitors

Get an unprecedented look at what your competitors are doing, thinking, reading, sharing, wondering. See what they share with clients, what they’re reading about, what conferences they go to, what crazy thoughts they have while drinking a mid-afternoon coffee, and more. People tweet about everything. With T, you can see what competitors are up to, and use that research to your advantage. To start, check out the profiles of these ‘People’ results for ‘CFP financial advisor’.

“I thought you said 81.3% of financial service professionals aren’t on it? How is this good competitor research?”
Right, but don’t forget that 18.7% are. And even 18.7% of independent FA’s (rough estimate 135,000) is a whopping 25,245 people. That’s a big pool of people.

2) Stalk Your Prospects

And I mean that in the most awesome / least creepy way possible. Chances are you’ve Google’d a prospect’s name before in hopes to gain some insight into their life. Well, next time you Google a prospect, add the words “on Twitter” after their name (i.e. Sue Sue on Twitter), and you may find a T profile. Scroll through recent tweets and, like competitor research, get an unprecedented look at what they’re reading, sharing, wondering. The best way to use this information is to never, ever talk about it, but rather keep it for your own client profiling purposes.

Side Note: You can use T as a people research tool, generally – i.e. Pre-screening interview applicants for a position on your staff.

3) Find an Awesome Idea for Your Blog

It’s Tuesday, your day to blog. But you don’t have a CLUE what to write about. Before slamming the laptop shut and cursing off your blog forever, go browse T. Read a few interesting headlines. See what the top tweeting advisors are talking about. Browse questions posted by the general public and write a post to answer one. Just poke around for 5 minutes (without getting lost in the vortex, only to find yourself watching a hilarious Stephen Colbert video 20 minutes later). Browse with a purpose and inspiration will strike.

4) Get Tips for Running a Better Advisory Business

Want to improve? Grow? Be more efficient? T is swarming with advice, tips, and resources of all kinds. For advisors, there’s a ton of help regarding the best practice management, advisor tech, client engagement strategies, and more. There’s actually so much help out there that it can be hard to find where to look. As seasoned Twitter users, we’ve taken it upon ourself to collect (aggregate, if you will) this kind of content with the #Blueleafing hashtag. Bookmark this page and refer to it on a regular basis to see what you’re missing.

5) The research opportunities list is endless. Use T’s search capabilities to access online, on-demand, live, free information. Your creativity’s the limit.


Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
  • Thanks June 11, 2014, 3:44 pm

    Thanks for sharing – great points, and the links help, but I for one would pay nicely for the step by step how to guide for setting up social media platforms. Everyone trying to convince advisors we need to be doing this, but the problem is, once we decide to do it, there’s no one telling us how to. I’ve wasted a lot of time already on getting started and I don’t think I’m alone on that front.