Instead of trying to use Twitter to win clients, Gerber said he uses the platform to portray the values he has as an advisor.
“Referrals are still the largest way in which advisors receive new business," he said. "If you’re looking for clients on Twitter, you’re on the wrong platform. However, when potential clients receive the referral, your social media is what they will likely search and it's important you connect your values to that of your targeted audience.”