Twitter is not as professional a site as LinkedIn, but it is one of the more socially engaging sites where advisors can develop their relationships with their clients.

The social media platform has reported over 300 million monthly active users since 2015 (Omicore says about 20 percent of those were in the U.S. in 2017).

Financial advisors definitely have been making the most of social media, in general. In a Putnam Investments 2016 Social Media Survey Whitepaper, Twitter was the third most used social media platform (behind Facebook and LinkedIn) as a tool for marketing and learning.

Many advisors use the platform to tweet, like and follow in a repetitive cycle, but there are advisors who are leveraging Twitter beyond the basics.


“A tweet chat is when a community comes together for a designated hour and, well, tweet specific things with a specific hashtag,” said Winnie Sun, co-founder and managing director at The Sun Group in Irvine, Calif.

Sun, who has more than 300,000 followers on Twitter, has been hosting weekly tweet chats for the past two years under the hashtag #winniesun.

“It’s very much like a conference where you know everybody… and I just so happen to be the host of the conference,” said Sun.

Sun said she was motivated to host her own tweet chat by being a guest panelist in other people’s tweet chats and by the desire to market her services to the public.

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