This material has been prepared by First Trust Portfolios L.P. for educational and informational purposes. Nothing in this material is intended to supersede or contradict the policies and procedures of any firm. Each firm is responsible for establishing a social media policy which conforms to applicable SEC and FINRA regulations, and each broker/advisor is responsible for compliance with his/her firm’s policies and procedures regarding social media. Check with your firm’s Compliance Department for approval prior to engaging in any social media activity. Broker/Advisor Use Only – Not For Use With the Public Patrick Woelfel Director of Social Media

Broker/Advisor Use Only – Not For Use With the Public Why Twitter? Twitter allows you to….  Connect and Communicate with over 230 million active users on a daily basis.  Share relevant content, showing off your expertise and increasing your credibility  Listen and Learn about what questions, thoughts, ideas that people have in your industry  Retain and Reach out to existing and potential clients  Develop your Brand and Market yourself on a social site that your clients use everyday  Increase your Exposure and Increase Traffic to your website and other social sites  Twitter usage amongst Millionaires has doubled in the last four years, according to Spectrum’s Millionaire Report How can Twitter improve my business? How can Twitter make me money?

Broker/Advisor Use Only – Not For Use With the Public Profile Photo :  Have a professional photo  Have a customized background photo Summary :  Make a compelling summary (160 characters)  Tell who you are  Differentiate yourself Web Link and additional information :  Include where you live so you can follow and communicate to those in your area.  Include a link to your website

Broker/Advisor Use Only – Not For Use With the Public Settings Privacy : Set your privacy settings so others can easily…  Discover you  Find and read your content  Share (retweet) your content  Find you interesting and an expert in your industry

Broker/Advisor Use Only – Not For Use With the Public Sharing Content Tweeting : You only have 140 characters  Make it a habit  Stand out  Keep it relevant  Keep it short  Interact and Respond  Balanced Content  Tweet Pictures/Videos - Spark interest  Use #Hashtags - Be found

Broker/Advisor Use Only – Not For Use With the Public Sharing Content Retweeting :  Quotes  Content from thought leaders  Blog posts Getting Retweeted : When you tweet your ultimate goal is to get retweeted so your content can reach more than just your followers, but the followers of your followers as well. This is a great way to gain exposure to new people and potential prospects and clients.

Broker/Advisor Use Only – Not For Use With the Public #Hashtags #Hashtags:  Put Hashtags in your posts.  Make new Hashtags and start conversations.  Use existing Hashtags and join conversations.  Keep Hashtags short and simple.

Broker/Advisor Use Only – Not For Use With the Public Following & Listening Following : Great way to discover compelling content and inspire ideas for your own tweets.  Follow your clients and centers of influence (Relationship Management)  Follow Companies and Industry leaders (Business Intelligence)  Follow prospects to listen in on what’s going on in their lives (Prospecting)  Follow accounts that are interesting to you Tip: Make an introduction when connecting/following

Broker/Advisor Use Only – Not For Use With the Public Research Research : Use Twitter’s search capabilities to find sources of information to tweet and retweet. Twitter is a great resource to find information on the “here and now” Search for…  Companies  Thought Leaders  Topics via #Hashtags Lists : Create or join Lists on Twitter. This is a great way to start and join discussions on topics you know and care about.  Increased credibility and exposure  Discover new followers, sources of information and potential prospects

Broker/Advisor Use Only – Not For Use With the Public When to Post Worst TimeBest Time Information from SurePayroll and Ghergich & Co.SurePayrollGhergich & Co.

Broker/Advisor Use Only – Not For Use With the Public 11 Twitter Don’ts Do Not… х Have so many links in one Tweet х Have too long of Tweets х Connect with random people х Lock your profile х Have a stale profile х Retweet so often х Tweet all at once or almost never х Follow everyone back х Be too self-promotional х Use weak, non-trending, #hashtags

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