Many financial advisors still don't understand how to use hashtags or various link-shorteners or other Twitter tools to guide prospects to their content. Still others are simply having trouble making sense of how to integrate Twitter into their financial planning practice.

But even for advisors who do understand and use Twitter, the inherent limitations can be frustrating. Limited to only 140 characters, it can be arduous to get the right message across on that platform – unless of course you have a certain level of creativity or interest in writing financial planning haikus.

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