Business | 07/20/2016
Add Life to Your Posts: Infographics for Financial Advisors
When you create content that reflects back on you and your company, you want it to be perfect before you push it out into the world. Ernest Hemingway rewrote the ending to his groundbreaking novel A Farewell to Arms forty-seven times.
You don’t need to rewrite your blogs forty-seven times before you post them, because a) that’s crazy, and b) there are faster and easier ways to give your content a little more life.
One of those ways is through the use of interesting images. But while you want to add images to spice up your blogs a little, you also want to get a little more advanced than placing some text over a nice scenic background.
What’s the next step up?
While there are a few routes to explore, I recommend starting with infographics to help push a post’s visuals to the next level.
Today I want to take a look at what infographics are, and then offer some recommendations for how you can get started quickly on making some great new visuals for your posts.
Infographics for Financial Advisors: A Starting Point
I’ll start off at the natural beginning. Let’s define infographic.
Infographic (n): an image, such as a chart, used to represent information or data
You’re a financial advisor. You run reports that use bar charts and pie charts every single day. So, on a very base level, this is an idea you’re familiar with.
Also as an advisor, you deal with investments, investor confidence, risk, and more each and every day. If you’re using a system that allows you to find some kind of aggregate intelligence about your clients, like a CRM or a portfolio accounting system, you should be able to pull out some data that could lead to some pretty interesting conclusions.
5 Quick Brainstorms for Data to use in your next infographic:
- Client distribution across states
- Top 10 investment holdings across all clients
- Top 10 highest/lowest performing assets across all clients
- Most read blogs you posted over the last year
- How clients, broken down by age ranges, interact with your services
That’s only five quick ideas for an infographic, but the possibilities are endless. Take a look through the last idea you jotted down, and sketch out an idea or two that you might want to represent visually instead of just through text.
To show you just how easy it is, here’s an infographic I created in about ten minutes. The software I used to create it is described in the next section.
Simple Tools to Build Your Next Infographic
Alright, so we’ve got some ideas on what might make an interesting visual. The next move is creating such a visual. If you don’t have a designer to take your Excel tables and turn them into something interesting, you do have some DIY options.
3 Self-Service Options for creating your own infographics
Canva (Free) – You may have seen Canva in the iOS App Store as you’ve scrolled through before. It has a popular mobile app for image editing, and they also have a simple app for creating infographics with a drag-and-drop editor (it’s the one I used for the above infographic).
Canva lets you choose from templates and then drag-and-drop text, images, and other types of visual elements onto your file to create a custom infographic. An infographic you create could be as simple as a nice two-column poster, or end up more heavily using charts and statistics. It’s up to you.
Piktochart (free trial) – Another online infographic creator I like is Piktochart. It’s similar to Canva, but its online offering comes at a price, with packages that affect everything you’re able to get out of it.
The UI and ease-of-use is similar to Canva, so it’s best to try out a few to see what you like best and gives you the most solution for what you’e looking to create.
Infogr.am (free to start) – Again, online software is where it’s at. If you’re downloading software locally (ahem, Adobe), you’re living in the past.
Infogr.am is a solution that has received a lot of press, and in my experience, it trends more heavily toward the data visualization end of infographics and less so toward the graphic design side. But, that may make it more appealing to financial advisors crunching a lot of data. Even if you don’t choose to use this solution, one of the website’s features that I’ve found to be nice is the ability to search through the public infographics of other users to help you get ideas for your own material.
Once you select an infographic creator to test, follow a few simple steps to create your infographic:
- Choose the data you want to visualize
- Select a template that best represents the type of data you’re presenting
- Get the easy things out of the way first: Brand your infographic with your firm’s colors and if possible, your fonts. Brand consistency is key!
- Edit the template to fill in all your information.
- Double-check your branding. Did you include a logo and contact information, like a website?
- Save your infographic and publish it to your site and reach more visual readers
So there it is, a quick and dirty guide on using infographics for financial advisors. I’d love to hear how your experiences with creating visual content have gone. Drop us a line at Mineral to tell us about how your content creation strategies are working.
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