Do you know some of the key things designers keep in mind when creating your financial materials? Read below to find out my top 10 quick tips about graphic design right now:

  1. Use white space to your advantage. There is a lot of wordy material out there in finance. You will leave a greater impression with less content. When you write less, you can make sure that your content is crystal clear and heads are nodding with your presentation. Make your clients request more information to keep the conversation rolling.
  2. Keep simplifying and editing. It’s wrong to edit and forget it. Plan your content far enough in advance that you have a couple of days to edit and condense your financial materials. Sleep on it. Keeping it simple is important; investors come in all shapes and sizes and you’d be surprised what they do or do not know.
  3. Use color palettes wisely. Don’t let your brand fall prey to bad color palettes. Neuroscience shows that minds react differently to colors so make sure yours reflects the kind of personality you want to portray.
  4. Be choosy with your copy. There is an art and science in copywriting which is why ad copywriters are paid so much. It’s a combination of financial acumen, talent, research, time, teamwork, and iterations.
  5. Less lingo is more.
  6. Don’t sell yourself short. Self-promotion is expected in sales literature so don’t sell yourself short by not bumping up your bio. Talk off your credentials like you mean it and make sure you highlight the most relevant things first. Talk about accomplishments and include metrics wherever possible. Numbers speak louder than words.
  7. Illustrate and brand charts and graphs. There’s nothing like crisp graphics and charting when it comes to finance. The industry runs on numbers and calculations so put energy into making sure your information is attractive..
  8. Write content before creating the materials. Too often people start in Powerpoint or Adobe when trying to create their materials. The best thing is to plan content with pen and paper (or whiteboard), draft an outline (in Google Drive so you can write collaboratively with your team which you should be doing anyway), plan visuals, and then put it all together.
  9. Start with personas. Do you know and keep in mind everything about your target audience when drafting materials? Don’t write for everyone. Skipping this step is like firing a gun with a blindfold, you’ll only hit your target if you are lucky.
  10. Have others review. Critique is one of the most important parts of the process.