Are Your Client Reports Brand-Boosters Or Brand-Busters?

Are Your Client Reports Brand-Boosters Or Brand-Busters?

Are Your Client Reports Brand-Boosters Or Brand-Busters?

November 2, 2015

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by Joyce Walsh

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London Value Investor Conference 2022: Chris Hohn On Making Money And Saving The World

business activist 1653311320Chris Hohn the founder and manager of TCI Fund Management was the star speaker at this year's London Value Investor Conference, which took place on May 19th. The investor has earned himself a reputation for being one of the world's most successful hedge fund managers over the past few decades. TCI, which stands for The Read More

Seven ways advisors can harness the power of design to better-serve clients and reinforce their brand promise

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Just as sharp suits and well-appointed offices express high standards and command respect, professional-looking client reports and presentations will engage clients and lead them through the material. Effective design is a powerful tool that helps hold your client’s attention throughout the entire report or presentation. Research has shown that after reading well-designed articles, subjects performed better on cognitive tasks. It follows that the use of smart design strategies in advisors’ reports and presentations will make clients comprehend and act upon them with greater ease.

The next time you are creating client reports and presentations, follow these seven tried-and-true design tips to give your clients a comfortable reading experience that underscores the message you want to convey

  1. Start with a solid layout.

The first step toward creating an engaging design is the page layout pattern you’ll use throughout your client reports and presentations. While a well-balanced layout feels coherent and natural, an inconsistent design will make the reader/viewer feel uncomfortable and on edge

Figure 1: Asymmetrical Layout

Symmetrical layouts are inherently balanced – think of two columns of equal height and width with a centered title above – but they can get old fast, especially in multipage reports like quarterly market summaries.

Asymmetrical layouts, like the one in Figure 1, place elements unevenly on the page. Note how the title overlaps the centerline and text only appears in the left column. Still, the overall effect is balanced, thanks to good use of image placement and white space.

While this approach is more challenging to design than the symmetrical layout, it is also more visually compelling and, therefore, more likely to capture and hold your audience’s attention to better convey your message.

  • Strategy: If you’re committed to a symmetrical layout, try using an asymmetrical cover or title page to add interest.
  • Strategy: To create balance in an asymmetrical layout, place your titles on the left of the page.
  • Strategy: Make titles proportionately larger than the text to establish clear visual hierarchy of the information.

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The Advisory Profession’s Best Web Sites by Bob Veres His firm has created more than 2,000 websites for financial advisors. Bart Wisniowski, founder and CEO of Advisor Websites, has the best seat in the house to watch the rapidly evolving state-of-the-art in website design and feature sets in this age of social media, video blogs and smartphones. In a recent interview, Wisniowski not only talked about the latest developments and trends that he’s seeing; he also identified some of the advisory profession’s most interesting and creative websites.
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