Tip of the week: Clever design

advisers/

27 February 2003
| By External |

I’veseen lots of communications that advisers send out to their clients. While I wholeheartedly applaud their efforts, I often wish they had a bit more knowledge of type faces and graphic design before they actually send out all those letters (and newsletters).

If a letter to your client is not easy to read, clear and designed to catch interest, it could be binned instead of read.

I’d like to give a few helpful hints.

_ Try not to use coloured paper. It makes it much harder to read (especially green and red). If you must, increase the font size.

_ Always write an interesting headline to capture their interest first.

_ Don’t use frilly fonts, except sparingly, sparingly, sparingly. Think of frilly fonts as like a condiment to a meal. Just a touch to enhance.

_ If you’re going to photocopy the letter, don’t have large areas with black. Black doesn’t photocopy well and it will look fake rather than like a letter (so watch those logos).

_ Don’t make the letter too long.

_ Don’t make it a me, me, me.Pack it with WIIFIM’s (what’s in it for me) for the clients.

_ Use contrast and size as a design tool in your letter. Bold gets noticed right away and a bigger type size means it’s a heading, it’s important.

Tip supplied by DebbieMayo-Smith of SuccessfulInternet Strategies

www.successis.co.nz

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 days 8 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND