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

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Michael Chalmers

Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...

10 hours ago
Chris Cornish

If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...

11 hours ago
PETER JOHNSTON- AIOFP

Commissioner Hayne recommended Consent Forms to stop Bank Executives [not Advisers] illegally taking fees out of consume...

11 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND