following are tools, solutions, tips, tricks,
secrets, and best practices for financial professionals.
Be sure to share this page with your colleagues
so they can benefit from the information as well.
Influence of Graphics in Financial Services
People think using pictures. Before we can talk,
we learn through seeing and responding to our
surroundings. Dr. Lynell Burmark, Ph.D. Associate
at the Thornburg Center for Professional Development
and author of several books and papers on visual
literacy, asserted that ideas and concepts not
associated with an image are harder to process
by our long-term memory. In short, words are processed
by short-term memory, and images are immediately
tucked away in our long-term memory. If this assertion
is correct (and many other researchers have proven
so), then using visuals in financial service materials
will help your audience better retain information.
Consider the following:
- 83% of what
we learn is through our eyes according to a
study by the United States Armed Forces
- According to Dale Carnegie's
Training, graphics allow the audience to follow
at their own speed because visuals accommodate
all learning styles.
- 200% improved learning
when visuals were used (University of Wisconsin
- Took 40% less time
to explain complex ideas (Wharton School study)
- 38% improved retention
with graphics (Harvard University study)
This does not mean that graphic
communication is better than text. However, the
combination of graphics and words has a communicative
power that neither singularly possesses. J.R.
Levin said it best in A Transfer of Appropriate
Process Perspective of Pictures in Prose:
"Pictures interact with text to produce levels
of comprehension and memory that can exceed what
is produced by text alone."
When creating presentation slides
and graphics (or any graphic for your company),
ask yourself the following:
- What is the most important idea
or concept this graphic/slide should relate?
- Who is your audience? Would
they understand technical terms or prefer an
- How do you want to say it? What
form of chart (area chart, illustration, timeline,
etc.) will best reach your audience and help
them to understand the idea/concept
Rules for Making Financial Graphics
- All graphics should play a specific
role and have a reason for being chosen and
- Stay consistent.
- Show or say it correctly. Don't
try to be original.
- Keep it clean and simple. Too
much visual clutter can be overwhelming and
lose the primary objective of your message.
- Label elements directly to avoid
confusion. This rule is especially true if you
are selling a new product or want to highlight
its benefits and discriminators.
- Use recognizable imagery. Hearing
a familiar voice or seeing a familiar face evokes
trustworthiness in your audience. This is one
reason celebrities are used in advertisements.
- Focus on your audience. Show
your target demographic using your product/service
and benefiting from it. Allow your audience
to see themselves in your marketing materials
and they will identify with your company.
a Template and Database of Graphics
Consistency throughout your communication materials
is the main reason to create a template for your
financial presentations. You don't want your audience
wondering why certain slides in a presentation
are colored differently (if there's no reason)
or why different illustrations are used to explain
the same concept. These differences will distract
from your message.
To create a template for presentations
in PowerPoint, use the following as a guide designating
one file as your template to include this information:
- Title slide template
- Background templates (be sure
to include all versions for different sections
or larger titles)
- Primary color
- Secondary color
- Tertiary color
- Color palette of boxes tinted
with your chosen colors
- Font and text styles
- Font style
- Font size (For graphics, use
at least 12 pt. for best visibility when projected
on a screen)
- Font color
- Bullet styles
- Labeling styles
- Box styles (different boxes
for org charts, flow charts, benefits boxes,
- Arrow styles
- Line style (width and color)
- Logos for your company/hospital/medical
practice and any association members
- Samples of graphic icons/photos
used in other graphics (e.g., blue cylinder
equals main database)
- Samples of graphic styles (area
charts, bar charts, etc. used within presentation)
You need effective financial
materials. Unfortunately, you have very little
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You know you need need high-quality, powerful
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Financial graphic how-to training
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6. Business graphic library
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Financial professionals use Billion
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ideas and words into clear, communicative, compelling:
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- Pie charts
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start or add to your existing graphics library.
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graphics training/workshops will show you how
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The training is applicable to anyone who needs
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The same need is required for all visuals with
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Solutions for Financial Professionals
Your challenges are unique.
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Click here to download a fax order form, if you
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services are also available:
Conceptualization Training and Workshops
Custom Solutions for
Financial Services Professionals
(through 24 Hour Company)
Fast Class Seminars