Use Visuals to Boost Client Communications

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

The power of the visual pulls more focus than the auditory.

Consider my friend, a frequent cast member in community theater productions, who shared that one of the most frequent directions given during rehearsals is that actors be mindful of their ambient movements while on stage, especially when they are not delivering lines. He explained that this is because audience members’ attention will invariably be drawn away from someone speaking and toward motion onstage.

The same principle holds true when contrasting written communication with imagery. The adage, “A picture is worth a thousand words” turns out to have a basis in scientific fact: the human brain can accurately process and identify an image about 60,000 times faster than written text.

And yet, consider how much time the typical advisor spends communicating verbally or in writing with clients. Emails, newsletters, social media posts, client interviews (whether on Zoom or across the desk) and similar activities occupy most of the day. And that’s not surprising, since there is so much information we need to convey.