Explain Complex Retirement Plan Material With Infographics

ShoeFitts Marketing shows retirement plan professionals how to clarify complex information and engage clients and prospects by tapping into the power of visual imagery with a new infographic.

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ShoeFitts Marketing President Sheri Fitts

I created the infographic to specifically show retirement plan advisors how to explain their ERISA expertise in a more understandable manner.

Portland, Oregon (PRWEB) July 30, 2014

Professionals in the financial services marketplace should turn to more visuals, particularly infographics, when communicating complex material to their clients or prospects, according to Sheri Fitts, president of ShoeFitts Marketing. A visual perspective is especially useful, she notes, with social media posts on all platforms, not just the more photo-oriented sites.

“Social media is a very visual medium, so everyone in the financial services industry should look for ways to pair imagery with their text or combine the two with an infographic,” explains Fitts. “Studies show our brains process visuals in less than a second and retain that information much longer than pure text.”

To illustrate the power of visual imagery, Fitts recently created an infographic to clarify the complicated history of defined contribution plans and the Employee Retirement Income Security Act of 1974 (ERISA). In the colorful illustration, Fitts shows a timeline with easy-to-follow text and corresponding illustrations to outline “The Evolution of ERISA”.

“I created the infographic to specifically show retirement plan advisors how to explain their ERISA expertise in a more understandable manner,” says Fitts. “Too often, I see lengthy copy full of jargon or hard-to-interpret information. Advisors need to show their industry smarts and make their world more user-friendly for clients and prospects.”

Social media posts with text alone are often overlooked and ignored. Visual elements can grab attention and help communicate information.

“Financial services advisors need to incorporate a vibrant social media presence with their marketing efforts to remain competitive,” says Fitts. “In today’s visually-oriented world, advisors and other retirement plan professionals need to attract their audience with interesting social media activity. A mix of imagery and text is a great way to garner that attention and provide worthwhile information.”

Fitts says the visual elements don’t have to be complex or costly. Photos, colorful graphics, and slideshows are good options, while infographics are the hot marketing tool.

About Sheri Fitts and ShoeFitts Marketing
Sheri Fitts is a celebrated global speaker and presents keynote addresses, breakout sessions, webinars, and daylong boot camps. She engages audiences by sharing stories of her own experiences and experiments, successes and learning moments, as well as a sweeping range of marketing and social media strategy-based topics, weaving humor and sincerity into her delivery.

ShoeFitts Marketing helps clients be unforgettable. The Portland, Oregon-based company is a consulting organization at heart, drawing on decades of experience in the financial services marketplace to identify, create, and implement inspired marketing and social media strategies and solutions for its clients. ShoeFitts collaborates with people who recognize the need to differentiate in the vastly commoditized landscape of the financial services marketplace−focusing on Financial Service Organizations, Retirement Plan Advisors, and Third Party Administrators.

As a training partner, ShoeFitts Marketing translates social media, branding, generational issues, business strategy and marketing into manageable steps for clients, their teams and advisors. As an industry partner, ShoeFitts Marketing brings fresh content, strategy and engagement ideas to help clients win and nurture more profitable business. Whether clients come to ShoeFitts to learn new techniques or choose customizable programs, the company makes the experience and outcomes unforgettable.

For more information, please visit ShoeFitts.com. Like ShoeFitts Marketing on Facebook at facebook.com/ShoeFitts and follow on Twitter at missfitts and on LinkedIn at linkedin/sherifitts.


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