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7 Ways Financial Professionals Can Up Their Visual Marketing Game

Valerie Rivera March 28, 2023

A financial professional typing on a computer.
Updated on: November 3, 2023

Visual marketing consists of every visual element you use in your overall marketing strategy. It can include everything from the photos on your website to infographics you post on your social media channels to educational videos.

Incorporating visuals into your marketing is more important than ever in today’s world, where there is an increasing trend toward a preference for visual content. In fact, LinkedIn posts with images have a 98 percent higher comment rate than text-only posts.1 People are also three times more likely to engage with tweets that include visual content.2

Whether you’re just getting started or are looking for ways to boost your current visual marketing strategy, these seven tips will help you bring your visual marketing to the next level.

1. Optimize Your Visual Content for the Platform You’re Using

Your visual marketing could be the first impression a prospective client has of your business, so you want to put your best foot forward. An image that is awkwardly cropped, overly pixelated, or can’t be viewed on certain devices won’t make the impact you’re hoping for. Help ensure you look credible and professional by optimizing your image resolution and size for each of the platforms you’re posting on.

2. Enhance Your Written Content with Imagery

Create a more engaging experience on your website, blog, and social media channels by including imagery, whether that’s photos, graphs, charts, or other forms of data visualization. Blog and social media posts with visuals tend to generate more engagement than text-only posts, so using visuals will help ensure your content reaches a wider audience.

3. Repurpose Written Content

You don’t have to start from scratch if you already have written content like blog posts or testimonials. Instead, you can take elements from your existing content and use them as the basis for a visual marketing piece. For example, you can take the statistics from a blog article and use them in an infographic. If you have a testimonial from a client, you can turn it into a quote graphic that you post on your social media channels. Repurposing content like this makes it much easier for you to scale your visual marketing strategy.

4. Give Videos a Try

Posting video content that showcases your services or provides financial education will help establish your expertise and build trust. The quality of your video content is important, but you don’t have to use world-class video production equipment to create shareable videos. With a little practice, you can take the do-it-yourself approach to video creation if hiring a videographer isn’t an option.

5. Create and Post Micro-content

Micro-content is short, bite-sized content that can be consumed quickly by your audience, typically in 10-30 seconds. Your goal is to get your audience interested enough that they’ll click through to your website to learn more. For example, you could post a clip from an educational video or one section of an infographic and link to the full version on your website.

6. Save Time with Templates

Creating visual content can be time-consuming. If hiring an employee or freelancer to do the work for you isn’t an option, there are a number of content creation tools and resources to choose from. If you’re just getting started with visual marketing, it may be best to look for a library of templates that you can easily customize for your purposes.

7. Experiment with Different Formats

From graphs, charts, and infographics to videos, photos, and presentations, there are many different types of visual content you can create. Try out a variety of formats to see what resonates most with your target audience on different marketing channels. Keep in mind that what works best on one channel may not work for another channel.

Power Your Marketing Strategy with Visuals

Visuals are a powerful marketing tool that can drive more traffic to your website, increase engagement on your social media channels, and effectively communicate information to your prospects and clients. In today’s world, they are an essential part of a financial advisor’s marketing strategy. If you’d like to dive deeper into how to grow your business with digital content and campaigns, check out these financial advisor prospecting ideas, or read our recent eBook The Financial Advisor’s Guide to Digital Content and Campaigns.


1. “15 Tips for Compelling Company Updates.” LinkedIn n.d.

2. “7 tips for creating engaging content every day.” Twitter n.d.

DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Those seeking professional advice may do so by consulting with a professional advisor. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

Image of Valerie Rivera
About the Author

Valerie Rivera, Senior Product Marketing Manager at eMoney Advisor, leads the go-to-market strategy for eMoney’s suite of business development solutions. Valerie began her career at eMoney in 2012 as an Account Executive and then a Live Trainer where she trained over 1,000 advisors on the eMoney platform – helping them drive success in their firms. In her spare time you can find Valerie outdoors--snowboarding, hiking, and mountain biking in her home in Colorado.

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