Content Marketing

A Financial Advisors Guide To Infographic Marketing

Laptop Infographic

Visuals are an undeniably powerful marketing tool. When used well, they provide branding opportunities, make content more engaging and attract attention. For these reasons, imagery is everywhere on social media and beyond, from videos to photos and gifs., social posts without images seem out of place.

Infographics benefit from the advantages of imagery, and more. But, as far as content goes, infographics differ in a few ways:

  1. They are mostly used to visualize data and numbers
  2. They use design to enhance the learning process

Sure, you could use video to perform the same actions, and we would say to go for it. But, infographics can be helpful in other ways that video cannot. Read on to discover a few of the marketing benefits of infographics and some useful tools to help you post more of them.

Why Advisors Need To Be Using Infographics

An infographic is visualized data that blends the engagement-boosting elements of imagery with the persuasive factors of data. The result is an image that is both educational and enjoyable, making it an excellent tool for distributing precise bits of information.

For advisors, Infographics provide a solution to some common marketing challenges. Here are a few examples:

1. Improve Brand Recognition

Advisors are constantly forced to compete with one another. Whether competition comes from location or services, standing out is paramount. Many advisors come to Twenty Over Ten to resolve this issue, giving them an edge above the competition by elevating their online presence. One of the ways we achieve this is through brand recognition, the ability for prospects and leads to recognize your brand. Now, there are several elements that determine brand recognition, but one of the best methods is through infographics. In fact, according to Digital Information World, infographics can improve recognition and subsequent sales by up to 80 percent.

2. More Consistent Engagement

The most engaging content often meets the demands of users. On social media, engaging content attracts attention, is easy to interact with and provides value through entertainment or information. Infographics fit these criteria, as Digitial Information World points out that infographics are 30 times more likely to be read over other forms of content. This includes blog and article skimmers.

3. Increase Web Traffic

In short, the goal of social media is to attract users to your content and website. There are plenty of ways to do this, and having multiple approaches can increase the volume and likelihood that more leads visit you. Infographics serve as one of the best ways to attract leads to your site. Not only do infographics help through the other benefits on this list, but they’re also shown to increase web traffic by 12 percent, according to One Spot.

4. Expand Brand Awareness

When a social media user is attracted to a piece of content it’s typically for a variety of reasons. They will read, click, watch and overall engage with the content, before moving back to their feed. This is great when attracting user attention, but there is an even better way to get your content to spread. Create content that users want to share. Shared content has a snowball effect, one user finds your content, then shares it, and so on. And, according to Digital Information World, infographics are the most shared type of content. Yes, even above videos and blogs.

Posting Infographics Using Lead Pilot

Creating infographics can be time-consuming, if not beneficial. For most advisors, researching sources and creating infographics will not be an option. This is where Lead Pilot comes in.

Lead Pilot provides users access to a library of finance-related content that can be easily shared across social media. Users can share infographics by logging in and navigating to the Content tab, then clicking on the Infographic category.

Lead Pilot Infographics

Once you’ve chosen an appropriate infographic, you can edit the social post by click Share then clicking Customize next to your chosen social channel and adjusting the text within.

Lead Pilot Infographic post edit

Lead Pilot allows advisors to easily include infographics in their social media posts and landing pages. This example from David Tobin’s Twitter page shows how advisors can draw on Lead Pilot’s infographics to provide recent and relevant information:

David Tobin Infographic

Many of these social posts lead directly to landing pages associated with your brand, providing additional lead capture opportunities. This infographic from Peterson Wealth Management is an excellent example of what you can do with infographics and Lead Pilot:

Peterson Wealth Management Infographic

The benefits of Lead Pilot do not end with infographics. If you’re looking to save time and effort setting up social media campaigns and creating content, then Lead Pilot could be your solution! However, if you are interested in investing the time to create your own infographics, then there are a few things to cover.

Creating Your Own Infographics

Since we’ve covered the advantages of infographics, we’ll dive into the advantages of creating your own by looking at some design decisions and useful tools.

How to Design An Infographic

Leverage Your Branding

As shown earlier, infographics help improve brand recognition. When creating your infographic, consider your logo. Colors, fonts and symbols can be a great way to relate the information in your visual to your brand. When including additional colors, consider where they will be located. Neutral colors can be used to maintain the focus on your brand, while brighter colors like red and orange can be used to attract attention to important details. Lastly, make sure to remain consistent, color should be used to highlight and visually organize your infographic, not distract the reader.

Include a Call-To-Action

According to research from Springer, instructions with visuals increase the likelihood that readers will perform the action by 323 percent. Providing a call-to-action on your infographics also helps readers use the information you’ve provided, allowing readers to take action on their information.

Tools To Create An Infographic


Canva is an excellent design tool for creating visual content, including infographics. Built-in templates make it easier to organize your images and an array of resources can be used to add symbols and visual diversity.

Noun Project

Infographics contain simple icons and symbols to attract the viewer’s attention and separate different points. This icons are usually accompanied by, and support, text. But sometimes there isn’t a symbol that can be related to a topic. This is where Noun Project comes in, which allows you to discover different symbols to fit the tone of your infographic by searching words and phrases.

Wrapping it Up

Whether you decide to use Lead Pilot, create your own infographics or share someone else’s, understanding their benefits can help you enhance your social media presence. Keep these advantages in mind the next time you need to discuss new data or interesting statistics. And, instead of writing a blog, consider taking the time to create an infographic and gain the benefits that follow.

Want to Post More Engaging Content, But Don’t Have Lead Pilot Yet?

We’re offering access to all this content and so much more for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

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stuart farst

About The Author

Stuart Farst

Stuart is a Content Marketing Specialist at Twenty Over Ten and enjoys creating content that both entertains and educates. A Game Designer at heart, he can be found pursuing one of his many hobbies during his free time.