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Financial Advisor, Client, Meetings, Time
June 1, 2022

Fitt’s Law for Financial Advisors: How to Avoid Time Waste During Client Meetings

Financial advisors might not think that UX design laws have much to do with running an advisory practice but many of these principles of human behavior can help you improve client satisfaction and run a more efficient office. By applying Fitt’s Law, for example, you can find ways to improve organization and reduce the time […]
Financial Advisor, Details, Notes, Important, Keyboard
May 25, 2022

How Financial Advisors Can Use the Serial Position Effect to Help Clients Remember the Important Details

The serial position effect states that “users have a propensity to best remember the first and last items in a series.” For UX designers, the idea is that the most important points—or the details that you want to call a user’s attention to should be at the top or bottom of a page.  But even […]
Threat, Financial Advisor, Oversimplification
May 18, 2022

Tesler’s Law for Financial Advisors: Avoiding the Threat of Oversimplification

UX design advice and communication advice for financial advisors have one thing in common: both tend to emphasize simplicity. Simplified web pages and simplified explanations of complex financial topics are both extremely helpful to users and clients, to be sure. But there is such a thing as too much simplification.  That’s where Tesler’s law comes […]
financial-advisor-ux-law-hicks-law-pulse360
April 20, 2022

Hick’s Law for Financial Advisors: How Simplicity Can Improve Client Experience and Employee Performance

For this next piece in my series on applying UX laws to your financial advisory practice, I’ll be looking at Hick’s law and talking about why it’s so important to keep both your client services and your office workflow as simplified and straightforward.  As financial advisors, you’re often dealing with some incredibly complex calculations and […]
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