How to Spruce Up Your Financial Advisor Office Design

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financial advisor office design

Trust is key to any successful business-consumer relationship. However, when it comes to money management, trust between a financial advisor and a client is absolutely vital. Financial advisors have to instill confidence in their clients. As a result, financial advisors may need to prioritize how they communicate and present themselves to clients. The right financial advisor office design can put clients at ease and, simultaneously, bolster productivity in the workplace. On that note, today we’ll explain how financial advisors can effectively upgrade their office to improve their own performance and the client experience: 

Choose Color Wisely 

Color plays a huge role in how people feel when they enter your office. For example, blues and violets have been shown to reduce blood pressure, while reds and oranges tend to increase people’s pulse and respiration. Therefore, it is likely a good choice for financial advisors to choose blues and purples over brighter, warmer colors. Alternatively, financial advisors could paint their walls a neutral color and instead add color to the room with accessories such as paintings or plants. Regardless, it is important to stick to a consistent color scheme throughout the office to maintain consistency. 

Add Accessories to Make it More Welcoming

As we’ve established above, financial advisors should try to create workspaces that allow clients to relax. Of course, welcoming offices can take many different forms. You may decide to invest in newer, more comfortable furniture. Accessories are also a great way to add visual interest to an office. Plants, artwork, decorative light fixtures, and intricate wall clocks can enhance the look and feel of your workspace or reception area. Choosing pieces that represent the financial advisor’s personality or preferences can help the office feel personalized and less clinical or solely business-like.  

Note also that you may benefit from displaying your credentials somewhere near your desk. Many doctors frame their degrees in easy-to-spot locations in their office –– not to brag about their accomplishments –– but to let their patients know they can be trusted. Financial advisors could very well benefit from adopting this strategy too. 

Don’t Forget the Other Senses

Having a visually appealing office is crucial for making positive impressions on clients, but ensuring that it smells, sounds, and feels welcoming is also important. However, these elements should be subtle so as to not overwhelm visitors. For example, using a plug-in room deodorizer with a neutral yet pleasant scent can help make clients feel at ease. External sound should be minimized with either a quiet sound machine or soundproofing along the office walls and ceiling. During a meeting, it can be distracting to overhear other financial advisors or client discussions, so planning the office around sound is crucial. 

Additionally, temperature is an often overlooked but important aspect of making an office feel welcoming and comfortable. Clients will likely have different temperature preferences, so keeping the office at neutral temperatures between 68 and 75 degrees is typically best.  

Contact Us

At Key Interiors, we have years of experience working with businesses of all sizes and in a wide variety of industries. We can help you enhance your office space to improve client satisfaction while also boosting productivity. Contact us here to learn more about our processes or to get started with us today!

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