Sharing Infographics

Financial infographics are a valuable tool to help stay connected to clients and prospects all year. Whether on social media, email, or as part of a financial plan, they’re a great way to share information with others.

NOTE: Infographics must be shared in their entirety which includes Ativa copyright information, and licensed Advisor name. The infographic may not be modified, transformed, or cut off in any way.


Email an Attachment

  1. From FreshPlan, save the infographic as a PDF to your computer.
  2. Once in your email program, click the paper clip and add the PDF as an attachment.

Creating a JPEG for Sharing a Single Page Infographic on Social Media

  1. From FreshPlan, save the infographic as a PDF to your computer.
  2. Open the infographic PDF in Adobe Acrobat
  3. Create a JPEG by selecting File>Export to>Image>JPEG
  4. Save the JPEG on your computer.
  5. One you have the JPEG file, you can share via social media, just like you would share photos.

Sharing a Two Page infographic on LinkedIn

Sharing PDF on LinkedIn

  1. From FreshPlan, save the infographic as a PDF to your computer.
  2. Once in LinkedIn, click on the three dots “Add to your post”. Then “Add a document.” This will let you upload your PDF.