Financial Presentation PowerPoint Tips

The Complete Communication Skills Master Class for Life Financial Business Communication Skills
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Transcript

If you're giving a financial presentation, you're probably used to having lots of numbers, perhaps complex graphs, in your PowerPoint, perhaps others in your company help you put that together Investor Relations team and I understand you have to have a lot of that. I just want to give you one suggestion on one thing to add four really important points. Try to illustrate your key point with a photo, a picture an image, you can still have all the other stuff in numbers, but for the really important points, drive it home with an image back to my example of why same store. Sales may have gone down for one quarter but it was not a normal thing. Put a picture of your store let's say it's an ice cream store with six feet of snow in the parking lot that will drive home this idea of it was an unusual winter.

That's what drove sales. It wasn't anything to do with people not liking our company or Anything else wrong, that image of the snow and the snow covering the sign of your dairy cleaner, whatever type of store it is, would really be so much more memorable than simply a chart, January sales down 10%. And just the numbers. The other thing I would stress is beware complexity for slides that you are presenting. If you're emailing a PowerPoint presentation, and I recommend that you do if you're handing it out, you can have financial charts with graphs that have 510 20 variables of different colored lines, charting different variables. Someone can study it in silence for 10 minutes if they want, but if you're standing up speaking and changing the slides and they're listening to you, and trying to figure out little squiggly lines, the brain just doesn't work like that.

That isn't Not how people process information. So it's not enough for it to look good in your hands, you got to think about how does it look to people watching it? So that's one of the tests for every one of your slides, not how does it look on the computer screen where you and your staff are creating it? There always is a great there. The question is, how does it look to an audience member who's in the middle of the room, or the second half of the room, every single financial conference I've ever been to, when I see people use PowerPoint, I always go to the middle of the room and the back of the room and guess what? You can't First of all, you can't see the bottom half of the slide so you don't know what the person's talking about.

And for charts or graphs that have different color coded variables, you can't make it out. It's too small, it's too fine. It's too blurry. The colors are not distinguishable. So if you want to do a true test on your PowerPoint slide You need to project it in the room that you're going to be using for your speech and you need to go to the back of the room. If you're not willing to do that, my recommendation, don't project the slides at all.

Simply email it to people, give it as a handout, email it to them after your presentation instead, just speak to them.

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