PowerPoint Presentations

Improving Your Presentations 

Are you familiar with the term “word wall?” We recently encountered many word walls during our time at a conference. Imagine this: you’re seated in a conference room, staring at a screen filled edge-to-edge with words in a small font. Despite your best efforts to squint and engage with the content, the speaker’s words become background noise. Read on for tips on avoiding the word wall and making your presentations engaging. 

Why Word Walls Don’t Work  

Many of us create our presentations with an old-school mentality, as if our audience will print them out and pore over them. This might have been the case two decades ago, but it’s certainly not today. Word walls are a relic of past presentation styles. 

Modern presentations are often delivered via webinars or conferences, where screen size and visibility are not within our control. Handing your presentation to a conference organizer only to have it displayed on a small screen eliminates the opportunity for your audience to engage when your presentation is too word intensive. 

Improving Your Presentations 

Fortunately, there are many ways to enhance your presentations. An information-packed slide can be divided into several slides, each focusing on a single idea. Alternatively, using more visuals or infographics can help illustrate complex concepts effectively. 

We recall a few firms at the recent conference who had a short 10-minute presentation slot but attempted to cram 40 slides worth of information into it. Instead, their time would have been better spent carefully distilling their content to fit the allotted time frame. 

Your Presentation’s Purpose 

It’s important to remember that your presentation isn’t intended to be a comprehensive prospectus. Its primary purpose should be to spark interest and initiate meaningful conversations. Instead of overwhelming your audience with a flood of words, aim for clarity, conciseness, and intrigue. Your audience will appreciate a well-structured, engaging presentation that respects their time and educational needs. It also positions you as a thoughtful, effective communicator – a trait that’s highly valued in a complex industry. 

Need Help? 

If you’re struggling with word walls and looking to breathe new life into your presentations, we’re here to help. Let’s create something that will pique financial advisors’ attention and keep them engaged. Reach out to us today

PowerPoint Presentations

Don’t Be Held Hostage by PowerPoint

A client we recently worked with was frustrated with their PowerPoint presentations.

Every slide was an image created by a graphic designer appearing very polished (and very hard to update).

Problems with PowerPoint

We get it. You want your presentations to be on brand and look amazing. But that doesn’t make sense when you have regular updates to make – like that last minute change from the CEO before a webinar – and you’re frantically calling an outside designer for a revision because you can’t make it yourself.

Pasting in images instead of using native PowerPoint functionality takes away PowerPoint’s…well, power. PowerPoint is meant to be a support program to make your life easier and not hold you hostage and limit your flexibility and productivity. It’s meant for you to easily update presentations. And when set up correctly, it’s like a right-hand man that can make you far more efficient.

Maximizing PowerPoint’s Functionality

Learn about the functionality that is built into PowerPoint and utilize it. One of the amazing things about PowerPoint is the master slides function. Master slides allow you to apply your brand to the template, set fonts, heading styles, a color palette, spacing, bullet styles, etc. You can set up various types of slides as well, like a cover, a content slide and a diver slide. There are very detailed settings that can be created to help you maintain your branding.

Although, branding alone does not help you raise capital. Branding is important (obviously) but if a bullet’s off or a logo is placed a little bit too low on a page, it’s not going to affect an advisor’s ability to understand or bring capital in the door. It’s a balance between maintaining brand standards to a T and ensuring you’re positioning your firm in a way that allows you to develop and deliver clear messaging to advisors on your offering that generate sales conversations.

Making PowerPoint More Efficient

How do we make our clients’ PowerPoint presentations more efficient? We always start with the master slides. Behind the scenes, it sets the stage for more efficient work going forward and less management team disappointment in timeliness of updates. We call this “being kind to your future self” because you’ll be able to be nimbler with changes and more responsive to requests for changes from management and the sales team.

We design as many elements as possible in the native PowerPoint platform. These can be supplemented with designed graphics, but any element that may change frequently we suggest keeping in PowerPoint.

We also convert charts of data to native PowerPoint charts that are linked to Excel files…another big time saver and a play that helps non-designers be more self-sufficient in PowerPoint.

A lot of people dislike PowerPoint, but if you’re using it correctly, it’s actually a great tool. When you put the work in behind the scenes, it’s easier, it’s smoother, and it just works better to help support your marketing goals.

Do your PowerPoint presentations need an overhaul? Do you need help making them more user friendly? We would love to work with you to provide suggestions on how you can improve your presentations and improve your relationship with PowerPoint. Contact us today.