3 Crucial Mistakes To Avoid In Financial Presentations

Do you give a lot of financial presentations? If so, be sure to look at [1] Let’s Talk Numbers. You’ll find 3 powerful ways to avoid the serious mistakes of most financial presentations.

But that’s not all. It’s time to kick it up a notch. Many experienced presenters make these deadly mistakes. Don’t be guilty of doing it. (At least, not if you want your budget approved.)

Be sure to avoid these crucial…often fatal…mistakes.

1.        “I’m sure you can’t see this…”

Presenting straight from the spreadsheet is a deadly mistake. No one can read the font. No one, including you, can see relevant numbers.

2.        “I’m sorry but I can’t share this…”

If you’re racing from one client to the next, chances are your presentation includes proprietary information. While it’s essential to uphold privacy, no one likes to see a partial presentation intended for someone else.

Do your homework—before you give your presentation.

3.        “I meant to change the numbers, but…”

Apologies will not cut it. Not when budgets are concerned. Similar to presenting to people who are sticklers about punctuation, at budget time, directors are very picky about correct numbers.

Make sure your numbers are accurate and precise. If your ‘plan’ is to apologize first…ditch your plan. Do your homework instead. Go in with a clear and compelling budget—with no excuses.

No apologies. No excuses. No missing data.

These three are big ‘no-no’s’ for financial presentations. Serious decision makers won’t give you the time of day and will dismiss your numbers—and your proposal in an instant. Don’t let this happen to you.

There you have it. With a little bit of work you’ll give inspiring financial presentations. Best bet? You’ll win the day and land the resounding ‘yes!’ you deserve.