Financial Presentation Goals

I’m always amazed by hard nosed businessmen and women who are very goal oriented and everything else they do very quantifiable with everything they do but they get up to give a financial presentation and ask them all what are your goals for this speech.

And it’s often so vague and fuzzy.

Well it’s just to inform people about every single thing that’s happened during the last quarter.

That’s too vague that’s too general that’s too fuzzy.

Yes I do understand you have to keep analysts updated key investors but they can’t now everything you know.

Or they would have your job.

They need to know what’s most important.

So before you even start your presentation I need you to ask yourself what’s your goal of the speech.

It may be to simply calm people down if the markets have been jittery.

It may be to get them to invest.

It may be to get them to not sell but I need you to focus on the end goal before you start your whole presentation.

What is that goal.

We’ll work back from that.

So write your goal down in one sentence I want to know what it is.