Financial Presentation Messages

I trained financial executives all over the world and I speak in front of financial groups all the time.

One of the first questions I ask people is think of the best financial speaker you’ve ever seen in your life.

Now tell me every message point no fact you remember from that speech.

Best speaker in the last year or last five years however long you want to go back.

Sometimes people tell me they don’t remember anything.

Sometimes it’s one two occasionally three every three months or so somebody won’t remember four messages backs numbers and every six months or so somebody will tell me five ideas including numbers that they remember from the best financial speaker they’ve ever seen.

I’ve never had anyone remember more than five ideas so that’s why I start off with the assumption that you really need to focus your speech and come up with what are the top five ideas in numbers that are really going to lead people to the action you want them to do not 50 not A.

If sales are up across the board and you’ve got the same store sales up 5 percent everywhere but it’s one pumpkin latte that is generating 80 percent of the revenues you need to spend some time focusing on the story behind that one sale going out rather than just going by store by store by store of every single dollar where people get lost in the haze.

So I need you to focus on what’s most important.

All numbers are not of equal importance.

Every week’s revenues are not of equal importance.

You’ve got to focus on what’s most important.

Come up with a list right now your top five ideas including numbers you want to communicate in this speech.