Presentation: The 3 Magic Ingredients
  • Jun 29, 2021
  • EOE Digital

Phil Waknell, who is a presentation specialist, spent the last 10 years showing conference speakers, entrepreneurs, and business leaders how to prepare and deliver a powerful presentation. As a financial advisor, you might think that presenting doesn’t apply to you, or you don’t deliver presentations, but before you skip over remember that when you book an appointment with a client you are delivering a presentation. Sooner or later, in one form or another, you have to present!

Phil Waknell states that there are 3 magic ingredients to presenting:

  • The audience
This is obvious as they are the ones you're doing your presentation for.

  • The presenter
This is you. It's very important that you share something that only you know in your presentation (something personal). If someone else can do your presentation, then it’s not personal enough. This will capture your audience and make them “care”.

  • Transformation
Most presentations aim to only inform your audience. These generally don’t work very well. Most people forget what they hear almost immediately. Good presentations are not about providing information. They are about transforming your audience. This indicates making your audience take a specific action.

Now that you know the 3 magic ingredients, you have to put yourself in your audience's shoes. Ask the following questions:

  • What do they know?
They know how most presentations/sales pitches go, and they might believe you will provide an overwhelming amount of information.

  • What do they believe?
They believe that the presenting is serving a purpose to inform or to get them to buy a product or service.
  • What do they feel?
They feel resigned to an ineffective presentation because it’s what everyone does.
Some audience members might feel they are getting bombarded with a lot of information with no personal touch whatsoever.

You have to change their perception of all of the above. Deliver a presentation that your audience did not anticipate or expect. Here is how:

  • Start with a bang
The beginning of a presentation is crucial. This is where your audience will develop their perception of you and how the presentation is going to go. Prove them wrong.
  • Make your intentions clear
You are not here to provide information. You want to stimulate their minds and to convince them about something.

  • Get your audience involved
This will ensure that they remain focused and pay attention. This is especially important if your presentation is required to be longer, or if you lecturing. 

  • Remember the 10-20-30 rule for slide shows 
If you are presenting a slide show remember:
  1. It must contain no more than 10 slides
  2. If possible, it must be no more than 20 minutes 
  3. Use a slideshow of no less than 30 points. Avoid placing too much information on the slideshow or your audience could succumb to the dreaded "Death by PowerPoint".