InvestmentNews takes advisers through the developments and innovations in technology that'll change the way you do business today and tomorrow.

Are your presentations boring?

Jazz up plain-vanilla PowerPoint slides with video, graphics

Jan 3, 2014 @ 12:01 am

By Sheryl Rowling

At times, advisers must come out from behind their desks to do something they're not wild about: give a presentation to a group. The vast majority of those presenting will use PowerPoint.

Good presenters will adhere to some basic rules:

1. Don't clutter slides with too many facts or figures.

2. Don't create slides of the exact words you will be saying.

3. Use nice graphics.

4. Don't have too many slides in one presentation.

Following these rules is helpful, but let's face it: PowerPoint presentations are getting boring. Sure, we can spice them up with animation, a variety of transition options between slides and even videos. But it's still a linear "one slide after the other" visual accompaniment to a speech.

When I am giving a major presentation, I prefer to use Prezi ( It's free if you're OK with the general public being able to see your creations. Otherwise, it costs $59 to $159 per year, depending on the plan you choose. What's so good about Prezi?

It's difficult to describe without showing it. In my opinion, Prezi allows you to produce presentations that are alive! Imagine a canvas of a painting or a bulletin board containing photos. With Prezi you can travel around the canvas using any route you want, zooming in and out, showing magically appearing content, and more. As with any program, there is a learning curve. From my experience, it's easy to start using one of its templates. Once you become more skilled, the sky's the limit.

Another benefit: Your presentations can be downloaded, converted to PDF and accessed online. And you can even import from PowerPoint if you want to convert it over.

Check it out and say goodbye to boring presentations.


What do you think?

View comments

Recommended for you

Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Featured video


How 401(k) advisers can use 'centers of influence' to grow their business

Leveraging relationships with accounting, benefits, and property and casualty insurance firms can help deliver new business leads for retirement plan advisers.

Latest news & opinion

SEC advice rule may give RIAs leg up over broker-dealers

Experts say advisers will be able to point to their role as fiduciaries as a differentiator in the advice market.

Brokers accept proposed SEC rule on who can call themselves an adviser

Some say the rule will clear up investor confusion, but others say the SEC didn't go far enough.

SEC advice rule: Here's what you need to know

We sifted through the nearly 1,000-page proposal and picked out some of the most important points.

Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

SEC advice rule seeks to tighten reins on brokers

The proposed rule puts new restrictions on brokers, but it is still unclear how strongly the SEC is clamping down.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print