Are your presentations boring?

Jazz up plain-vanilla PowerPoint slides with video, graphics.
JAN 03, 2014
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 (www.prezi.com). 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.

Latest News

Annuities for RIAs: Why fee-only advisors still hit a wall
Annuities for RIAs: Why fee-only advisors still hit a wall

Halbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.

Broker-dealers must lean on tech, brand as advisors weigh options
Broker-dealers must lean on tech, brand as advisors weigh options

With 8.6% of advisors set to switch firms in 2026, Cerulli says advisor recruitment hinges on technology, branding and HNW support.

Advisor vs. advisor, Seattle showdown in fight for clients
Advisor vs. advisor, Seattle showdown in fight for clients

“I’m seeing more disputes like this between advisors and other advisors at the same practice,” said one industry executive.

Great Wealth Transfer might give way to a 'mirage,' Dunham research warns
Great Wealth Transfer might give way to a 'mirage,' Dunham research warns

Longer retirements and steady inflation could drain retiree portfolios before heirs inherit, with 4% net returns running dry by year 34.

Investors sue Coastal Financial after one fintech partner erases $470M
Investors sue Coastal Financial after one fintech partner erases $470M

A single fintech partner triggered a $68.8M credit hit.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains