How to Present Data to a Prospect

Photo by Franki Chamaki on Unsplash

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Presenting data is challenging, but sometimes advisors have to.

Here is how to do it better than your peers.

Change your focus

Follow this advice: First you entertain, then you educate and finally you elevate.


How many data-dense presentations have you heard where you left thinking: Well, that was entertaining?

There are many ways to make any presentation entertaining. Inject some humor, especially the self-deprecating kind. Make your visuals funny, where appropriate.

Use your imagination. Put yourself in the shoes of the audience. Would your presentation bring a smile to their faces, or would they sit there looking bored and distracted?

It’s surprising what you can come up with when you are challenged to be entertaining. One client, who was discussing the developmental aspects of web design, changed all his visuals to feature a Spiderman-looking character, illustrating the points he was trying to make.

The audience was immediately engaged.