Boosting Presentation Skills: Financial Services

Redwood Shores, CA – LSA Global, the business consulting and training firm that helps fast growth life science, technology, and service companies by powerfully aligning their culture and talent with strategy, today announced results for a Boosting Presentation Skills training workshop for financial professionals.  The customized training program results were:

• 96.4% Job Relevance
• 100% Satisfaction
• 191% Knowledge Gain
• 94.5% Net Promoter Score

Boosting Presentation Skills Financial Services

This financial services client knew that in their highly competitive, regulated, and data-heavy industry, poor presentations created confusion, weakened credibility, and slowed momentum. They wanted their managers, directors, and leaders to be able to consistently accomplish three objectives when presenting to internal and external audiences:

• Clarify complexity.
• Inspire confidence.
• Move people to action.

The challenge was that most of their leaders were trained to analyze data, not to present to or influence others. As a result, 360 feedback showed that their presentations often defaulted to:

• Dense slides.
• Excessive caveats.
• Jargon-heavy explanations.

While the presentations were accurate, they were creating audience disengagement.

Boosting presentation skills means designing communication that respects how people actually think and decide.  This highly interactive and customized business presentation skills workshop focused on developing presentation skills into a significant business advantage.  The experiential learn-by-doing process was specifically designed to strengthen communications and influence through increased audience-centricity, clarity, credibility, and persuasiveness.

Participants worked on actual upcoming presentations, practiced with colleagues, video-taped practice sessions, received on-site coaching, and delivered a final presentation to leadership to highlight their content design and delivery using the following flow:

1. Context — why this matters now.

2. Insight — what the data is telling us.

3. Implication — what this means for risk, return, or strategy.

4. Recommendation — what should be done next.

This structure reduced ambiguity, increased confidence in the presenter, and made complex material easier to follow. It also signaled executive-level thinking — a critical differentiator for professionals advancing into senior roles.

About LSA Global
Founded in 1995, LSA Global is a leading performance consulting and training firm that helps high growth technology, services, and life-science companies create a competitive advantage by powerfully aligning their culture and talent with their strategy. Learn more about getting aligned.

Tristam Brown

Tristam Brown is an executive business consultant and organizational development expert with more than three decades of experience helping organizations accelerate performance, build high-impact teams, and turn strategy into execution. As CEO of LSA Global, he works with leaders to get and stay aligned™ through research-backed strategy, culture, and talent solutions that produce measurable, business-critical results. See full bio.