Building Better Presentation Skills for Financial Services

Building Better Presentation Skills for Financial Services
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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 workshop on Speaking for Results called Building Better Presentation Skills.

  • 96.0% Job Relevance
  • 98.0% Satisfaction
  • 160% Knowledge Gain
  • 93.0% Net Promoter Score

Building Better Presentation Skills for Financial Services Professionals

In this financial services leader, presentation skills are a core business capability. Whether explaining complex risk models to a board, walking clients through volatile market conditions, or aligning internal teams around strategic priorities, clarity and credibility directly influence trust, decisions, and outcomes at this firm. Yet too many of their technical experts struggled with how they communicate because they incorrectly assumed their expertise will carry the message.

We know from leadership simulation assessment data that it rarely does.

Financial audiences are skeptical by design. They are trained to question assumptions, challenge data, and probe for downside risk. That reality changes how financial technical presentations must be designed and delivered. Polished slides without substance fail. Dense analysis without narrative fails just as quickly. Effective financial presentations sit at the intersection of analytical rigor and disciplined storytelling.

This client knew that presentation skill development must be treated like any other performance capability. One-off training events rarely stick. Practice, feedback, and real-world application matter. Organizations that embed presentation coaching into leadership development — using live simulations and targeted feedback — see measurable improvements in executive effectiveness and client confidence.

The customized training workshop focused on helping customer-facing employees speak with more confidence and skill. Participants practiced better postures and more effective tones of voice as well as ways to structure their presentations so that their messages were clear, concise and persuasive. They came to understand the importance of practice to lessen nervousness and of feedback from co-workers to continuously improve delivery and, ultimately, results.

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.

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