This document provides tips and lessons for creating effective presentations. It discusses the importance of knowing your audience, using clear and concise language in slides, maintaining consistency in formatting and design, and engaging the audience during the presentation through eye contact, pacing, and stories. The key lessons are to focus on the audience experience, avoid complex or distracting slide content and design, and remember that an effective presentation depends more on how the information is delivered than what is said.
14. Account Type 5:
Guaranteed Lifetime Withdrawal Benefits
Payments a fixed percentage of “withdrawal
base”
Withdrawal base can increase with increases in
the value of the underlying account but can
never decrease
Insurance company guarantees payments for the
life of the client or clients
Funds may be withdrawn at any time, decreasing
the withdrawal base
Fees for investment management and insurance
15. … is the average
lifespan a newborn
can expect
… is short when
child deaths
are common
20. Text on the slide
Rule of Six
6/6
No more than six words
No more than six words
No more than six words
No more than six words
No more than six words
No more than six words
21. Slide Structure - Bad
• This page contains too many words for a
presentation slide. It is not written in point
form, making it difficult both for your
audience to read and for you to present each
point. Although there are exactly the same
number of points on this slide as the previous
slide, it looks much more complicated. In
short, your audience will spend too much
time trying to read this paragraph instead of
listening to you.
22. Fonts - Bad
• If you use a small font, your audience won’t be able to read what you have written
• CAPITALIZE ONLY WHEN NECESSARY. IT IS
DIFFICULT TO READ
• Don’t use a complicated font
23. Be Consistent
1. Title
a. Point1
b. Point 02
c. Point 3
B. Title 2
i. Point 1
ii. Point 2
iii. Point 3
2. TITLE
i. Point 1
ii. Point 02
iii. Point 3
A. Title 1
i. Point 1
ii. Point 2
iii. Point 3
24. Inconsistent font
1. Larger customer Base
2. Higher income ratio
3. Greater accessibility
4. Easier to get financed
5. Flexible rules
25. Color - Bad
• Using a font colour that does not contrast
with the background colour is hard to read
• Using colour for decoration is distracting and
annoying.
• Using a different colour for each point is
unnecessary
– Using a different colour for secondary points is
also unnecessary
• Trying to be creative can also be bad
26. Background – Bad
• Avoid backgrounds that are distracting or
difficult to read from
• Always be consistent with the background
that you use
27. Graphs - Bad
January February March April
Blue Balls 20.4 27.4 90 20.4
Red Balls 30.6 38.6 34.6 31.6
29. Endowment funds and Alternative Investment
0%
10%
20%
30%
40%
50%
60%
70%
More than 1 billion100 million to 500 millionLess than 50 million
Fixed Income
International Equities
Domestic Equities
Alternative Strategies
43. Summing up
• Summarize the conclusion in short
• Use an effective and strong closing
– Audience remembers last words
44. Q and A
• Not everyone can answer all questions
• Prepare some questions
• Be confident with your answer
• But not be stubborn
45. Suggestions
Listen to professional speakers
Take note of effective speakers
TED speakers
English Movies
Different English books, periodicals