Synopsis
If you’re like most financial professionals, you are “cursed with knowledge” and a comfort with numbers, spreadsheets, financial reports, tax codes, and investment models that collectively add up to a virtual foreign language to others who don’t possess a similar knowledge base. Because of this, you may have a hard time connecting with the very people who need your help the most -- with your clients or your colleagues. It’s a challenge you must overcome, an impasse you cannot simply shrug off. You need to talk to your stakeholders about the numbers; you need for them to understand.
But how?
You can’t change the numbers themselves; they are true and vital and, to a financial professional like you, beautiful and reassuring. What you can do is change your delivery when presenting financial information and bring those numbers to life!
In his game-changing new book, Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity, Peter A. Margaritis, CPA, offers a refreshing new approach for connecting with audiences of any size -- with one valued client on the other side of your desk or with 1,000 adoring fans.
Margaritis makes a compelling case that the secret to such audience connection can be found in the art of storytelling and improvisation. Through a book that’s equal parts practical guidebook, motivational support, and relatable examples, he helps readers construct their own storytelling methods and styles while learning a tried-and-true recipe for success in ensuring meaningful connection.
Learn the key differences between data storytelling and data visualization, and discover, step by step, how to become amazing and engaging by getting past your fears, then thoughtfully developing, preparing for, and delivering your presentation.
The principles explored in this book, while tailored to financial professionals, are applicable to anyone who presents technical information -- like engineers, scientists, lawyers, doctors, or technologists.