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Public Speaking for Financial Advisors

25 CQ
7 Lessons
Course Info
  • Playing
    Free
    2 CQ
    1. Financial Presentation Skills
    A lesson with TJ Walker
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    In this lesson with speaking coach TJ Walker, learn the four ways you need to utilize public speaking skills while giving a financial presentation.

    Financial Presentation Skills
    with TJ Walker

    In this lesson with speaking coach TJ Walker, learn the four ways you need to utilize public speaking skills while giving a financial presentation.

  • Playing
    3 CQ
    2. Communicating Financial Trust
    A lesson with TJ Walker
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    As a financial advisor, it's important that you always appear comfortable in front of clients and communicate trustworthiness. Learn why in this lesson.

    Communicating Financial Trust
    with TJ Walker

    As a financial advisor, it's important that you always appear comfortable in front of clients and communicate trustworthiness. Learn why in this lesson.

  • Playing
    3 CQ
    3. Presenting Financial Information
    A lesson with TJ Walker
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    Learn how to present financial information to clients by focusing on just a few important ideas and using stories to help illustrate financial happenings.

    Presenting Financial Information
    with TJ Walker

    Learn how to present financial information to clients by focusing on just a few important ideas and using stories to help illustrate financial happenings.

  • Playing
    2 CQ
    4. Communicating Financial Expertise
    A lesson with TJ Walker
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    In this public speaking lesson for financial advisors, learn the importance of prioritizing good communication over reading off of a PowerPoint slide show.

    Communicating Financial Expertise
    with TJ Walker

    In this public speaking lesson for financial advisors, learn the importance of prioritizing good communication over reading off of a PowerPoint slide show.

  • Playing
    3 CQ
    5. PowerPoint Tips for Finance
    A lesson with TJ Walker
    View lesson

    Learn how to use a PowerPoint slide show effectively during a financial presentation by making pre-presentation considerations and drawing conclusions.

    PowerPoint Tips for Finance
    with TJ Walker

    Learn how to use a PowerPoint slide show effectively during a financial presentation by making pre-presentation considerations and drawing conclusions.

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