Three mistakes to avoid when presenting financial data.

  1. Don’t overwhelm with details: While it’s important to provide context, avoid overwhelming your clients with too much information. Stick to the most important points and keep the presentation concise.

  2. Don’t make assumptions: Avoid making assumptions about your clients’ financial literacy. Ask questions to ensure that they understand the information you’re presenting.

  3. Don’t ignore questions: Be prepared to answer questions from your clients. Ignoring questions or providing vague answers can damage your credibility and trust.

By avoiding these mistakes, you can present financial data to your clients in a clear and professional manner, while also building trust and strengthening your relationships with them.