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Define your objective in the financial presentation

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Transcription Define your objective in the financial presentation


The purpose of conscious and strategic repetition in a financial presentation is to reinforce important ideas and facilitate the retention of information. It is essential to find the right balance when using this technique, avoiding monotony and considering the preferences of the target audience.

Adapting our repetition strategy according to the existing level of knowledge is crucial. Those who are more familiar with the topic may find excessive repetition unnecessary or condescending. On the other hand, others may benefit from more repetition to facilitate assimilation of the information provided.

Applying the repetition technique: To apply the technique of conscious repetition and achieve adequate appropriation of the content, consider the following:

  • Explore various techniques, such as literal repetition, which consists of reiterating the exact same phrase or word. For example, you can use the following phrase: "Financial planning is key, key to achieving your goals".
  • Use repetition with variation, which involves repeating the idea using different words but with the same meaning. For example, you could say: "Focus on your financial goals, on your financial objectives". It is important that repetition be gradual and avoid excess, to avoid monotony.
  • Reinforce memory: Repetition is a highly effective strategy to strengthen information retention. By consciously repeating the main ideas, you provide your audience with multiple opportunities to process and consolidate the information in their short- and long-term memory. Whether through literal repetition or with variation, you activate different regions of the brain and reinforce the neural connections associated with those concepts, which facilitates later recall.
  • Promotes comprehension: The use of similar phrases or structures facilitates the assimilation of information and helps to mentally organize the concepts presented, in addition to establishing coherence and fluency in the presentation.For example, if you are explaining a complex process, you can use a phrase such as "First, we must consider." at the beginning of each step to indicate a logical progression. This repetition of structure helps internalize the sequence of actions required.
  • Emphasizes importance: By repeating certain ideas or concepts, you underscore their significance and relevance in the context discussed.
  • Improves clarity: By repeating concepts using similar words or phrases, you are reinforcing their meaning and making them easier to understand. This helps your audience remember the key aspects of your financial presentation more easily, even after it is over.

Situations in which to avoid using them: Here are some circumstances in which it is advisable to be careful and avoid excessive repetition:

  • Expert audience in the financial field: In the case of a specialized audience, obvious repetition, may be considered unnecessary. Instead, focus on providing new analysis or additional perspectives to enrich the presentation.
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