You need to communicate economic data to investors. How can you make sure they understand?

Speak Their Language: Translate economic jargon into investor-friendly terms. Skip the GDP mumbo-jumbo and focus on how it impacts their portfolios. Visualize the Story: Charts, graphs, and infographics can turn dry data into a compelling narrative. A picture's worth a thousand economic indicators. Keep It Concise: Investors have attention spans shorter than a goldfish's memory. Stick to the key points and trim the fat. Provide Context: Don't just drop numbers; explain the why behind the what. Is that inflation spike a blip or a harbinger of economic doom? Invite Questions: Encourage investors to ask questions. A little Q&A can turn a data dump into a fruitful discussion.

Make it relevant and resonant. Explain why it matters and provide an example of an experience that is familiar to your audience.

Before you present any data, you need to understand who they are, what they expect and how they prefer to receive information. Different types of investors may have different goals, interests and styles of communication. You want to tailor your message and your materials to fit their interests, need, and questions. For example, some investors may focus more on the market opportunity and the competitive landscape, while others may care about the team and the product.

é de suma importancia entender qual setor que seu cliente atua. Se for no mercado financeiro, tudo bem, irá entender de forma clara o economês. Porém se o cliente atua for diferente desse setor e que tenha pouco contato com o mercado financeiro, aqui entra o papel do educacional. N?o somente explicar no detalhe cada ponto, mas dar exemplos e sempre buscar inteirar o cliente sobre o assunto. Assim sendo, é válido o convidar para palestras e eventos que v?o agregar nesse sentido educacional, além de fidelizar ainda mais o cliente, por enxergar que você o quer na mesma página.

It can be easy to forget the reason why people seek financial advice. Typically, it's because they aren't financially/economically astute, are too busy for it, or simply have no desire to be across it. By trying to run each interaction like an in-depth education session, your clients may be less likely to absorb the critical information and be able to make an informed decision, simply because there is too much information to digest in a short period of time. I find by consistently relating concepts to familiar financial situations, such as earning interest on term deposits, or paying expenses and interest on a mortgage, the price of fuel etc. clients are much more engaged and seem to genuinely understand enough to make a decision.

While visuals are super useful, we can't let them do all the talking. It's easy to get carried away, packing slides with charts and graphs. If we're not careful, we might end up confusing our audience more than helping them. We need to guide our audience through what they're seeing, making sure they're getting the right message.

Utilizar contextos históricos é excelente para uma boa explica??o. E falando de economia, o que n?o faltam s?o histórias sobre crises, bolhas especulativas, etc. Sempre legal contar as mais famosas quando se encaixar em algum contexto, como a bolha das tulipas, a crise de 29 e como a defla??o é pior quanto uma infla??o descontrolada, a crise imobiliária de 2008 e como mudou o mercado de crédito.

Telling a story with the data is about making it stick. With story, we are showing the impact, weaving it into a narrative that matters to them.

In the call to action, financial professionals aim to translate the insights gleaned from the narrative into actionable steps for investors. They emphasize the relevance of the insights to investors' portfolios and financial goals, provide guidance on specific actions such as adjusting asset allocations or monitoring risks, and stress the importance of maintaining a long-term perspective. By fostering engagement and follow-up discussions, professionals empower investors to make informed decisions that align with their investment objectives and navigate the dynamic economic landscape effectively.

Numbers are essential, not a full spreadsheet. When presenting numbers, stick to the ones that truly back up what you are saying. Percentages, ratios, averages. Because they are easier for everyone to digest. It’s about making sure the numbers we share are not just thrown out there but are actually meaningful.

Acredito que além de ser claro e conciso para que o cliente entenda o que pretende passar de informa??o, é puxar o cliente para a conversa e evitar que seja um monólogo. Saber se está claro a conversa, deixar como um bate papo, deixa a exposi??o mais fácil e o cliente absorve melhor o que pretende ser passado.