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Brainstorming (More case studies and scenarios (Presenting the same…
Brainstorming
More case studies and scenarios
Presenting the same information in multiple forms
Emotional grounding
Related professions: visuals and background
Outcomes and data by professions - may be better than average
Custom decks and messaging by profession/field
Common Messaging Across Departments
Intake
Loan Management
Facilitators / Client Success
Distinct client success messaging for referral partners
Value propositioning and outreferral capacity for partners
More context and comparatives
Financial context
Geographic context
FCRs and other loan options
Having shadow talking points
Clear internal understanding
Post Presentation Support Slides for Difficult Topics
More illustrative examples
No verbals and visuals