The Analyst's Guide to Visual Persuasion:
From Data to Decision

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    25 minutes
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Course overview
This podcast equips analysts, business professionals, and decision-makers with the skills to transform data into compelling stories. Drawing on the principles of Storytelling with Data, it explores how to understand context, choose effective visuals, eliminate clutter, focus attention, and think like a designer. Each video demonstrates how to apply these techniques to real-world business scenarios, moving beyond default charts to persuasive, purposeful communication.

By mastering these methods, viewers learn to differentiate between exploratory and explanatory analysis, use visual hierarchy strategically, and craft narratives that engage audiences, drive clarity, and inspire action from raw information.

What's included?

  • 1 podcast
  • Turn your data into decisions with storytelling techniques that persuade, clarify, and inspire action.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is designed for analysts, consultants, managers, and business leaders who need to communicate insights clearly and persuasively. Whether presenting to executives, clients, or teams, viewers will gain practical techniques to craft data-driven stories that resonate, avoid common visualization pitfalls, and move audiences from understanding to action.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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