Backtesting is an unsung hero of investment banking. Why this analysis should be included in your pitchbook.
Read MoreSending a sample chart to a client in advance can save hours in pitchbook production.
Read MoreFinding and engaging with new clients can be the difference between hearing about that deal, and being the one to execute it. Is your tech prepared?
Read MoreMost banks don't really know how much is spent on pitchbook production. Here's how to break down the costs.
Read MoreA badly labeled chart can throw a wrench in a client meeting. Avoid the perils of a poorly executed histogram.
Read MoreThe average person receives over 100 emails a day. How can you ensure yours is read?
Read MoreThe evolution of the knowledge worker and why bankers should consider themselves "smart creatives."
Read MoreHow recording client insights, timing meetings correctly and increasing speed to meeting can boost your ratio of pitch:wins.
Read MoreAsking clients to remember 12 things is asking them to work too hard. How to make your pitches more memorable.
Read MoreInstead of another share price chart, use a waterfall chart to break down share price movements and take your analysis one step further.
Read MoreThe army's "after-action reviews" help it perfect strategies and learn from mistakes. Which is exactly why you need to adopt the process.
Read MoreHow tapping into the knowledge of designers can increase the visibility of your pitchbook content to make sure your key points land.
Read MoreSomething nearly all successful business people do is read. A lot. How to make time in your schedule for continous learning.
Read MoreIn banking, focusing on practical skill development will get you far, but it won't get you the corner office. Clients need to like you before you can execute their deals.
Read MoreWhy wanting to have a beer with someone is a better predictor of success than education, experience, knowledge, or intellect.
Read MoreA banker's most valuable asset is strategic advice, yet pitchbook creation means it’s what they spend the least amount of time developing.
Read MoreBenchmarking charts feature in nearly every pitchbook. Yet, each time they are created, they are a bespoke piece of content.
Read MoreIt may have dwindled in popularity, but playing Liar's Poker allows bankers to practice and master important necessary skills.
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