ADRIAN = FINANCE + DIGITAL

For investment bankers, the smaller the audience, the more expensive the content creation process. Why this needs to be rethought.

Investment bankers should think like content marketers

Borrowing the content building block approach from marketers can help bankers personaliz and reuse content.

PitchAdrian CrockettSeptember 20, 2017fix the pitchbook, be a better banker, what we doComment

The evolution of the data table

It's really difficult to present a standard data table. So can you use a more intuitive design to show the same data (and have a better meeting)?

What’s missing from pitchbook creation?

When creating pitchbooks, testing ideas and applying existing knowledge can elevate a pitchbook. So why doesn't this happen?

The grittier the banker, the better

Investment banking is a competitive environment. And while you may be talented, do you have the "grit" necessary to get ahead of the bell curve?

SlantAdrian CrockettMay 1, 2017be a better banker, Excel, discourse, professional developmentComment

Step-up to better pitchbook line charts

Some data and chart combinations simply don't work and will result in a bad meeting. Why this is a better chart to use for target price data.

ChartsAdrian CrockettApril 13, 2017line charts, digging data, be a better banker, fix the pitchbook, what we do, explainingComment

Junior bankers can only write what they know

If we don't nurture the writing skills analysts and associates, are we creating an industry where no one knows how to craft a pitchbook?

Junior bankers, do you know your optimal stopping point?

When creating pitchbooks for senior bankers, when is an further effort a waste of time?

WinAdrian CrockettFebruary 16, 2017be a better banker, fix the pitchbook, junior bankers, innovation Comment

“Similar. But different”: innovation in pitchbook visualizations

Is a benchmarking ever just a benchmarking chart?

ChartsAdrian CrockettDecember 22, 2016fix the pitchbook, benchmarking, bar charts, Ranking Chart, what we do, be a better bankerComment

You created a pitchbook. So what?

When creating a lengthy pitchbook for a client meeting, how asking "so what?" can ensure you are delivering insights and not just repeating data.

WinAdrian CrockettDecember 13, 2016fix the pitchbook, be a better banker, chart, what we doComment

Why your pitchbook needs a rearview mirror

Backtesting is an unsung hero of investment banking. Why this analysis should be included in your pitchbook.

PitchAdrian CrockettDecember 6, 2016fix the pitchbook, financial analysis, be a better banker, backtestingComment

The two ways you need to calculate pitchbook costs

Most banks don't really know how much is spent on pitchbook production. Here's how to break down the costs.

Junior bankers: avoid the pitfalls of a bad histogram

A badly labeled chart can throw a wrench in a client meeting. Avoid the perils of a poorly executed histogram.

ChartsAdrian CrockettNovember 2, 2016histogram, be a better banker, fix the pitchbook, digging data, tips and tricksComment

Should investment bankers optimize email subject line length?

The average person receives over 100 emails a day. How can you ensure yours is read?

WinAdrian CrockettOctober 25, 2016be a better banker, emailsComment

Has Google made knowledge workers irrelevant?

The evolution of the knowledge worker and why bankers should consider themselves "smart creatives."

SlantAdrian CrockettOctober 13, 2016professional development, be a better banker, discourse, tomorrow's investment bankComment

How many pitches result in a mandate?

How recording client insights, timing meetings correctly and increasing speed to meeting can boost your ratio of pitch:wins.

For memorable pitchbooks, three is the magic number

Asking clients to remember 12 things is asking them to work too hard. How to make your pitches more memorable.

PitchAdrian CrockettSeptember 13, 2016fix the pitchbook, be a better banker, client advice, tips and tricksComment

An alternative take on the share price chart

Instead of another share price chart, use a waterfall chart to break down share price movements and take your analysis one step further.

Investment Banking Strat | Digital Transformation | Design Thinking | Innovation & Strategy | Executive - 20+ yrs experience.