ADRIAN = FINANCE + DIGITAL

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

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

Investment bankers and micro-content, an emerging love story

Sending a sample chart to a client in advance can save hours in pitchbook production.

WinAdrian CrockettNovember 22, 2016fix the pitchbook, client advice, tips and tricks, what we do Comment

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

What bankers can learn from the military

The army's "after-action reviews" help it perfect strategies and learn from mistakes. Which is exactly why you need to adopt the process.

WinAdrian CrockettAugust 30, 2016be a better banker, fix the pitchbook, discourse, professional developmentComment

Nice guys finish first

In 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.

WinAdrian CrockettAugust 2, 2016client advice, professional development, be a better bankerComment

For meetings, better never than late

Five minutes early is on time. On time is late. Late is unacceptable. Why you should apply the "start time rule" to meetings.

WinAdrian CrockettJune 7, 2016telling stories, tips and tricks, the 9-5Comment

Why I won’t accept your LinkedIn invitation to connect

How junior bankers should expand their network and the tactic they should avoid.

WinAdrian CrockettApril 12, 2016professional development, be a better banker, discourse, networkingComment

How to get clients to say “yes”

The more often a client says yes, the more often a pitch leads to a mandate. And data visualizations can be used to get you there.

WinAdrian CrockettMarch 14, 2016client advice, strategy, be a better bankerComment

Curation: It doesn’t only belong in a museum

If you can curate information to the needs and interests of clients, you can cut down on pitchbook churn.

WinAdrian CrockettFebruary 16, 2016fix the pitchbook, strategy, be a better banker, professional developmentComment

I can kanban, can you?

How adopting the kanban methodology, investment bankers can better manage and update client resources and strategies while on the move.

WinAdrian CrockettJanuary 28, 2016management strategy, tips and tricks, be a better bankerComment

What investment bankers can learn from chess

Supercomputers changed the way chess is played. What does this mean for investment bankers?

WinAdrian CrockettJanuary 14, 2016fintech, strategy, tomorrow's investment bank, professional developmentComment

How to find the best answers to client questions

When, "Is there anything else I can help you with?" leads to oddball questions from clients.

WinAdrian CrockettDecember 16, 2015be a better banker, client advice, strategyComment

Not even Goldman Sachs can clone bankers

As banks introduce solutions to attract and retain employees, what are the technology strategy considerations?

WinAdrian CrockettDecember 7, 2015fix the pitchbook, tech as a tool, tomorrow's investment bankComment

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