ADRIAN = FINANCE + DIGITAL

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

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?

Are you ready to find new clients?

Finding 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?

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.

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

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

Bankers are smart... aren’t they?

Why wanting to have a beer with someone is a better predictor of success than education, experience, knowledge, or intellect.

Why bankers still need to play Liar’s Poker

It may have dwindled in popularity, but playing Liar's Poker allows bankers to practice and master important necessary skills.

Are you using the right data visualization?

Pitchbook visualizations, like the data they contain, are nuanced. And what works for one banker may not work for another.

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

Should investment banking adopt an apprenticeship model?

Instead of throwing money and promotions at new recruits, should banks employ a model of learning?

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

The one simple rule for a great pitchbook

As a banker, the best piece of career advice I ever received had nothing to do with scrubbing numbers, building models, or conducting an analysis.

PitchAdrian CrockettFebruary 1, 2016fix the pitchbook, telling stories, be a better banker, professional developmentComment

What “less is more” means for junior bankers

How to balance a rich, layered story with the power of a single takeaway message by using the "less is more" approach.

PitchAdrian CrockettJanuary 19, 2016fix the pitchbook, digging data, junior bankers, be a better banker, professional developmentComment

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

Two steps to become pitch perfect

You get to a client meeting and your 60 minutes is reduced to 30. How to use storyboarding and presentation practice to be prepared.

PitchAdrian CrockettDecember 21, 2015fix the pitchbook, be a better banker, telling stories, professional developmentComment

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