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)?
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Sending a sample chart to a client in advance can save hours in pitchbook production.
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A badly labeled chart can throw a wrench in a client meeting. Avoid the perils of a poorly executed histogram.
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Asking clients to remember 12 things is asking them to work too hard. How to make your pitches more memorable.
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How tapping into the knowledge of designers can increase the visibility of your pitchbook content to make sure your key points land.
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It may have dwindled in popularity, but playing Liar's Poker allows bankers to practice and master important necessary skills.
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Five minutes early is on time. On time is late. Late is unacceptable. Why you should apply the "start time rule" to meetings.
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It's not enough to just use a visualization, you have to transform the data into something meaningful first.
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How adopting the kanban methodology, investment bankers can better manage and update client resources and strategies while on the move.
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esources to build better pitchbooks. From smart methods of data analysis and building impressive charts, to how to curate and craft the perfect message.
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