Habits of Highly Successful Investment Bankers
Investment banking isn’t for everyone, particularly not for the long haul. The role is extremely demanding, plus it changes somewhat dramatically when you reach the senior ranks. Junior bankers who grind over spreadsheets and pitchbooks all day will...
How To Win Clients and Land Deals as an Investment Banker
Why does the mainstream media hate Wall Street so much?You can think of dozens of reasons, but one of the biggest is that they don’t understand what bankers really do to earn their fees. They see news of million-dollar bonuses and assume that financiers...
Investment Banking Marketing: What Good Writing and Good Presentation Skills Have in Common
Many of the elements that make for a solid piece of thought-leadership writing also translate to giving great in-person presentations. Here, we break down five elements the two mediums have in common.If you work in financial services, there’s a good chance...
How to Use a CRM Effectively: Salesforce Strategies for Better ROI
One of the common mistakes for growth-minded companies is investing in technologies before understanding how they will help them achieve organizational goals. We see this often with Customer Relationship Management (CRM) tools in particular.To help us...
The Difference Between Marketing Outsourcing and Marketing Consulting
On the surface, the difference between contracting and marketing consulting isn’t obvious. A company probably wants marketing advice in both scenarios, but there’s a twist when it comes to the execution and who’s responsible for results. Who executes the...
3 Questions to Ask When Creating a Lead Generation Plan
Many of our clients come to us with questions about growing, improving, or creating lead generation plans. They assume we’ll have a magic answer and respond with something like, “With this one change to your lead generation plan, you’ll increase leads and...
2019 Investment Banking Trends
Because of 2018’s success in the investment banking market — an overall bullish market and record-high transactions and deals — there seems to be a significant shortage for top quality talent. As the unemployment rate keeps hovering at 3.8%[i], 2019 is...
Driving Revenue Through Strategic Content Marketing
Creating and executing a growth-generating marketing strategy and plan requires executive-level commitment. Marketing is one of the easiest disciplines to adopt haphazardly; most companies are bought into the idea of managing a social presence, the virtue...
2019 Banking Industry Outlook
There’s a new kind of promise in the banking industry—and possibly no better time than now for transformation. Economic fundamentals are strong, the regulatory climate is favorable, and transformation technologies are more readily accessible, powerful, and...
Why Most Investment Banks Suck At Marketing
We help businesses sell and divest. In some cases, we help them grow before they sell. That’s what we do, that’s what we’re good at. In doing so, we typically must work hard at finding our own investment banking deals. Luckily, doing so isn’t always the...
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