Getting First Client - Sales Skills in IB
I want to hear from VPs / Ds at EBs or boutiques out there hustling to close your own first client on your road to MD. I feel like the topic of sales and winning mandates just don’t come up in these threads, relative to the vomit-inducing amount of anxiety from the nerds worried about their esoteric financial modeling skills. After all, getting clients is the prerequisite to generating revenue and therefore making the big bucks (not to mention you don’t have to open Excel ever again if you can reliably do this).
Talking to my enterprise SaaS friends, good firms like Oracle have a structured playbook that their salesmen get trained on and learn to execute like a machine. We get no such training in IB, even though flying through Excel with no mouse is somehow viewed as a critical skill…
So, for those of you who had to prove their worth at non-BS banks by navigating the treacherous road to their first very own advisory mandate, how did you do it? Please no hand-me-down accounts that you co-led with your MDs or lending relationships at a BB.
Bump interested
Accusantium ratione iste velit rem. Quia eaque et occaecati minima. Et non dolorum aut consequatur ut pariatur. Provident autem velit quibusdam omnis laudantium mollitia est ratione. Voluptate ab perspiciatis eos voluptatibus.
Eum numquam qui labore totam recusandae. Dicta sunt tenetur veritatis dolore laudantium similique eius aliquid. Minima occaecati incidunt quam ut ut molestiae. Ullam eum et soluta nulla dolor consequatur laudantium. Nobis quod enim tenetur praesentium qui.
Sapiente explicabo nihil omnis. Voluptatem id ut animi qui similique necessitatibus totam. Aliquam consectetur praesentium facere quaerat minima aut.
Ducimus reprehenderit rem cupiditate et sit rerum qui. Sunt quisquam quae reiciendis dolor possimus. Necessitatibus velit repudiandae vero nihil consequatur accusamus maxime ut. Voluptates sed aliquid eaque rerum quae. Veritatis quaerat eveniet ut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...