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Based on the most helpful WSO content, here’s how you can better prepare for your next networking call:
Research Beyond the Firm: While knowing the firm is important, dig deeper into the individual you’re speaking with. Look into their background, group, and any shared experiences (like collegiate sports). Use this to craft thoughtful, unique questions.
Prepare Intelligent Questions: Avoid generic or easily Google-able questions. Focus on topics like group culture, strategy, or their personal career path. For example, ask about their most challenging deal or what they enjoy about their group.
Practice Your Intro: Your introduction should be concise and confident. Highlight your background, interest in IB, and why you’re reaching out. Practice this until it feels natural.
Treat It Like a First-Round Interview: Some bankers may test you with technicals or behavioral questions. Be ready by reviewing an interview guide and brushing up on your technical knowledge.
Have a Tracker: Use a networking tracker (Excel or Google Sheets) to organize your outreach efforts. Track who you’ve spoken to, their advice, and follow-up actions.
Be Mindful of Time: Respect the allotted time. If the conversation is flowing, politely ask if they have a few extra minutes before continuing.
Send a Thank You Note: After the call, send a personalized thank-you email. Reference something specific from the conversation to make it memorable.
Stay Optimistic: Networking can be tough, and not every call will go perfectly. Learn from each experience and keep pushing forward.
Remember, the goal is to build a genuine connection, not just extract information. Keep practicing, and you’ll improve with each call!
Sources: Want to get me on the phone? Here's how - a networking overview., What was your worst experience in a networking call?, https://www.wallstreetoasis.com/forum/job-search/my-2-cents-on-sa-recruiting-from-a-non-target-background?customgpt=1, Want to get me on the phone? Here's how - a networking overview., Non-Target Recruiting Guide Part I: Resume and Networking
practice with friends or family if you are nervous with your intro. You should have that down solid, all points off the top of your head.
What is the point of your networking call? Are you looking for a job at specific firm? Are you just wanting to put some feelers out? Did this person have a similar career path to you and you are looking for advice? Are your questions written out and concise?
In my opinion (and experience), the most important things are (1) my introduction and reason for my call solid and clear (2) questions written down. First impressions are very important.
Thank you for the tips, I definitely should've treated it like an interview. Which is so stupid of me, but regardless I will make sure to do as such next time.
Yeah, just keep moving forward. Anytime you interact with someone in your professional world, treat it entirely like a job interview. This includes (if ever in the future) meals.
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