FIX THE PITCH

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Fix the Pitch

How to craft compelling, dazzling pitchbooks. Thoughts, ideas, and inspiration to help construct advanced financial analysis, build stunning data visualizations and tips for mastering client meetings.

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client advice

Advice for investment bankers to win over and build trust with clients

Investment bankers and micro-content, an emerging love story

Sending a sample chart to a client in advance can save hours in pitchbook production. Ask any junior banker on what they spend the most time and producing content is likely to be near the top of the list. As…

Adrian CrockettAdrian Crockett

September in Review

Updating share price charts, how to land a summer job at Goldman Sachs, why bankers should hold after-action reviews, pitchbook content inspiration and more. September at Pellucid. There are less than 40 days…

Team PellucidTeam Pellucid

Pellucid Book Club: Originals: How nonconformists move the world

Before a meeting, you should imagine everything could go completely wrong. How the Pellucid Book Club works: Each month two books are nominated. A vote is taken on which to read and a few weeks later we get t…

Team PellucidTeam Pellucid

For memorable pitchbooks, three is the magic number

Asking clients to remember 12 things is asking them to work too hard. How to make your pitches more memorable. If you really want to feel good about yourself, the day after your next client meeting ask the cl…

Adrian CrockettAdrian Crockett

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. Type A. Competitive. High achiever. A…

Adrian CrockettAdrian Crockett

When your analysis doesn’t work

Sometimes the smartest thing you can say is, “The data doesn’t really say anything. We need to look elsewhere for insight.” Let’s be frank. During the past three or four months if you’ve caught any of the pre…

Adrian CrockettAdrian Crockett

Explaining mean reversion to clients using a data visualization and a dog

How to explain what you mean when you say, "It look's cheap." Walking my Australian Cattle Dog in Prospect Park over the weekend, two things came to mind. The first was, that despite it being April, we were i…

Adrian CrockettAdrian Crockett

How to get clients to say “yes”

The more often a client says yes, the more often a pitch leads to a mandate. And data visualizations can be used to get you there. We’re all vulnerable to the persuasion and influence of others. From teenage…

Adrian CrockettAdrian Crockett

How to find the best answers to client questions

When, "Is there anything else I can help you with?" leads to oddball questions from clients. “Is there anything else I can help you with?” How many of you conclude client meetings with this question? If you d…

Adrian CrockettAdrian Crockett