Sending a sample chart to a client in advance can save hours in pitchbook production.
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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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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.
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Sometimes the smartest thing you can say is, “The data doesn’t really say anything. We need to look elsewhere for insight.”
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How to explain what you mean when you say, "It look's cheap."
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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.
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When, "Is there anything else I can help you with?" leads to oddball questions from clients.
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