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Networking Follow-ups Routine for Investment Bankers

A high-stakes daily protocol to aggressively build your professional network, document crucial intelligence on buy-side contacts, and mitigate the physical toll of banking hours.

60 min routine9 steps
1

Send 3 highly personalized, value-add follow-up emails to Managing Directors or key buy-side contacts.

Repeats: daily
2

Log critical deal-flow intelligence and personal facts about prospects into your Notes Checklist.

Repeats: daily
3

Review target firm earnings transcripts and summarize key talking points in your Notes Checklist.

Repeats: daily

+6 more steps inside

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