The Investment Banking Networking Toolkit: Program...

The Investment Banking Networking Toolkit: Program Outline

How To Expand Your Contacts And Get Your Foot In The Door

At Investment Banking, Private Equity and Hedge Fund Interviews… Even If You HATE “Networking”

If you’re reading this document, you’re probably considering signing up for the Breaking Into Wall Street Investment Banking Networking Toolkit. If that’s you, then this Special Report explains… Everything you get in the Program, in detail How this Program is different from everything else available How you can save money by signing up for the lowest possible enrollment fee

The Networking Toolkit Gives You Invaluable Skills For Expanding Your Contacts And Getting More Interviews

(Even If You “Hate Networking”) Here’s just a small handful of the many, many success stories our customers have shared with us about this Toolkit:

“From A Non-Target School And 3.5 GPA… To 2 Investment Banking Internships”

www.BreakingIntoWallStreet.com

“Seriously, Just A Year Ago I Had No Shot,

No Shot At All…”

“Interviews At Every Single Firm Recruiting On Campus”


“The Networking Module Has Paid Enormous Dividends”

“Your Advice Is Clearer, And A Few Notches Above Even Your Higher-Priced Competition”


“I Got A Full Time Banking Offer This Morning!”

If it worked for them, it can work for you too…

Program Highlights The topics in The Networking Toolkit teach you everything you need to know to become a confident and effective networker. You’ll learn how to find names and contact information, how to plan your informational interviews and cold-calls, and how to break into finance – without stressing yourself out, or feeling “pushy”. You’ll learn how to request, conduct, and follow-up on informational interviews, how to

convert relationships into offers, how to cold-call your way into Wall Street, how to rock your information sessions, how to plan weekend trips that get you offers, and how to network with co-workers and advance once you start working.

You get 32 video/audio files (7.5 hours of footage), along with email templates and scripts for the appropriate topics. Everything is presented in multiple formats, so you can watch, listen, or read depending on your own learning style.

All the content is downloadable to your preferred device (works with QuickTime and most other media players and on all common devices including desktops, laptops, iPad, iPhone, and iPod).

You get names and descriptions for 3,000 investment banks, 5,000 private equity firms and 2,000 hedge funds, organized by region (note: these include main phone numbers and email addresses/physical addresses but are not specific people at each firm).


Easily keep track of your progress: As you move through the lessons, you can check off what you’ve completed and what’s still on your “to-do” list.

Fast answers to all your questions: our expert support team is standing by to answer any questions you have about any of the content, 365 days a year.

Included Lifetime Access: you also get lifetime access, so you can come back to the program whenever you need it – whether that’s in 1 month, 1 year, or 10 years.

Everything You Get, In Detail Module 1: Networking Overview: Mindset, Strategies & Process In this course, you'll learn how to think about and approach your networking at a high-level – what to do, how to approach industry contacts, and what to avoid. You'll also learn the processes you need to go through to develop relationships and to cold-call banks – and you'll see a sample networking schedule that a student looking for internships might follow. This course consists of a mix of videos and interactive, step-by-step diagrams showing you exactly what to do at each stage. 1.1 Networking: Mindset & Key Strategies (Video Length: 22:40) In this course, we’ll learn about the key mindsets and strategies you need to keep in mind as you begin networking – as well as the most common mistakes, and what you need to avoid. 1.2 The Relationship-Building Process (Interactive Diagram) In this interactive diagram, we’ll take a look at the 9 steps you need to build relationships with industry contacts and how to leverage those relationships to break in. 1.3 Informational Interviews from Beginning to End (Interactive Diagram) In this lesson, we’ll take a look at a sample “networking schedule” and how you might set up informational interviews and weekend trips from the summer of one year into the winter and spring of the next. 1.4 The Cold-Calling Process (Interactive Diagram) In this interactive diagram, we’ll take a look at the 6 steps you need to complete to make your cold-calling efforts a success. 1.5 How to Achieve Networking Zen (Video Length: 3:26) In this video, you’ll learn how to achieve “Networking Zen” by following 5 key pillars – no matter what your background is or how much experience you have.


Module 2: Lead Generation "Lead Generation" just means finding names and contact information for people working in whatever industry you’re interested in – whether that’s investment banking, private equity, or something else in finance. Most people make one simple mistake when it comes to finding names: they don’t consider enough sources. You need to cast your net very wide if you want to have a shot at breaking in, especially in a poor economy. And the more unusual your ideas, the higher your chances of getting into the industry. In addition to all that, you'll also get names and contact information for over 3,000 banks, nearly 5,000 private equity firms, and over 2,000 hedge funds. 2.1 Why Your Contact List Should Be an Ice Cream Sundae, Not Just Plain Vanilla (Video Length: 6:47) In this video, you’ll learn about all the different ways to generate “leads” – to find names and contact information – and why it’s so important to go beyond the “plain vanilla” methods. 2.2 The Networking Checklist (Video Length: 18:48) In this video, you’ll learn about over 35 different methods to find names and contact information – make sure you explore every option on this list as you begin your own networking efforts. The Networking Checklist (Excel File)

2.3 Regional Database: Investment Banks, Private Equity Firms, and Hedge Funds The lists here include names and descriptions for 3,006 investment banks, 4,750 private equity firms, and 2,140 hedge funds. The lists are organized by region, and by state and country where applicable. NOTE: These are not names/contact information for specific individuals at each firm – instead, these are lists of firms, descriptions, and main line phone numbers / email addresses / physical addresses. The reason is that the specific people AT a firm change all the time and this would be out of date in 5 seconds if that were included. Here’s a breakout of the numbers by firm type and region: Investment Banks US – California: 268 US – Illinois: 105 US – New York: 491


US – Texas: 123 Rest of US: 866 Canada: 142 Latin America: 67 Europe – UK: 180 Rest of Europe: 355 Asia-Pacific: 294 Middle East & Africa: 115

Private Equity Firms US – California: 392 US – Connecticut: 151 US – Illinois: 215 US – Massachusetts: 173 US – New York: 604 Rest of US: 894 Canada: 141 Latin America: 61 Europe – France: 231 Europe – Germany: 186 Europe – UK: 337 Rest of Europe: 806 Asia-Pacific: 369 Middle East & Africa: 190

Hedge Funds US – California: 236 US – New York: 754 Rest of US: 715 Canada: 51 Latin America: 45 Europe – UK: 181 Rest of Europe: 86 Asia-Pacific: 58 Middle East & Africa: 14

NOTE: Again, these are not names/contact information for specific individuals at each firm – instead, these are lists of firms, descriptions, and main line phone numbers / email addresses / physical addresses. 2.4 How to Use the Regional Database (Video Length: 14:40) In this video, you’ll learn how to use the regional database of banks, private equity firms, and hedge funds – what to be careful of, how to use it most effectively, and what to avoid. 2.5 How to Physically Get Names & Contact Information (Video Length: 41:53)


In this lesson, we’ll walk through examples of how to find names and contact information using Google, alumni databases, job sites, LinkedIn, and Capital IQ. Module 3: Tracking Your Networking When you’re tracking your networking efforts, you need to update your spreadsheet every day and take action every day as well. But too many people start off by using ineffective or useless templates – sure, you can track every single little detail, but how much does that really matter? Focus on the important things – and most importantly, get used to using your tracking file properly all the time. We’ll cover how to do all that in these lessons. 3.1 How to Track Your Networking (Video Length: 7:14) In this lesson, you’ll learn the key metrics you need to track when you network, and you’ll see an example of a spreadsheet you might use to track relationships, deadlines, and events. Networking Tracking Template (Excel File)

3.2 How to Use the Networking Tracking Template: Usage Example (Video Length: 6:14) We’ll walk through an example of how to actually use the networking tracking template in this video, and show you how to record and update information and how to prioritize your efforts. Networking Tracking Template – Usage Example (Excel File)

Module 4: Requesting Informational Interviews Once you have a name and contact information, setting up informational interviews requires a different skill set and knowledge of some specific tricks and tactics to increase your success rate. And it’s not just setting up the actual interview that you need to know – you’ll also have to understand how to follow-up appropriately and how to further develop the relationship over time. In this course, we cover how to write your initial email as well as 2 follow-up scenarios: one for when you don’t get a response, and one for after you’ve spoken with someone on the phone. 4.1 How to Request an Informational Interview (Video Length: 7:24) In this lesson, you’ll learn how to request an informational interview via email – and you’ll get an email template that you can use in your own efforts, along with a video walking you through it.


Request Informational Interviews – Email Template (DOC/PDF) 4.2 How to Follow Up On an Informational Interview (Video Length: 5:35) In this lesson, you’ll learn how to follow-up on an informational interview and you’ll get an email template and video tutorial that explains everything. Following Up On Informational Interviews – Email Template (DOC/PDF)

4.3 How to Follow Up On an Informational Interview Request (Video Length: 4:41) In this lesson, you’ll learn how to follow-up on an informational interview request if you don’t get a response, and you’ll get your own email template to use as well as an instructional video. Following Up On an Informational Interview Request – Email Template (DOC/PDF)

Module 5: Conducting Informational Interviews The best way to learn how to properly conduct informational interviews is with practice. But if you don’t want to make a fool of yourself on the phone or in-person first, you should pay attention to what’s in this course. You usually need to do more preparation for informational interviews than you need for real interviews – not only could you receive all the “standard” investment banking interview questions, but you also need to research the person’s background so you can ask intelligent questions. Depending on when it is in the recruiting season, what level you’re interviewing at, and who your contact is, the informational interview may be either informal or more like a real interview. We cover both scenarios here. 5.1 Informational Interviews: Mindset & Key Strategies (Video Length: 23:27) In this lesson, you’ll learn the key mindsets and strategies you need when approaching your informational interviews – how to impress and win real interviews, and what to avoid. 5.2 Sample Informational Interview 1 – Conversation with Alumnus (Casual) (Length: 16:45) In this lesson, you’ll listen to a sample informational interview between an undergraduate and an alumnus – and you’ll see what they said right, what could be improved upon, and how to use this knowledge in your own recruiting efforts. Sample Informational Interview 1 – Script & Analysis (DOC/PDF)

5.3 Sample Informational Interview 2 – Conversation with Referral (Formal) (Length: 19:21) In this second sample informational interview, you’ll learn how an MBA student might speak with a professional referral – and how you can apply the same strategies to your networking efforts.


Sample Informational Interview 2 – Script & Analysis (DOC/PDF)

5.4 Good Questions to Ask in Informational Interviews and “Reasons Why” (Length: 21:45) In this lesson, you’ll learn what kinds of questions to ask in each stage of your informational interviews and you’ll learn how to successfully follow-up with solid “reasons why.” Good Questions to Ask and “Reasons Why” – Examples & Commentary (DOC/PDF)

5.5 How to “Make the Ask” Following an Informational Interview (Video Length: 7:55) In this lesson, you’ll learn how to “make the ask” following an informational interview and successfully get interviews without *directly* requesting them. Making the Ask – Email Template (DOC/PDF)

Module 6: Cold Calls & Cold Emails Contacting strangers specifically to ask about jobs – cold-calling or cold-emailing – is an art, and the real way to get good at it is practice. Nevertheless, by following along with the templates, scripts, and recordings included in this course, you should be able to develop your skills and get better at it before you have to do it for real. Cold contact tends to work best with extremely small firms; larger banks and institutions often ignore your inquiries or are difficult to get through to. 6.1 Cold-Calling: Mindset & Key Strategies (Video Length: 18:23) This lesson will teach you the key mindsets and strategies you need to keep in mind as you begin cold-calling and cold-emailing firms to ask about hiring. 6.2 Sample Cold-Call: Positive Response (Audio Length: 6:06) In this lesson, you’ll listen to an example of a successful cold-call and learn what our cold-caller did right, what could be improved upon, and how you can use the same tactics. Sample Cold-Call – Positive Response: Script & Analysis (DOC/PDF)

6.3 Sample Cold-Call: Negative Response (Audio Length: 9:01) In this lesson, you’ll listen to an example of a cold-call with a “negative” response – but you’ll see how our caller persists in spite of rejection and benefits from the conversation anyway. Sample Cold-Call – Negative Response: Script & Analysis (DOC/PDF)


6.4 Sample Cold-Call: Voicemail (Audio Length: 1:57) In this lesson, you’ll learn how to leave an effective voicemail if you can’t get through to someone after repeated attempts. Sample Cold-Call – Voicemail: Script & Analysis (DOC/PDF)

6.5 Sample Cold-Email & Analysis (Video Length: 7:06) In this lesson, you’ll learn how to successfully craft a cold-email that gets bankers’ and recruiters’ attention and wins interviews. Sample Cold-Email – Email Template (DOC/PDF)

Module 7: The Information Session Playbook In this course, you'll get a full "playbook" that you can use to dominate your information sessions and beat all those kids who are still in Harold & Kumar mode asking about "what it's like to be an investment banker." In addition to the high-level strategies and tactics you need to use, we'll also walk through a diagram of a sample information session and show you how to approach and how to approach them - and how to send follow-up emails that get you interviews and offers. 7.1 Information Sessions: Mindset & Key Strategies (Video Length: 22:37) In this lesson, you’ll learn how to approach information sessions and how to get the most out of them – without making the same mistakes everyone else does. 7.2 Sample Information Session Walkthrough (Video Length: 20:12) We’ll walk through a sample information session in this lesson and show you who to approach, who to avoid, and what to say to make a great first impression and win interviews. 7.3 How to Send a Follow-Up Email After an Information Session (Video Length: 9:11) In this lesson, you’ll learn how to craft a follow-up email after an information session that further develops your relationships and that gets you interviews. Information Session Follow-Up Email – Email Template (DOC/PDF)


Module 8: Becoming a Weekend Warrior In this course, you'll learn everything necessary to plan and complete weekend trips that get you interviews and offers at banks. You'll learn the key considerations you need to take into account, the proper timing for your weekend trips, and how to maximize your productivity. And you'll get email templates for requesting and following up on informational interviews, as well as a sample weekend trip schedule that we'll walk through and use to explain the most important points when you're planning these trips. 8.1 Weekend Trip Planning 101 (Video Length: 26:56) In this lesson, you’ll learn the key strategies you need to use when planning your weekend trips – to maximize the number of interviews you get and make the best use of your time. 8.2 How to Request an Informational Interview on Your Weekend Trip (Video Length: 12:22) In this lesson, you’ll learn how to request meetings for your weekend trips and how to craft emails that win bankers’ attention. Requesting Informational Interviews On a Weekend Trip – Email Template (DOC/PDF)

8.3 Sample Weekend Trip Schedule (Video Length: 13:07) In this lesson, we’ll walk through a sample schedule that you might set up for an upcoming weekend trip – and we’ll see how it uses your time effectively and logically to get as many high-quality meetings as possible, all while having backup plans in case something goes wrong. Sample Weekend Trip to New York Schedule (Excel File)

8.4 How to Follow-Up on a Weekend Trip Meeting (Video Length: 7:45) In this lesson, you’ll learn how to follow-up after an informational interview during your weekend trip – and how to leverage the relationship to win interviews and offers. Following Up On a Weekend Trip – Email Template (DOC/PDF)


Module 9: Networking with Co-Workers You'll learn how to properly network with co-workers, how to ask for referrals and recommendations, and how to craft your own "elevator pitch" in this course. In addition to the high-level strategies you should be using, we'll walk you through emails and scripts for making requests of everyone from your peers to Managing Directors - and how to make what you're asking for seem like less of a big deal. Finally, we'll go through a sample elevator pitch and look at how you should structure your own and deliver it for maximum impact. 9.1 Co-Worker Networking: Overview (Video Length: 24:52) In this video, you’ll learn the key principles of networking with co-workers, how to properly structure your requests, and what you should and shouldn’t ask of others. 9.2 How to Use the “Request Sandwich” to Network with Your Co-Workers (Length: 20:35) In this lesson, you’ll learn how to ask your co-workers for referrals, recommendations, and make other networking requests by using the “Request Sandwich” to make your questions seem more casual. 3 Sample Networking Request Scripts – Buy-Side Referral, Moving to a Different Group,

Introduction to Headhunters (DOC/PDF) 9.3 How to Send a Casual Email Request to Your Co-Workers (Video Length: 9:55) In this lesson, you’ll learn how to send a casual email request to your co-workers and how to ask for referrals and introductions without making a big deal out of it. Casual Email Request – Email Template (DOC/PDF)

9.4 How to Structure Your Elevator Pitch for Maximum Impact (Video Length: 17:09) In this lesson, you’ll learn the key elements of a top-notch elevator pitch and how to craft an effective pitch even if you’re not sure exactly what to say and the CEO is standing right next to you. Sample Elevator Pitch Script & Analysis (DOC/PDF)


Module 10: The Practical Networking Quiz Here, you'll get to test your networking knowledge and your "field experience" and see just how well you know the in's and out's of finding names and contact information, cold-calling, setting up informational interviews and weekend trips, and getting the most out of information sessions and co-worker networking. This 75-question quiz will test your knowledge of all these topics, and if you pass you can call yourself a true Networking Expert. 10.1 The Networking Quiz: Test Your Knowledge (Interactive Quiz) Learning about networking is all well and good, but you need to get out there, practice, and test your knowledge – which you can do right here with 75 networking questions covering all topics.

Instructor Interaction and Your Questions… Answered You don’t just tons of videos, email templates, networking scripts, and contact information for thousands of banks, PE firms, and hedge funds when you sign up for this. You also get to ask questions on anything you don’t understand – whether it’s an entire course, just one course, or just one sentence of one email. We have a team (you can read more about everyone here) who is on call to answer questions 365 days per year – and you can access all previous questions and answers from the thousands who have already signed up for the course. You’re looking at accessing not only years of wisdom and questions and answers all in one spot, but also the ability to get new answers on anything you need – even if it’s Christmas or New Year’s Day. Some of our lessons have dozens of questions and answers, and more are being added every day:

I no longer even offer 1-on-1 consulting, and the last time I did offer it, the price was over $300 per hour. And even when you had hired me for a session, you couldn’t ask questions 24/7 and receive responses on any topic you could think of – our time was limited to the session itself.


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This support function and the superb community of Breaking Into Wall Street mean that you get an even better deal – it’s like getting a detailed guide, hiring a seasoned coach to answer your questions, and getting to access the experience of thousands of previous and current students.

What’s Your Investment In This Program?

To decide on prices, I think like a banker and look at the comps (“comparable companies”, in case you don’t know the lingo). Only one problem: there isn’t anything else out there like this. The closest “comps” I could find were lists of banks, hedge funds, and other investment firms. And the prices were scary:

• Barclay Hedge – 4,600 Hedge Funds: $4,500… PER YEAR. • Private Equity Database – 1,400 PE Firms: $345… PER YEAR. • Careers-in-Finance.com: $130… for contact information of only 200-300 banks.

And with each of the above, you don’t actually get anything else, like the networking training, the instructional videos, the 365 day per year support, or the unlimited lifetime updates. In finance, companies that “out-perform” their peers are valued at a premium to their competitors – so I could have just said, “Well, you get more contact information plus a ton of other stuff, and access to our expert support team… it should be significantly more expensive.” But my goal isn’t to make this the most expensive program around: it’s to help you if you’re serious about networking into the industry. And I understand that you might just be getting started – so I want to make this affordable and well within reach of anyone serious about a career in banking. Here’s what I’ve decided: Your investment in The Networking Toolkit is just $97. That’s a significant discount on any other networking program or source of contact information for bankers – even the cheapest option listed above. So yes, you have to put your hand in your pocket for this. But after all, this is a program that has already changed lives (just see the screen shots above if you don’t believe me).

But More Importantly… What’s the Return On Investment in This Program?

The price is just $97, but how much could this be worth to you? Let’s run the numbers… The pay for entry-level investment banking jobs varies from year to year, but it's safe to say that even entry-level Analysts would make at least $100,000+ USD right out of university.


At the MBA level, that climbs to $200,000 USD. And as you progress, your total compensation only gets higher and higher – but let's just focus on the entry-level for now. By investing $97 in this Toolkit, you're setting yourself up for a job that pays $100,000 – that's almost a 1000x return on investment (Good luck getting that in the stock market!). Or, let’s be super-conservative and assume the Toolkit only boosts your chances by 10%. That's still a 100x ROI for you. Even if this Toolkit only helps you to land an internship, you're still looking at a minimum of $10,000 USD at a large bank – an ROI of 100x. No matter how you look at it, you’re getting an unmatched return with your investment in this course.

Plus, You Get A No-Hassle Money-Back Guarantee Just like every one of the BIWS products and courses, this comes with our unconditional 12-month money back guarantee. That’s right – take a full 12 months to evaluate everything inside the Toolkit, and if you’re not 100% satisfied, simply contact us via the “Contact” link displayed on every page of the site and ask for your money back. You’ll receive a prompt and courteous refund. There are no strings attached, no special terms or conditions, and no fine print.

Here’s What Happens within Minutes of You Signing Up Once you sign up, you’ll immediately have access to over 30 instructional videos and audio clips (over 7 hours’ worth) as well as dozens of email templates and scripts, and lists of thousands of banks, hedge funds, and private equity firms. And you’ll have access to our team to ask whatever questions you have. With your membership comes lifetime access to the site, free upgrades, new content as we add it, and support.

Click Here to Sign Up Now for The Investment Banking Networking Toolkit

Best Regards, Brian DeChesare Mergers & Inquisitions Breaking Into Wall Street


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P.S. Again… this represents incredible value. I’ve scoured the Internet, books, and other sources, and this is the ONLY way you can get names and contact information for 10,000 banks, private equity firms, and hedge funds, plus dozens of scripts and templates in the one place, and at anything close to this low price. If you have any doubts, just click here to read about all the success our customers have experienced by using this course (and everything else on the site).

Pssst! Here’s An “Even Better” Offer What’s even better than the Networking Toolkit? The Networking Toolkit + Interview Guide Bundle! With The Networking Toolkit + Interview Guide Bundle, you get these two components: Investment Banking Networking Toolkit Investment Banking Interview Guide

(Including all bonuses, expert support, immediate access and a 12-month Money-Back Guarantee on everything…) all for just $144 (savings of $50). These two products work great together, and I promise you - they will never be offered at a lower price than this.

Click Here to Sign Up Now for The Interview Guide + Networking Toolkit Bundle


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