A free guide
The Coffee Chat Question List.
Ready-to-use questions that make you memorable on a call and get you the referral.
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What's inside
The right question makes a banker remember you. 33 ready-to-pull questions across five categories, from easy openers to the sharp ones that show you did your homework.
- ExperienceTheir day-to-day, their path, why they picked the firm
- The firmBusiness-model questions that show you’ve read up on their deals
- LifestyleCulture questions, flagged “only if the call is going well”
- RecruitmentThe process questions to ask once the chat turns to recruiting
- Niche + advancedThe standouts: non-target positioning, banker-vs-consultant, PE comparisons
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