By Frank LaRosa
Preparation remains one of the key elements for walking in to and out of any meeting with confidence. With the right preparation, financial professionals can make a good impression on potential business partners or employers, providing an accurate representation of their skills.
Before a meeting, spend time researching all the individuals who will be present, including their professional histories and their likes and dislikes. Any insight on how these individuals interview candidates will prove extremely helpful. In addition, always allow plenty of extra travel time before a meeting: arriving late results in a poor assessment.
When meeting new business partners, you must understand the culture of the business that they conduct and conform to those expectations. Knowledge of the firm’s work environment also helps an interviewee appear to be an ideal fit. Preparation also involves thinking about and rehearsing your responses to probable questions and considering what questions you want to ask the interviewers.
During the meeting, remain calm and relaxed. Remember that in many respects, you’re conducting your own interview of a prospective employer or business partner. During the meeting, concentrate equally on your past accomplishments and future plans. However, in many instances it is improper to discuss specifics of a deal during the initial meeting. These business conversations—including numbers such as salaries—should come later in time. In general, this practice results in a better deal.
Instead, inquire about the process of moving forward if you are both still interested. Also, make it easy for your interviewer to contact you by offering up your business card. After a meeting, send your interviewers a quick note of thanks and possibly e-mail follow-up questions to the manager. This will help the rest of the process proceed much quicker.
About the Author
Frank LaRosa possesses more than 15 years of experience in the finance industry and oversees ELITE Recruiting & Consulting, serving as the firm’s President and Chief Executive Officer. Through ELITE Recruiting & Consulting, he connects exceptional finance professionals with firms around the nation and offers these applicants advice throughout the recruiting process. In 2010, On Wall Street magazine recognized Frank LaRosa as one of the nation’s Top 10 Managers and he has garnered other significant praise throughout the course of career.