Bankers Will Refer You If You Do This in Coffee Chats!

Can you ask for a referral during an investment banking coffee chat? ✅ Absolutely—but only if you do it the right way! If you’ve built a strong connection and had a great conversation, a banker might even offer to help without you needing to ask. Tim, WSO Academy’s Head Mentor, breaks down when and how to ask for a referral the smart way.

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