The VP & Director Origination Clinic: 10 Real Problems, 10 Fixes

Описание: Most VPs and Directors know how to execute deals.

Far fewer know how to originate them.

In this video, we break down 10 of the most common origination challenges facing investment banking VPs and Directors, and the practical fixes that can help turn execution credibility into relationships, opportunities, and future mandates.

You'll learn:
✔ How to carve out time for business development alongside live deal execution
✔ Why execution is often the foundation of successful origination
✔ How to build your own coaching network when formal mentorship is limited
✔ The 3-3-3 framework for preparing for client and BD meetings
✔ How to move conversations from activity to momentum
✔ Practical ways to manage relationships, follow up consistently, and stay top of mind
✔ The key metrics every banker should track to measure origination progress

Whether you're building your case for promotion to Managing Director or simply looking to become more commercial in your approach, this episode provides a practical playbook you can start applying immediately.

Origination isn't reserved for natural rainmakers. It's built through consistent habits, stronger questions, sharper market views, disciplined follow-up, and a commitment to creating value long before a mandate exists.

The bankers who make the leap to MD are often not the loudest in the room, they're the ones who turn execution excellence into commercial trust.

Which origination challenge do you see most often among VPs and Directors? Let us know in the comments.

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