PERFECTING YOUR
PERSONAL PITCH
Forté Foundation
Financial Services Fast Track Conference
June 3, 2013
Great
on the
Job
Speed
Networking
:
ROUND 1
Do women really communicate differently
than men? What's your point of view? (POV)
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ROUND 2
Describe a female
leader who has
touched your life or inspires you
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ROUND 3
number one
What is the
thing you want
to accomplish at this conference to feel it was
time well spent?
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Perfect Your
Personal Pitch
:
make people
LOVE you
YOUR
GOAL
PRACTICE ROUND 1
Please give your neighbor your 30 second elevator pitch:
assume they work for your 1 st choice employer
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HOW'D YOU DO?
(SCALE OF 1-10)
POP QUIZ
 You spent three years working in marketing for a technology
company
 You left your position to help launch a new venture with a
friend and become an entrepreneur
 While you were doing the “entrepreneur” thing, you started a
fund to manage your 401k
 You realized you both liked & were good at managing your $$
 You want to do this full time and you are going back to b school now to make the transition
How do you introduce yourself to recruiters in
investment management?
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THE GOTJ STRATEGY
1. Destination
2. Back Story
3. Connect the Dots
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POP QUIZ UNRAVELED
 Destination
✔

Hi, my name is Jodi Glickman and I'm looking
for a position in investment management.
I've been managing my own money for the
past three year s; I love it and decided that ’s
what I wanted to do full time
 Back Story
✔

Before b-school, I worked for a star t -up and
spent time in marketing for a small tech
company

My analytical skills ser ved me well in both
environments but I ’m more passionate about
finance
This oppor tunity is a great way for me to
combine my natural talent with an industr y
that really speaks to me
 Connect the ✔
Dots

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THE GOTJ STRATEGY
3. Connect the Dots
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2. Back Story
1. Destination
(look backwards)
(look forward)
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DESTINATION
1. Destination
• Where are you going?
• What do you want to do next with your career?
2. Back Story
3. Connect the Dots
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BACK STORY
1. Destination
2. Back Story
• How / why are you qualified for this role?
• Think skills-based v. industry / experienced-based
• Think relevant not recent
3. Connect the Dots
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CONNECT THE DOTS
1. Destination
2. Back Story
3. Connect the Dots
• Why does it all make perfect sense?
• Bring it all together for me
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WHICH ONE ARE YOU?
Career Switcher
I loved biotech research but I
wanted to make a change to
help fund early stage high growth companies
Firm Switcher
After five years at Fidelity, I'm
looking forward to joining a
smaller boutique investment
firm
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Role Switcher
 I enjoyed strategy at
Harrah's but I’m hoping to
move into a corporate
finance role and Starwood
of fers a great opportunity
to make that leap…
 I liked investment banking
as an analyst but I think
equity research is a better
fit for my skill set and
personality
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DESTINATION: EXAMPLE LANGUAGE
 Broaden my perspective
 Expand my impact
 Leverage my industry
experience
 Take a more hands-on role
 See the investment
management world from the
private client side
 I'm hoping to get back to
my roots and return to ibanking
 I want to focus exclusively
on early stage high-growth
companies
 Shift into a product group
after three years in
consumer retail
 Move from an advisory role
to an execution role
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#1 REASON I DON'T LOVE YOU
I DON'T BELIEVE YOUR STORY
(IT'S NOT THAT YOU DON'T
HAVE THE SKILLS)
MY TH
BUSTER
BACK STORY: EXAMPLE LANGUAGE
Relevant Experience
 Worked as a product
specialist
 Learned about operations
in the healthcare industry
 Worked as a consultant
for start-ups in Silicon
Valley
 Spent three years in
corporate treasury at J&J
 Worked on post-merger
integration as a
management consultant
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Transferable Skills
1. Big picture thinker
2. Great with details
3. Quick learner
4. Technically proficient
5. Comfortable with
ambiguity
6. Skilled project manager
7. Experienced with hiring
and recruiting
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CONNECT THE DOTS
EXAMPLE LANGUAGE
 This role is a great intersection of my previous experiences
 This is a logical progression from equity sales to research to
banking
 I'm excited to take my skills and apply them them to the
consumer lending business
 I think financial services is a natural fit for my engineering
and math background
 This is a great way for me to leverage my experience in both
Asia and the technology industry
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PRACTICE ROUND 2
Please give your neighbor your 30 second elevator pitch again:
assume they work for your 1 st choice employer
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HOW'D YOU DO?
(SCALE OF 1-10)
DIFFERENT PERSON: DIFFERENT PITCH
My job is to choose, of all the potential stories to
tell a jur y, which one will resonate the most.
—Attorney
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MY PITCH: BANKING
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 Destination
 I'm a big picture thinker by nature and a
number s per son by training. I think
banking is a great combination of the two
 Back Story
 I was actually a Peace Corps Volunteer in
Chile and a policy analyst at the E.P.A ., so
this is a major depar ture for me
 Connect the
Dots
 I loved my finance and strategy classes, I
excelled in both and I think banking is a
great inter section of the two
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MY PITCH: CONSULTING
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 Destination
 Management consulting provides an amazing
oppor tunity to combine big picture thinking with
tightly honed problem solving skills – I love the
idea of working across business and industries
to get a diversified set of experiences
 Back Story
 As a policy analyst at the EPA and a Peace Corps
Volunteer in Latin America, I had the oppor tunity
to hone my problem solving skills in challenging
and non-traditional environments
 Connect the
Dots
 Given my unique back ground and per spective
and my tendency toward analytical thinking, I
think management consulting is a great
oppor tunity to apply my skill set and experience
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MY PITCH: GENERAL MANAGEMENT
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 Destination
 I'm ver y interested in Ford ’s general
management program
 Back Story
 Before business school, I coordinated
voluntar y par tner ship programs at the
EPA . I worked closely with the automotive
industr y on energy savings, waste
reduction and water ef ficiency initiatives
 Connect the
Dots
 Af ter spending time in the public sector
pushing private sector reform, I ’m ready
to see the other side of the coin and push
reforms from the inside out ver sus the
other way around…
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CASE STUDY: REBECCA
Wants to go
into
corporate
finance
Interested
in science
& finance
Rationale:
“My brain
just works
that way”
Currently
a chemist
Methodical,
formulaic
thinker
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CASE STUDY: JONATHAN
Wants to go
into brand
management
Great w/
detail &
process
oriented
thinking
Rationale:
Easily
navigates
between big
ideas &
small details
Former
architect
Used to delving
into client
operations
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PRACTICE ROUND 3
Practice another elevator pitch– the catch: change the
industry, firm or job level of person you're “pitching”
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HOW'D YOU DO?
(SCALE OF 1-10)
Q&A
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Ready for the MBA Women’s
Leadership Conference?
Know Before You Go Webinar
June 13, 12 PM ET
thank you!
jodi@greatonthejob.com
linkedin.com/in/jodiglickman
facebook.com/greatonthejob
twitter: @greatonthejob
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