https://heavenarticle.com/auth....or/billeholgersen61-
1. Understanding the Client's Needs and Goals The first step in successful client engagement is grasping the client's needs and goals. Investment bankers must take the time to listen to their clients, ask probing questions, and gather relevant information to tailor their services to meet the client's specific objectives. By demonstrating a deep understanding of the client's needs, investment bankers can build trust and credibility, laying the foundation for a successful partnership. 2. Providing Value-Added Insights and Advice
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