Testimonials - Wall Street Mastermind

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Albert was really struggling with networking and using online resources like Breaking Into Wall Street...

"Sam was really able to identify my biggest weaknesses and most importantly turn those weaknesses into my biggest strengths. I really think that WSMM is such a unique resource. And I recommend WSMM to anyone who is willing to put in the work and effort."

Alex had no luck as a non-target student who just relied on WSO and Breaking Into Wall Street...

"So I can't thank Sam and WSMM enough for what they've done for me. They've helped me in ways that I can't even imagine. It's been bar none the best investment that I've made in myself... Go with Sam. Go with WSMM. He's going to help you in ways that you can't imagine it's going to change your life."

Prior to joining this program, Alex was struggling with the recruiting process, networking, learning technicals, and standing out as a candidate...

"Not only does WSMM provide us a step by step process of how this entire recruiting process works, they also really break down each individual concept that we need to focus on, and I feel that I've definitely learned more about the different technicals... than I would have learned by just looking at the M&I 400 guide. Because to be completely frank, they were not clear at all and I felt that I was just memorizing answers without understanding the meaning behind it."

Prior to WSMM, Alvi used Invest Like the Street and still struggled with every aspect of recruiting...

"And so I'm so glad that I have this course and it's really, really helpful and I'm not going to endanger my future by not taking it... And yeah, definitely I would definitely recommend this course. I would definitely recommend Sam."

From day 1, Ameya has found WSMM to be unlike any of the other resources he has ever used...

"I think the biggest difference is that Sam is the one who answers all of your questions, so it's really a private 1:1 session... I definitely recommend Sam's program. It's completely changed the trajectory of my career... I would really suggest you guys take what he is saying extremely seriously and give him a chance. I gave him a chance and it's completely changed my life and I'm confident he'll be able to change your life as well."

Anne thought she already had the perfect behavioral answers prepared... until she learned she didn't...

"After joining WSMM, I really learned how to answer all the behavioral questions. Sam really has a module that goes through all the possible questions that I would possibly see... so that really made me feel very confident before going into any of those [interviews] because I knew that I had seen the questions and prepared the questions with them beforehand."

Annett was lacking a clear sense of direction with recruiting as a liberal arts major...

"Sam's an amazing teacher. Not only is he always available to answer any last minute questions with our phone calls or interviews, but he also has a way of teaching that makes the concept seem not oversimplified, but very doable... That was very important for me coming from a liberal arts background, because I was so intimidated by the technicals that I needed to learn."

Aryan was getting a lot of conflicting feedback from upperclassmen who had differing opinions...

"I also have someone who is invested in my success and wants to help me succeed and get into investment banking. And he's always there at all times of the day to ask questions for even the small things like, 'Hey, can you check this email before I send it out to a boutique bank?' Or big questions like, 'Hey, can you reformat something on my resume to make it sound more applicable to what I'm looking into?'"

Bowen went from not knowing how to network and having technical skills that were "absolute trash"...

"So I'm a sophomore right now and I've landed a sophomore summer internship at a investment banking firm, and I think that was all due to Sam."

Brian was a non-target school student who was lost from just trying to "Google everything"...

"Overall, if you're still on the fence about joining the group, just look at it from a value standpoint... because what you're investing is not even remotely close to what you can acquire based on the outcome... But Sam's program, like I said, is the only vehicle you need out there that's the most efficient one. You can be confident that he's going to guide you into the right direction..."

Cat lacked helpful resources at her non-target school to help her get an investment banking internship...

"I was able to talk to a very experienced banker, who is Sam. He definitely has a lot of resourceful tips and best practices in recruiting, the application process and the interview process. And I think that Sam's program definitely helped me in securing my third co-op at a boutique bank and I hope to continue to leverage those resources to help me in attaining a full-time job post-graduation."

Chan was struggling with networking and technicals before joining Wall Street Mastermind...

"Sam does a really good job of actually helping you and supporting you rather than just giving you a bunch of things to study and then calling it that. I think that's the best thing about Wall Street Mastermind, we have office hours that I found really helpful because you get to ask questions and not just your questions, but you hear a bunch of your other questions that you may have not thought of and it really helps you and allows you to understand every aspect of recruiting and things that you didn't really think of before."

Daniel is from a non-target but still became the one person who received an offer from an elite industry-specific bank... out of over 200 candidates

"In the middle of my sophomore year, about one year before I actually did join the program, I reached out to WSMM and I talked with Sam and I made the decision not to invest in the program. And while I'm very happy and fulfilled with the outcome I got with Sam's help starting late, it's a really great offer that I got and I'm very excited about it, if there's one regret I had, it's not starting earlier because I just incurred so much stress and opportunity cost and just so much unnecessary hassle that I wouldn't need to... So, if there's one thing I regret about Wall Street Mastermind, it'd be not starting earlier."

David was a target-school student who had his sights set on going directly to the buyside...

"I'm going to be working at Stripes, which is a growth stage venture capital firm, or growth equity firm in New York. They manage around $2 billion that's under management."

Before WSMM, Edward was a semi-target student who felt like he wasn't as competitive as his peers...

"Before starting Wall Street Mastermind, I thought my resume was one of the weaker ones out of people I knew, but now after starting Wall Street Mastermind, Sam kind of guided me towards making a resume a lot stronger. I would say that a lot of bankers have actually complimented me on how strong a resume is now."

Erum was a clueless non-target school student who was looking to even the playing field for herself...

"The one distinguishing feature of Wall Street Mastermind was the fact that it focused essentially on working smarter than working harder in an industry that is extremely fast-faced and where time is of the essence. WSMM really taught me how to utilize time more efficiently. I really appreciate Sam who is our instructor. He was there and focused on all of my individual needs, and really catered to whatever I was seeking from the program."

Grant was a rising senior at a non-target with no finance experience... and got a middle market offer

"This summer I'll be working for SunTrust Robinson for their investment banking division. And also this spring I'm working for a private equity firm called Forge Partners and it's been a very good experience as well."

Isaac was an engineering non-target student who had no idea how to get into investment banking...

"WSMM has provided me with the necessary resources to get me ahead in the recruiting field as I'm coming from a non-target school and really had no idea of what it takes. So understanding that was really insightful to help me get the leg up and everything. Whether that was through behavioral resources, technical resources, or just having the resources of the community to share how an interview process was, is really helpful and is priceless when you're thinking about going through the recruiting process only once and got to make your best chance to be the best candidate you can be."

Jack didn't know anything about how to break into investment banking as an incoming freshman...

"After getting into the program, I was given so much resources and I realized very, very quickly on that the price that you pay in the beginning of the program is very, very small in terms of how much knowledge that you're actually going to be gaining from this program."

Jared tried to get help from upperclassmen but still struggled with networking and technicals...

"So, I found the program through a friend, and this program has been super helpful to me in many key ways. What's really helpful is the structure of the program and how thorough Sam is in every module. So, Sam really takes the time to make sure you understand these key concepts in a very logical order... Overall, I think the experience is a worthwhile investment into my future. I'd recommend the program to others who want to crush recruiting and are super motivated to get offers."

Jared goes to a small liberal arts university and had no idea how to network with investment bankers...

""But once I joined Wall Street Mastermind, I learned how to get on a call with someone and ask the proper questions. You can't find the stuff that you get taught in this program in a book or a guide. It's something that someone needs to tell you and talk to you about. And since then, I've gotten on, I think I've talked to almost a hundred bankers in the past, like two months, and I've reached out to a bunch of people, and I've gotten at least 20 people to promise to refer me for an interview."

Jennifer went from not getting any interviews before WSMM, to getting sophomore summer offers from two global banks within just one month of joining WSMM...

"So since trying Wall Street Mastermind, I've completely turned all my problems around. I'm successfully landing interviews. I received two offers for my summer 2020 investment banking internship and I'm really happy that I've gotten to make so much progress even within three months of being in this program. It's been a total lifesaver for me and I feel more ready than ever to master summer 2021 investment banking recruiting. I already have four interviews lined up and I know that none of this would ever have been possible if I hadn't joined Wall Street Mastermind. So I'm really thankful to Sam for creating such a helpful program and helping me get on the path to finally reaching my dreams."

Joe thought it was impossible to break into investment banking from his non-target school...

"But then I started improving my interview skills with Sam's help, behaviorals and technical skills and just last month I secured an investment banking internship at a boutique investment bank in Irvine. And the great thing is this internship's great in the sense that even with this Coronavirus situation going on, they liked me as an intern so they're allowing me to work remotely, which is not something that a lot of interns have been able to do."

Justin was a non-target student who didn't realize how difficult it is to get into investment banking...

"So I would say that this program is just different from any other source out there, simply because... I feel as though that one-to-one guidance that you had; I get to text Sam at 11:00 PM sometimes, ask him a question when I'm studying for these technicals, and Sam will give me a detailed response of it... So, this program is definitely different in the sense that you have Sam's guidance, who's gone through the investment banking recruiting process, especially, during the financial crisis. And so it's just been helpful to have him on my side throughout this tough process."

Justin was having trouble achieving technical mastery by just memorizing the M&I 400 questions guide...

"So I really wanted that extra help to get that extra edge. And the training program and modules have been really helpful thus far and I understand everything on a much deeper level... and I'm more confident going into interviews with my behavioral answers being perfected."

Kenny started recruiting very late as a second-semester junior from a non-target school...

"Honestly, very, very grateful. Ended up getting a M&A analyst role right out of school and yeah, definitely recommend Wall Street Mastermind, has all the tools you need."

Keshav was a student at a non-target liberal arts college with no finance background...

"And as a result of that one of the things I struggled most with before working with WSMM was definitely the technical portion of the interviews. I had gotten my hands on a few of the most popular guides available on the internet... And to be honest, found their coverage and content on the technical questions to be intimidating and to a degree overly complicated. When I contrast that with the content covering the technical portion of interviews of WSMM, WSMM's content is just far clearer, more succinct and more efficient... And that contrasted with the lengthy and dense PDFs of a lot of the most popular guides was really huge and super conducive to my own learning of the technical concepts."

Luke is a non-target student who had little to no exposure to finance prior to Wall Street Mastermind...

"And in addition to this, Sam was available around the clock to answer any questions I might've had about the material. And so overall, my experience with Wall Street Mastermind has been an absolute game changer for my recruiting efforts. And I definitely recommend it to any of you out there that lack a strong experience in finance or really just looking to get a leg up on your competition in terms of your technical skills."

Maxie was an international student who didn't know how to network with bankers from a different culture...

"I would recommend the program for those who don't have a game plan or are also who quite confused like I used to be... Didn't know where to start and well, I nailed my internship at the place I really loved (a top 3 bulge bracket bank), so thank you Sam."

Michael was a confident sophomore who was initially worried that Wall Street Mastermind was a scam...

"I actually started admittedly sophomore summer recruiting pretty late... But I've actually secured myself two internships, one during the summer and one during the fall... And I do think the majority of that is thanks to Sam's behavioral program... If you're on the fence and you're kind of like me, who knew he wanted to do banking but wasn't sure how much value this program would really provide... I do think you should give this program a chance. For me personally, it was very worth it and actually much more worth it. Much, much more worth it than I originally thought."

Michael didn't know how to network or tell compelling stories... we helped him get an offer from Jefferies...

"With Sam's Wall Street Mastermind program, he works with you directly on your behaviorals, and helps you with networking, which was actually a huge reason why I joined the program, since my career center didn't really introduce me into how to network with others properly, or even how to control the situation. So if you're looking for help on how to network and control your calls, and to figure out what your crux of your story is about, or how to angle it in a better manner, you should definitely check out the program."

Nick was using the Wall Street Oasis and M&I guides for interview prep but finding it to be very inefficient...

"And Wall Street Mastermind definitely helps a lot with that. From everything like preparing for behaviorals to technical interviews and just polishing your resume and cover letter. And Sam's videos are great for doing that. And he's also very quick in terms of responding to any questions that his clients have in terms of recruiting. And so, overall I've had a great experience with the program... And I recommend it to anyone that's also interested in pursuing investment banking."

Noa needed help with his resume, networking, as well as behavioral and technical interview skills...

"Starting from my resume, as soon as I got it back, I had over 50 to 60 edits that Sam made and it really helped perfect my resume. In terms of the network and process, I really also understood how to go about it in an efficient manner and also what questions should I be asking, how should I sort of navigate throughout the entire process. Also on the behavioral aspect, really having someone working in the investment banking industry actually look over your answers and edit them for you was extremely insightful, and I'm happy to say that my behavior answers I think are really, really solid going in, and it's really given me the confidence I need going into interviews... Sam's technical modules really helped me understand the material really easily and efficiently, and now I'm really confident in going to interviews."

Raunak struggled learning the technicals... then joined WSMM and got an offer in just two interviews

"I joined Sam's WSMM program and I absolutely loved it. Before I joined I really struggled with learning a lot like the technical stuff, and so when he passed me on his modules, it was just a different way of explaining it, and so it just helped me understand just the way things worked. You see all those guides online and everything, but they're not really teaching you how to do it. With Sam's guides, I really learned just from ground zero, just how things work and all that as well... And I was actually able to get an offer in just two interviews. I don't think I could have done any of that without him."

Ronnie practiced with upperclassmen and used Wall Street Oasis guides but it just wasn't sticking...

"On the technical side I had tried training with Wall Street Oasis resources and my friends, my older friends who had already gone through investment banking recruiting, they would mock interview me and stuff like that, and it just didn't stick the way that I would later do it with Sam and the way it would kind of stick there. Just didn't feel like I was learning anything and felt like I was kind of just trying to drill it into my head versus with Sam I felt like I was like learning it and absorbing it, which is really helpful... And then obviously the behavioral module and the technical module, Sam's an absolute beast at teaching technicals... [Sam] really does take his job very seriously and he coaches you very, very well and very efficiently. And the whole program is just run very well. I'm really grateful for my time being a part of it."

Ryan went from having barely done any networking... to having referrals at almost every bank he's applied to

"Sam really does such a great job of walking you through the whole process step by step. Since I started working with him I've been having dozens of calls every week with bankers. Everyone has been very impressed with the questions that Sam has taught us to ask, and the whole process has just become so much easier. I've had my resume passed at a lot of different banks. A lot of people have been more than willing to help, especially after getting on the phone with me... I definitely think that it's one of the best investments that I've ever made and I would highly recommend it to anyone who is considering it."

Sam is an international student who needed customized help positioning his candidacy...

"When it comes to recruiting everyone is different and you didn't know what your real strength and weakness are. So I would say that's like a real plus to this program and my biggest takeaway because someone can really customize basically what you did and what are your past experiences to craft the best resume possible... This especially important to me because I'm coming from an international background and English is not my natural language. So I need to know how do I strategize to demonstrate my ability to execute a job. And also at the same time, you got this kind of constant feedback and support from Sam. So whenever you got a question... we just ask you a question, then Sam will give a very detailed and helpful answer."

Sean had failed multiple interviews going into senior year and didn't know what he was doing wrong...

"Currently I'm working at a boutique investment bank on Wall Street, so couldn't be more happy about that... A lot of people coaching out there, they care about the money, this and that. For me personally, I saw that Sam really wanted to work with me because he saw my true potential... I personally got this role thanks to my friends, my family and mentors, and especially Sam. So, thank you to him. Thank you to Wall Street Mastermind, and if you're contemplating whether or not this is worth it, if you really want it that bad, I think you find your ways and avenues to get there."

Sriman went from not having a game plan... to landing an offer with an upper middle market bank

"I think having a framework or a game plan was my biggest pain point. And then within that, obviously I was always filling the gaps just through the entire program. But I think specifically understanding, one, how to kind of structure behaviorals and really understanding what the interviewer is expecting when they ask these kinds of questions was super helpful for me."

Stefano came from a non-target school and had a below-average GPA...

"He's given me that confidence. So overall, I would 100% recommend Wall Street Mastermind for those of you that are trying to get into investment banking. Especially if you don't have the perfect GPAs or come from the Ivy Leagues or the target schools, Sam will make sure to have you succeed in any way possible to get into IB."

Steven lacked the networking and technical skills to be able to position himself as a well-rounded candidate...

"And I think what Sam does really well is that he shows a level of care and investment into his clients that you won't really find anywhere else. For instance, he checks in on you or he'll check in on me to make sure I'm not behind on my recruiting or he'll be available whenever I have any questions I want to ask him. Whether it be about networking or some concept I don't really understand about the technical skills."

Veeren came in from a non-target school with no finance experience... and got a sophomore summer investment banking internship in just two months

"I joined Wall Street Mastermind at the end of my sophomore year, and in the span of two months I was able to go through a majority of his modules and I was able to secure myself a job for that summer... Before I joined Wall Street Mastermind I was using guides like the Wall Street Oasis, but one thing I really like about Wall Street Mastermind is that it has such a streamlined path. It's just so simple to follow. As long as you put in the hard work the results are soon to follow."

Vincent was an atypical candidate trying to transition to banking from a performing arts background...

"I was on the phone with him for a year because I was skeptical and I called him up almost every single day wondering if this is real, or if it's not. And after seeing the program through, it's really opened my eyes and really allow me to open up opportunities that I never really thought existed, and I can accredit that... I can definitely accredit the amount of help that WSMM has really just given me to be able to pursue my absolute passion of investing and just doing what I love."

Warren was struggling with his interview preparation...

"Beyond just the centralization of all the information, what has also really helped is being able to get really good feedback on my own answers. So, I know that the answers that I'm preparing are actually good and will actually sound good to the interviewers when I go into for a real interview... A lot of the answers that I give in my interviews are better quality because I know what to prepare for, and also because I had my answers screened by someone who knows what they are doing."

Client Interviews

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Bradley (Dartmouth)
Got Every Elite Boutique and Bulge Bracket Offer He Applied For

Our client Bradley is a rising junior who has already secured offers from banks like Perella Weinberg, Citi, and Evercore. As of this interview, he’s also been fast-tracked to superday interviews with Goldman Sachs (update: got the offer). Hear him talk about how he went from a bioengineering major who knew very little, to securing offers from every bank he’s applied to so far (100% offer rate).

Julien (Washington)
Only Student From His Non-Target School to Get an Offer From JPMorgan

Our client Julien came to us as a rising junior from a non-target school who was struggling with recruiting on his own. Despite having spent 80-100 hours studying for interviews on his own, he completely failed his first technical interview with RBC. Hear what he did to transform himself as a candidate and end up as the only person to get into JPMorgan for investment banking from his school.

Sinan (Wharton)
4 Offers (Including 3 BB’s) as an International Student

Our client Sinan is an international student from Turkey who recently secured 4 summer internship offers, include 3 from top-tier bulge bracket banks. We all know that the bar for hiring is much higher when you need visa sponsorship from the banks; hear Sinan talk about how he was able to overcome this challenge, land his dream job, and make his parents proud.

Kyle (Duke)
3 Offers (2 BB’s and 1 MM) to Follow in His Dad’s Footsteps

Our client Kyle was a rising junior and the son of a long-time investment banker and private equity investor. Ever since he was young, he’s wanted to follow in his dad’s footsteps. Hear him explain why he decided to get help from Wall Street Mastermind despite already having his dad in his corner, as well as how he ended up with three different offers from top tier banks to choose from.

Dylan (Chicago)
Got a Bulge Bracket Offer Despite a 3.4 GPA and Late Start

Our client Dylan recently received a bulge bracket summer internship offer despite completely missing the accelerated recruiting timeline and only having a 3.4 GPA. Hear Dylan talk about his recruiting process and how he was able to turn it around and get an amazing outcome in the end. He also gives his advice to those of you who are still recruiting. Make sure you check this interview out!

Rahul (Virginia)
From Small Regional Boutique Intern to 2 Top-Tier Middle Market Offers

Our client Rahul was caught off guard by the accelerated summer internship recruiting process but secured a small regional boutique offer. Not satisfied, he came to us for help with the full-time recruiting process, which was going to be even harder given the number of jobs available. He gives a ton of advice on what he did to end up with a much better offer, so make sure you check it out.

David (Berkeley)
Skipped Interviews with BB’s and EB’s to Go Straight to Buyside

Our client David just finished sophomore year and recently accepted an offer at a $2Bn growth equity firm for his junior summer. He dropped out of processes with top banks like Goldman TMT, MS Tech, Moelis LA, Qatalyst, and PWP, just to name a few… Despite having some resources already, hear him talk about why he still wanted my help, and how this allowed him to get an outcome that most people can only dream of.

Nishant (Urbana Champaign)
Bulge Bracket Offer as Non-Target, International Student

Our client Nishant is an international student from Dubai who secured his summer internship offer from a top-tier bulge bracket bank. Not only is he an international student, but he goes to a non-target school and did not have a whole lot of finance experience. Despite these hurdles, hear Nishant discuss the importance of not being content with the help he already had (he was in the investment banking academy at school), and how he stacked the odds in his favor and got the job.

Victor (Florida State)
1 of 5 Students Out of 8,250+ in His Class to Get Into I-Banking

Our client Victor is one of the most committed clients we’ve ever had. He landed a junior summer internship from a non-target state school that only places 4-5 students into investment banking each year (out of 8,250+). And he did all of this without having a ton of relevant finance experience. Hear him talk about how he did this despite the odds being stacked against him, and how we helped him accomplish his dream.

Megan (Brandeis)
From International Student at Non-Target Liberal Arts School to JPMorgan

Our client Megan is an international student who didn’t start learning English until 9th grade. Attending a small non-target liberal arts school, she had very few alumni on Wall Street to reach out to, and little to no relevant resources on campus. Despite all of these obstacles, hear her talk about how she was able to land superdays with both Goldman Sachs and JPMorgan, before ultimately accepting an offer with the latter.

Steve (Dartmouth)
From Failing Multiple Superdays to Landing the Perfect Offer

Our client Steve came to us at the beginning of junior year, after having failed a couple of superday interviews on his own. He was referred to us by our client Bradley after seeing how much better Bradley did during with recruiting. Despite coming to us quite late for help, hear Steve talk about how he was ultimately able to secure a middle market offer that ended up being a phenomenal fit with his background.

Tristan (Virginia Military Institute)
From Non-Target, 3.0 GPA and Already Graduated to Middle Market Offer

Our client Tristan came to us in July, AFTER he had already graduated from college. To make matters worse, he had just a 3.0 GPA, from a non-target school. His mom thought our program was a scam, but he trusted his gut and did it anyway. By October, he had a full-time investment banking offer from a middle market bank. Hear him talk about how he overcame seemingly impossible odds.

Dean (Lehigh)
Learned All of His Technicals in Just 1 Week to Land an Offer

Our client Dean was able to secure a summer analyst offer despite going to a non-target school and not having any relevant finance experience. What’s even more impressive is that he learned all of his technicals in just one week (yes, with our help). Hear Dean talk about how he was able to “bankify” his story and shorten his preparation time to still be successful despite the accelerated recruiting timeline.

Edgar (Berkeley)
Breaking Into Investment Banking From Corporate Banking

Our client Edgar recently received an offer from an upper middle market investment bank despite missing the accelerated recruiting timeline during sophomore year, only having a 3.4 GPA, and eventually having to work in corporate banking for his summer internship first. Hear Edgar talk about his journey and how he was able to pull this off against the odds. Make sure you check this interview out to hear Edgar’s advice!

Zack (Dartmouth)
From 2 Interviews Out of 20+ Apps to Getting Over 40 Interviews

Our client Zack came to us during April of sophomore year after seeing how much more success his friend Bradley was having with recruiting thanks to our help. He went from getting just 2 interviews out of his first 20+ applications before WSMM, to getting 40+ interviews after joining WSMM. Hear him talk about how he eventually ended up with three different offers for his junior summer internship.

Zeb (NYU)
From 0 for 20 on Apps to 7 Interviews and Middle Market Offer

Our client Zeb attends NYU, but in the College of Arts and Sciences, which is a non-target, unlike Stern. Prior to joining Wall Street Mastermind, he had applied to ~20 firms and gotten zero interviews. After working with us, he got interviews from 7 different firms, before eventually accepting an offer from his top middle-market bank. Hear him talk about what enabled him to make such a huge turnaround!

George (Harvard)
Late Pivot From Consulting to I-Banking and Still Landed Bulge Bracket Offer

Our client George originally wanted to get into consulting before switching to investment banking. With no relevant experience, he tried his best to recruit. Things were looking bleak… until he found Wall Street Mastermind in July. Fast forward two months, George has secured an offer from Barclays just a month into his junior year. Hear him talk about the difference between information and transformation.

Jon (Lehigh)
Breaking Into Investment Banking From a Non-Target School

Our client Jon is actually Dean’s roommate at best friend, and he loved his experience with WSMM so much that he referred Dean to us and helped him get a job too! Hear Jon talks about his experience of trying to recruit from a non-target school, and how he was able to come out on top in the end. Definitely give this one a listen to hear his advice on navigating the investment banking recruiting process!

Sriman (Berkeley)
From 3.5 GPA and No Networking or Technical Knowledge to IB

Our client Sriman recently received an offer from an upper middle market investment bank despite only having a 3.5 GPA and not knowing how to network or answer technical questions initially. Hear Sriman talk about how he was able to improve his resume, networking, technical knowledge, and behavioral interviewing skills all at once. You do not want to miss Sriman’s advice!

Travis (Texas A&M)
CC Transfer, 3.3 GPA and Started Recruiting 3 Months Before Graduating

Our client Travis came to us in late February of senior year, three months before graduation. He was a community college transfer at a non-target school, did not have a junior summer internship or much relevant internship experience, and only had a 3.3 GPA. Hear him talk about how he overcame all of these obstacles to break into a local boutique investment bank.

Grant (Georgia Tech)
From Non-Target, Late Start, and No Finance Internships to Middle Market IB

Our client Grant came to us during the summer before junior year, shortly after he discovered investment banking. He attended a non-target school, knew very little about banking, and had no finance internships under his belt. In just four months, he had landed a junior summer internship offer from a middle-market bank. Hear him talk about how he was able to accelerate his process and get such an amazing outcome.

Michael (Vanderbilt)
Delayed Graduation and Got Into Investment Banking on His 2nd Try

Our client Michael was originally unsuccessful with recruiting due to his average GPA, semi-target school, and a complicated story. We helped him come up with a creative strategy to have a second shot at recruiting, and guided him through the application, networking, and interviewing process. Hear him talk about his roller-coaster recruiting process and how he ultimately was able to secure an offer from Jefferies.

Brandon (Miami)
From Big 4 Audit to Investment Banking and 2x’ing His Salary

Our client Brandon is living proof that it’s possible to break into investment banking after college without getting an MBA. He landed two offers from boutique investment banks after less than a year at a Big 4 accounting firm. Not only did he leave a job that was making him completely miserable, he also doubled his salary! Hear him talk about how he was able to take a non-traditional path into investment banking.

Paolo (USC Marshall MBA)
From IB Reject at Non-Target Undergrad to Redemption as MBA

Our client Paolo is a perfect story of perseverance and resilience. After trying to recruit for investment banking unsuccessfully from a non-target school back in college, he went back to business school to reapply for summer associate positions. After not seeing much success initially, hear him talk about how WSMM helped him turn it around just in time before the recruiting cycle ended.

2020 Year to Date Client Wins

2019 Client Wins

FAQ

It doesn’t matter. We’ve helped plenty of non-target school students get into investment banking. We’ve also helped plenty of students who didn’t major in business/finance/economics get into investment banking. Just scroll up and listen to some of the client interviews if you need proof. When someone on Wall Street Oasis tells you that you have no hope unless you go to Harvard, have a 4.0 GPA, and have done 3 investment banking internships already, I want you to know that they have no idea what they’re talking about. For all you know, the person saying that is most likely a college student who hasn’t even gotten into investment banking himself. Because that’s the type of people who would have time to spend a bunch of time on an online forum. When it comes to your career – do you want to listen to him? Or do you want to listen to someone like us who actually knows how this stuff works?

This is another myth that we hear quite often. Yes, of course the closer your GPA is to a 4.0, the easier it will be for you to get into investment banking. And if your GPA is above a 3.7, you’re pretty much not going to get any questions about your grades. But we’ve helped plenty of clients with GPA’s in the low to mid-3’s get into investment banking, often at top-tier investment banks. As far as we are concerned, you’re fine as long as you have anything above a 3.2 or 3.3. If you have below a 3.0, it’s going to be pretty damn tough unless you 1) have enough time left to pull your grades up before applying, or 2) have a very legitimate excuse for temporarily having poor grades. The lower your GPA, the better you will have to be in everything else – work experience, extracurriculars, networking, behavioral interviews, technical interviews. And no matter what your GPA is, we can teach you how to talk about it when asked.

It’s pretty straightforward, but nowadays you pretty much have to have some relevant work experience to get into investment banking. Depending on how much time you have left until the recruiting process starts, we may be able to help you find relevant internships to beef up your resume. If you don’t currently have any relevant experience, and are stuck because you don’t know how to get your foot in the door, then we can definitely help you with that. As an example of this, our client Veeren came to us during the second semester of sophomore year with zero work experience beyond a non-finance internship he did as a high schooler back in India. Within two months, we helped him land a sophomore summer internship at a boutique investment banking in Chicago, using our proprietary methods. If you are starting late, we would have to assess your situation and see if we can come up with a creative, outside-the-box solution to achieve your objectives in time.

Most candidates do not start out with a strong network in investment banking. In fact, a lot of our clients are non-target school students, and don’t have many alumni they can reach out to on Wall Street. It doesn’t really matter. The way we teach our clients networking, we expect the vast majority of your investment banking contacts to come from your cold network (i.e. complete strangers). As long as you know the best practices for identifying, contacting, and engaging with these people, you can turn a cold contact into a warm contact, and eventually into an advocate who will serve as your champion within the investment banking you’re targeting. Of course, if you do go to a target school with a lot of alumni, or you have personal contacts within your friends and family, you should definitely leverage that as well. But either way, we will help you massively scale up your networking efforts, turn your contacts into actual interview referrals, and do all of this in the most efficient and effective manner.

What most people don’t understand about behavioral interviews is that it’s actually harder than you think. Most people worry a lot about technical interviews, while feeling like they don’t need to spend much time preparing for behaviorals. After all, it’s just talking about yourself right? How hard can that be? In reality, behavioral interviews are graded on a curve; meaning your answers sounding good to you is not “good enough.” The key is for your answers to be BETTER than your competitors’ answers. And to figure out whether yours are actually better, you need someone who’s actually seen a lot of candidates interview, and has a large sample size of data to compare your answers against, to be able to accurately assess the situation for you. Moreover, chances are probably at last some of your behavioral answers could be improved. And in terms of figuring out HOW to improve your answers, you cannot be the person to critique yourself. After all, you came up with the answers in the first place, so you won’t be able to identify the mistakes you’re making in the first place.

Just like anything else you try to learn in life – a foreign language, a new instrument, a sport, etc. – there are two ways to learn any new skill: 1) try to read some books or watch some videos, and teach it to yourself, or 2) find someone who is already a subject matter expert to teach it to you. Most of the time when students try to teach themselves technicals, it doesn’t work because “they don’t know what they don’t know.” Oftentimes, you may read something on a page and feel like you understand it, only to realize when you’re in an actual interview that you have no idea how to answer the question being asked. Memorizing these technical interview guides from front to back is a popular method, but also quite ineffective as interviewers nowadays are smart enough to change up or disguise the questions. To truly master your technicals in the shortest amount of time, you need an expert to personally teach it to you, help you connect all the dots, and answer any questions you may have. If you could learn from a professor or read a text book on your own, which do you think is better?

We appreciate this question. You should thoroughly vet the people you choose to work with… but ultimately this comes down to a couple of things. First, does what we’re saying “make sense”? Can you see how it would work? That’s the first step… if the education we’ve given you (for free) has made sense, then that’s the first thing you want to consider. Second, have you had a conversation with us? You can tell a LOT by getting on the phone with someone. Follow your gut. Third, listen to the client interviews above… and look at all the messages we receive from our clients on a daily basis. The amount of people we’ve helped – genuinely – get results. What do you think we threatened these people’s families into giving us this stuff? No. We’re very good at what we do and we authentically care about people. No scams here.

Yeah. I guarantee that if you don’t make a change or get the help needed to change, you’ll grow VERY slowly at best, or likely not move at all. By the time you figure it out (if you ever do), the recruiting process will be over already. With how accelerated the investment banking recruiting timeline is nowadays, the candidates who win are the ones who are able to accomplish more than their competition in the same amount of time. We see it time & time again – there are NO guarantees in life (outside of death and taxes) EXCEPT that if you keep doing what you’ve been doing, nothing will change, and you’ll get no results. Saying you just “gotta try harder” is naive at best, and totally destructive to your career prospects at worst. The “cost” of figuring this out alone is astronomically higher than the “investment” required to work together.

A Quick Overview of the Process

The program is designed for the following types of candidates: 1) college students, 2) Masters in Finance students, 3) MBA students, 4) recent graduates with relevant accounting/finance work experience

Our expertise lies in transforming candidates who are committed and willing to work hard to achieve their goals, but just need some mentorship and guidance along the way to help them become more efficient and more effective.

We help our clients accentuate their strengths, improve on their weaknesses, and stand out against the competition — using our in-depth understanding of what top investment banks seek in their candidates, based on years of experience working on Wall Street and serving on Morgan Stanley’s on-campus recruiting team. Most clients acquire the skills and network they need within the first 30-60 days.

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If it’s still early enough, we will help you get relevant experience by giving you access to our members-only database (over 1,300 investment banks) and teaching you how to find internships that are “off-market” and not currently listed on job sites like LinkedIn and Glassdoor. Using our methods, some of our clients have gotten their foot in the door even with zero relevant experience. We will also personally revise your resume, cover letter, and Linkedin profile to tailor these documents based on what investment bankers like to see. This will increase your response rate during networking, and also maximize the chances of you being selected for interviews. Bankers spend less than 30 seconds on each resume and our process will help get your resume put in the “YES” pile.

You need to maximize the number of bankers you talk to in order to be competitive. On average, our clients reach out to 250-300 bankers with our help. We will teach you our Funnel Optimization Networking System™ to streamline and automate the outreach process so that it’s easy, scalable and efficient. Then, we’ll also show you how to convert these leads into actual interview referrals using our I.D.E.A.S Framework™ during your networking conversations, which has been tested by numerous clients to maximize response rate. You will learn how to master the networking conversations, build rapport, ask the right questions, and leave a memorable impression. The end goal is to get 1-2 referrals at every investment bank you apply to.

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The technical interview is often the part that people stress about the most, but we think it’s actually the easiest part. We’ve been able to prepare complete beginners in just one week. We cover everything from financial accounting / three statements, valuation methodologies, M&A math / accretion dilution, LBO, and more. After we walk you through each topic, we quiz you on the concepts to make you really understand everything. All in all, the process of learning the concepts shouldn’t take more than ~15-20 hours total when done correctly with the guidance of an expert. Of course, we will also spend as much time as needed to answer all of your questions along the way. And most importantly, we will go through mock interviews and give you feedback until you’re 100% confident.

Most candidates simply come up with the best answers they can think of and hope for the best. Then when things go wrong, they have no idea why, and don’t get any feedback to improve on either. Having interviewed and helped hundreds of candidates, not only can we help you calibrate the quality of your answers against your competition based on a statistically significant sample size, we’ll point out the areas of improvement hidden in your blindspots. We’ll walk you through all the common behavioral questions you need to prepare for, show you how to best structure your answers, and give you proven frameworks to use. Most importantly, we will review every single one of your answers, word for word, and leave no stones unturned until your behavioral answers are perfect.

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In the nature of transparency and authenticity, we do make a special offer at the end of the call only if you’d like help actually implementing these tactics and strategies and we feel we can help you. Is it required? Absolutely not. Will you receive value & insight from this call even if you don’t want to work together? 100% yes. Some people will take the information they receive on this call, implement it by themselves, and see great breakthrough. Some people will see what’s possible, and know that working together is just what they need to get results even faster. It’s completely up to you but we hope that you’ll at least consider scheduling a call, use the information we provide, and let us know what you think!

DISCLAIMER: The client results stated on this web page and discussed in the client interviews are our the results of previous or existing clients. Please understand these results are not typical. We’re not implying you’ll duplicate them (or do anything for that matter). The average person who buys “how to” information gets little to no results. We’re using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. Recruiting entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT ATTEND THIS TRAINING.