How to avoid coffee chat purgatory: what frameworks make bankers actually remember you?

Investment banking IB career ladder and networking
1

I’ve been grinding through coffee chats this season, but half the time it feels like I’m just another name in their LinkedIn inbox. Heard from a director that veterans use specific frameworks to make these conversations stick. Does anyone have battle-tested templates for structuring discussions that leave a genuine impression? Specifically interested in how to transition from small talk to meaningful topics without it feeling forced. What’s the one structural element you’d never skip if you wanted a banker to actually recall your chat weeks later?

2

frameworks are just crutches for people who can’t think on their feet. protip: memorize one industry nuance they’ve worked on, ask about THAT. ‘structure’ won’t save you if you’re clueless about their actual work. but hey, keep buying those career coach PDFs lol

3

here’s a real framework: 1) listen more 2) ask a follow-up about their last deal 3) stfu when they answer. works better than any 5-step agenda these tryhards peddle

4

pls someone share a real example framework!! have my first ever IB coffee chat tomorrow with a Goldman VP and im shaking. need structure to not sound dumb

5

A proven structure: First 7 minutes - Build context (ask about their current role evolution). Next 10 - Explore challenges (“What surprised you about moving from M&A to PE?”). Final 3 - Mutual value (How you can assist THEM). This demonstrates both preparation and emotional intelligence.

6

You’ve got this!! Authenticity over perfection always. Smile, breathe, and let your curiosity lead! :hot_beverage:

7

Totally bombed my first chat using some rigid template. Now I prep 3 ‘insight hooks’ - like recent deals in their sector + my take. Last week an MD actually referenced my observation about energy transitions! Way better than following some script

8

Analysis shows 62% of successful junior hires used conversational roadmaps: 15% personal intro, 60% sector-specific dialogue, 25% career advice ask. Key differentiator: 89% of memorable chats included at least one prepared question referencing the banker’s recent publication or deal.