Networking in the Finance Sector

In the U.S., you can grab coffee with a CEO in two weeks. In Europe, it might take two years to get that meeting. I ’ve spent years building relationships across both U.S. and European markets, and if there’s one thing I’ve learned, it’s this: networking looks completely different depending on where you are. The way people connect, build trust, and create opportunities is shaped by culture-and if you don’t adapt your approach, you’ll hit walls fast. So, if you're an executive expanding globally, a leader hiring across regions, or a professional trying to break into a new market-this post is for you. The U.S.: Fast, Open, and High-Volume Americans love to network. Connections are made quickly, introductions flow freely, and saying "let's grab coffee" isn’t just polite—it’s expected. - Cold outreach is normal—you can message a top executive on LinkedIn, and they just might say yes. - Speed matters. Business moves fast, so meetings, interviews, and hiring decisions happen quickly. But here’s the catch: Just because you had a great chat doesn’t mean you’ve built a deep relationship. Trust takes follow-ups, consistency, and results. I’ve seen European executives struggle with this—mistaking initial enthusiasm for long-term commitment. In the U.S., networking is about momentum—you have to keep showing up, adding value, and staying top of mind. In Europe, networking is a long game. If you don’t have an introduction, it’s much harder to get in the door. - Warm introductions matter. Cold outreach? Much tougher. Senior leaders prefer to meet through trusted referrals—someone who can vouch for you. - Fewer, deeper relationships. Once trust is built, it’s strong and lasting—but it takes time to get there. - Decisions take longer. Whether it’s hiring, partnerships, or leadership moves, things don’t happen overnight—expect a longer courtship period. I’ve seen U.S. executives enter the European market and get frustrated fast—wondering why it’s taking months (or years!) to break into leadership circles. But that’s how the market works. The key to winning in Europe? Patience, credibility, and long-term thinking. So, What Does This Mean for Global Leaders? If you’re an American executive expanding into Europe… 📌 Be patient. One meeting won’t seal the deal—you have to earn trust over time. 📌 Get introductions. A warm referral is worth more than 100 cold emails. 📌 Don’t push too hard. European business culture favors depth over speed—respect the process. If you’re a European leader entering the U.S. market… 📌 Don’t wait for permission—reach out. People expect direct outreach and initiative. 📌 Follow up fast. If you’re slow to respond, the opportunity moves on without you. 📌 Be ready to show value quickly. Americans won’t wait months to see if you’re a fit. Networking isn’t just about who you know—it’s about how you build relationships. #Networking #Leadership #ExecutiveSearch #CareerGrowth #GlobalBusiness #US #Europe

In my early career, I thought networking was all about building as many connections as possible. But I quickly learned that effective networking isn't about the quantity of your connections—it's about the quality. Throughout my career, the connections that have truly made a difference weren’t the ones where I just asked for help—they were the ones where I made it easy for others to want to help me. If you want to make others genuinely want to help you, it’s crucial to move beyond simply asking for favors. Instead, focus on creating value and building relationships where both parties benefit. So, how can you do the same? Here are four tactical tips to help you network effectively: ✅ Do Your Homework Before reaching out, research the person or company you’re interested in. Understand their work, challenges, and how you can add value. For instance, instead of asking a connection for job leads, do your own research first. Identify specific roles and companies you’re targeting, and then ask if they can help with an introduction. This approach shows initiative and respect for their time. ✅ Be Specific in Your Ask Whether you’re asking for an introduction, advice, or a referral, be clear and concise about what you need. For example, instead of asking, “Do you know anyone hiring?” say, “I noticed [Company Name] is looking for a [Role]. Would you be open to introducing me to [Person]? I’m happy to send you my resume and a brief write-up you can pass along, too.” This shows that you’ve taken the initiative and makes it easier for your contact to say yes. ✅ Offer Mutual Value When requesting a meeting or advice, frame it as a two-way conversation. Instead of saying, “Can I pick your brain?” try something like, “I’d love to exchange ideas on [specific topic] and share some strategies that have worked for me.” This not only makes your request more compelling but also positions you as someone who brings value to the table. ✅ Follow Up with Gratitude After someone has helped you, don’t just say thank you and disappear. Keep them in the loop on how their help made an impact. Whether you got the job, secured the meeting, or just had a great conversation, let them know. This closes the loop and makes them more inclined to help you in the future. Your network is one of your greatest assets—nurture it well, and it will be there for you when you need it most. What’s one networking tip that’s helped you build stronger connections? *** 📧 Want more tips like these? Join Career Bites - free weekly bite-sized tips to supercharge your career in 3 minutes or less: lorraineklee.com/subscribe 📖 You can also get behind-the-scenes stories, updates, and special gifts for my upcoming book Unforgettable Presence: lorraineklee.com/book

Here’s a secret to help you supercharge your networking. Stop trying to hit home runs with every touch point. Instead, focus on small wins that move the conversation forward. I see so many people making big / vague asks up front: “Can you hop on a 30 minute call?” “Tell me how you accomplished [Big Thing].” These people are super busy and they’re receiving this email from you - a total stranger. The last thing they want is another item on their to do list. Instead, start with a small, simple ask that they can reply to in <30 seconds. Here’s a formula that's been really effective for me: “Hey [Name], your experience in [Industry] is really impressive. I know you're busy, but I just had to ask: If you had to start over and work your way back to [Insert Achievement], would you do A or B? A: [Insert Actionable Thing] B: [Insert Other Actionable Thing]” This formula makes is incredibly easy for them to say "I'd do A" or "I'd do B." Now the door is open! Go do thing A or thing B, get results, and report back. Let this person know you took their advice and then ask for more. This positions you as someone who values their advice and has an action bias -- someone worth investing in. That's going to lead to deeper conversations and stronger relationships!

Now is when undergraduates are highly focused on securing and finalizing their summer internship plans. Firms (including KKR) get inundated with emails and LinkedIn messages to network on investment banking, private equity, infrastructure, credit, and consulting. Here are the 𝐭𝐡𝐫𝐞𝐞 things that I have found 𝑴𝑶𝑺𝑻 effective that undergrads can do to successfully network: 1. 𝐃𝐎 𝐘𝐎𝐔𝐑 𝐇𝐎𝐌𝐄𝐖𝐎𝐑𝐊: It sounds obvious, but I find so few undergrads actually do homework before reaching out. Research the firm, the role, and the person. Most successful candidates not only did the pre-work, but referenced their prep work which made it more likely to get a response and help build a rapport.  2. 𝐅𝐈𝐍𝐃 𝐀 𝐖𝐀𝐑𝐌 𝐋𝐄𝐀𝐃 (“Six Degrees of Kevin Bacon?”): You would be surprised that with a just little effort, you can find a warm introduction to a key decision-maker. You are 100x more likely to get a response when you find and leverage a connection. How to do this? Use LinkedIn, ask a professor, talk to a recent alumni graduate who can introduce you to his/her boss, etc. Take the extra step. It makes a difference. 3. 𝐅𝐎𝐋𝐋𝐎𝐖-𝐔𝐏: If you are able to make a connection, follow up on it! I am always surprised when I take time to speak with an undergrad and they don’t follow up. And if your email or call goes unanswered, don’t give up. Think about another angle and try again. You would be surprised at how a little persistence gets attention. Good luck in the recruiting process! Stay energized and optimistic! #Networking #Recruiting #Internships #PrivateEquity #CareerGrowth

Of the 87 VC meetings I had in 2022 for our pre-seed, 75 of them came by way of a warm introduction. Here's how you use your network to get warm introductions to the funds you want to meet with. Venture capital runs on warm introductions. It's one of the biggest reasons underrepresented founders struggle to raise VC - they either waste time sending cold emails or they don't know how to use their networks to get warm introductions. Don't underestimate your network! You'll be surprised at how many people want to see you win and are willing to support you. 𝟏. 𝐂𝐫𝐞𝐚𝐭𝐞 𝐚 𝐭𝐚𝐫𝐠𝐞𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐥𝐢𝐬𝐭 I've shared the how behind this before, but before you raise you should have a spreadsheet of 250-300 funds with the following information: 1. Name of fund 2. Website 3. Investor name(s) 4. Who can intro? Columns 1-3 should be populated for every fund and investor on your list 𝟐. 𝐅𝐢𝐧𝐝 𝐦𝐮𝐭𝐮𝐚𝐥 𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐨𝐧 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 Search each investor's name on LinkedIn and see who you're connected to that's a mutual connection. You only need to meet with ONE person from each fund, so if each fund has a team of 3 people, chances are that you have at least one mutual connection between the two of you. Ideally, this is a 1st level connection, but 2nd level is okay too. 𝟑. 𝐔𝐩𝐝𝐚𝐭𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐫𝐞𝐚𝐝𝐬𝐡𝐞𝐞𝐭 Once you find the mutual connection(s), add them to your spreadsheet in the "Who can intro?" column. 𝟒. 𝐌𝐚𝐤𝐞 𝐭𝐡𝐞 𝐚𝐬𝐤 Reach out to the mutual connections to ask them if they can introduce you to the investors. You can do this via email, text, or even DM; pick whatever channel you have the most direct line to the person in. When asking for an intro, be direct. A lot of people with connections to investors are used to getting requests for intros, so you don't need to warm them up or ask for a call before you ask for the intro (use your best judgment here, though; if you think a call would be good then go for it). To ask for an intro, send the mutual connection a forwardable email that they can pass along to the investor without having to make any edits. Include your company's one-liner, traction, and a link to your pitch deck in that email. 𝟓. 𝐑𝐢𝐧𝐬𝐞 𝐚𝐧𝐝 𝐫𝐞𝐩𝐞𝐚𝐭 Run through 20-25 funds at a time, knowing that you'll get meetings with 25-30% of the funds you ask for intros to. You have people in your corner cheering you on. Let them help you by opening up their networks to you. I write to help underrepresented founders get funded in my weekly newsletter Finessing Funding. You can subscribe at the link in the comments 👇🏾 #fundraising #blackfounders #vc

In a world where every executive has a firm handshake and a stack of business cards, how do you become the person everyone remembers after a conference? After attending dozens in the past decade, I've developed a strategy that transforms conferences from transactional meetups into relationship goldmines. ♟️Pre-Conference LinkedIn Strategy The real networking begins weeks before the event. Review the speaker and attendee lists, then connect with key individuals on LinkedIn with a personalized message: "I noticed we’re both attending the Stand & Deliver event. I'd love to connect. See you soon." This pre-conference connection creates a warm introduction and significantly increases your chances of meaningful engagement. 👗👔The Memorable Wardrobe Element In my early career, I blended in at conferences. Now? I'm known for wearing a little more color (often D&S Executive Career Management teal) or patterns that are professional yet distinctive. When someone says, "Oh, you're the one with the great dress," you've already won half the networking battle. 🤝Contribute Before You Collect** Instead of collecting business cards, focus on providing immediate value in conversations. Can you connect someone to a resource? Share relevant research? Offer a solution to a challenge they mentioned? The executives who stand out aren't those who take the most cards—they're the ones who solve problems on the spot. What networking approach has worked for you at recent conferences? Share in the comments below! #ExecutiveLeadership #NetworkingStrategy #ConferenceSuccess #ProfessionalDevelopment

I tested 𝟭𝟬𝟬+ 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗺𝗲𝘀𝘀𝗮𝗴𝗲𝘀 (During my last job search and as a career coach). These 𝟱 get the highest response rates, especially from hiring managers👇 1. The Profile Viewer Message Check who viewed your LinkedIn profile. They’re already aware of you, don’t let that warm lead go cold. Try this: "Hey [Name], I noticed you stopped by my profile, appreciate you taking a look! Curious, was there something specific that caught your eye, or are you open to conversations around [industry/topic you're exploring]?" 👉 Tip: Warm > Cold. Always start with people who’ve already shown interest. 2. Acknowledge + Ask Find something unique about their background or a recent post, and ask a question. "Hi [Name], I saw your talk on [topic], your insight on [specific point] stuck with me. How did you land your current role at [Company]?" People love talking about themselves, especially when you show genuine interest. 3. Value First Offer a useful insight, article, or trend that aligns with their work. No ask, just value. "Hey [Name], I saw your post about [topic]. Just came across this article, it touches on a similar trend. Thought you might find it interesting." Position yourself as thoughtful, not transactional. 4. Mutual Connection Approach Bridge a real mutual connection or shared experience. "Hi [Name], I noticed we both worked with [Person] / went to [School] / worked in [Company or Industry]. I'd love to learn more about your path, especially how you made the transition to [Role/Company]." Relatability opens doors faster than credentials. 5. Compliment + Curiosity Start with a specific compliment, then open the door. "Hi [Name], really enjoyed your article on [topic], especially your point about [detail]. Are you open to connecting with people exploring similar roles in [industry]?" It’s respectful, direct, and makes it easy for them to respond. Reminder: You don’t need to spam 100 strangers. Start with 10 meaningful messages a week. Track responses. Iterate on what works. Focus on warm leads, shared interests, and genuine curiosity. What template would you like to see next? If you're ready to level up, let’s position you for the roles you actually want. ➕Follow Jaret André for more daily data job search tips.

Some of the worst advice out there... not only can you smell it a mile away, but it actually sets you back more than in propels you forward. “Fake It Till You Make It." The mentality might seem harmless... or even empowering. but here’s the truth: it’s a strategy that holds you back in the long run. When we rely on posturing or “faking it,” we create temporary value... a shaky foundation that breeds uncertainty and self-doubt over time. This approach can chip away at genuine confidence, leaving you second-guessing your abilities rather than embracing your true strengths. If you’re “kind of” believing in what you can do, it will lead to “kind of” results. And let’s be honest: no one invests in that. Here’s a path that builds lasting impact and real credibility: 1. Embrace Where You Are Right Now. Actionable Step: List out the top 3 strengths you bring to the table today. Focus on where you already add value. Use this clarity as your guide when you’re in new or challenging situations. This way, you’re building on a solid, authentic foundation... not pretending to be somewhere you’re not. Starting with a clear view of your strengths gives you a confidence rooted in reality... and equips you to approach each opportunity with authenticity. 2. Get Clear on Your Unique Value. Actionable Step: Identify one specific problem you can solve that aligns with your skills and expertise. Write it down in one sentence (e.g., “I help teams bridge strategy and execution gaps to drive measurable results.”). Use this as a go-to when you’re speaking with potential clients or partners. This clarity around your value will set you apart, making it easier for others to see why they should work with you... not just anyone who fits the role. 3. Bridge Your Gaps Authentically. Actionable Step: Acknowledge a skill or area you’re actively developing. Take one concrete action toward growth each week... whether that’s: - reading - building relationships - mentoring Share this journey with trusted colleagues or clients... without underselling yourself... so they experience your commitment to excellence and your drive to evolve. Owning both your strengths and areas for growth builds long-term credibility and shows others that you’re committed to being the best version of yourself. It’s how true leaders inspire and foster trust. And trust accelerates EVERYTHING.

Forget the free food and swag. The real conference ROI? Stronger relationships. Here's how you do it: Was advising a founder headed to her first conference as an entrepreneur rather than just for fun / to hang out. These events can be intimidating and expensive so you want to make the most of your time and energy. Here's a recap of what we discussed: ◾ Know your goal. You are there to advance your business through relationships and new insights / information. Manage your energy, get enough sleep, don't eat too much of the free food if its junk. ◾ Chat everyone up. Your job is to build relationships with new friends and potential collaborators / customers. If you see people you know, great but don't spend all your time with them—use them to meet other folks "Can I join your group at lunch?" ◾ Small talk matters. Start w/ simple questions like "Is this your first time at XYZ Con?" "When did you get in / where did you come in from?" "What are you most hoping to get out of this event?" And be prepared to answer all those q's for yourself! ◾ Be choosy about the talks. Pick a few of the events you really think will be worth your time and ask a public question during the Q&A. It can make an impression for the speakers and also the audience (people will remember you and maybe start up a convo with you later) ◾ Be ready to connect. Have a QR code or link ready to your company / socials / mailing list. You'll completely forget to do this later and seconds matter b/c people get distracted / bored. ◾ Follow up with people. Do it right away so you don't forget who they were—email or social media DM. Remind them of how you met and share a memory or insight or piece of media that can help cement your relationship. Try to set up a call or at least be friendly on social in the DMs or in comments. ◾ All you need is a few good ones. It can feel overwhelming but if you can walk away from a conference with even just 2 strong relationships (which might happen slowly over time) for a conference to be a great investment. These days I don't attend as many conferences unless I'm speaking but early in my career these events helped me connect and deepen relationships with a lot of amazing people. What are your favorite tips when it comes to a conference?

Aimless networking won’t get you an interview: If you’re reaching out to people with: ❌ “Hey, are you hiring?” ❌ “Can you refer me for a role?” ❌ “I need a job—can we chat?” Then, you’re doing it wrong. Networking isn’t about ASKING for a job. It’s about BUILDING RELATIONSHIPS that create opportunities. Here’s how to have networking conversations that actually lead to job interviews: 1️⃣ Start with Genuine Interest and Intention of Building the Relationship After some research on the connections, reach out with curiosity, not desperation. Example: “I admire your career path in [industry]. What are some challenges you’re seeing within this space?” 2️⃣ Focus on Their Experience People enjoy sharing their journey. Ask thoughtful questions: ✔ What expertise have you developed in this role? ✔ What are the 2 biggest challenges you’re working on now? ✔ What skills have been most valuable for finding workable solutions? 3️⃣ Share Your Value—Naturally Instead of asking for a job, share what you’ve been working on (or had success in) that is relatable. Example: “I’ve been leading [specific projects] and applying my expertise in [industry]. Sometimes that experience can be a solution to X (one of the challenges they mentioned). 4️⃣ End with a Soft Ask and offer to be a resource for them. Don’t force a referral—invite guidance. Example: “Based on what I’ve shared, who else in your network would be appropriate to be introduced to?” 5️⃣ Follow Up & Stay Visible Keep the relationship alive—send a thank-you note along with a resource for them. Engage with their content, and if you met with a person they referred,  update them on your progress. The best networking is an exchange. It’s strategic and relational. Networking can be challenging if you view it one way.  Make it mutual. Let me know in the comments if you agree that both parties need to benefit from networking conversations and how you prepare to make that happen.