Hi everyone,
I am signed up to do two investment banker phone shops next week. Seemingly easy on the surface, but the shop instructions left me with more questions than I went in with, especially dealing with what personal information I am to give the banker. The instructions say something about if a phone number is present, I am to make the initial call, and if a phone number is NOT on the shop form, I am supposed to wait for the call, supposedly because the MSC has supplied the banker with a phony referral.
So, I sent the scheduler an email asking for clarification, since MY shop form just has "N/A" written in all of the boxes, and also asked what information the referral would have about me, so I could stay in character. She did not respond. That was last Monday. I re-emailed on Friday, emphasizing that my shop was scheduled for Monday the 14th, and really needed to know how to proceed with the information. Still no response.
This is irksome.
So, is there anyone out there who has done these shops and can help me out?
Thanks!