SQG Investment Banking Shops?

A scheduler referred me to SQG, so I applied and was accepted. There is one of their investment inquiry-only shops available not far from me (enough pay to make the drive worth it!). I haven't requested it yet, being a little uncertain as to pulling off the scenario. But it seems they have an orientation to these; is that correct?

Anybody who's done one, was the role-playing average, more difficult than average????? I can be a pretty good actress (luxury-car buyer, Rolex buyer, etc.), but haven't tackled pretending to have that much $$ in assets. T/Y in advance!

I learn something new every day, but not everyday!
I've learned to never trust spell-check or my phone's auto-fill feature.

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Sometimes you don't have to pretend that much... I have done banking scenarios where I was allowed to say that my mom/dad/grandma just died and left me with 50k or whatever. I have no clue what to do with this much money and need some advice investing it. That way I am not worried about coming up with fake numbers/answers to 'real life' questions such as how do I currently invest.

It's a real pleasure dealing with SQM. The guidelines are clear and concise. The schedulers are uniformly professional and delightful. They will answer your questions before you do the shop, and are immensely helpful when you are working on the report.

I recall having a route of these scheduled, only to discover that my contact (target) moved from branch to branch and I had to schedule every shop on the route with the same target!
What an unholy mess that was! Of course, that limited my "route" to one shop, LOL!!!

This is an information-dense shop; my suggestion is to role play with a significant other before attempting the shop. Of course, if you know nothing about investing, it's easy to act like you're totally ignorant (oh, gosh, you mind if I take notes as you talk? This is all so very new to me, and I want to make sure I don't miss anything important).

I thought the report itself was much less difficult than a new car shop!

I say my Mom passed and left the house to my sister and I (true), it's in the process of being sold, in escrow.
They love that, and do everything possible to get that account.

Live consciously....

Thank you! I feel much more comfortable now. Will see if the shop is still available and apply for it.

I learn something new every day, but not everyday!
I've learned to never trust spell-check or my phone's auto-fill feature.

It is better to tell them that you are inheriting money instead of being the fool and saying you won the lotto because that is usually a public record that can be checked. You could tell them that you won a decent amount in a casino. I would not tell them that I hit the numbers last week as they will report that.

Edited 1 time(s). Last edit at 06/20/2018 06:54AM by 2stepps.

Good shops with an absolutely fantastic MSC!

You left a 401k at a previous job and want to set up an IRA and transfer it.

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SQG Investment Banking Shops?

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