Schedule mock interviews on the Meeting Board, join the latest community discussions in our Consulting Q&A and find like-minded Interview Partners to connect and practice with!
Back to overview

Advice for a Student Investment Consulting Startup?

Hi everyone,

I'm in the process of launching a student-run investment consulting company that offers guidance to students and young professionals on how to invest their first money and build financial literacy. Since we're modeling some of our services on real consulting practices, I wanted to ask the community:

- How are typical consulting meetings (especially 1-on-1s) structured?

- Is there a client-facing framework or flow you recommend for guiding conversations?

- How do you translate strategy into simple, actionable advice — especially for clients with little to no background?

- What is the most important thing to deliver in a first 30-minute consulting call to make a strong impression and build trust?

- Any tips on how to build long-term trust and engagement in an advisory format?

- Any advice you think could help me...

I’d really appreciate any insights.

Thanks in advance!

0
< 100
0
Be the first to answer!
Nobody has responded to this question yet.
Similar Questions
Consulting
I got a take-home case from a company. It is so generic. How should I approach this?
on Sep 28, 2024
Global
6
2.1k
Top answer by
Florian
Coach
1400 5-star reviews across platforms | 600+ offers | Highest-rated case book on Amazon | Uni lecturer in US, Asia, EU
58
6 Answers
2.1k Views
+3
Consulting
I’ll be starting the EMIB at ESCP this September, and I come from a Civil Engineering background with 3 years of industry experience. Do you think this profile fits well with Tier 2 consulting roles, and is pursuing the EMIB a smart transition?
on May 16, 2025
Global
6
300+
Top answer by
Daniel
Coach
Ex-McKinsey, Bain & Kearney | 5+ yrs consulting, coaching & interviewing | 95%+ candidate success
10
6 Answers
300+ Views
+3
Consulting
CDD/Private Equity Interviews
on Jul 13, 2024
Global
2
10.4k
Top answer by
Pedro
Coach
Bain | EY-Parthenon | Former Principal | 1.5h session | 30% discount 1st session
474
2 Answers
10.4k Views
How likely are you to recommend us to a friend or fellow student?
0 = Not likely
10 = Very likely
Thanks for your feedback! Your opinion helps us make PrepLounge even better.