“Go with the flow, daddy-o.” 
-Anthony J. Alfidi, Founder and CEO

Water, electricity, and investment capital all have one thing in common:  They all follow the path of least resistance.  Flowcharts are an effective way to depict problem-solving methods, and they are definitely useful in illustrating problem sets commonly faced by investment professionals. 

It’s always nice to have access to industry best practices, and our firm is all about best practices.  Alfidi Capital provides the flowcharts below as a public service to Wall Street.  Sometimes even the biggest investment firms need a little bit of help.  That’s what we’re here to do!

Wealth Management Client Acquisition Process

Investment Banking Sales Cycle


MBA Recruiting and Professional Development


Financial Services Career Progression


Financial Innovation How-To Guide

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