Why having no natural chemistry or empathy wasn’t an issue in his career
What he means by being like ‘a friendly John McLean’ (from Die Hard!)
Why your personal motive is the most important factor in your professional life
Why the initial contact with the office shouldn’t be held by you / the planner
Why the pre meeting call should be done by video call
Why your connection with clients should be friendly, open and listening
What an attitudinal questionnaire is and how you would use one
Why his opening question is "tell me your story, how did you get to where you are now?"
Why clients want a collaborative relation akin to a CEO and a CFO
Why you should sell ‘trial relationships’
How he knew it was time to walk away
Jason Butler @jbthewealthman His current book: The Financial Times Guide to Wealth Management: How to plan, invest and protect your financial assets (The FT Guides) http://amzn.eu/g62rr1S His new book: Squeezing The Orange: Simple Ways To Live A Full Life http://amzn.eu/9tJkdJt Website: http://www.jason-butler.com/
