How Jason Butler has squeezed the orange over the last 25 years

Nov 10, 2017

• 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/