Personality: Neurotic
"I don't think I'd ever forgive myself if I were late for our appointment."
? - What are you like?
I want others to respect me, personally and professionally.
A - What lies at the core of your personality?
Fastidiousness
Without natural grace, charm, or charisma, staying in the loop takes hard and tedious work and conscious effort.
D - When you want, you can also come across as...
Authoritative
Does not seem to be one to act assertive without some firm ground to stand on.
H - What useful habit or routine have you cultivated thanks to your personality?
Remember all the details - all of them.
Accounts? Account numbers? Account
balances? Appointments? Birthdays?
Nieces' birthdays? That thing you said you wanted for Christmas one time in August? What screedy podcast you turn off when your wife walks into the room? Noted.
D - What happens when you are pushed into a corner?
Whimpering capitulation.
If he pushes, and you push back, he absolutely won't push back harder.
Training: Wealth Management
"Managing money is just math. Managing the people with the money is the real trick."
What do you do or know best?
Finance
The full spectrum of the field of finance, from simple personal banking to investment and wealth diversification, and a pinch of tax avoidance. It's not fraud if it's right there in the books.
C - What other tangent field have you ventured into indirectly?
Mediation.
Untangling knots of competing interests, revealing unpleasant truths, and finding out the
real stakes of a given account for all its holders is part ant parcel. And then there's the divorce counseling...
J - What unusual new application of your training are you exploring?
Detective work.
Reading between the lines, finding out what assets are
off the books, and digging up the dirty laundry is an unfortunate part of his professional life.
B - How did your training adversely affect your psyche or body?
Emotionally hollowed out.
Everybody is hiding something, and they're all out for themselves. As soon as money's on the line, anyone,
anyone can turn into a viper. It's hard to make friends or find love when you
know what would happen if they had a million dollars.
Last edited December 15, 2020 3:53 pm