So far, only this bank story to share....

While speaking to my bank manager today from one of the top tier banks, I asked about key points at the exchange meeting. He was adamant that they would be looking for sharp, short and shiny appointments, not drawn out confused meetings. The exchange is not to discuss or bring up investments, options etc, rather to save that for the wealth manager of our choosing.

Knowledge about what we are doing is also being looked at…are we bumbling about, confused about interest rates vs exchange rates, etc? An interesting point  was about appearance….,if you go in "blinged up" in your fancy apparel, it will be assumed you are interested in appearances more than business and you will most likely not be given the best offers. You will most likely be considered someone who "spends" it all and the money will be gone in a short period of time. He advised being neat, clean , tidy and casual.

His team has been trained to look for calm, informed, and well organized people at the exchange, with long term prospects.