You are not the first person with the following brainstorm: “He has money. I’m going to ask him to be a client. We are friends, after all.” Charities, investment professionals and relatives seeking business loans have all gotten there before you. Has anyone asked them how they prefer being approached by friends for business? Yes. In writing my book, Captivating the Wealthy Investor, I approached lots of high-profile community people fitting into this category. A retired portfolio…