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(1). To prioritize (and possibly even work on) a task (see action item). The term is usually used when reassuring your boss that whatever they’re talking about is at the top of your list of things to do.
“Sure, boss, I’ll action that mail merge project for first thing in the morning. Right after I figure out how to do a mail merge…”
(1). The lion’s share of a wealth manager’s job. Rich people can be very needy at times.
“Yeah, the meeting went fine. These folks need a lot of hand holding, you know? Hey, as long as they keep paying those fees, right?”
(1). A standard PowerPoint presentation used for all prospective clients in which the prospect‘s name is inserted in two or three places to make it appear as if it was prepared just for them.
“Hey Courtney, can you email me a copy of the most recent pitchbook? I just want to make sure all of my phony baloney certifications are listed in my bio.”
