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(1). The absolute minimum you need to do to not get in trouble with the Feds.
“This sounds like it’s going to cost a lot of money to get this done. What’s our baseline suitability obligation here? Do we really need to have a system that works THAT good?”
(1). When a third party is called in (usually your friend) to say the same exact thing you are saying to a long-standing client who no longer trusts your opinion.
“Hey Paul, I’ve hit a wall with one of my clients and I’m going to need you to be the cool uncle for me. Can you write me an email saying that you think it’s a great idea to shut down the website for 30 days to build some mystery around the brand? I think it’s a home run!
Props to Stephan B. for the submission!
