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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). In finance, an expression used in client meetings to (1) dissuade a client from making or avoiding investment changes purely to avoid (or incur) capital gains taxes, and (2) allow the speaker to show the client how witty he is, while throughly enjoying the sound of his own voice.
“Well, you know what they say, “don’t let the tax tail wag the investment dog“. Am I right or am I right? This guy knows what I’m talking about!”
(1). It’s decided on and ready to go.
“Our new sales plans are locked and loaded, so let’s get out there and sell!”
Props to Lisa M. for the submission.
