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(1). To try to do too much at once, usually resulting in total, abject and complete failure.
“I like where you’re going with this, Jim, but let’s not try to boil the ocean on our first pitch. Let’s just focus on phase one of the proposal and see where it goes.”
(1). To be given an extremely tight deadline to get something to a client, only to end up sitting around for weeks afterward while the client decides what they want to do.
“Well, Jeff, the client called and thanked us for getting the documents out to them, but told me they are having a meeting about them next week, so we won’t hear anything until after that…hurry up and wait, right?”
(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?”
