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(1). Ongoing client relationship management. The term is generally used to describe the absolute smallest amount of work you think you can do to avoid the client firing you.
“Now that the client’s accounts are all in and invested, it should really just be down to basic care and feeding at this point. As I always say – Get ’em in, get ’em invested, then see you in January!”
(1). Ways in which two firms’ services can compliment each other if working together, usually suggested by the weaker party in an attempt to gain access to the other’s client list.
(1). To make sure you have sufficient air cover for whatever you’re working on by cc-ing everyone you can think of on your emails.
“Well, I’ve been keeping Jim in the loop on this the whole time, so he’s definitely aware of what’s going on. Definitely.”
