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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). A baseball term used to describe a result that has exceeded expectations, usually used when patting oneself on the back.
(1). The main point you gleaned from a relentlessly long and confusing conference call. A key takeaway is generally addressed within the first three to five minutes of the call, followed then by an hour or so of irrelevant fluff.
“Thanks for making the call, everyone. I think it’s safe to say the key takeaway is that we need to have another call. How does next Wednesday look for everyone?”
