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(1). A term used when trying to deflect a client’s request for your opinion on the future of the economy or, even worse, his investment performance.
“Look, Brenda, I don’t want to give you some kind of crystal ball analysis about what’s going to happen two, three years from now. What I can tell you is that your overall portfolio could’ve done a lot worse considering all the Facebook stock we bought!”
(1). An forced acknowledgement by one of your vendors that they’ve been gouging you for years. They’ll give you a little discount to promote the strong inertia pulling you to stay with them for at least one more year of excellent service!
“Sure, Rita … we’ll take a look at our engagement to see if we can find you a little fee relief. I have to say, though, we’re operating at breakeven as it is, so ….”
(1). A standard PowerPoint presentation used for all prospective clients in which the prospect‘s name is inserted in two or three places to make it appear as if it was prepared just for them.
“Hey Courtney, can you email me a copy of the most recent pitchbook? I just want to make sure all of my phony baloney certifications are listed in my bio.”
