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(1). A suggestion made over email intended to indicate that something should not be discussed over email.
“Paul – We discovered an eency, weency, little SEC-type issue with those short sales you entered yesterday. Let’s discuss live when you have a minute. Thx.”
(1). In finance, a term used to describe non-financial client services (e.g. Advising on family matters, concierge services, etc.) most of which are provided generally without compensation.
(1). Something no one ever has time to be.
“You know, team, we’ve really got to be more proactive with our clients. Anticipate their needs. Call them before they call us. Oh, who am I kidding…get back to filling out that spreadsheet I sent you!”
