(1). When you sit down with a broker one-on-one to go through their book to see if there are any business opportunities … for you.
“So, it was a good trip … attended the weekly office meeting … did a little hand-to-hand combat with some of the advisors … identified one or two opportunities they’re going to think about considering possibly exploring further.”
(1). What your boss with the B.A. in Sociology tells people when asked where he went to B-School.
“Well, I consider myself a student of the industry. Why, I remember when we were still making cold calls on a rotary phone! So, you said your dad’s a CFO of something or other? Would love to meet him sometime!”