(1). The lion’s share of a wealth manager’s job. Rich people can be very needy at times.
“Yeah, the meeting went fine. These folks need a lot of hand holding, you know? Hey, as long as they keep paying those fees, right?”
Hand Holding
RANDOM LINGO
Pod
(1). A giant picnic table in the hallway with computer screens where about fifteen people get to enjoy listening to every, stinking word the guys on either side of him are saying all day long.
“So, this is the pod where your screen will be. Oh, and this is Joe, Mike, Kimmie, Sarah and George. One word of advice – I wouldn’t go talking to your doctor or girlfriend or anything here. George is a serial tweeter. Welcome aboard!”
Long Runway
(1). The sales process for a prospect who takes a really, really long time to make a decision to hire you to do whatever it is you do.
“The Griffin opportunity? We’ve got a long runway on that one. This guy took two months to decide whether he was going to try out wearing gray socks to work!”