(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
Automagically
(1). A totally lame tech-sales way to describe straight-through processing … whatever that is.
“So, all you have to do is click ‘send’ and the email automagically is sent to the address you typed in! Automagically!”
Props to Denise M. for the submission.
Catch Up Live
(1). A suggestion made over email intended to indicate that something should not be discussed over email.
“Let’s catch up live when you have a moment to discuss the issue with the Smith account.”