(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
Punt
(1). Word incorrectly used to describe making a decision when the subject matter situation changes, affecting the original plan. Should instead referred to as ‘calling an audible.’
“If that doesn’t work out, we’ll have to punt.” (Facepalm)
Props to Cosgrove for the submission.
Pride of Authorship
(1). Resentment of co-workers for edits they have made to something you wrote.
“No, please. Make changes. No pride of authorship here. I just worked on it for three months, no big deal. Looking forward to your thoughts.”