(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
Locked and Loaded
(1). It’s decided on and ready to go.
“Our new sales plans are locked and loaded, so let’s get out there and sell!”
Props to Lisa M. for the submission.
Bag of Goods
(1). A series of empty promises made to a prospective client, designed to entice them to hire your firm.
“I hear what you’re saying, Al, but we can’t just sell these people a bag of goods and then have them find out we can deliver on about 2% of what we promised! What are we, iPhones?!”