(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
Earth Day
(1). A national holiday commemorating the first time companies started putting a bin in the pantry for old RSA fobs (see WFH-ing) and Blackberry batteries.
“Happy Earth Day everyone! Today marks the beginning of our green initiative and we will begin to send out all of our invoices electronically. Clients who still prefer to get a paper copy of their invoice will still receive one of course. You know what they say, Rome wasn’t built in a day!”
Deliverable
(1). A term used to indicate item(s) due at the end of a project.
“Oh, hey Tom…yeah, I know I still have a couple of outstanding deliverables on the conversion project. Sunday? Hmm…not sure that’s gonna happen. I think Jim’s around this weekend, though. Hey, Jim! Tom says you gotta come in on Sunday!”
Props to Guy G. for the submission.