(1). A brief, substance-less client meeting intended to introduce an additional member of the team to the client (see face to face). Meet and Greets often turn into in-depth discussions on substantive topics which the newly introduced team member neither expected nor prepared to discuss.
“Don’t worry, Tim. This is just going to be a meet and greet. That said, you might want to read up on complex tobacco-industry litigation techniques before the meeting. See you tomorrow!”
(1). A check to make sure the action you are recommending will help your client sleep better at night.
“The important thing to ask yourself, Mrs. Gilchrist, is whether putting your entire retirement savings into shares of Facebook is going to pass the pillow test. Given the commissions I would make on the trade, I would say ‘yes’.”