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(1). Stock broker.
“Okay, guys … we really want to start targeting high-net worth individuals this year. So, we’re going to start calling you ‘investment professionals‘ to show you do more than push product. That said, keep pushing product.”
(1). To change it up, or re-tool.
“We need to swizzle that idea so we get more buy-in.”
Props to Lisa M. for the submission.
(1). A way for compliance, operations and/or legal department employees to put a positive spin on their role in losing a piece of business.
“Well, someone had to be the adult in the room here! I mean, just because they have millions of dollars in potential business doesn’t justify giving them more than one toaster for opening their account with us!”
