“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). What they used to just call “account opening”. It’s still just “account opening”.
“So, I reached out to our client onboarding team today to see when we should expect the account to be open. They asked us for a few missing things, which I was hoping you could get from the client. Let’s see: birth certificate … mother’s maiden name … and … umm … urine sample. That should do it. Thanks a bunch!”