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(1). To be able to adapt quickly to different situations … even when you have no idea what you’re doing.
“Okay, team … now if we’re going to hold ourselves out there as a nimble wealth manager, we’re going to have to cut a few corners for our clients. So, I’d like to get your thoughts on SEC reporting avoidence strategies ….”
(1). A term used in an attempt to compare the results of a marketing effort to a nuclear event. It’s not, by the way, a nuclear event … it’s not even going to be mentioned at next month’s town hall meeting. Worth it!
“Well, I think we’ve achieved critical mass at this point so we can move on to the next stage … did somebody say ‘roadshow‘?!”
(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.”
