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(1). Work done for a client that has no purpose other than to make it look like you are doing work for the client (see add value).
“Let’s suggest a few changes to the portfolio at tomorrow’s meeting. I know we don’t need to, but these things are all about optics, right?”
(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’.”
(1). Some senior sales guy that’s assigned to teach the new hires how to get little old ladies to unwittingly buy their crappy reverse mortgages.
“So, I was talking to my verbal dexterity coach today and he told me I need to beef up my emotional intelligence before they’ll let me start prospecting again. I don’t get it … what’s wrong with handing out business cards at a funeral home?!”
