(1). Something your boss doesn’t want to have to do … ever. So, keep it simple, stupid.
“Look, Jim … sounds like a great idea, but you really need to flesh out these requirements a bit more before we can propose this as a new project. We can’t have our development team doing a lot of mental detective work to try to figure out what you’re driving at.”
(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 ….”