(1). To take extraordinary measures to secure a prospective client. “Pulling out all the stops” often includes fee concessions, though broker commissions are rarely part of the concession.
Pull Out All The Stops
RANDOM LINGO
Too Many Cooks In The Kitchen
(1). A cooking inspired term that is used to describe when too many people have been brought in on a project and it muddies the water. This usually results in whining, arguments and overcooked souffles.
“There are definitely too many cooks in the kitchen on their end. We were on the phone with them for over an hour and all we got out of it was the name they may or may not use, Joan’s dogs name and what sounded like half a lunch order.”
Crystal Ball Analysis
(1). A term used when trying to deflect a client’s request for your opinion on the future of the economy or, even worse, his investment performance.
“Look, Brenda, I don’t want to give you some kind of crystal ball analysis about what’s going to happen two, three years from now. What I can tell you is that your overall portfolio could’ve done a lot worse considering all the Facebook stock we bought!”