(1). Something used in management reporting that probably means you’re intentionally double-billing your clients every now and then.
“Okay, and if you’ll all flip to page 3, you’ll see our double revenue numbers for this year. Not as solid as we would have liked, but we’re looking to ramp it up for next year. Some kind of bundling fee or customer service charge or something…”
(1). When you sit down with a broker one-on-one to go through their book to see if there are any business opportunities … for you.
“So, it was a good trip … attended the weekly office meeting … did a little hand-to-hand combat with some of the advisors … identified one or two opportunities they’re going to think about considering possibly exploring further.”