(1). Oh, let’s see … the fact that your fees are too high, your hot assistant called in sick today, the prospect doesn’t seem to like your tie, and you suspect that he may be sleeping with that b* from Merrill Lynch he keeps talking about.
“I don’t know about this one, Harry. There are just too many barriers of entry here. I mean, the guy actually told me he didn’t like talking to you!”
(1). Stock broker … who also might sell insurance.
“Okay, guys … we really want to start targeting high-net worth individuals this year. So, we’re going to start calling you ‘wealth advisors‘ to show you do more than push product. That said, keep pushing product.”