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(1). To take expensive and time-consuming exams and classes (see credentializer) in order to add impressive-sounding letters after your name on your resume.
“You’ve got to credentialize that resume, Tom. I mean, look at me. I’ve got my CFP, CLU, CTFA, ChFC, AIAF and Series 7, 63 and 24 licenses. Where did I go to college? Well…that was a long time ago…umm…”
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(1). An exam or class taken in order to get some neat-sounding letters after your name.
“So I’m taking my 5th credentializer next week. They don’t make business cards wide enough for me!”
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(1). What you’re currently doing.
“I don’t know Vito. I don’t really categorize what I do as busy work. I mean, someone has to make sure we have toner, right?”
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(1). In finance, a term used to describe client assets currently managed by the firm. Usually used during sales staff meetings to encourage employees to get their existing clients to increase the size of their relationship with the firm, often through cross-pollination.
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