(1). The art of planting what will become a beautiful process tree.
“Yeah, we can do that. We just need to make sure we chevron out the workflow before we start working on the build.”
Chevron Out
RANDOM LINGO
Quarterback
(1). The guy who takes the client out to lunch occasionally, but does no real work on the account.
“So, Steve will still be the quarterback of your relationship, but you should feel free to reach out to any of us if you have any specific questions relating to the management of your accounts. He likely will be out of the office when you call.”
Hand Holding
(1). The lion’s share of a wealth manager’s job. Rich people can be very needy at times.
“Yeah, the meeting went fine. These folks need a lot of hand holding, you know? Hey, as long as they keep paying those fees, right?”