Client Experience Issue

Cheesy Corporate Lingo 09 December 2012


(1). A way for a salesperson to try to weasel out of following some compliance rule by appealing to everyone’s desire to not lose a client.


“I hear you, Barbara…the SEC requires this disclosure…blah, blah, blah…but, seriously, this is going to be a big client experience issue for us, so can’t we just hold off until after the account comes in to send it out?”