(1). That hot night out with a prospect intended to close the deal.
“Hey, Tom. Got my “sell” dinner tonight with that big hedge fund guy and I want to show him a good time. You still got that friend over at Jiggles? I really want this guy to leave with a smile on his face!”
(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?”