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(1). When you sit down with a broker one-on-one to go through their book to see if there are any business opportunities … for you.
“So, it was a good trip … attended the weekly office meeting … did a little hand-to-hand combat with some of the advisors … identified one or two opportunities they’re going to think about considering possibly exploring further.”
(1). An initiative undertaken by a company to produce unlimited opportunities. It is, of course, a pipe dream that results in over-diversification and, ultimately, a reversion back to the company’s core competencies (see also cultural evolution).
“We’re planning to adopt a blue ocean strategy for 2013. We’re now going to focus on both importing AND exporting!”
Props to Jack D. for the submission.
(1). A military-inspired term describing techniques for ensuring the consequences of one’s actions fall on one’s boss or other senior manager (see CYA).
“The Greenberg account is about to fall through. Let’s make sure to mention Scott’s part in this to provide some air cover for our department.”
