O'Mara could not explain why Zimmerman didn't disclose the funds, but said he didn't think his client had meant to deceive anyone.
"I would like to think that every client who's buying a fund is buying for the right reason, but that would be naive, " he says.
"I wouldn't think to take a client to a strip club, " said one associate at an international bank.
If you are on a job interview or in the middle of negotiations with a big client, think about what you say and the words you are using.
When you do have the fulfillment of being at home with the kids, there is a slight pang of guilt nudging you to work on that memo, that proposal, read those news stories, think through that new client pitch.
But here's a piece of advice for the rest: in a more competitive market, those who think they can dazzle a client with PowerPoints and bill him by the hour forever will starve.
If you already own Diageo and you have a long time horizon (and Sizemore Capital does own Diageo in some client accounts), I think it is reasonable to hold on and reinvest your dividends.
"I think this can be analogized to the attorney-client privilege, " says LaBovick, because lawyers frequently swap advice about pending cases.
While law school taught me how to read a court case and analyze legislation, working at Nordstrom was a crash course in how to think on my feet and provide first-class client service.
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If you think this curious trade left Twenty-First's client back where he started, you do not have the cunning instincts of a tax accountant.
Reigel suggests that companies think of mobile as a full business strategy, re-imagine client interactions completely, and design new systems for a mobile-first world.
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"I think there are too many people in the business who give the client what they want, so they continue to be a client and they're placated, " he says.
Developing applications for the new Web environments or even for the old client-server ones with less resource constraints changes how we think of application functionality.
As an entrepreneur, it is definitely difficult to think about finding new clients, figuring out how to keep your current client list from dwindling, and being picky about which clients to work with.
What we try to do is manage our schedules to ensure that we are delivering what we promised, and I think that having done so consistently has led to a high degree of client retention.
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We should never allow the environment, which I think is now present, that somehow pharmaceutical companies are the FDA's client.
From the client's side, however, there are good reasons to think twice.
That of course could in this circumstance simply imply that they were not trading client funds, and that is a valid distinction, but I think the point being made was somewhat more significant than that.
Disclosures: SnappConner has no client relationships nor any agency dialogues with the companies mentioned in this article (although we think they are cool).
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However, I still think getting people to contribute, build and evolve this information falls into the hands of the people in the client-facing roles, and how they can collaboratively evolve the understanding of the customer from the internal perspective.
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