Sentences with phrase «client needs research»

Scott Thoma began his career with Edward Jones in May 2000 and is responsible for the Strategy team in Research, which includes Investment Strategy and Client Needs Research.

Not exact matches

After working on that set, O'Brien had an epiphany that she needed a business model for her work, so she started crunching numbers, looking at market research, and talking to clients.

As Feast learned about his professor's research, he realized that software built using Pentland's findings could help social workers see if they were building trust with their clients, or determine which psychiatric patients need emergency counseling.

To illustrate, one report from research firm Aite Group demonstrated that better integration among teams» internal applications led to a deeper understanding of clients» needs, a 46 percent increase in revenue and a 57 percent increase in the number of clients served.

To understand the needs of clients, an AM must research in great depth, utilizing info from within the company and without, such as customer feedback and data, notes, and research from projects for similar clients.

To succeed you'll need to research the client, market and media landscape to decide opportunity areas to connect with the pre-determined receptive audience.

Advisors now have access to the research they need to fulfill the Duty of Care without raising costs for their clients.

From client relationship management (CRM) tailored to the capital raising and investor reporting needs of private fund managers to a complete deal management, research and portfolio reporting system for institutional investors, the Dynamo ™ platform has improved the productivity of fundraising, research and due diligence, investor servicing, portfolio management, and compliance teams worldwide.

We base everything we do on the latest academic research and tailor those findings to the specific needs of our clients.

New research: Actions you can take to help meet the changing retirement income needs of your clients

Under the leadership of Wall Street veteran Steve Hash, RenMac's research efforts are dedicated to deciphering and understanding the macro factors that impact the investment world and delivering value - added ideas to clients for their portfolio needs.

Kevin Malone, president and founder of Greenrock Research, advised, that whatever investment choices an advisor makes on behalf of clients need to be «clearly stated.

While the Department of Labor has not provided specific guidance about exactly how advisors fulfill fiduciary duties while making investment recommendations, we think it means advisors need to rely on research that is (1) un-conflicted and (2) inarguably in the best interest of clients.

«Aaron and Michael's experience across global markets and deep understanding of both the investor and corporate communities will have a tremendous impact on our research team and service offerings, and will foster innovations that are aligned with the current and future needs of our institutional clients.»

In a market that is as diverse as the Manitoba economy our clients rely on the Industrial Team's wealth of experience, marketing expertise, research and customer service that is designed to meet our client's precise needs.

Advisors who have a client in need of a combo can design it themselves, points out Matthew J. Schott, vice president - retirement income practice leader at Financial Research Corporation, Boston.

The client needs to do an intensive research of all the above - mentioned investment ideas.

With a focus on client (potential investor) needs, self - motivated resources and investment research, Columbia mutual funds offers a range of funds to fit a variety of investment objectives.

Persistence Market Research (PMR) reports address the evolving needs of clients through personalized solutions.

Regardless, I think ad companies and their clients need to do much more research before releasing ads about such topics.

Research has found that female salespeople tend to: • be persistent and detail oriented • communicate well • have taste and creativity • aren't pushy or self - absorbed • generally put client needs first and foremost

It also includes the not so obvious: earning the salary, paying the bills, maintaining the house, calling the insurance company about that surprise medical bill, researching all the possible causes of that weird cough your baby has been doing lately, scheduling tours of daycare centers, getting that promotion or signing that big client, researching life insurance plans, getting the oil changed like clockwork because you really need this car to last you, plus taking breaks so that you can recharge....

We rely upon our full - time staff of attorneys, forensic accountants, research analysts, field investigators and computer forensics experts to staff these assignments, and we work collaboratively with our business clients to develop an investigative plan that is appropriate to the suspected misconduct... Since most of our investigative professionals have had experience in federal, state and local law enforcement — as prosecutors, auditors and agents — our investigative strategies are developed with an understanding of the evidence that may be needed to support an eventual criminal prosecution.»

With more than 30 years of proven expertise in primate research, Alpha Genesis is uniquely qualified to meet the specific needs of its clients in critical areas of animal health, security, delivery, and client confidentiality.

When reading into research I feel many people (and I find this in my clients) need to relate available material the specific situation they face and put their own level into context.

Understanding our client's research needs is exceedingly important to us.

There is a good amount of research backing this and there is a ton of anecdotal evidence of experiencing this with my clients and how lean they need to get.

This research would need to be done in partnership with your client, whether they are internal or external.

We meet the ever - changing needs of our clients through constant development, research and practice.

Karen Mapp, a Harvard lecturer whose research specialty is partnerships that support better educational outcomes for kids, told guests at the Children's Institute's annual luncheon on Friday that building successful schools means engaging families as equal partners — not as clients, not as supplements to the educational process and not as people who need saving.

Working closely with clients to determine what they need to better engage with their stakeholders and serve their constituents, we specialize in research and policy development, strategy and coalition building, state and federal policy analysis, and strategic communications.

Our professional working group has conducted a thorough research on clients» needs.

This helps us in serving a wide range of clients in need of research papers.

We are one of only a few research paper writing services that set up direct contact between a writer and his / her client, so that there are no mis - understandings about what needs to be produced.

We simply try our best to meet the needs and requirements of all clients, we strive to conduct a thorough research on your topic.

Other than that, clients need to perform their own analysis and research for trading or investing in the stock market.

Through forensic analysis and research, we develop custom strategies for each client to bring the greatest success possible and give a clear view to the client as to whether the goal is attainable and the steps needed to get there.

Our research suggests a wide gap between where clients need to be and where they are in terms of their awareness and overall understanding of Credit.

New research: Actions you can take to help meet the changing retirement income needs of your clients

However, a common criticism of the research is that many clients don't necessarily have a 30 - year time horizon — it may be longer or shorter, depending on the client's individual planning needs and circumstances.

2016's number 1 broker From customer service to research to banking to retirement, Fidelity provides clients with everything they need and more to succeed.

Founded in 1991, Eli Global is a privately held consortium of more than 50 independent businesses that serve the needs of its clients in industries such as insurance, financial services, health care services, revenue cycle management, information technology, marketing and sales, publishing, distribution, market research, and business information.

We pride ourselves on our disciplined bottom - up research orientation and offer personalized investment management targeted to our clients» long - term equity investment needs.

Our research indicates a need for the TEAM approach in this area to fulfill client demand for fast, yet very thorough home inspections,» says Buddy Stark, Director of Operations at HomeTeam.

You can now help meet client needs with a suite of ETFs targeting well - known and well - researched factors.

As clients become more aware of their dog's needs, they may take to doing some research for themselves.

It may take some extra research, but once you know the types of questions your clients are asking, you can better anticipate their needs to provide the best service possible.

We at MNM ensure that the research solutions provided by us are tailor - made to meet clients» business objectives by critically analyzing the information need.

Researching and purchasing books for the gallery's extensive library and supporting sales teams with books needed for clients and art fairs.

«With the amount of industry money pouring into scientific research,» says Dr. Orrin Pilkey, Director of Duke University's Program for the Study of Developed Shorelines and a co-signer of the letter, «there is a risk that more research will just become «client science,» where truth is determined according to your client's needs....»