Sentences with phrase «clients we work with plan»

Not exact matches

While this may not work for chance encounters, it's crucial when a first meeting is planned ahead of time, such as a job interview or a consultation with a potential client.

In the fall of 2013, Vigorate finally made the decision to head north, relocating its Barcelona office to London where it could work on a plan to carve out a client base with the U.K. soccer clubs.

My clients work with me because I save them time every week (time they used to spend planning, shopping, cooking and cleaning up) and they still get to enjoy delicious and healthy food.

Though they won't specify exactly what companies they are working with, both AeroVironment and Insitu are currently planning summer flight regimens with commercial clients.

As a Partner and Regional Business Tax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenue.

I worked with a health insurance client that wanted to partially automate its process for recommending a personalized plan for each unique customer.

Bera, a certified financial planner and founder of Gen Y Planning, works with clients in their 20s and 30s.

I can't tell you how many times I've met with clients who had planned on working several more years but decided to retire early because they couldn't stand their new bosses.

Dan founded New Heights Financial Planning, where he works as a financial planner with clients all over the country.

Mallouk, president and CIO of Creative Planning, and Carson, CEO and founder of the Carson Group, both said they would tell Trump not to roll back regulations on the Department of Labor's fiduciary rule, which says if an advisor is working with a client on a retirement plan, they need to act in the client's best interest.

The Department of Labor passed a new rule earlier this year requiring that financial advisors who work with clients on retirement plans abide by a fiduciary standard.

The agency can work with WPP clients and other brands and plans to offer services to clients such as positioning and messaging, content projects, video and photography, social - media management, audience development, and insights and analytics.

Mark works extensively with clients who have expanded internationally and has assisted on projects that include succession planning in multigenerational business operations.

At Klingenstein Fields Wealth Advisors, Ms. Johnson works with Portfolio Managers and the Director of Wealth Planning, as well as clients» accountants and attorneys to address investment, tax, generational wealth and philanthropic goals.

She worked closely with the firm's investment clients, reporting on the progress of their portfolios, making suggestions on their personal financial plans, and ensuring the accuracy of the custodial and reporting functions.

Ms. Johnson's work focused on tailoring plans for clients that carefully integrated their investment objectives, insurance and income needs with their tax planning and legacy strategies.

It's critical for financial planners and investment advisors to work closely with their clients» estate planning experts, because they're able to spot problems early, while there is still time to fix them.

Wealth managers work with their clients to identify financial goals and map out a plan for achieving them that's built around choosing solid investments that'll grow over time.

At Excel Tax & Wealth Group, our team works with clients of all ages to help plan for a successful financial future.

Description: As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning.

As a client of MaRS» Cleantech Practice, Water Power Group worked with MaRS advisors, in particular Paul Mertes and Tom Rand, to develop its business plan and strategy, as well as secure its investors.

We'll work closely with you and your client to develop specific wealth management plans and structures to help ensure your clients» wealth is preserved and their legacy flows to future generations.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

GF: Moving on to geopolitical risks, how are corporate treasurers planning around this type of risk, and how are banks working on this topic with corporate clients?

We place great emphasis on considering the entirety of a client's assets and how a planning solution will work in the context of these together with the family dynamics.

We believe every client who works with a Financial Advisor should have a formal, documented investment plan of record that is aligned to their goals.

Mr. Rosenstein has been lead counsel in working with various clients in order to reorganize their business, both within and outside of Chapter 11; the work he has performed has saved clients in excess of a combined amount of over twenty million dollars through drafting and implementation of reorganization or liquidation plans.

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as nework orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as neWork with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

Skilled Pediatric Care — Our highly trained and experienced nurses work with each client and the client's physician to develop a home - based plan of care which may include a wide range of skilled services to help premature babies, and sick or disabled babies and children.

I tend to my business, work with clients, and plan my daughter's homeschool days with equal attention, but I allow for more room for flexibility in how we attain our homeschooling goals.

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.»

She works one - on - one with clients, in person and by phone, to develop an individualized plan to meet their personal health goals.

The exact type of plan that I use when I work with a client varies depending on a range of things, such as the pace at which he / she progresses, his / her training background, and his / her posture.

I work with the health goals of individual clients and develop personalised plans to suit their needs.

I work with the individual health goals of clients and develop achievable plans to suit their needs.

Now that a clear and measurable goal is in place, the next step in the coaching strategy is to work with your client to develop a plan to reach their goal.

In this model, the Yoga Therapist works with other medical and healing professionals as a supporting expert offering clients a highly personalized holistic health and lifestyle plan along with stress management tools that suit their individual situation and needs.

She works with each client to design a treatment plan that is specific to their goals.

I work with a lot of different folks in my holistic health coaching business and the number one barrier I hear from my clients that prevents them from reaching their health goals is a lack of planning and time.

Straight up, NO BS, follow this nutrition plan to a «T» and you will get the same, I have seen it work like a charm with my own clients

A Nutritional Therapist will work with the client to devise a meal plan that is nutritionally balanced, practical, enjoyable and sustainable.

By listening to your story, reviewing your lab markers, interpreting your studies, educating you as a client, and working with you to build a plan you believe in - I am committed to helping you find lasting solutions.

I also work with my clients to find a diet that takes away potential stressors they may be putting on their plate and create a meal plan that promotes healthy adrenal function.

My approach, and the way I work with my online personal training clients, is that I incorporate treats in their meal plans.

As his career moves him toward shifting the health education paradigm on a larger scale, he plans to continue to work one - on - one with clients because it's a uniquely rewarding part of his skill set.

First, because one of the things I'm doing in my new life as a freelance nutrition consultant is working with a startup that provides recipes and meal plans within an app, and, unlike the meal plans I typically provide to my clients, these one are revolving around calorie counts.

Combining disciplines in a holistic approach that respects the specific needs of the individual, I work with each client to create a treatment plan.

She offers nutrition coaching and works with clients on an individual and group basis, provides personalized meal plans, teaches healthy cooking classes in the Boston area, and delivers corporate wellness workshops and seminars.

The definition of a Life Coach is someone who works with clients to enhance their quality of life through purposeful questioning, tools, techniques, goal setting, and action planning.

Drew I know you've been gathering resources and trialing various approaches (and battling with your issues for some time now) but based on what I've seen with clients who have come to me with SPECT scans I have not seen that they drive the treatment plan (if you're working with a doctor) or nutritional interventions to warrant the high cost and invasive nature of the test (radiation exposure).