Sentences with phrase «for years our clients»

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

However, after spending several years testing various technique with other experts and clients, I have developed five strategies for crafting emails that are sure to grab a prospect's attention:

Set specific goals for the number of new clients you will get this year.

The advantage of having a small business with a smaller customer base is that you are better able to provide your clients with the attention they deserve — the kind of attention that will keep them satisfied and loyal to you for several years.

As a productivity and outsourcing advocate for many years, Ari Meisel built Leverage to provide his clients the virtual assistance they need.

This involves taking the estimates that clients have come up with for what they expect to spend in retirement — and then running a simulation of what would happen to their portfolio if they spent 25 % more than that over each of their first 15 years.

This unit of the company targets news verticals such as energy and health, and sells newsletters and other coverage for which some government clients spend upwards of $ 10,000 a year.

George Reilly, an advisor and owner at Safe Harbor Financial Advisors based outside of Washington, D.C., developed a series of tests that he runs for his clients a few years prior to their retirement.

These traders are «looking for the VIX index to continue declining from its recent year - to - date high and settle back nearer its 10.79 July / August average,» Ihor Dusaniwsky, managing director of predictive analytics at S3, wrote in a client note.

I blogged about this last year and included my own failures / lessons learned / successful tactics for firing clients.

In one deal she put together, for example, a client swapped $ 250,000 worth of excess retail inventory for $ 100,000 worth of radio advertising over a four - year period.

As for «peak earnings,» Michael Wilson, chief U.S. equity strategist and CIO of Morgan Stanley Wealth Management, said in a note to clients on Sunday that» [W] e think the market is digesting the fact that the tax cut last year has created a lower quality increase in US earnings growth that almost guarantees a peak rate of change by 3Q.»

«A very high percentage of designers continue to work with clients for years after the initial contest,» says Doug Beech, co-founder of HiretheWorld.

The recipient of $ 2.5 million in funding this year, Two Hat Security now boasts troll - free global communities for clients and an A-list board.

Mark is a director at UK - based chartered accountants Horner Downey & Co., established forty years providing sound advice and value for money services to a wide range of clients.

Mark is a director at Horner Downey & Co., UK - based chartered accountants established forty years providing sound advice and value for money services to a wide range of clients.

A few years later, when a client expressed a need for help with route optimization, Kuo and Ma revived their project.

«Last night's death of the health bill is an unmitigated disaster for Trump, who said last year that it would be easy to replace Obamacare with «something terrific,»» Valliere wrote in a note to clients on Tuesday.

«We've worked for years to help drive meaningful diversity at our preferred law firm providers, and supporting the Mansfield Rule Client Forum is an important next step in this work.»

He also demonstrated how closely he works with clients throughout the year to help them manage and improve cash flow, all while setting realistic expectations and preparing them for the tax season.

But that 20 %, the «whales,» aren't necessarily made up of the largest clients because 15 employees on a platform for 3 straight years are worth more than an account with 250 users that jumps ship in two months.

When Ma Zhiyuan's phone rang last year, and a real estate agent told him she had a client ready to pay cash for his Beijing apartment, he was stunned.

My view on that, having been in sales for many years, is that if you have a client who will take their business elsewhere simply because you aren't accessible every second of the day, either you are doing something seriously wrong or you need to find new clients in a hurry.

You'll likely find job fairs a good resource for networking with other business owners, meeting potential clients and introducing yourself to job seekers who may decide to work with you a few years down the line.

«We usually look after Russian clients around once a year but there are not many houses in Ibiza that are bling enough for the mega mega Russians to stay in.

Eight years ago, I was given a contract for $ 250,000 to fulfill a marketing need for my first ever blue - chip client and it went disastrously wrong.

This ensured that we retained our rapidly growing client for many years.

I've been telling clients this for years and we act on that knowledge daily in our practice.

This business had been operating for almost twenty years and it had thousands of past clients.

Former Patersons Securities WA state manager Lewis Fellowes has been charged with using nearly $ 1.6 million in clients» money for his personal use, and could be looking at up to 12 years behind bars.

It always starts out slow because my clients are figuring out their needs for the year, but it always ends insanely busy because everyone is rushing to make up lost time from the holidays.

However, for 2010, Becker says she is committed to monitoring company progress, and her goal this year will focus on generating new business beyond her traditional clients.

Perth - based Swick Mining Services says it made a number of redundancies to minimise costs during the March quarter and plans to make an impairment adjustment at year's end, despite an increase in demand for underground drilling from its existing clients.

Providing clients with an average of 20 percent increased revenue annually, WebpageFX has generated over $ 115 million in revenue for clients in the past year alone.

Analyzing data provided by 50,000 of its own clients for the past year, Bigcommerce determined that auto, jewelry, toys and games and pet care are fast - growing areas where one - of - a-kind merchants are outperforming their big - box or chain store peers.

Mining services firm Tempo Australia has won contract extensions with unnamed existing clients for construction, pre-commissioning and commissioning support services work, worth a combined $ 65 million for the year.

But as the company began to win clients in Europe and Asia in recent years, dPoint realized the freight costs for the entire module would be a price killer.

I can work with one client for two weeks until a project is completed or I can work with a company for an average of a year and a half until they dismiss their marketing team and choose to go in a different direction.

For many years now, critics of trailer fees have been saying advisers are more likely to put clients into funds that offer attractive commissions over ones that don't.

In five years, Kunal Gupta has built Toronto - based Polar Mobile into one of the world's leading digital - media software developers, creating mobile sites for clients like Condé Nast, The Wall Street Journal, CBS and every major Canadian media company.

For the first couple years, Sam felt like he was learning a lot, but just couldn't grow his consulting business in terms of revenue and client acquisition.

At Payne Capital, we encouraged our clients to buy the foreign and emerging markets for the past few years, which was a struggle.

About 14 years ago, I posed a question to my advisory council of clients — a group I had organized to serve as consultants for the advisory practice I launched in 1987.

After some years of setting up influencer programs for clients, I've discovered these four different types of individuals work the best in promoting a company's product or service:

«You don't want to work for 30 years, working for clients, and then just have your firm dissipate.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

For example, the company has a mobile app developer client in the United Arab Emirates, a French video - production firm and a Danish retailer that has spent $ 82,000 on Voices.com's services in the past year.

«The next month may shape the outlook and direction for CVS for the next 10 years,» wrote Needham analyst Kevin Caliendo in a note to clients.

Given the average professional service business runs on profit margins of around 10 percent, having clients not pay you for 100 days means you're eating up every cent of profit for a year worth of hard work to cover their bad behavior.

Of course, I couldn't be that surprised, given that this is something I've been advising clients on for the better part of a year: it's hard to compete with Facebook, especially when you're in a defensive stance.