Sentences with phrase «when meeting with a client»

Her goal when meeting with clients is to go beyond their finances and help them find their true wealth and life purpose and help them navigate that journey.

When I meet with clients one of the first things I have them do is avoid granola bars, protein bars, fruit, and fig bars and instead find low sugar snacks.

Transcription: «The question I often get when I meet with clients is, «what's the difference between a traditional IRA and a Roth IRA?»

I keep that in mind when meeting with clients, whether it's to help clients accumulate assets for retirement, maintain financial independence throughout retirement, or transfer a legacy the most tax efficient way to heirs.

«You can expense most things that you spend to earn income, such as your cell phone, advertising costs, and a portion of the lunch you paid for when meeting with a client,» says Toronto - based accountant and immigration consultant Eric Cheung.

But when meeting with a client or potential client, you may steer the individual in the direction you think they are going or subconsciously want them to go, especially if you think you have heard their story before, just with different names attached to the same facts.

When meeting with clients and potential clients, stick to the trial rule of not asking leading questions.

When meeting with clients, I present a more formal appearance as a sign of respect and to help indicate my role.

So when you meet with your client, start talking football.

The checklists and forms in the Domestic Contract Matter Toolkit contain points and questions lawyers should systematically consider as they conduct the initial interview on a domestic contract matter and when they meet with the client to review and sign the document.

Be skeptical of everything you hear (a good quality for a lawyer, anyway), be safe when meeting with your client, and protect yourself financially with adequate retainers.

Most people can not digest information solely by listening, which is why I frequently use whiteboard diagrams when meeting with clients.

When meeting with clients, give them a roadmap in plain english to make it easier for them to understand their options.

When meeting with clients out of the office, attorneys should use a portable whiteboard like WhiteyBoard.

When meeting with clients, give some attention to their immediate needs — even if they have nothing to do with your practice.

When meeting with a client for the first time, provide a roadmap of how you expect the case to proceed.

When I meet with clients I typically meet them in their office, virtually via Skype or Google Hangouts, or (presuming we won't be discussing confidential matters) at a cafe or restaurant.

The checklists and forms in this toolkit contain points and questions lawyers should systematically consider as they conduct the initial interview on a domestic contract matter and when they meet with the client to review and sign the document.

I receive genuine satisfaction when I meet with clients and I can solve their problems or address their legal needs.

When meeting with clients, I always encourage them to print out their resume (yes, I said «print out» for my fellow millennials) and fold it in thirds.

When meeting with clients seeking a new resume, I've discovered that each client is totally unique.

My first priority when I meet with a client is to collaboratively establish therapy goals and determine what they would like to attain from the counseling process.

These counselors are primarily self - taught even though each may combine elements of psychotherapy and counseling when meeting with clients.

You have no idea what you are going to be presented with when you meet with clients — the fact that the person whom I met with when I was «flying solo» for the first time was a former pupil only added to the mix.

You have no idea what you are going to be presented with when you meet with clients — the fact that the person whom I met when I was «flying solo» for the first time was a former pupil only added to the mix.

For example, I know that if I'm to approach my work consciously when meeting with clients, I need to figure out who is sitting across from me: Where are they in this moment?

Rich Rosa: There's a lot of mortgage programs, and I know when I meet with clients and I have an initial consultation with them, I spend a lot of time talking about financing and mortgage programs.

Getting dressed was stressful for Tammy, and she never felt like she wore the right clothes when she met with a client or attended a business function.

When meeting with a client, she prepares and presents relevant housing information in a simple form: a personal letter with attachments.

Finally, the mobile printer's support for Bluetooth makes it easier to get the prints required when meeting with clients.

But when meeting with clients or colleagues, don't be absorbed with your cell phone — reading messages and hammering out replies.

When meeting with clients, closing costs seem to be a hot topic.

Business casual is the style of dress used by the vast majority, 85 percent, of real estate professionals when they meet with their clients.

NAR, along with state and local associations, release resources and materials throughout the year to help guide real estate professionals on precautions they can take to stay more safe when meeting with clients.

Great point; when I meet with clients who will be purchasing new furniture this is a topic that comes up regarding the different styles and kinds of pieces to get..

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.

Then when you are beginning to plan an event with a client, you can find out what the key parameters are for the event and easily pull up the three or four sites that meet the basic criteria.

When I founded my business and started attending networking events and meeting with prospective clients, I began experiencing pangs of self doubt.

You can give copies to contacts when you meet with them, send copies to potential clients and mail them to other influencers you're hoping to connect with.

And, in most cases, when you do have met with a client, theses are typically one - on - one meetings and not a large conference room setting.

Rather, when clients looked at their agenda and saw that they had a meeting with the Wexley School for Girls, McAllister wanted them to get excited and to know that it would be the best part of their day.

That way, when the client checks his or her calendar it will be to schedule the meeting, not assess whether meeting with you is a priority!

I also try not to schedule client or internal meetings at 3 p.m.. That's when I have a scheduled conference call with my sons.

When you meet with prospective clients and investors, cut straight to what you can do for them.

When meeting with a prospective client or employer, you need to be able to tell stories, relate and illustrate your success.

When Barbera subsequently appeared downtown to meet with that client (this time in CEO mode), he encountered the guard.

When was the last time you walked away from a client meeting with no deal?

Technology Centre: When she's not in her office, Kennedy can be found meeting with clients in a spacious area known as the Microsoft Technology Centre.

The Canadian Bankers Association said Tuesday Canada's banks are client - focused with a commitment to high ethical standards and complying with the law when providing products and services to help customers meet their financial goals.

After heading to Asia for year - end client meetings, Levkovich wrote: «A 10 % total return in the next 13 - 14 months was perceived as being too conservative by many even as our year - end target is in line with mean and median top - down forecasts... Interestingly, several clients suggested that our outlook was far below the bullishness expressed by other even when our numbers are pretty much well within the Street's consensus.»