Sentences with phrase «added value for our clients»

«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

«Financial intermediaries, such as asset managers and fiduciaries, can make use of our new offering to successfully differentiate themselves in the market and add value for their clients.»

The DOL fiduciary rule has provided an impetus for change in much of the financial planning world — and the variable annuity marketplace is one area that may be evolving in such a way that the new fee - based products may actually add value for clients who are interested in variable products.

This gap in understanding presents an opportunity for advisors to add value for their clients by building a shared understanding about risk and diversification.

Considered the most robust processing lab in the industry, the Technology Center is an added value for clients considering B&P equipment purchases.

Dr. Stanley has also published numerous articles on the topic of marketing professional services to the affluent, including: «Ways to Add Value for Clients,» Journal of Accountancy; «How to Network with Affluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers Magazine.

Tea Nicola, chief executive and founder of WealthBar, an online investment firm, said financial advisors need to add value for clients to justify the fees they charge.

Your company needs to align itself with the market; it needs to seek a niche where it can add value for clients in a way that fits their tax status, yield needs and liabilities.

We focus on sectors where we believe our independent research offers the greatest opportunities to add value for our clients.

While many portfolio managers attempt to add value with forecasts and guesswork, we add value for our clients by focusing on what we can control.

Document automation was highlighted by a number of respondents as being a key area where law firms can add value for their clients.

In the words of one observer, the technological changes upon us now — knowledge management, automated document assembly software, invisible offshoring to name just a few — add value for the client but drain value from law firms.

Our tax lawyers join the deal process, or strategic work, at the earliest stage possible to create most added value for our clients.

This supports the importance of firms differentiating themselves and finding new ways to add value for clients,» concludes the report.

What this means and to what extent the legal department plays such a role varies from one in - house department to another, but it is critical that in - house leaders think about how the department adds value for its clients and how its strategic plans align and advance those of the client.

+ MoreThanLaw was recently welcomed by Riverview Law, together with a group of other innovative lawyers, eager to learn about different ways of providing legal services and improve the added value for their clients.

The purpose of agile legal project management is to add value for your clients by anticipating that your strategies will probably have to adapt to changing circumstances.

These provide added value for clients and additional revenue streams for the firm.

The Index seeks to recognise the most innovative firms and legal professionals in Australia and New Zealand that have delivered unique solutions and added value for their clients, setting their organisation apart from the competition.

Law firms that understand this fundamental shift are crafting new approaches that highlight their lawyers» specialized expertise while adding value for their clients and constituting new sources of revenue.

Every major initiative of outside counsel should be driven by how those initiatives can add value for the client.

Learn about the QuickBooks ProAdvisor program tools that help add value for your clients.

In a statement the AI company said: «The firms» adoption of Casetext's AI - based technology underscores a palpable shift in the legal market as firms quickly trend toward adopting technology to add value for clients.»

Digital products can be an excellent way to both create added value for your clients and to create trust in both prospective and existing clients.

I am already enjoying the opportunity to use my skills developed in a general commercial law setting to add value for our clients in the public sector.»

«Both Lucas and Abdullah are outstanding and well known lawyers in the Middle East, and their addition to our team will continue to add value for our clients while increasing the depth and breadth of services which we can offer from our Dubai office,» said John Lonsberg, Partner In Charge of the Dubai Office.

I ask Slaw Tips research readers to consider how the discrete piece of legal research they are doing adds value for the client.

She also coordinates the firm's strategic partnerships with thought leadership and community organizations, also designed to add value for our clients and enhance the firm's social impact.

This demonstrates the desire to add value for clients while respecting budgets.

As d'Hont explains, the use of chatbots ensures that «accountants can use more of their expertise to add value for clients.

That's why we continue to add value for our clients through events such as The World Executive Search Congress.

• Develop agreement with a local photographer to reduce internal cost of photographs for real estate listings by 20 percent, and add value for clients by including online video tours.

A seasoned team player in collaboration with scalable back - end functionality, providing added value for the client.

Let's add value for our clients and FSBO will come and FSBO will go, but REALTORS are here for the long haul.

Staying focused on real estate fundamentals, Ted continues to add value for his clients, who appreciate his keen market insights and strong work ethic.

Our focus is to continue adding value for our clients, Aleagha says.

The course will also provide corporate services representatives with tools that add value for their clients.

Not exact matches

Time spent capturing or retaining a high - value client, for example, is more valuable to your bottom line than spending an exorbitant amount of time with a client whose business adds less value to your enterprise.

When clients see we use every piece of real estate, and it's full of ideas and idea - generation, they know what they're paying for,» he says, adding, «and, they get to see the value of our firm in the front door, which is our people.»

As a research - centric platform, our senior analysts develop value - added ideas for clients looking for investment opportunities across the capital spectrum.

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.

And I reckon, it's sort of interesting for me for private equity in terms of all we've seen, and what we have seen, where we have seen some misconduct and things like that,»cause I always think like, to my simple mind, that the people in private equity, they're the greatest, they're actually adding value to their clients, they're getting paid really really well, you know, if I was in that position, the one thing I would think to myself as I skipped to work was like just «Let's not mess it up.

And how can private banks use their data pools effectively and efficiently to generate insights on client preferences, areas for added value, and business performance insights?

Given the current cap rate environment, clients are more inquisitive about how a fund manager assesses the value - add proposition of an asset along with its potential for greater NOI.

These provide a means of adding value for your customers or clients, and they provide you with a tremendous avenue for greater profit, as you'll be earning more money off of things that are already a part of your core competency.

He is responsible for ensuring BlackRock create, coordinate and communicate value added market and investment insights and deliver them consistently to clients and client facing professionals.

A growth in candor or a decay of shame may account for the latest industrial apologetic: advertising serves the public and its clients because it adds value to a product by altering purchasers» perception of its value!

«We look for clients who value dining service as an amenity to their populations,» he adds.

With a combined workforce of over 8,500 associates serving more than 200 healthcare clients across the country, this move firmly establishes Towne Park as the national leader in cost effective and value added solutions for healthcare transportation, patient transport, parking management and patient experience.

The upmarket store is reining in expansion but doubling down on value - added for its core clients.