Sentences with phrase «affluent clients»

It may not work as well for lawyers looking for affluent clients willing to pay top dollar for high end service.

81 % of current luxury home specialists report that their number one method for coming into contact with affluent clients for the first time is through a referral or recommendation.

If your firm represents more affluent clients or businesses, you might want to consider branding yourself as a boutique firm that provides the best service.

Today's affluent clients demand a high level of personalized service to help them manage and grow their wealth.

Quite simply, it is a tool financial advisors might recommend to upper middle class, and more affluent clients to cash in on the tax benefits.

Managed a $ 40 million portfolio of affluent clients consisting of depository, investment, and loan products.

Even though universal life insurance could be ideal for everyone, these types of policies are popular for estate planning, charitable gifting and for affluent clients in need of additional tax shelters.

I am in the same boat as @Adam Odom when look at my most affluent clients that use me to purchase or sell their investment properties typically they will own the majority of their real estate free and clear.

Earlier versions concerned us as they especially impacted the smaller, less affluent client in the 401 (k) space.»

Franchisees receive the benefits of a national brand with a very passionate, loyal, and affluent client base, a strong corporate team to support them, plus the independence and satisfaction of owning their own businesses.

Roberto helps affluent clients address their four biggest concerns: (1) preserving their wealth, (2) managing risk, (3) pursuing financial independence, and (4) taking care of their heirs.

The Oechsli Institute also found that advisors who successfully acquire affluent clients engage in similar activities.

Denise serves our most valued investment advisors and affluent clients as a primary point of contact for reviewing and accepting complex asset donations and onboarding large and sophisticated relationships.

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.

The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients.

I have helped hundreds of clients reach sound and peaceful agreements in a wide range of circumstances, including affluent clients dealing with the division of significant assets and business interests, as well as couples under financial stress.

It's also very rare for me to see very affluent clients riddled with multiple mortgage loans but I see many with free and clear properties.

Another survey, a poll of financial planners by the American Institute of CPAs, found that even affluent clients have substantial fears about outliving retirement money and runaway health expenses.

Marketing solutions and exclusive discounts in high - profile publications offer Institute Members unique marketing tools to attract affluent clients.

«Affluent clients look for a tax - efficiency of 90 % or greater,» says Senyk, «as they'll retain about 90 % of their money on an after - tax basis.»

While at this point it's being employed mostly by public defenders, whose clients often receive short shrift, once the vids are proven to be effective, there's no doubt that more affluent clients will use them.

I am an agent who also works with investors and I am in the same boat as @Adam Odom when look at my most affluent clients that use me to purchase or sell their investment properties typically they will own the majority of their real estate free and clear.

The sixth - generation of the BMW 7 Series sedan is primarily made for affluent clients with high standards of luxury, so it was a bit of a surprise to learn we'd be getting our first taste at a private racetrack called Monticello.

Advisors partner with more affluent clients that prefer overall financial advice rather than the standard, apparent and dismal approach of mass marketing by the big banks and large financial institutions.

Lucio Bernal is a Million Dollar GUILD ™ member of the Institute and has been working with affluent clients for nearly 20 years, specializing in executive and corporate relocation services.

They argued that it would raise costs for savers, cause brokers to drop less - affluent clients and narrow investment choices.

For five years, he served as vice president, managing director of the Wealth Management Consulting area, which provided tax and estate - planning support to advisors and their affluent clients.

This lifestyle is likely relatable for a number of his affluent clients — show opener Bella Hadid, for instance, is an accomplished equestrian — and the show mixed modern updates on classical, well - tailored riding style (quilted capes, tall boots, jodhpurs, slim - cut collared shirts and jackets) with slick athletic gear like skin - tight bodysuits, sporty bra tops, hot pants, anoraks and, of course, sneakers.

Private Bank's investment management team provides personalized attention for our affluent clients.

Welcome to the world of the Strategic Advisers funds, an arm of Fidelity Investments dedicated to providing personalized portfolios for affluent clients.

If you're a luxury hotel, destination, or cruise line offering wellness programs and itineraries, you must attend ULTRA Wellness and share your story with high producing advisors who influence the wellness travel plans of their affluent clients.

Affluent clients can theoretically decide to purchase a whole life insurance policy and come out ahead.

I also have affluent clients (ages 50 - 70 mostly) who purchase life insurance for estate planning purposes.

Master Hair Stylists are experienced and innovative beauty experts who work with affluent clients and celebrities.

Enjoyed forming lasting relationships with affluent clients.

Tags for this Online Resume: Denver, Luxury Travel, Affluent clients, Management, Customer Service

New Jersey, USA About Blog Financial Advisor provides readers with sophisticated estate planning and investment strategies to help them better invest for their affluent clients.

While Reesa Heft was trading stocks, selling options and providing financial advice to affluent clients, she spent years dreaming of becoming a family lawyer.

Affluent clients and their advisors are often pressed for time and expect a high level of service on their time schedule.

DECONCINI: Absolutely, most of my affluent clients come from the Internet.

Eliopulos says the creation of the program «stemmed from the growing need to provide distinction for the properties of our affluent clients in every part of the country.»

The Accredited Luxury Home Specialist (ALHS) Designation is testimony to the agent's commitment to knowledge of the upscale marketplace and today's affluent clients.

The Accredited Luxury Home Specialist (ALHS) Designation is testimony to the agent's commitment to knowledge of the up - scale marketplace and today's affluent clients.

The ALHS Designation is testimony to the agent's commitment to the up - scale marketplace and today's affluent clients.

«More and more affluent clients are looking for spa - like features in a home as a way to pamper themselves without having to go to another location,» says Lehmann.

Lucio Bernal is a Million Dollar Guild member of the Institute and has been working with affluent clients for nearly 20 years, specializing in executive and corporate relocation services.