Sentences with phrase «agents meet with clients»
Every agent meeting with every client is supposed to provide a set of documents for disclosure and acknowledgment.
http://www.theworldsbestrealestateagent.com/ Not exact matches
But Toronto - based basketball agent Bernie Lee was on the flight, traveling to China to meet with clients, and told me it was one of the craziest scenes he'd ever witnessed.
Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.
Chelsea forward Diego Costa's agent, Jorge Mendes, met with the chairman of Tianjin Quanjian on Friday to spark uncertainty over his client's future.
When an agent openly says he'll meet with a club like Arsenal 4 Brozovic it's usually a strategy to attract interest in his client would rather prefer draxler than this kid, draxler will easily fit in our squad
The Daily Star has also reported that the player's agent will be in England later on this month to meet with the Blues to discuss the future of his client.
Meeting in a third country is a popular option for our clients, and Turkey is easily accessible for Russian women, with plenty of organized tours and cheap bookings offered by local travel agents.
Only 19000 miles with a Porsche main agent service record, This will meet the demands of a discerning client and will be a wonderful addition to any collection or as a daily driver.
One particular agent said «'' I met with a client recently and was able to engage her in the discussion as never before.
Of course there are a few things typical to most every day in the life of a literary agent, such as reading query letters, meeting / calls / lunches / drinks with editors and publishers as well as clients, pitching manuscripts to publishers, meeting with film / TV companies to adapt books for the screen, attending conferences / workshops, looking for new talent, etc..
Find a bestselling idea, create a knock «em dead book proposal, craft a sure - fire cover letter, find the best (and surprising) places to meet agents in person, land a super agent who is «not accepting new clients,» and negotiate with your agent and publisher for a wonderful (and lucrative!)
Instead of meeting with a bank manager or agent personally, the robo advisor allows clients to establish their own financial portfolios online.
In addition, if you are a British Columbia Client, your Personal Information will be provided to your Mortgage Intelligence agent (and a copy retained by Mortgage Intelligence for purposes consistent with this Privacy Policy) in the event of his or her departure from Mortgage Intelligence, in order to meet your ongoing financial needs.
In addition to the website, clients will benefit from working with a Royal LePage agent who has met entrance criteria for experience, accreditation and performance achievement.
If a business associate, such as a current or prospective (likely to become) customer, client, supplier, employee, agent, partner or professional adviser travels with an attendee and meets the conditions above, their expenses can be deducted.
Meet with clients, agents, opposing counsel and judiciary in order to gain information on the case status and reassess cases.
Business circles made up of a real estate agent, an accountant, a business owner, a consultant, a lawyer — who all meet regularly and support each other with client referrals can be a powerful networking group.
Our agents have years of experience working with clients and connecting them with the best plan to meet your needs.
There are other professionals working in insurance that also have to get licenses in order to operate on behalf on an insurance company but from a client perspective the important aspect of licensing is that the agent or broker they work with to obtain their insurance policies and coverage is properly authorized and licensed to provide help, advice and insurance policies that meet the requirements of their state or states of residence and operation.
As life insurance specialists for many years, we've discovered way too many times that clients have come to us with old policies that are not set up to maximize tax advantages.In other words, the policy will not protect the policyholder's estate from taxes as intended.Most life insurance agents rarely meet clients requiring life insurance for estate protection, and when they do, they often get excited about their commission potential and take the easy path to place a policy in force.
«We are pleased to have been asked to join Trusted Choice ® as it is consistent with our desire to work with independent insurance agents to meet the evolving needs of our clients,» says James Rosati, Beacon Mutual president and CEO.
The maintain physical offices for meeting with clients, and a good agent isy attentive to your changing needs and your family and financial situation evolve.
Meet with clients, agents, opposing counsel and judiciary in order to gain information on the case status and reassess cases.
Activities often seen on Mortgage Advisor resume samples are collaborating with real estate agents and mortgage lenders, selling mortgage products, determining client needs, advising clients on the home buying process, explaining different types of mortgage, and meeting sales targets.
Most insurance sales agents work in offices, although some may spend time traveling to meet with clients.
Arranged and led meetings with potential clients, investors as well as other real estate agents
Real Estate Intern • Looked through property listings to determine which properties are for sale or purchase • Contacted clients to provide them with information on listed properties and their prices • Provided assistance to real estate agents by scrutinizing properties prior to setting up meetings with clients • Set up meeting with clients and assisted them in understanding the features of properties • Handled client background checks and credit histories and provided feedback to supervisor • Ascertained that client information is recorded properly and confidentially
Performance Summary: Forward - looking insurance agent with 9 years» track record of determining clients» insurance coverage needs and creating insurance plans to meet them specifically.
Our clear mission is to deliver high quality tour services with professional guides to ensure that the expectations of both our individual clients and travel agent clients are met.
Good Day, I was a supervisor and experienced in supervising and managing people with at least 15 agents in one team and have been doing Quality with each agents call and giving them real time feedback and coaching and monitoring their stats if they met the quality given by the client and sending reports to our managers and doing post-shift meeting with my agents for follow ups with what they're having difficulty and...
Client — MassMutual (Springfield, MA) 4/2007 — 6/2008 Role — Technical Solutions Lead for Data Warehousing (Infosys Technologies Limited) • Collaborated with business users in determining various data, reporting and dash boarding requirements, while working closely with data modeler and DBA in database / model design processes • Organized architectural review sessions with panel of enterprise architects and anchoring JAD sessions / exit gate meetings • Develop Cognos Framework manager Metadata models in Cognos 8 BI as well as Cognos Report Studio - and Analysis Studio - based reports • Work closely with the ETL Developers in designing and planning the ETL requirements for reporting, as well as with business and IT management in the dissemination of project progress updates, risks, and issues • Served as solution architect for agent communication automation project involving automation of agent dashboard and statement reporting using Cognos BI platform.
Create a list of properties for a client to view, or share sales meeting updates with your agent team.
Marketing Agents are busy all day prospecting, meeting with clients and negotiating deals, so it's important to provide customizable marketing tools agents can use to effectively differentiate themsAgents are busy all day prospecting, meeting with clients and negotiating deals, so it's important to provide customizable marketing tools agents can use to effectively differentiate themsagents can use to effectively differentiate themselves.
Agents need to be experimenting with Facebook advertising in order to meet client expectations and remain competitive.
When the agent takes a listing, all they have to do to get the ball rolling is meet with the client, get the listing contract signed, pull open the web form, fill in the required information, and check off any add - ons like drone photography.
More importantly, Onboard's informational tools provide agent members with the tangible expertise required to meet the well - informed consumers» needs, removing the burden from the clients while simplifying their own processes.
Agents have pressing concerns: meeting with new clients, conducting market research, attending to closing activities, continuous training, plus so much more.
As you can imagine, this was met with much laughter by everyone in the training session, but it was completely illustrative to the state of many agents» past client databases.
«I've been introduced by my clients and friends at charity events, weddings, and bar and bat mitzvahs, and when meeting new people as «Scott Geller, the Home Seller» so often and for so long, some probably think it's my real full name,» says Geller, an agent with RE / MAX Centre, REALTORS ®.
When an «agent», never meeting his clients, can send many unlicenced people out to take listings, with important clauses stricken, with Schedule A & B replacing «listing» so the clients don't know they are listed and think they are FSBO's, just to get their properties on Realtor.ca....
When he's not out with clients he is in the office working, attending meetings, chatting with fellow agents, and generally creating positive energy.
The other feature is comps or sales comps, which agents need when they go meet a client to list or are working with a buyer.
I was the selling agent and had met and been out looking with hese clients several times.
«We took a step back and looked at the process of a transaction — starting with how agents meet clients.
This last detail often sparks the interest of buyer's agents with clients who aren't willing to get into negotiation battles with sellers and are willing to meet at (or at least near) the middle to make a deal.
In the months and years ahead, a growing number of agents may use that opener to kick off their meetings with prospective clients.
This section asks: How do large firms, small brokers, agents and the MLS staff meet and make plans and decisions that benefit the membership as a whole with a focus on serving the needs and interests of their clients?
Why are brokers still requiring agents to provide clients, at the first meeting, when first impressions are formed, with documents that are fourth - generation copies of copies, on different - sized paper, all bundled haphazardly in a cheap folder.
Strong relationships are important to build, but a real estate agent must also realize that with the strong relationship comes the higher relational expectations the client has for the agent and the greater fall if the agent does not meet the client's relational expectations.
With cloud's 24/7 access, agents can design marketing campaigns over coffee between client meetings.