Sentences with phrase «as a referral partner»

That's why we need YOU as our referral partner.
After qualifying as a referral partner, LeanLaw will refer small law firm clients who need to find the appropriate accountant / bookkeeper to help them manage their invoicing / billing workflows and work in QBO.
It also helps new agents understand the real estate digital tools available to them, how to build a Web presence, and the various ways to share their information both organically and socially, to generate online interest and potentially bring in new clients as well as referral partners too.

Not exact matches

The company serves Canadian homeowners both directly, and through a network of referral partners such as banks, mortgage brokers and investment advisors.
McDonnell says Wurldtech has expanded its customer base in the predictable way — referrals, word of mouth, distribution / reseller partners and search - engine optimization, as well as through appearances at technical conferences.
Partnering retailers such as NewEgg and Barnes & Noble pay Jet a referral fee or a commission for items selling on Jet.
«This is a wonderful match for us, as MEP and Stepstone share common beliefs about how best to take care of the consumer, educate the community and serve our referral partners
As the exclusive referral partner of CFIB, Chase Paymentech is committed to helping its members manage acceptance costs with access to competitive credit and debit rates and secure, innovative technology.
As a partner you get a 25 % revenue share of the trading costs that your referrals will make on eToro.
Don't discredit yourself when you'll need and want these contacts as allies, partners and referral sources later.
The organization partners with nonprofit agencies to provide support services, such as case assessment or management, housing or shelter, and referrals to other services.
That they be WABA Core Partners and Regional Focal Points who act as referral points for mother support
The speaker allegedly racked up $ 700,000 in referral fees from the law firm, which sources identified as Goldberg & Iryami, where one of the partners once served as his Assembly counsel.
«So that someone can't say «I'm a lawyer, I represent ordinary people,» and then it turns out that his law partners say he doesn't do any legal work and is solely gaining money from referrals» (as was the case with Silver and is the case with other lawyer - legislators who are «of counsel» at law firms).
Despite his comments about representing «little people,» Silver was hired as of counsel at the firm Weitz & Luxenberg to bring «prestige» — as one of the name partners put it in testimony during the trial — and he acted primarily as a so - called rainmaker, bringing in lucrative referrals for mesothelioma cases, which paid him a portion of the proceeds from any judgment or settlement.
This dating site is billed as a family oriented site, and it is based on the fact that the most common way to meet a partner is by referrals from friends and family.
Our success these past years is directly attributed to our commitment as an organization to fostering meaningful relationships with our valued clients and referral partners.
Our number one priority is to get our clients back to the closing table with our referral partners as quickly as possible.
Agree that you and your referral partner will each invite x number of people to the event, such as past clients, friends or prospects.
hosting partners, service providers, vendors, affiliates, referral partners, other counseling agencies, financial service providers (such as companies providing home mortgages), lenders, Federal, State, and non-profit agencies or other business partners.
As an organization, we have dedicated ourselves to providing the highest level of service, performance, and integrity to both our clients and our professional referral partners.
[27:50] Jennifer finds being stereotyped as a mortgage lender, the most challenging part of getting referral partners.
Before she began her second career as a dog trainer, Sharon was a disability information and referral specialist and service dog owner - trainer, as well as the founder of the Assistance Dog Blog Carnival, a writer for the International Association of Assistance Dog Partners newsletter, and the blogger for the popular service - dog trainer's blog, After Gadget.
As a referral - only practice, we partner with primary care veterinarians to provide surgical care for pets in the familiar environment of their own hospital.
As a referral and emergency hospital, we partner with general - practice (primary care) veterinarians in the care of their patients, and provide continuing education and other resources to enhance their professional development as well as our owAs a referral and emergency hospital, we partner with general - practice (primary care) veterinarians in the care of their patients, and provide continuing education and other resources to enhance their professional development as well as our owas well as our owas our own.
The clinic will provide affordable vaccines and medications as well as offer assessment of basic pet care issues and referrals to our veterinarian partners for treatment options.
With the signup and referral bonuses, you can earn as many as 10,000 miles, which is enough for a free one - way ticket within Europe on Air Berlin or its partners (including Alitalia, British Airways, Finnair, or Iberia).
And look at referral partners as more than just a referral stream — recognize how they can add value to your clients.
These «uncommon» referral partners may not be able to send as many cases as you best referral sources, but because few attorneys in your practice area are not thinking «outside the box» when it comes to different sources of new business, you'll likely find that there will be very little competition.
Start to view family, friends, legal partners and out - of - industry professional peers as additional referral sources.
Ragona also explains that Bill4Time allows them to apply various discounts for marketing channel partners or referral channels, either as a flat dollar amount or a percentage.
«As natural referral partners, you will now have the opportunity to meet the right people on line to build a richer, more robust referral base and ultimately your practice,» HubSTREET says.
Echoing the sentiments at Burness and Harper McLeod, Tods Murray executive partner Peter Misselbrook says opening up in London is not on his firm's radar, preferring instead to nurture existing referral relationships with City firms such as Clifford Chance (CC) and Allen & Overy which the firm partners with on UK - wide transactions.
Whether proceeding individually or as members of a marketing team, recommendations were provided on how partners may identify potential new clients and determine the client's «decision - makers» who assign legal work to law firms or approve such referrals.
In his WSJ blog post, he talks about a «smart system» implemented at a number of Boston hospitals run by Partners Healthcare as an aid to processing medical orders (drugs, tests, referrals, etc.).
This leaves a firm more susceptible to competition — as Stutman was from former referral partner large law firms.
As a result, they rely on referrals, both from employees and partners (vendors, clients, etc.), as well as job postings and social media to identify candidateAs a result, they rely on referrals, both from employees and partners (vendors, clients, etc.), as well as job postings and social media to identify candidateas well as job postings and social media to identify candidateas job postings and social media to identify candidates.
Identified and made sales referrals as well as recommend cross-sells bank services and products for Pyramid partners
Additional responsibilities of the Banking Customer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financial center.
Additional responsibilities of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services
Responsibilities • Initiate and follow up the sales process from initial contact phase till closure • Research and analyze sales options and identify business opportunities • Serve as point of contact for customers and answer their service related queries in person and on the phone • Reach or exceed weekly sales target • Generate referral business by mining existing clientele • Develop and maintain productive business relationships with all prospects, partners and clients • Work closely with the marketing team to develop sales collateral suitable for target market
Provided customer - centric service and support, brokerage accounts, IRAs, lines of credit and personal loans, and made referrals to organizational partners as needed.
Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency
Professional Duties & Responsibilities Directed sales and customer service efforts for employers representing a wide range of industries Managed junior team members and administrative staff ensuring effective operations Generated significant sales through networking, cold calling, and other cultivation efforts Recognized for consistently exceeding sales goals by as much as 200 % monthly Routinely awarded «Account Executive of the Month» for excellence in sales and service Authored and presented weekly forecasting and call reports Built and strengthened relationships with clients, partners, and key industry figures Provided exceptional customer support resulting in repeat business and referrals Served as senior leadership for print and television news outlets Responsible for team leadership, content creation, production, and direction Created and implemented comprehensive marketing / advertising campaigns and collateral materials Designed and launched corporate promotional events
Sales Manager — Duties & Responsibilities Provide customer service and administrative support across a variety of industries Represent company brand with poise, integrity, and positivity Resolve customer service inquiries in a timely and professional manner Deliver exceptional service resulting in client satisfaction and repeat business Generate significant product sales through networking, referrals, and other tactics Study internal literature to become an expert on company products and services Responsible for official correspondence including letters, emails, telephones, and reception Coordinate meetings, travel arrangement, and special events for senior leadership Assist accounting department with purchasing, billing, and payment collection Direct mailroom operations ensuring accurate and timely shipping and receiving Build and strengthen relationships with key clients, partners, vendors, and coworkers Manage security surveillance ensuring safety of personnel and company assets Oversee office and salon inventory ordering supplies as needed Create a welcoming, clean, and uplifting environment for clients and peers Provide additional support such as data entry and recordkeeping
She's gained a reputation as a divorce financial expert, with those she serves and her referral partners, which are often attorneys.
As of Dec. 2012 American Psychological Association (APA), California Psychological Association (CPA) and California Marriage and Family Therapists (CAMFT) do not have an official position regarding referrals to surrogate partner therapy.
Strategies to Increase Birth Parent Engagement, Partnership, and Leadership in the Child Welfare System: A Review (PDF - 438 KB) Casey Family Programs (2012) Explores barriers and proactive strategies to engaging birth parents with child welfare services and referrals for services, developing connections between birth and foster parents, utilizing birth parents as agency partners, and drawing on birth parent experience in an advisory capacity at the organizational level.
Home visiting programs coordinate with different types of services in every community, yet a few core services are commonly identified by programs as potential referral partners.
Access to HelpPRO partners such as the Autism Society, National MS Society, and the National Suicide Prevention Lifeline that use HelpPRO in their call centers to make referrals.
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