Sentences with phrase «at client meetings»

Due to the attorney's busy schedule, the legal secretary might be called upon to represent him / her at client meetings and other functions that don't necessarily require their appearance.

You will work closely with our current trainees and qualified solicitors and experience the opportunities which are open to our trainees including (where possible) attendance at client meetings, hearings and seminars.

Hoteling, a concept those in the accounting and consulting industries are long familiar with, is being embraced by firms that have realized many offices sit vacant during the day when attorneys are at client meetings, depositions, in court, working from home, or on vacation.

I spent Labor Day weekend on Long Island visiting family and the week after at client meetings.

; they have more freedom («Hi Deb... Oh, you are out at client meetings all day?

Not exact matches

One day, you will find out that your peers and competitors were actually meeting clients at the gym.

At industry event, I can tweet with a certain hashtag as a way to meet people whom I may be able to help (and have actually gotten clients this way).

As CEO at Matisia Consultants, Roth was meeting with a new client.

Christopher Yoshida, the chief strategy, sales and marketing officer at trading firm trueEx, has been busy with client meetings following the company's announcement that it is launching a derivatives platform for digital currencies.

You can't be on every client phone call or at every meeting, but holding a gathering with customers and employees will provide an opportunity for gaining valuable insights.

Even if you do meet the minimum threshold required, you are now the least valuable client at your private bank, which is less than reassuring.

Last year, I spoke at more than 10 conferences and traveled two to three times a month to attend 100 - plus client and investor meetings.

The professor at Arizona State University's business school and author of The Seven Signs of Ethical Collapse, asks her clients, «What are the things you would never do at this company to get a client, to keep a client, to make sure you met your numbers for the quarter?»

Michèle Benza, an image consultant in San Francisco who has a large Silicon Valley clientele, describes one female entrepreneur who knew her formal, drab way of dressing at new - business meetings was the likely reason she wasn't winning clients.

«These [fall] benefit meetings with clients are a time to look at last year's tax return and see what they can do differently with benefits to help next year's taxes,» said John Gugle, CFP and principal at Alpha Financial Advisors.

«He's great at getting [clients] to do things, because you just immediately trust Dominic,» says Bob Felton, a semi-retired McKinsey director who met Barton early in his career.

What I can share is that colleagues at my firm have worked hard to inject fun into almost every session we plan, from staff meetings to client town halls.

If you've landed new clients, expanded your business or met certain objectives at work, let people know.

Essentially, they want to see that all these materials adequately and accurately reflect the operations of the firm; that the advisor is meeting his or her fiduciary duty by ensuring that the activities being undertaken in client portfolios are, at all times, in the client's best interests; and that the firm is supervising the activities of its staff and taking corrective actions when and if any deficiencies are found.

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.

Be ready for impromptu client meetings by keeping a blazer hanging in your office to elevate your look at a moment's notice.

«On the one hand, you may want to dress up, but I do think that even at the holiday party you want to be somewhat mindful and ask yourself, «Would I be comfortable showing up in this outfit if I was going to meet my best prospective client,»» says Fischer.

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.

Not long ago, an out - of - state client of her California public relations firm needed her at a face - to - face meeting but had cut its travel budget.

Additionally, yesterday we highlighted an observation from strategists at Citi Research, who said that in client meetings in Asia, they found disappointment from their clients who couldn't believe they weren't more bullish on US stock.

Joe Christiansen, owner of Blaze Streaming Media, also of Portland, thinks of himself as a virtual event coordinator, staging a client's live stream, testing Internet access at a meeting space and capturing e-mail addresses from people who watch the live stream for the client to use for lead generation afterward.

At the top of the sales funnel, after a lead is qualified, a grade of «D» designates that a salesperson has met with the would - be client, thinks there's a good match, and has ascertained that a budget exists.

Clients who have become friends tell countless tales of meeting him at the end of one of his 12 - hour seminar days — Robbins exhausted from giving out as much energy as a nuclear power plant to a room of thousands of acolytes — because he wanted to help with a project or problem, even at 2 a.m. «The secret sauce with Tony is that he recognizes that he's not in the transaction business,» says Guber.

Staff at the 15 - member firm declare «healthy lifestyle objectives» for each week at a regular group meeting (where they also discuss more mundane details like the work they do for clients).

At a meet and greet with the company in Las Vegas recently, I noticed Tony Hsieh showed up with his new puppy; he's obviously a client.

We talked about what's at risk with the relentless pursuit of perfection using a recent example of how they described preparing for a client meeting.

Noah Brier, founder of marketing startup Percolate, noted that SXSW is a great time to do client meetings, because it's rare that so many decision makers at brands are all in one place.

Colorado - based Boom Technology is meeting with prospective partners and clients at the Paris Air Show.

«My client and I met with representatives from NBC's Human Resources and Legal Departments at 6 p.m. on Monday for an interview that lasted several hours.

Business association meetings are a great place to chat about this, and you can also ask your accountant, since they should have at least one other client in your industry.

At many companies, men already take «invisible leave» to spend time with their children — they might take an afternoon off to take the kids to their baseball game, for example, while allowing their employer and co-workers to think they're meeting clients.

His boss would rather see him at the 7 a.m. client meeting.

Have clients sign up online and meet at a public spot; you can manage the website from home and handle payments online with PayPal or in cash in the field.

En route to a client's office, will ask who will be at the meeting (and the bot will know).

Instead of putting up ads on freelance sites and hoping to find work (like every other freelancer), you aggressively seek out your target customers by going to conferences and getting coffee meetings with dozens of founders, just to land 1 client at a time.

The two Cambridge Analytica executives at the meeting humoured these questions and actively encouraged the prospective client to disclose his intentions.

At Legg Mason, he said, «I spent a lot of time doing stuff that I really didn't want to do, like traveling all over the world and pitching for business and meeting with clients.»

By 2000, Trustnet was among the offshore services firms that were making an all - out drive to sign up clients from China, doing marketing meetings at the Shanghai offices of what were then known as the «Big 5» accounting firms: KPMG, Ernst & Young, Pricewaterhouse, Deloitte & Touche, and Arthur Andersen.

Allan Roth, a financial planner at Wealth Logic in Colorado Springs, Colo., says he recently met with three new clients, each holding between $ 8 million and $ 30 million in cash — all in bank or brokerage money - market accounts earning as little as 0.01 % annually.

One of Jeff's primary roles at Capital is to ensure that all stocks in client portfolios meet the high standards consistent with our overall equity philosophy.

These conferences will give you the opportunity to meet potential clients or business contacts in one room, and most of the individuals at these type of conferences also want the network.

The branch, located at 2909 50 Avenue, has a team of 11 employees to help clients meet their business and personal banking needs.

«This new service will allow our clients to identify at a glance those companies in a portfolio with a pending meeting that might pose above - normal ESG risk,» said Katherine Rabin, Chief Executive Officer of Glass Lewis.

While talking about engagements between Glass Lewis and the companies we cover, Aaron pointed out that Glass Lewis does not meet as a representative of our clients but seeks to get a better understanding of the unique governance situation at each individual company.

The GIC, a group of seasoned investment professionals who meet regularly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management clients, expects the economy — as measured by gross domestic product, or GDP — to grow, but at below the rate to which we have become accustomed, based on prior second - stage recoveries; stock and bond returns will likely follow suit.