Sentences with phrase «averse clients»

Rochelle Odesser, a CFP and vice president with Madison Planning in White Plains, N.Y., has many risk - averse clients.

You won't make as much in terms of commissions (20 basis points per year vs 5 % upfront and 0.5 % in trailers) but your risk averse clients will be far better served.

Even when a trial has excellent prospects, a risk - averse client may be scared into early settlement.

Not exact matches

Clients are incredibly risk averse, especially when working with someone for the first time.

To highlight the differences in how men and women approach their financial commitments, research conducted last year by the Barclays Wealth Female Client Group showed that wealthy women, across the world, were less risk averse than men when it came to their investments.

School districts, which until the advent of charter schools enjoyed an exclusive franchise, pose a unique challenge to private sector innovators: the change - averse district is both client and competitor.

They» ve acclimated to a stark reality: the change - averse public - school establishment is itself their principal client, customer and sometime regulator.

As a case in point, my most conservative client — a gentleman so risk averse that even the possibility of a 10 % peak - to - trough loss was anathema to him — informed me in January that he would be closing his accounts with me because I refused to aggressively buy tech stocks and Bitcoin on his behalf.

Our ongoing focus on using technology to connect to the world's markets and automate all aspects of the trading and settlement process, combined with our low - risk business model and risk - averse philosophy results in continued growth of our clients» equity.

After determining whether you are in fact a very risk averse conservative investor or a highly risk tolerant «aggressive growth» investor, or a balanced investor halfway between these extremes, an adviser would generally try to match the client risk profile to the stated long - term investment goals; then he or she would find the investment solutions that will achieve those goals without subjecting the investor to more risk than they're equipped to tolerate.

While firms are not equally risk positive or averse, a firm's willingness to accept risk provides a useful litmus test that can help instruct the client whether it has realistically assessed the strength of the case.

I don't dispute the value of focus, but I would leave a little room for the risk averse in advising to bet the farm, or the law practice, on a narrow estimate of what will turn out to be appealing to (potential) clients.

In the past, risk - averse firms have looked to minimize compliance and legal risks by prohibiting text messaging, but this is not only unsustainable for a workplace which continues to grow more mobile, it limits how and where advisors communicate with clients.

Risk is a major concern for Arai - Ito's clients, she says: «Since Japanese investors are risk averse, I advise Japanese clients what risks are involved and how to mitigate those risks,» anti-corruption being a particular concern.

This taught me that my role was to represent my client, and to challenge a judicial decision that was averse to my client.

Your niche areas might be in specific industries, types of transactions, client type (think: busy, risk - averse entrepreneur; analytical CFO; physiotherapists who rehabilitate the injured) or even a convenient under - served geographic location if you're a general practitioner.

Judge Buller says she is not averse to picking up the phone and calling people the client is having problems communicating with — she has found that judges don't generally have a problem with people not taking their calls.

I look forward to using that experience to create risk - averse information governance standards for law firm clients,» said Welsh.

When the very notion of accessing software applications on the cloud hit the legal profession — let alone cloud - based data storage and retrieval — most law firms reacted in a predictably risk - averse manner: That's interesting, but what is the data security exposure to the firm, the confidentiality risks to clients, the liability insurance coverage implications?

Whether in litigation or transactions, there are repeatable steps on the critical path to success and excess steps that may be deemed helpful or necessary by risk - averse lawyers, but are not statistically relevant to risk - taking clients.

Cue additional clichés: lawyers are risk averse; clients don't want this; partners can't understand AI and so on.

The clients focusing on shadow hours are risk - averse, and law firms could develop special fee arrangements to cater for these kind of clients.

Though some attorneys may be averse to diving into the ethical nitty - gritty of alternative legal financing, the ABA working group asserts they have a duty to advise their clients on these transactions: «If the lawyer is unfamiliar with transactions of this nature, he or she must either acquire the appropriate knowledge through reasonable study and preparation, associate with an experienced lawyer, or refer the client to another lawyer with established competence.»

«Retail banks are risk averse and geared toward a different set of clients than what is typically asked for from an exchange,» Shtylman told PaymentsSource.

In a complex and risk - averse business environment, benchmarking has become an essential decision support tool used by brokers and clients to determine how much space a company needs.

«I'll never forget the time my buyer and I found the seller hiding in a closet,» she says, regarding our piece about working with clients who are averse to leaving home during showings.

There will always be clients who are averse to listening to their agent's advice.